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Artificial Intelligence 10 January 2026 - 12 January 2026

Nokia (HEL:NOKIA) shares decline as €2.8 billion in AI and cloud deals await conversion
Shopify stock: What to watch Monday after Google Gemini AI checkout protocol debut

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

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

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.
IREN stock on watch Monday after Bernstein calls it a “top AI pick” as crypto traders eye CPI

IREN stock on watch Monday after Bernstein calls it a “top AI pick” as crypto traders eye CPI

IREN Limited enters Monday’s session after Bernstein named the Nasdaq-listed bitcoin miner and AI cloud operator its “top AI pick” in a 2026 crypto outlook. Bernstein analyst Gautam Chhugani recommended investors “start 2026 by buying stocks on the dip,” citing a potential “tokenization supercycle” — where dollars and securities become tradable blockchain tokens — as a key driver for the next phase of crypto demand, TipRanks reported.
BlackRock’s 2026 playbook: AI still leads, but cash income fades and diversification returns

BlackRock’s 2026 playbook: AI still leads, but cash income fades and diversification returns

BlackRock sees the AI-driven bull market stretching into 2026 but advises moving away from broad “AI-only” plays toward more targeted investments and reliable income streams, according to recent media comments. Kristy Akullian, head of iShares investment strategy for the Americas at BlackRock, told Yahoo Finance on Jan. 9 that AI is “no longer the only game in town.”
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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.