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Artificial Intelligence News 16 January 2026 - 17 January 2026

Super Micro Computer stock jumps 11% as TSMC’s AI outlook lifts the mood — what SMCI traders watch next

Super Micro Computer stock jumps 11% as TSMC’s AI outlook lifts the mood — what SMCI traders watch next

Super Micro Computer shares surged 11% to $32.64 Friday on heavy volume after TSMC posted a strong profit and raised its 2026 spending forecast. The broader U.S. market ended flat ahead of the holiday weekend. Chip and AI-related stocks rallied, with TSMC projecting 2026 revenue growth near 30%. U.S. markets reopen Tuesday with major earnings reports expected.
17 January 2026
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Salesforce stock slides to $227 after insider sale filing, with Davos AI showcase next week

Salesforce stock slides to $227 after insider sale filing, with Davos AI showcase next week

Salesforce shares fell 2.8% to $227.11 Friday, then edged up to $227.20 after hours. Director Neelie Kroes sold 3,893 shares this week at a weighted average of $238.70, cutting her stake to 7,299 shares, according to a U.S. filing. The company is promoting its new AI concierge app at Davos. U.S. markets will close Monday for Martin Luther King Jr. Day.
17 January 2026
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IREN stock price jumps 11% after-hours as Wall Street upgrade revives AI cloud bet

IREN stock price jumps 11% after-hours as Wall Street upgrade revives AI cloud bet

IREN shares jumped 11.5% to $57.82 in after-hours trading Friday on volume of 53.7 million, after H.C. Wainwright upgraded the stock to “buy” and cited a $9.7 billion AI cloud contract with Microsoft. The broker set an $80 price target, calling the deal a major shift for the former bitcoin miner. Investors await IREN’s next earnings report on Feb. 11.
17 January 2026
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GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

GE Vernova shares rose 6.1% to $681.55 in after-hours trading Friday, boosted by a U.S. push for emergency power plant construction to meet surging data center demand. The Trump administration urged PJM to hold an emergency procurement auction and shift new supply costs to data centers. Constellation Energy, Vistra, and Talen Energy shares fell sharply after the policy announcement. PJM said it is reviewing the proposals.
16 January 2026
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AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

Nvidia slipped 0.5% in after-hours trading Friday after reports that Chinese customs blocked its H200 AI chips from entering China. Broadcom rose 2.6% and AMD gained 1.7%. U.S. and Taiwan reached a trade deal lowering tariffs and boosting chipmaker incentives. TSMC shares jumped 4.4% Thursday after forecasting strong growth and expanding U.S. operations.
16 January 2026
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Meta stock nudges lower after hours as Wikipedia AI deal and FTC scrutiny sharpen focus ahead of earnings

Meta stock nudges lower after hours as Wikipedia AI deal and FTC scrutiny sharpen focus ahead of earnings

Meta shares slipped 0.1% to $620.32 in after-hours trading Friday after a flat session. Wikimedia Foundation signed new AI data deals with Meta, Microsoft, and Amazon, setting a precedent for paid training data. Investors await Meta’s Jan. 28 earnings for signals on spending and ad demand. U.S. regulators are increasing scrutiny of tech hiring practices.
16 January 2026
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AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

Micron surged 5.6% to $355.58 Friday afternoon, leading gains in AI chip stocks after TSMC raised its 2026 revenue forecast and capex plan. Nvidia and AMD posted smaller increases. President Trump imposed a 25% tariff on some advanced AI chips, with exemptions for U.S. data centers. Lawmakers criticized continued Nvidia shipments to China under new rules.
16 January 2026
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IBM stock rises as ‘Sovereign Core’ puts AI data controls back in focus

IBM stock rises as ‘Sovereign Core’ puts AI data controls back in focus

IBM shares rose 2.2% to $304.48 in midday trading Friday after the company introduced its “Sovereign Core” software targeting enterprise and government control over data and AI systems. The tech preview launches in February, with general availability set for mid-2026. IBM said more details will come at a Jan. 27 summit. The stock moved as broader indexes were mixed.
16 January 2026
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GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

GE Vernova shares surged 6.1% to $681.57 after the White House and PJM state governors proposed a $15 billion emergency auction to boost power supply for AI data centers. Constellation Energy, Vistra, and Talen Energy stocks fell sharply as investors weighed the impact of accelerated generation on prices. PJM and regulators are set to provide updates before GE Vernova’s Jan. 28 earnings.
16 January 2026
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Navitas Semiconductor stock jumps with chip sector as AI data-center power trade stays in play

Navitas Semiconductor stock jumps with chip sector as AI data-center power trade stays in play

Navitas Semiconductor shares jumped 8.6% to $10.86 by midday Friday, with volume reaching 17.1 million after TSMC’s earnings and capex plans lifted chip stocks. The stock hit an intraday high of $11.05. Traders watched for signs that data-center power projects could translate into orders. U.S. markets will be closed Monday for a holiday.
16 January 2026
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NuScale Power stock jumps as Washington’s AI power plan puts new reactors back in play

NuScale Power stock jumps as Washington’s AI power plan puts new reactors back in play

NuScale Power shares climbed about 6% to $20.03 by midday Friday, leading U.S. power stocks after White House efforts to shift more grid costs to data center operators. PJM grid states prepared to sign a two-year price cap deal at the White House, sources said. Traders watched for possible PJM auction changes affecting nuclear project economics. Volume in NuScale topped 20 million shares by early afternoon.
16 January 2026
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IREN stock jumps 11% as Microsoft AI cloud deal stays front and center

IREN stock jumps 11% as Microsoft AI cloud deal stays front and center

IREN Limited shares jumped 10.6% to $57.40 by midday Friday after the company disclosed a $9.7 billion GPU infrastructure contract with Microsoft. The deal, outlined in an SEC filing, involves phased deployments at IREN’s Texas data centers through 2031. Analyst Mike Colonnese raised his price target to $80, citing the Microsoft contract’s impact. IREN’s next earnings report is due Feb. 11.
16 January 2026
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Adobe stock drops again as AI pricing worries grow — here’s what traders watch next

Adobe stock drops again as AI pricing worries grow — here’s what traders watch next

Adobe shares fell about 2% to $298 in midday trading Friday, trailing a stronger market as investors questioned the pace of AI-driven growth. Oppenheimer downgraded the stock, citing risks to Adobe’s seat-based pricing model. Apple’s launch of a cheaper Creator Studio bundle added competitive pressure. Adobe’s next earnings call is set for March 12.
16 January 2026
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Salesforce stock slips again as AI “Cowork” jitters hit software names — what to watch next

Salesforce stock slips again as AI “Cowork” jitters hit software names — what to watch next

Salesforce shares fell 2% Friday to $228.57, underperforming the tech sector as investors worried that new AI agents could pressure subscription pricing. The decline weighed on the Dow, with Salesforce and UnitedHealth dragging the index lower. Analysts cited Anthropic’s product launches as a trigger for the sector’s selloff. Salesforce CEO Marc Benioff said AI tools have kept engineering headcount flat while boosting productivity.
16 January 2026
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Alphabet GOOG stock drops as AI copyright fight flares — what Wall Street watches next

Alphabet GOOG stock drops as AI copyright fight flares — what Wall Street watches next

Alphabet’s non-voting Class C shares fell about 1% to $330.00 in early Friday trading, underperforming the Nasdaq 100. The drop followed news that major book publishers joined a copyright lawsuit over Google’s AI training data and fresh concerns about limits to data-center expansion. A YouTube-BBC content deal could be announced next week. Alphabet’s earnings call is scheduled for February 4.
16 January 2026
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Oracle stock price slips again as bondholder lawsuit keeps AI debt fears in play

Oracle stock price slips again as bondholder lawsuit keeps AI debt fears in play

Oracle shares fell about 1% Friday after a bondholder lawsuit alleged disclosure failures tied to debt raised for AI infrastructure linked to OpenAI. The case intensified concerns over rising borrowing by major tech firms, with credit markets uneasy about further debt issuance. Oracle executive Doug Kehring filed to sell 35,000 shares, valued at $6.82 million, on Thursday. U.S. markets close Monday for Martin Luther King Jr. Day.
16 January 2026
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Stock Market Today

Idox share price stuck below 71.5p bid as Long Path says backing nears control

Idox share price stuck below 71.5p bid as Long Path says backing nears control

8 February 2026
Long Path Partners said it has aggregate support for about 49.26% of Idox shares for its 71.5p-per-share cash offer. Idox shares closed Friday at 71.0p, about 0.7% below the offer price. Valid acceptances stood at 19.12% as of Feb. 5, with the offer open until March 16. The deal requires more than 50% of voting rights to go unconditional.
BAE Systems share price: Buyback update and Launchpad incubator set up Feb 18 results

BAE Systems share price: Buyback update and Launchpad incubator set up Feb 18 results

8 February 2026
BAE Systems shares closed up 1.2% at 1,879 pence on Friday, with 5.6 million shares traded. The company disclosed buying back 115,039 shares for cancellation at a volume-weighted average price of 1,860.32 pence. Over 1,200 BAE workers in northwest England are striking over pay until at least Feb. 20. Full-year results are due Feb. 18.
Barclays share price jumps into earnings week: what to watch before Tuesday’s results

Barclays share price jumps into earnings week: what to watch before Tuesday’s results

8 February 2026
Barclays shares closed up 2.71% at 479.1 pence on Friday, ahead of full-year results and a targets update due Tuesday. Barclays and NatWest have both submitted offers for Evelyn Partners, with a deal announcement possible this week, according to Reuters. Mary Francis will retire from the Barclays board in May. Investors are watching for signals on costs, credit quality, and capital returns.
Rolls-Royce share price ends week higher on buyback update as RR.L eyes turn to results

Rolls-Royce share price ends week higher on buyback update as RR.L eyes turn to results

8 February 2026
Rolls-Royce Holdings shares closed at 1,229p on Friday, up 1.78%, as the FTSE 100 gained 0.59%. The company reported buying 742,570 shares on Feb. 5 as part of its £200 million buyback, bringing total repurchases to 12.66 million shares. Rolls-Royce will attend the World Defense Show in Riyadh, noting over 80% of its Saudi workforce are nationals.
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