Artificial Intelligence 11 January 2026

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

Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Walmart shares gained roughly 2% Monday as Alphabet slipped, following news the retailer’s shopping experience will be integrated into Google’s Gemini assistant. Shoppers can now build carts and complete checkout without leaving the chat interface. “We aren’t just watching the shift, we are driving it,” said John Furner, Walmart U.S. chief and incoming CEO.

12 January 2026

Artificial Intelligence·E-Commerce·NASDAQ:GOOGL·NYSE:WMT·Stock Market·Technology

Oracle stock ticks up as Goldman turns bullish; new retail AI supply-chain tool adds focus

Oracle shares nudged 0.2% higher to $198.96 in early trading Monday following Goldman Sachs’ initiation of coverage with a Buy rating and a $240 price target. So far, the stock has swung between $194.91 and $199.83 during the session.

12 January 2026

Artificial Intelligence·NASDAQ:ORCL·Stock Market

Sandisk (SNDK) stock rebounds after early dip as AI memory shortage talk keeps traders buying

Shares of Sandisk Corp rose 2.9% to $388.33 in early trading on Monday after slipping as much as 5.1% earlier in the session, a reminder of how jumpy this tape has become. The stock traded between $358 and $389.35.

12 January 2026

Artificial Intelligence·NASDAQ:SNDK.O·Stock Market·Technology

SoundHound AI stock whipsaws as CES motorcycle tie-up and fresh bullish note keep SOUN in play

SoundHound AI shares swung on Monday after an upbeat note from H.C. Wainwright put the stock back in motion following CES chatter. The Nasdaq-listed stock was up about 0.3% at $11.79 in late morning trade after earlier rising as much as 9.4%.

12 January 2026

Artificial Intelligence·NASDAQ:SOUN·Stock Market

Google’s AI Mode turns into a checkout lane — Alphabet and Walmart stock nudge higher

Alphabet shares rose 0.9% to $328.57 in premarket trading on Monday, while Walmart added 1.3% to $114.53, according to market data.

12 January 2026

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

Google’s new Gemini “buy button” aims to keep shoppers — and retailers — inside its AI

Shares of Alphabet climbed roughly 1% in early Monday trading.

12 January 2026

Artificial Intelligence·E-Commerce·NASDAQ:AMZN·NASDAQ:ETSY·NASDAQ:GOOGL·NYSE:SHOP·NYSE:TGT·NYSE:W·NYSE:WMT

IREN stock pops in premarket as Bernstein tags it a 2026 “top AI pick” after Microsoft deal

IREN shares climbed roughly 2.2% in U.S. premarket Monday, following a Bernstein note naming the company a 2026 “top AI pick,” per TipRanks. The stock was flagged at $47.05, up $1.02 from its previous close. https://www.google.com/finance/quote/IREN%3ANASDAQ?hl=en

12 January 2026

Artificial Intelligence·NASDAQ:IREN·Stock Market

TCS, HCLTech Q3 results today: The AI clues investors are watching more than the numbers

India’s Tata Consultancy Services and HCL Technologies are set to release fiscal third-quarter results later Monday. Investors will be watching closely to see how fast artificial intelligence projects are translating into actual revenue.

12 January 2026

Artificial Intelligence·Earnings Reports·NSE:HCLTECH·NSE:TCS·Stock Market

Tempus AI stock jumps in premarket after $1.27 billion revenue preview, contract value tops $1.1 billion

Tempus AI, Inc. shares were up about 11% in premarket trading on Monday after the company flagged strong preliminary 2025 results and reported record contract value with drugmakers. Tempus AI traded at $73.66 in premarket action, after ending Friday at $66.27.

12 January 2026

Artificial Intelligence·Earnings Reports·NYSE:AZN·NYSE:MRK·NYSE:NVS·NYSE:PFE·Stock Market·Technology

Shopify stock: What to watch Monday after Google Gemini AI checkout protocol debut

Shopify Inc announced on Sunday that it has teamed up with Alphabet’s Google to create a “Universal Commerce Protocol,” enabling AI assistants to finalize online purchases for merchants. The company also rolled out an “Agentic plan” that opens its Shopify Catalog to brands beyond its own platform. Meanwhile, Microsoft unveiled an updated Copilot checkout designed to guide shoppers “from search to purchase in a single conversation,” according to Microsoft executive Nayna Sheth.

12 January 2026

Artificial Intelligence·E-Commerce·NASDAQ:SHOP·Stock Market·TSX:SHOP.TO

Rezolve AI PLC stock heads into Monday as NRF demo with Microsoft and Jan. 13 guidance call loom

Rezolve AI plc shares closed Friday at $3.68, slipping 0.81%, before ticking up to $3.80 in late after-hours trading.

11 January 2026

Artificial Intelligence·LSE:RZLV

Shopify stock set for Monday test after Google AI shopping protocol reveal

Shopify said on Sunday it has teamed up with Google on a new “Universal Commerce Protocol” meant to let AI agents complete checkouts inside chat-style tools, a shift that could reshape how its merchants reach buyers. The e-commerce software firm said the protocol is designed to handle steps such as discount codes and loyalty credentials, and that Shopify merchants will be able to sell directly inside Google Search’s AI Mode and the Gemini app. “We have taken everything we’ve seen over the decades to make UCP a robust commerce standard that can scale,” Vanessa Lee, a Shopify vice president, said.

11 January 2026

Artificial Intelligence·E-Commerce·NYSE:SHOP

China Mobile Limited Class A stock (600941) on watch: AI “infrastructure edge” talk meets China data week

China Mobile Limited’s Shanghai-listed Class A shares open Monday with investors weighing weekend remarks from Chinese AI experts highlighting an edge in “electricity and infrastructure,” a theme gaining traction in telecom circles. Tencent’s chief AI scientist Yao Shunyu said at a Beijing conference that China enjoys “a significant advantage in electricity and infrastructure,” while Alibaba’s Lin Junyang noted the U.S. computing infrastructure is “one to two orders of magnitude larger.” The stock closed last at 100.12 yuan, unchanged. According to TradingView, the next earnings report lands on March 27, with target prices ranging from 115 to 142 yuan.

11 January 2026

Artificial Intelligence·China Economy·SHA:600941.SS·Stock Market

SAP stock jumps on DAX strength, with NRF AI push and Jan. 29 earnings in focus

SAP SE shares climbed 2.8%, finishing Friday at 212.35 euros. The stock hit an intraday peak of 214.25 euros, drawing attention heading into the new week.

11 January 2026

Artificial Intelligence·Earnings Reports·Stock Market·XETRA:SAP

Credo jumps on Needham ‘Top Pick’ call — AI stock traders size up CPI week

Credo Technology Group Holding shares climbed 6.2% on Friday, closing at $150.42. The boost came after a Needham analyst labeled the AI data-center connectivity company a “Top Pick” for 2026. With U.S. markets closed over the weekend, investors will carry that momentum into Monday’s session as inflation figures loom.

11 January 2026

Artificial Intelligence·NASDAQ:CRDO

Tencent Holdings stock: buyback keeps pressure on bears as AI bottleneck warning hits tape

Tencent Holdings Ltd repurchased about 1 million shares on Jan. 9, spending HK$635.9 million, according to a filing with Hong Kong’s stock exchange. The WeChat owner’s shares in Hong Kong closed at HK$611, down 0.81%.

11 January 2026

Artificial Intelligence·HKG:0700·Stock Market·Technology

Oracle stock pops nearly 5% into weekend — what’s next for ORCL after Stargate AI buildout and board exits

Oracle's stock jumped 4.7% on Friday, closing at $198.52 and beating the wider market. Shares fluctuated from $188.91 to a high of $200.13, with around 26.2 million changing hands. The S&P 500 meanwhile gained 0.65%.

11 January 2026

Artificial Intelligence·NASDAQ:ORCL·Stock Market·Technology

Artificial Intelligence 11 January 2026 - 12 January 2026