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Artificial Intelligence 9 January 2026 - 10 January 2026

MARA Holdings (NASDAQ:MARA) shares fall as Bitcoin-backed AI strategy sparks collateral risk concerns
Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia is now requiring full upfront payment from Chinese buyers of its H200 AI chips, sources familiar with the situation said, tightening sales terms amid regulatory scrutiny over import approvals. Chinese firms have ordered more than 2 million units, each costing about $27,000, far exceeding Nvidia’s available stock of roughly 700,000 chips. The stock closed Friday down 0.1% at $184.86, fluctuating between $183.69 and $186.97 during the session.
Visa stock dips as shareholder filing flags AI deepfake payment risk ahead of vote

Visa stock dips as shareholder filing flags AI deepfake payment risk ahead of vote

Shares of Visa Inc dipped 0.7% on Friday, closing at $349.77, after a shareholder group filed an SEC notice pushing investors to back a proposal for greater transparency on how the payments giant manages risks linked to AI-driven “deepfake” sexual content. The filing, labeled an “exempt solicitation” — a brief request to influence a vote without a full proxy fight — warned that unchecked exposure could damage Visa’s brand and draw legal and regulatory challenges.
Lilly’s TuneLab AI drug platform lands in Schrödinger LiveDesign as biotech access broadens

Lilly’s TuneLab AI drug platform lands in Schrödinger LiveDesign as biotech access broadens

Schrödinger announced it will integrate Eli Lilly’s TuneLab, an AI-driven drug discovery platform, into its LiveDesign software. This move offers biotech teams direct access to Lilly’s predictive models. “LiveDesign will be a priority platform partner for TuneLab workflows,” said Pat Lorton, Schrödinger’s software chief.
Salesforce stock slips after-hours as Spring ’26 AI agent push lands — what to watch next

Salesforce stock slips after-hours as Spring ’26 AI agent push lands — what to watch next

Salesforce shares slipped about 0.2% in after-hours trading on Friday after the company laid out its Spring ’26 product release, a set of updates aimed at pushing “AI agents” deeper into sales and service work. Salesforce said the rollout starts Feb. 23 and adds tools such as an AI-led “Sales Workspace” and “Proactive Service.”
Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

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

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

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.
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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.