Artificial Intelligence News 2 January 2026

AI stocks today: Nvidia, AMD and Micron lift chip rally as Baidu spikes on AI chip IPO filing

NEW YORK, January 2, 2026, 16:55 ET — After-hours AI-linked chip stocks rallied on Wall Street’s first trading day of 2026, pushing the Philadelphia Semiconductor Index up 4% and helping the Dow and S&P 500 end higher, while the Nasdaq

2 January 2026

Artificial Intelligence·Investment·Semiconductors·Stock Market·Technology News

Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

NEW YORK, January 2, 2026, 3:14 PM ET — Regular session Shares of Lumentum Holdings Inc (LITE) rose 4.3% to $384.31 in afternoon trading on Friday, extending a strong run in AI-linked optical hardware names. The stock has traded between

2 January 2026

Artificial Intelligence·Data Centers·Market Trends·Stocks

Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

NEW YORK, Jan 2, 2026, 15:03 ET — Regular session Western Digital shares rose about 8.1% to $186.30 by mid-afternoon on Friday, lifting with a broad move higher in data-storage and memory stocks. The stock traded between $176.00 and $187.53

2 January 2026

Artificial Intelligence·Investment·Stock Market·Technology News

Adobe stock drops more than 4% as new bull case says AI fears are overdone

NEW YORK, Jan 2, 2026, 11:13 ET Adobe shares slid about 4.4% on Friday morning, turning lower after opening near the prior close in a broad pullback across big software names. Salesforce and Autodesk were also down, while Microsoft slipped

2 January 2026

Artificial Intelligence·Financial Trends·Investment Analysis·Stock Market·Technology News

Microsoft stock vs Alphabet stock: Why 2026 is the real AI monetization test

NEW YORK, Jan 2, 2026, 10:49 ET Microsoft shares were down about 1.6% at $475.69 in late-morning trade on Friday, while Alphabet rose about 0.7% to $315.20. Microsoft’s market value stood near $3.85 trillion versus roughly $2.94 trillion for Alphabet,

2 January 2026

Artificial Intelligence·Future Trends·Microsoft

Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher

NEW YORK, January 2, 2026, 10:48 ET The S&P 500 and Nasdaq opened 2026 on firmer footing on Friday, led by a rebound in technology shares. At 10:13 a.m. ET, the Dow was down 0.01%, the S&P 500 was up

2 January 2026

Artificial Intelligence·Electric Vehicles·IPO News·Stock Market·Technology

AMD stock jumps to start 2026 as MI450 AI chips and Helios racks draw fresh attention

NEW YORK, January 2, 2026, 10:28 ET Advanced Micro Devices’ shares rose about 5% on Friday, kicking off 2026 with a fresh burst of optimism around the chipmaker’s artificial intelligence hardware plans. The stock was up 5.2% at $225.24 by

2 January 2026

Artificial Intelligence·Investment Analysis·Semiconductor Industry·Stock Market·Technology News

Alphabet stock rises to start 2026 as analysts flag AI-search tailwinds for GOOG

New York, January 2, 2026, 10:20 ET — Regular session Alphabet’s Class C shares rose 1.3% to $317.82 by 10:13 a.m. ET on Friday, after the Google parent opened higher with the broader tech complex. The stock touched an intraday

2 January 2026

Artificial Intelligence·Financial News·Investing·Stock Market·Technology

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

NEW YORK, January 2, 2026, 10:13 ET — Regular session Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units

2 January 2026

Artificial Intelligence·Investing·NVIDIA·Stock Market·Technology News

Microsoft stock slips early as big tech softens; Wedbush flags FY26 as AI “inflection year”

NEW YORK, Jan 2, 2026, 09:37 ET — Regular session Microsoft shares fell 0.8% to $483.62 on Friday, extending a softer tone across megacap technology stocks as the first U.S. session of 2026 got underway. The move matters because Microsoft

2 January 2026

Artificial Intelligence·Investment Analysis·Microsoft·Stock Market·Technology News

AI stocks today: Baidu jumps on Kunlunxin IPO filing as Nvidia, Broadcom rise in premarket

NEW YORK, January 2, 2026, 08:23 ET — Premarket Shares of Baidu jumped about 12% in early premarket trading on Friday after the company said its artificial-intelligence chip unit had filed for a Hong Kong listing. Dow futures were up

2 January 2026

Artificial Intelligence·Investing·IPOs·Stock Market·Technology News

Google stock’s best year since 2009 sets up a tougher 2026 test for Alphabet’s AI spending

NEW YORK, Jan 2, 2026, 08:10 ET Alphabet, the parent of Google, is starting 2026 after its shares rose 65% in 2025, the company’s best annual performance since 2009. The stock hit its 2025 low in April before rallying more

2 January 2026

Alphabet Inc·Artificial Intelligence·Investment Trends·Stock Market·Technology