Artificial Intelligence 12 January 2026

AI stocks today: Nvidia counters China chip-payment report, Palantir gets Citi boost, Alphabet rides Siri deal

AI shares showed a mixed picture in early trading Tuesday as Nvidia clarified its payment terms for the H200 AI chips. The company said Chinese buyers aren’t required to pay upfront and emphasized it won’t charge for products not delivered. Nvidia edged up 0.03% to $184.94.

13 January 2026

Artificial Intelligence·NASDAQ:GOOGL·NASDAQ:NVDA·NASDAQ:PLTR·Stock Market

Alphabet stock edges up before the open as Apple taps Google Gemini for a new Siri

Shares of Alphabet climbed roughly 0.7% in premarket trading Tuesday, hitting $334.02. The move came after Apple announced its next-gen AI models will be built on Google’s Gemini, paving the way for a more personalized Siri debuting later this year.

13 January 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:GOOGL·Technology

Adobe stock slides as Goldman turns bearish; CPI and Firefly AI push set up Tuesday

Adobe slipped 1.9% to $327.65 on Monday, marking its second day of losses, while the broader U.S. market nudged higher. The S&P 500 added 0.16%, the Dow rose 0.17%, with Apple and Alphabet closing up and Microsoft slipping, according to MarketWatch data. Adobe remains about 30% off its 52-week peak, with trading volume slightly below its 50-day average.

13 January 2026

Artificial Intelligence·NASDAQ:ADBE·Stock Market·Technology

PepsiCo stock rises as AI “digital twin” warehouse push meets snack-volume questions ahead of earnings

PepsiCo Inc shares climbed 1% on Monday, holding steady after hours as investors digested news about the company’s AI-driven supply chain efforts. The stock ended the day up 1.04% at $141.36, outpacing a slightly stronger broader market.

13 January 2026

Artificial Intelligence·Earnings Reports·NYSE:PEP

Home Depot stock flat after-hours as Google Cloud “agentic AI” rollout lands ahead of CPI

Home Depot shares were little changed in after-hours trade on Monday at $374.94, after the retailer and Google Cloud laid out a new push into “agentic AI” tools at the NRF 2026 retail conference. The stock closed at $374.72.

13 January 2026

Artificial Intelligence·NASDAQ:GOOGL·NYSE:HD·Stock Market

CoreWeave stock (CRWV) jumps after CEO swats away Nvidia “circular financing” talk

Shares of CoreWeave surged Monday, holding near their highs after the bell. The jump followed comments from CEO Michael Intrator, who doubled down on the company’s business model, catching investors’ interest.

12 January 2026

Artificial Intelligence

Oracle stock jumps after Goldman’s Buy call as AI buildout costs stay in focus

Oracle Corp shares climbed 3.1% to $204.68 in after-hours trade Monday, bouncing between $194.91 and $206.58 during the session. The jump followed Goldman Sachs initiating coverage with a Buy rating and setting a $240 price target.

12 January 2026

Artificial Intelligence·NYSE:ORCL·Stock Market

Meta stock slips after-hours as Zuckerberg rolls out ‘Meta Compute’ AI buildout

Shares of Meta Platforms dropped 1.7% to $641.92 in after-hours Monday following CEO Mark Zuckerberg’s announcement of a new “Meta Compute” initiative. He outlined plans to expand the company’s AI infrastructure to “tens of gigawatts” within this decade and eventually reach “hundreds of gigawatts or more.”

12 January 2026

Artificial Intelligence·NASDAQ:META·Stock Market

Nvidia stock barely moves after hours as $1 billion Eli Lilly AI lab plan lands

Nvidia shares held steady in after-hours trading Monday following the announcement that the chipmaker and Eli Lilly plan to launch a joint AI research lab focused on accelerating drug discovery.

12 January 2026

Artificial Intelligence·NASDAQ:NVDA·NYSE:LLY·Stock Market

Credo Technology (CRDO) stock climbs as AI-chip trade stays hot; Needham conference next

Shares of Credo Technology Group Holding Ltd climbed 3.1% to $155.10 in Monday afternoon trading, bouncing between $145.35 and $156.43 earlier. The Nasdaq-listed company, with a market cap near $32.5 billion, trades at a triple-digit trailing price-to-earnings ratio as AI-driven semiconductor enthusiasm pushes valuations higher.

12 January 2026

Artificial Intelligence·NASDAQ:CRDO·Stock Market·Technology

Thermo Fisher (TMO) stock slips after COO exit disclosed; AI lab deals put focus on JPM talk

Shares of Thermo Fisher Scientific dropped Monday following a regulatory filing revealing that its chief operating officer plans to exit later this quarter amid a reshuffle of the company’s senior leadership. The stock slipped 1.8% to $607.56, cooling off from an earlier high of $624.14.

12 January 2026

Artificial Intelligence·NYSE:TMO·Stock Market

Nvidia stock gains on Eli Lilly $1 billion AI lab plan as traders eye TSMC, earnings

Nvidia shares climbed roughly 0.8% Monday following news the chipmaker and Eli Lilly plan to pour up to $1 billion into an AI lab designed to accelerate drug discovery over the next five years. Nvidia closed at $186.37, while Lilly edged up about 0.2% to $1,066.14.

12 January 2026

Artificial Intelligence·NASDAQ:NVDA·NYSE:LLY·Stock Market

Apple Picks Google Gemini for Siri — and Alphabet Stock Flirts With $4 Trillion

Alphabet shares edged higher Monday after the Google parent announced Apple will integrate its Gemini AI models into a revamped Siri under a multi-year agreement. In midday New York trading, Alphabet’s Class A shares climbed about 0.4% to $329.74. https://www.reuters.com/business/google-apple-enter-into-multi-year-ai-deal-gemini-models-2026-01-12/

12 January 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:GOOGL·Stock Market·Technology Trends

Lumentum stock drops 5% in late morning trade as AI optics bets cool ahead of earnings

Lumentum Holdings shares dropped 5.4% to $332.28 in late-morning trading Monday, lagging behind a mostly flat U.S. market. The stock slipped $19.14 from its previous close and earlier dipped as low as $323.24.

12 January 2026

Artificial Intelligence·Earnings Reports·NASDAQ:LITE·Stock Market·Technology

Palantir stock edges up after Citi upgrade as Wall Street tests the AI trade again

Palantir Technologies Inc. shares edged up Monday following a Citi upgrade of the data analytics company, maintaining investor interest after a stellar 2025 performance. The stock climbed roughly 0.4% to $178.21, bouncing between $174.03 and $182.48 during the session.

12 January 2026

Artificial Intelligence·NASDAQ:PLTR·Stock Market

Alibaba stock pops nearly 10% as Qwen AI tops 700 million Hugging Face downloads

Shares of Alibaba Group Holding jumped nearly 9.8% to $165.68 in late morning trading Monday. The surge followed news that its Qwen open-source AI models surpassed 700 million downloads on Hugging Face, a platform where developers exchange and refine models. https://finance.yahoo.com/quote/BABA/

12 January 2026

Artificial Intelligence·NYSE:BABA·Stock Market

Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet reached a $4 trillion market value on Monday, marking a major shift in how investors view the Google parent amid the AI boom.

12 January 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet surged past a $4 trillion market cap on Monday, highlighting the rapid shift in investor sentiment toward Google’s AI ambitions. https://www.reuters.com/business/alphabet-hits-4-trillion-valuation-ai-refocus-lifts-sentiment-2026-01-12/

12 January 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

Nvidia, the world’s most valuable listed company, and Eli Lilly said on Monday they will spend $1 billion over five years on a joint research lab in the San Francisco Bay Area, betting Nvidia’s next Vera Rubin AI chips can speed drug discovery. Nvidia shares were down 0.2% at $184.42 by 10:30 a.m. ET.

12 January 2026

Artificial Intelligence·NASDAQ:NVDA·NYSE:LLY·NYSE:TMO·Stock Market

Eli Lilly stock edges up as $1 billion Nvidia AI lab plan hits JPM spotlight

Eli Lilly’s stock climbed in early trading Monday following the announcement that the drugmaker and Nvidia plan to invest roughly $1 billion over five years in a joint research lab focused on accelerating drug discovery.

12 January 2026

Artificial Intelligence·NASDAQ:NVDA·NASDAQ:NVO·NYSE:LLY·Pharmaceuticals·Stock Market·Technology Trends

Artificial Intelligence 12 January 2026 - 13 January 2026