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Artificial Intelligence 16 January 2026 - 18 January 2026

Lumen Technologies (LUMN) Stock Hit With ‘Overvalued’ Tag After Rally, Putting AI-Fiber Hopes on Trial

Lumen Technologies (LUMN) Stock Hit With ‘Overvalued’ Tag After Rally, Putting AI-Fiber Hopes on Trial

Lumen Technologies’ stock is trading above some fair-value estimates after a recent run, according to an analysis published on Friday that put the shares roughly 20% ahead of a widely followed valuation view. Simply Wall St pegged its “most popular narrative” fair value at $7.23 a share versus a prior close of $8.65, while its discounted cash flow estimate came in at $6.77.
Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

Nvidia and AMD shares face a new hurdle next week after President Donald Trump signed a proclamation slapping a 25% tariff on some advanced computing chips, including Nvidia’s H200 AI processor and AMD’s MI325X. South Korea’s trade minister noted the tariff targets “advanced chips made by Nvidia and AMD.”
Meta stock: $60 million pay package detail drops as investors brace for earnings and AI spending test

Meta stock: $60 million pay package detail drops as investors brace for earnings and AI spending test

Meta Platforms shares ended Friday at $620.25, slipping about 0.1% after the company filed an 8-K disclosing the compensation package for new President and Vice Chairman Dina Powell McCormick. The filing detailed a $1 million base salary, a $2 million sign-on bonus, and a $60 million grant of restricted stock units set to vest over time.
GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

Shares of GE Vernova Inc. jumped 6.1% to close at $681.55 in after-hours on Friday. The surge came as the company benefited from a U.S. initiative aimed at accelerating new power plant construction to meet booming data center needs. During the session, the stock fluctuated between $651.00 and $692.49, with roughly 4.9 million shares traded.
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