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Artificial Intelligence News 26 January 2026 - 27 January 2026

Cisco stock jumps after Evercore upgrade flags AI “tailwinds” into next earnings

Cisco stock jumps after Evercore upgrade flags AI “tailwinds” into next earnings

New York, Jan 26, 2026, 19:18 ET — After-hours Cisco Systems (CSCO) shares climbed 3.2% to finish Monday at $77.01, then gained roughly 0.4% in after-hours trading following an upgrade from Evercore ISI. (Investing) Timing is crucial. Investors have rushed to snap up assets linked to AI data centers and security spending. Cisco aims to hold its ground in both…
27 January 2026
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IREN stock price slides 7.6% as Nvidia’s CoreWeave bet puts AI data-center plays back in focus

IREN stock price slides 7.6% as Nvidia’s CoreWeave bet puts AI data-center plays back in focus

New York, January 26, 2026, 19:02 (EST) — After-hours trading Shares of IREN Limited (Nasdaq: IREN) dropped 7.6% Monday, closing near $52.36 in after-hours. The stock swung between $51.80 and $57.09, with roughly 42 million shares changing hands. The pullback came as Nvidia funneled more cash into CoreWeave, a rapidly expanding cloud infrastructure player, while promoting a longer-term push for…
27 January 2026
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Microsoft stock rises after Maia 200 AI chip reveal, with earnings and Fed decision next

Microsoft stock rises after Maia 200 AI chip reveal, with earnings and Fed decision next

New York, Jan 26, 2026, 16:54 ET — After-hours. Microsoft shares were up about 0.9% at $470.28 in late trading on Monday, after the company rolled out a fresh in-house artificial intelligence chip and new software aimed at loosening Nvidia’s grip on developers. (Investing) The move matters now because Microsoft reports quarterly results on Wednesday, with investors primed to judge…
26 January 2026
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Marvell stock climbs in New York trade as Fed week puts AI-linked chip names in play

Marvell stock climbs in New York trade as Fed week puts AI-linked chip names in play

New York, Jan 26, 2026, 15:37 EST — Regular session Shares of Marvell Technology Inc climbed Monday, buoyed by strength in segments of the tech sector. As of 3:24 p.m. EST, the stock gained 1.5% to $81.44, swinging between $79.47 and $83.01 during the session. Roughly 9.2 million shares traded hands. The move came during a busy week for rates…
26 January 2026
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Cloudflare stock jumps on viral ‘Clawdbot’ AI-agent buzz as Wall Street eyes Feb. 10 earnings

Cloudflare stock jumps on viral ‘Clawdbot’ AI-agent buzz as Wall Street eyes Feb. 10 earnings

NEW YORK, Jan 26, 2026, 15:05 EST — Regular session Cloudflare (NYSE:NET) shares jumped over 11% on Monday, fueled by buzz around “Clawdbot,” an open-source AI agent, and fresh enthusiasm for “edge” infrastructure. The stock climbed 11.5% to $193.30 in afternoon trading, after moving between $172.84 and $193.97 earlier in the session. This week is loaded with macro risks and…
26 January 2026
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Home Depot stock edges higher after it rolls out a new AI tool for contractors

Home Depot stock edges higher after it rolls out a new AI tool for contractors

New York, January 26, 2026, 14:58 EST — Regular session Shares of Home Depot inched up roughly 0.7% to $386.33 Monday afternoon following the rollout of a new AI tool targeting professional contractors. The stock fluctuated between $382.05 and $387.34 throughout the session. The rollout arrives as Home Depot doubles down on its Pro customers, for whom speed and planning…
26 January 2026
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Zoom stock jumps 11% after analyst flags ‘hidden gem’ Anthropic stake

Zoom stock jumps 11% after analyst flags ‘hidden gem’ Anthropic stake

New York, January 26, 2026, 14:58 (EST) — Regular session Shares of Zoom Communications (ZM) climbed 10.8% to $95.08 in afternoon trading Monday, hitting an intraday high of $95.76 earlier. Despite the jump, the stock is still well below its peak levels seen during the pandemic. (Barron’s) The update came after Baird analyst William Power highlighted that Zoom’s 2023 stake…
26 January 2026
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Wells Fargo stock climbs as WFC names new AI chief ahead of Fed decision

Wells Fargo stock climbs as WFC names new AI chief ahead of Fed decision

NEW YORK, Jan 26, 2026, 14:32 (EST) — Regular session Shares of Wells Fargo & Co climbed roughly 1.3% Monday afternoon, gaining $1.13 to reach $88.09 following a low of $86.85 earlier in the session. The shift arrives as the Federal Reserve prepares to unveil its policy decision this week, alongside earnings reports from major U.S. firms. Both events have…
26 January 2026
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DigitalOcean stock jumps nearly 15% as AI-inference push keeps buyers in control

DigitalOcean stock jumps nearly 15% as AI-inference push keeps buyers in control

NEW YORK, Jan 26, 2026, 13:15 (EST) — Regular session Shares of DigitalOcean Holdings, Inc. surged almost 15% on Monday, building on a strong January rally as buyers targeted smaller cloud and AI infrastructure firms. The stock climbed 14.9% to $61.58, hitting a peak of $61.67 during trading. This shift is significant as it thrusts DigitalOcean into the spotlight for…
26 January 2026
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Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

New York, Jan 26, 2026, 12:44 ET — Regular session Applied Digital Corp (APLD) shares climbed roughly 1% to $38.05 by midday Monday, bouncing between a high of $41.59 and a low of $36.78. The stock’s volatility reflects growing investor interest in data-center companies linked to AI infrastructure. These shifts are crucial since power has become the bottleneck for AI…
26 January 2026
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Salesforce stock rises in midday trade as Wall Street stays jittery on software and AI

Salesforce stock rises in midday trade as Wall Street stays jittery on software and AI

New York, January 26, 2026, 12:28 EST — Regular session Salesforce (CRM) shares gained roughly 1%, hitting $230.24 by midday Monday. The stock started the session at $229.43 and fluctuated between $227.51 and $230.82. The shift was modest, yet notable in a sector that’s been hard-pressed to attract buyers. Major software stocks have fallen amid investor debates on whether emerging…
26 January 2026
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Applied Digital (APLD) stock jumps above $39 as Delta Forge 1 AI data center bet comes into focus

Applied Digital (APLD) stock jumps above $39 as Delta Forge 1 AI data center bet comes into focus

New York, January 26, 2026, 10:46 a.m. (ET) — Regular session Applied Digital shares jumped Monday, pushing higher in a volatile streak that’s turned the data-center developer into one of the market’s most reactive AI plays. The stock rose roughly 5% to $39.59, having touched $41.59 earlier. This move is significant as investors scramble for capacity. Data centers tailored to…
26 January 2026
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Stock Market Today

  • Asia-Pacific markets mixed as Trump threatens South Korea with higher tariffs
    January 26, 2026, 7:45 PM EST. South Korean auto stocks slid sharply after U.S. President Donald Trump announced plans to raise tariffs on South Korea from 15% to 25%, citing Seoul's failure to approve a trade deal with Washington. Hyundai and Kia shares dropped 4% and 5% respectively, pulling the Kospi index down 0.36% after a strong start to the year. However, the Kosdaq small-cap index rose 1.41%. Elsewhere, Asia-Pacific markets showed mixed openings: Australia's S&P/ASX 200 surged 1.22% to a nearly three-month high, while Japan's Nikkei 225 and Topix fell by around 0.3%. Hong Kong Hang Seng futures edged higher, signaling cautious investor sentiment across the region amid rising geopolitical trade tensions.
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