Artificial Intelligence 9 January 2026

Lumentum stock jolts again as Needham hikes target to $470 and Mizuho taps AI optics

Lumentum Holdings Inc bounced between $333 and $363 on Friday before settling up 0.9% at $351.42. In after-hours, the stock dipped roughly 0.4% to about $350, following Needham’s boost of its price target from $290 to $470, and a day after shares dropped 11.4%.

9 January 2026

Artificial Intelligence·NASDAQ:LITE·Stock Market·Technology

Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

Vistra Corp shares rose 10.5% in after-hours trading on Friday after Meta Platforms said it struck 20-year agreements to buy power from three Vistra nuclear plants. Shares were at $166.37 after swinging between $150.83 and $178.40 earlier in the day. Meta also said it will work with Oklo and TerraPower on small modular reactors, or SMRs — smaller nuclear units meant to be built largely in factories.

9 January 2026

Artificial Intelligence·Energy·NASDAQ:META·NYSE:VST·Stock Market·Technology

Walmart stock pops after AI board pick — what investors watch next

Walmart Inc shares rose 1.3% on Friday and were last up at $114.53 in late after-hours trading, after the retailer announced a new board appointment that underscored its push to put more technology at the center of the business.

9 January 2026

Artificial Intelligence·NYSE:WMT·Stock Market

Applied Digital stock jumps again as AI data-center demand and hyperscaler talks drive the tape

Applied Digital Corporation shares were up about 18% at $37.68 in after-hours trading on Friday, extending a post-earnings rally as investors chased fresh signs of demand for the company’s AI-focused data centers. The stock traded between $31.83 and $38.30 during the session.

9 January 2026

Artificial Intelligence·Data Centers·NASDAQ:APLD·Stock Market

Oracle stock (ORCL) jumps toward $200 after-hours as AI deal backlog stays in focus

Oracle shares rose 4.7% to $198.52 in after-hours trading on Friday, after briefly topping $200 during the regular session. Shares traded between $188.91 and $200.13 on the day, with volume at about 26 million shares.

9 January 2026

Artificial Intelligence·NYSE:ORCL·Stock Market·Technology

Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta Platforms, Inc. shares rose 1.1% to $653.06 in after-hours trading on Friday after the Facebook owner unveiled a slate of nuclear power agreements meant to supply its power-hungry AI data centers. Meta said deals with Vistra, Oklo and TerraPower could back as much as 6.6 gigawatts of new and existing nuclear capacity by 2035.

9 January 2026

Artificial Intelligence·Energy·NASDAQ:META·NYSE:CEG·NYSE:VST·Stock Market·Technology

Microsoft stock holds near $480 as Copilot Checkout rollout sets up a Jan. 28 earnings test

Microsoft Corp shares gained 0.2% to $479.07 on Friday after the software maker leaned further into retail, rolling out a new Copilot checkout feature alongside other AI tools. The company is valued at about $3.85 trillion.

9 January 2026

Artificial Intelligence·Earnings·NASDAQ:MSFT·Technology

Salesforce stock slips as Spring ’26 AI release lands and traders weigh soft U.S. jobs data

Salesforce shares edged down 0.2% to $260.01 in afternoon trading on Friday after the company laid out its Spring ’26 product release, set to begin rolling out from Feb. 23. A softer U.S. jobs report also nudged rate expectations back onto the table for growth stocks. Payrolls rose 50,000 in December versus forecasts of 60,000, and the unemployment rate eased to 4.4%, the Labor Department said.

9 January 2026

Artificial Intelligence·NYSE:CRM·Salesforce News·Stock Market

Accenture stock price today: ACN slips as jobs data resets rate bets, new retail AI push in focus

Accenture plc shares were down about 0.6% at $280.15 in early afternoon trading on Friday, after sliding to $277.77 at the session low. The broader market was higher, with exchange-traded funds tracking the S&P 500, Nasdaq and Dow up between about 0.4% and 0.8%.

9 January 2026

Artificial Intelligence·NYSE:ACN·Technology

Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra shares were up about 11% by midday Friday after the power producer said Meta Platforms had signed long-term contracts tied to three of its nuclear plants. The stock gained $16.51 to $167.11, after hitting an intraday high of $178.40.

9 January 2026

Artificial Intelligence·Data Centers·NASDAQ:META·NYSE:VST·Stock Market·Technology

IREN stock rises as Bernstein calls it a “top AI pick” — what traders watch next

IREN Limited shares climbed about 4.6% on Friday to $47.76, adding to a choppy start to the year for the bitcoin miner turned AI data-center play. In heavy volume, the stock swung between a high of $49.99 and a low of $45.52.

9 January 2026

Artificial Intelligence·NASDAQ:IREN·Stock Market·Technology

SoundHound AI stock jumps 9% as CES 2026 headlines collide with a fresh DA Davidson target cut

Shares of SoundHound AI Inc were up about 9% at $12.01 in midday trading on Friday after hitting an intraday high of $12.305. The stock traded as low as $11.15, with about 27.5 million shares changing hands.

9 January 2026

Artificial Intelligence·NASDAQ:SOUN·Stock Market

Oklo stock jumps as Meta backs 1.2-GW Ohio nuclear power campus for AI data centers

Oklo Inc shares rose sharply on Friday after the company said it reached an agreement with Meta Platforms to support development of a 1.2-gigawatt nuclear energy campus in southern Ohio. Oklo was up $11.22, or about 11.5%, at $108.82, after trading as high as $120.87 on volume of about 22.1 million shares.

9 January 2026

Artificial Intelligence·NASDAQ:META·NASDAQ:OKLO·Stock Market

Applied Digital (APLD) stock jumps again as hyperscaler AI data-center deals come into focus

Applied Digital shares rose about 12% in morning trading on Friday, extending a post-results surge as investors focused on its hyperscaler lease pipeline for AI data centers. The stock was up $3.75 at $35.69 after touching $36.69, with about 36.6 million shares traded.

9 January 2026

Artificial Intelligence·Data Centers·NASDAQ:APLD·Stock Market

Oracle stock jumps nearly 3% after soft US jobs data, but AI spending worries linger

Oracle Corp shares rose nearly 3% on Friday, tracking a broader bounce in U.S. equities after a softer-than-expected jobs report eased pressure on rate-cut expectations. The stock was up 2.9% at $195.07, after trading as low as $188.91 earlier in the session.

9 January 2026

Artificial Intelligence·NASDAQ:ORCL·Stock Market·Technology

Intel stock jumps again as AI PC chips and foundry bets pull buyers back

Intel shares rose again Friday, stretching a steep run this week as traders latched onto new catalysts around artificial intelligence PCs and the company’s drive to manufacture chips for outside customers.

9 January 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Technology

AMD stock ticks higher as soft jobs data steadies rate bets; CES AI chips and Feb. 3 earnings next

Advanced Micro Devices stock rose about 0.5% to $205.75 in morning trade on Friday, after moving between $203.95 and $206.81 earlier in the session. The shares ended Thursday at $204.68.

9 January 2026

Artificial Intelligence·Earnings Reports·NASDAQ:AMD·Semiconductors·Stock Market

VNET stock jumps again as China AI bets build after Goldman’s China call

VNET Group climbed roughly 5% to $10.86 in New York morning trading on Friday, stretching its rally. The U.S.-listed shares, tied to the China data center operator, have swung sharply in recent weeks.

9 January 2026

Artificial Intelligence·NASDAQ:VNET·Stock Market

Vistra stock jumps as Meta signs 20-year nuclear power deal for AI data centers

Vistra Corp shares rose about 14.4% to $172.26 in morning trade on Friday after Meta Platforms said it signed 20-year agreements to buy power from three Vistra nuclear plants. Oklo, another partner named by Meta, climbed about 16%.

9 January 2026

Artificial Intelligence·NASDAQ:META·NYSE:VST·Renewable Energy·Stock Market·Technology

Meta stock ticks up as nuclear power deals aim to fuel AI data centers

Meta Platforms shares were up 0.1% on Friday after the Facebook owner announced nuclear power agreements aimed at locking in electricity for its growing AI data centers. Vistra climbed 14.6% and reactor developer Oklo gained 15.8%, while the Nasdaq 100-tracking Invesco QQQ ETF edged up 0.3%.

9 January 2026

Artificial Intelligence·Data Centers·NASDAQ:META·NASDAQ:OKLO·NYSE:VST·Stock Market·Technology