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Artificial Intelligence News 22 January 2026 - 23 January 2026

Accenture stock slides in New York: traders weigh Sovereign AI deal and fresh Buy call

Accenture stock slides in New York: traders weigh Sovereign AI deal and fresh Buy call

Accenture shares fell 1.2% to $281.73 by midafternoon Friday, despite recent announcements of a major AI data center partnership with Sovereign AI and Palantir across EMEA. Berenberg initiated coverage with a buy rating and a $313 target. Investors remain uncertain about the timing of revenue from new AI projects. Accenture’s next earnings call is scheduled for March 19.
23 January 2026
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Palo Alto Networks (PANW) stock slips while cyber peers climb as AI security talk heats up

Palo Alto Networks (PANW) stock slips while cyber peers climb as AI security talk heats up

Palo Alto Networks shares fell 1% to $180.46 Friday, underperforming tech peers after launching new AI-driven security products. Most cybersecurity stocks rose, with Fortinet up over 5%. The company this week announced updates to its Hybrid Mesh Firewall and a new Prisma Browser Connector. Investors await Palo Alto’s next earnings report amid concerns over security spending and growth forecasts.
23 January 2026
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Micron stock slips as William Blair flags AI “memory bottlenecks”; Fed decision ahead

Micron stock slips as William Blair flags AI “memory bottlenecks”; Fed decision ahead

Micron Technology shares fell 0.5% to $395.43 Friday amid sector weakness and volatile trading, as the Philadelphia Semiconductor Index dropped 1% after Intel’s disappointing outlook. Micron disclosed shareholder approval of a charter change capping officer liability and a planned insider sale of 26,623 shares by Manish Bhatia. Memory prices are rising, pressuring consumer tech, while investors watch HBM supply and upcoming tech earnings.
23 January 2026
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AMD stock rises again: Advanced Micro Devices extends rally as traders eye earnings and AI-server demand

AMD stock rises again: Advanced Micro Devices extends rally as traders eye earnings and AI-server demand

AMD shares rose 3.6% to $262.86 in early New York trading Friday, heading for a ninth straight gain and the longest winning streak in nearly six years. The rally comes ahead of AMD’s Feb. 3 earnings report, with investors focused on demand for server processors and data center AI. Intel shares fell after a weak forecast. AMD touched $266.76 before paring gains.
23 January 2026
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Robo.ai stock price jumps before the bell on Ghazi Group AI infrastructure deal (AIIO)

Robo.ai stock price jumps before the bell on Ghazi Group AI infrastructure deal (AIIO)

Robo.ai shares jumped about 25% to 33 cents in premarket trading Friday after announcing a three-year reseller deal with The Ghazi Group targeting MENA and Southeast Asia, with projected revenue over $100 million. The stock remains below Nasdaq’s $1 minimum, leaving the company at risk of delisting if it fails to regain compliance by June 8, 2026.
23 January 2026
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Intel stock slumps 14% in premarket after weak forecast flags AI server-chip pinch

Intel stock slumps 14% in premarket after weak forecast flags AI server-chip pinch

Intel shares fell 14% to $46.69 premarket Friday after warning first-quarter results will miss forecasts due to supply constraints. The company reported Q4 revenue down 4% to $13.7 billion and a GAAP loss of 12 cents per share. Intel expects Q1 revenue between $11.7 billion and $12.7 billion, below analyst estimates. Options trading surged ahead of the drop, with heavy activity in $50 strike puts.
23 January 2026
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Palantir stock price today: PLTR edges up after hours as “sovereign AI” data-center plan draws focus

Palantir stock price today: PLTR edges up after hours as “sovereign AI” data-center plan draws focus

Palantir shares rose 0.3% in after-hours trading Thursday to $165.90 after being named to a major AI data-center project spanning Europe, the Middle East, and Africa. The company also secured a multi-year software contract with South Korea’s HD Hyundai. Investors await Palantir’s Feb. 2 earnings for updates on contract momentum. No revenue forecasts were disclosed for the new projects.
22 January 2026
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Meta stock jumps nearly 6% as AI lab update and Threads ads put earnings in focus

Meta stock jumps nearly 6% as AI lab update and Threads ads put earnings in focus

Meta Platforms shares jumped 5.7% to close near $647.71 Thursday after U.S. stocks rallied on eased tariff threats and strong economic data. The company will expand ads on Threads globally next week and unveiled new internal AI models, according to CTO Andrew Bosworth. Investors await Meta’s earnings next week, focusing on AI spending and ad growth. The FTC will appeal the dismissal of its antitrust case against Meta.
22 January 2026
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Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

Micron shares rose 1.6% to $395.54 in after-hours trading Thursday after William Blair initiated coverage with an Outperform rating, citing tight memory supply through 2027. Analysts warn soaring memory prices could squeeze phone and PC makers, with some predicting memory costs could reach up to 40% of a PC’s materials. Micron reported Q1 revenue of $13.64 billion and raised its Q2 outlook.
22 January 2026
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Nebius (NBIS) stock swings as Israel AI supercomputer launch hits tape, investors eye contract deadlines

Nebius (NBIS) stock swings as Israel AI supercomputer launch hits tape, investors eye contract deadlines

Nebius Group shares fell 0.1% to $98.73 Thursday after swinging more than 5% earlier, with about 8 million shares traded. The company is supplying GPU infrastructure for Israel’s new national AI supercomputer and holds a $17.4 billion contract with Microsoft, but faces risks from a conditional $2.9 billion Meta deal and rising losses tied to rapid expansion. Next earnings are expected in February.
22 January 2026
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Accenture stock price rises as Palantir-backed “sovereign AI” data-center deal grabs focus

Accenture stock price rises as Palantir-backed “sovereign AI” data-center deal grabs focus

Accenture shares rose about 1.6% to $285.18 Thursday after being selected with Palantir to build AI data centers across EMEA for UK-based Sovereign AI. Dell gained 4.1% on the news, while Nvidia and Palantir also advanced. Accenture’s annual meeting is set for Jan. 28, with its earnings call on March 19. Financial terms of the new project were not disclosed.
22 January 2026
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Spotify stock falls as it rolls out new AI “prompted playlist” tool — what traders watch next

Spotify stock falls as it rolls out new AI “prompted playlist” tool — what traders watch next

Spotify shares fell about 1.5% to $494.71 Thursday after launching an AI-powered playlist tool for Premium users in the U.S. and Canada. The drop comes as the company prepares to raise U.S. subscription prices by $1 in February. Analysts have trimmed price targets, citing concerns over possible subscriber losses. Investors are watching for Spotify’s quarterly results on Feb. 10.
22 January 2026
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ServiceNow stock climbs as OpenAI tie-up keeps AI agents in focus ahead of earnings

ServiceNow stock climbs as OpenAI tie-up keeps AI agents in focus ahead of earnings

ServiceNow shares rose 1.8% to $127.54 Thursday, recovering some ground after five straight days of losses. The company this week announced a three-year partnership with OpenAI, including direct integration of OpenAI models and new AI agent features. Analysts remain cautious ahead of Jan. 28 earnings, watching subscription trends and cRPO for signs of AI-driven growth.
22 January 2026
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Stock Market Today

RTX stock faces Pentagon payout curb list next week as dividend stays in play

RTX stock faces Pentagon payout curb list next week as dividend stays in play

7 February 2026
RTX closed at $198.66 Friday, up 1.4%, after declaring a 68-cent quarterly dividend payable March 19. The Pentagon is expected to name defense contractors early next week that could face limits on dividends and buybacks under a Trump order. RTX’s Raytheon unit has been singled out as “least responsive.” Companies named would have 15 days to submit remediation plans.
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