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Artificial Intelligence 20 January 2026 - 21 January 2026

Airbnb (NASDAQ:ABNB) Shares Rise Following Upgraded Outlook; AI Efficiencies Drive Expansion Funding
Palantir stock price steadies after Hyundai expansion as Davos sovereign AI project emerges

Palantir stock price steadies after Hyundai expansion as Davos sovereign AI project emerges

Shares of Palantir Technologies Inc barely moved Wednesday after Reuters reported the data analytics company inked an expanded software agreement with South Korea’s HD Hyundai. A source familiar with the deal valued it at hundreds of millions of dollars over several years. The stock slipped 0.02% to $168.53. Palantir declined to comment on the specifics.
21 January 2026
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AI stocks slide before the bell as Nvidia’s China push revives export jitters

AI stocks slide before the bell as Nvidia’s China push revives export jitters

Nvidia and other AI-related stocks dipped in Wednesday’s premarket session after Reuters reported that CEO Jensen Huang aims to visit China in late January. The move highlights ongoing uncertainties surrounding high-end chip sales to the country. Nvidia dropped 4.3% to $178.07, Broadcom slid 5.4% to $332.60, and Taiwan Semiconductor lost 4.4% to $327.16. Microsoft and Alphabet also saw declines.
21 January 2026
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Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia dropped Tuesday after Taiwan’s Inventec, a key producer of AI servers powered by Nvidia chips, indicated that approval for selling its H200 processor in China “appears to be stuck on the China side.” Shares closed down 4.3% at $178.07 in late trading.
20 January 2026
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Amazon taps Rio Tinto’s low-carbon “Nuton” copper for AWS data centers as AI buildout bites

Amazon taps Rio Tinto’s low-carbon “Nuton” copper for AWS data centers as AI buildout bites

Rio Tinto and Amazon Web Services struck a two-year deal to provide “low-carbon” copper, produced using Rio’s Nuton technology, for components in AWS data centers across the U.S., the companies announced. Amazon’s Chief Sustainability Officer Kara Hurst described the move as “a fundamentally different approach” to copper production.
20 January 2026
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Microsoft stock price today: MSFT ticks up on Bristol Myers AI lung-cancer imaging deal

Microsoft stock price today: MSFT ticks up on Bristol Myers AI lung-cancer imaging deal

Microsoft Corp shares climbed roughly 0.7% to $459.86 in early New York trading Tuesday after Bristol Myers Squibb announced a deal to deploy the software giant’s AI-powered radiology tools aimed at accelerating early lung cancer detection. The partnership will leverage U.S. Food and Drug Administration-cleared imaging algorithms—approved for clinical use—via Microsoft’s Precision Imaging Network, which already analyzes X-ray and CT scans at hospitals across the U.S. “We have envisioned a unique AI-enabled workflow” to help clinicians identify patients and direct them to care, said Alexandra Goncalves, vice president and head of digital health at Bristol Myers.
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron Technology revealed plans to buy Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. This move underscores Micron’s confidence that demand for dynamic random access memory—used mainly in computers and servers—will keep outstripping supply. Shares of Powerchip surged nearly 10% after the announcement. The acquisition brings about 300,000 square feet of cleanroom space to Micron and aims to increase DRAM wafer production starting in the second half of 2027. The deal should wrap up by Q2 2026, subject to regulatory approval. TrendForce projects the initial capacity phase could account for more than 10% of Micron’s global output by Q4 2026. CEO Sanjay Mehrotra warned the tightness in the market might persist past 2026 as Samsung Electronics and SK Hynix boost output of high-bandwidth memory chips designed for AI accelerators.
20 January 2026
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Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman Sachs stuck with Nvidia and Broadcom as its top picks in AI computing on Tuesday, saying Nvidia’s lead remains strong despite custom silicon closing the cost gap. The bank noted that Google’s Broadcom-designed TPU is making rapid gains on “inference” economics—the process of running AI models post-training—but highlighted Nvidia’s CUDA software and faster rollout as crucial advantages in the growing GPU-versus-ASIC battle.
20 January 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Constellation Energy

NASDAQ: CEG 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY

Walt Disney

NYSE: DIS 92 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 90 / 100
#5 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 88 / 100
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Editorial model selection. Not personalised advice.