Today: 7 February 2026
Subscribe
Browse Category

Artificial Intelligence News 13 January 2026 - 14 January 2026

Arista Networks stock jumps 5% as AI-switch demand stays front and center

Arista Networks stock jumps 5% as AI-switch demand stays front and center

Arista Networks shares jumped 5.3% to close at $129.93 Tuesday after a research note highlighted its push into 400G and 800G Ethernet switches for AI and cloud data centers. The stock’s market cap reached about $183 billion. Investors await earnings and product updates later this month. Peers Cisco and Hewlett Packard Enterprise saw smaller gains.
14 January 2026
···
Salesforce stock steadies premarket after 7% drop as AI worries shadow Slackbot rollout

Salesforce stock steadies premarket after 7% drop as AI worries shadow Slackbot rollout

Salesforce stock held near $241 in U.S. premarket trading Wednesday after plunging 7.07% Tuesday on heavy volume. The selloff followed a shift into semiconductor stocks and concerns about AI’s impact on software demand. Salesforce began rolling out a redesigned Slackbot to Business+ and Enterprise+ customers this week. CEO Marc Benioff said Agentforce and Data 360 are nearing $1.4 billion in annual recurring revenue.
14 January 2026
··
MercadoLibre stock slides after AI-linked layoff report; traders brace for what’s next for MELI

MercadoLibre stock slides after AI-linked layoff report; traders brace for what’s next for MELI

MercadoLibre shares fell 3.55% to $2,073.57 Tuesday after the company laid off 119 employees across Latin America, including 38 in Brazil, as part of an AI-driven restructuring. Most cuts targeted UX writers. Ariel Szarfsztejn became CEO on Jan. 1, with Marcos Galperin moving to executive chairman. Fourth-quarter results are tentatively scheduled for Feb. 24.
14 January 2026
···
Bloom Energy stock ticks higher on Korea AI data-center power pact as BE stays volatile

Bloom Energy stock ticks higher on Korea AI data-center power pact as BE stays volatile

Bloom Energy shares rose 2.1% to $139.77 in after-hours trading Tuesday after AMCHAM Korea signed a memorandum of understanding with the company to promote solid oxide fuel cells for AI data centers. The deal is non-binding. Investors are watching for demand signals at Bloom’s presentations during the PowerGen conference Jan. 20-22. Other fuel-cell stocks showed mixed moves late in the session.
14 January 2026
····
Salesforce stock tumbles 7% as AI payoff worries hit software; Slackbot rollout in focus

Salesforce stock tumbles 7% as AI payoff worries hit software; Slackbot rollout in focus

Salesforce shares fell about 7% Tuesday, closing at $241.06 and extending losses after hours amid concerns over AI disruption and pricing models. Oppenheimer’s downgrade of Adobe intensified selling across application software. Salesforce’s drop was its steepest since May 2024, according to Dow Jones data. The company began rolling out a new AI-powered Slackbot to Business+ and Enterprise+ customers.
14 January 2026
··
Meta Platforms (META) stock slides as Reality Labs cuts loom and Zuckerberg rolls out “Meta Compute”

Meta Platforms (META) stock slides as Reality Labs cuts loom and Zuckerberg rolls out “Meta Compute”

Meta shares fell 1.8% Tuesday to $630.70 after reports the company will cut about 10% of staff in its Reality Labs division. CEO Mark Zuckerberg unveiled “Meta Compute,” a new initiative to expand AI infrastructure, with plans for major data center and power investments. Layoffs are expected to hit virtual reality teams hardest. Meta has spent over $60 billion on Reality Labs since 2020.
13 January 2026
··
Nvidia stock stays flat after China tightens H200 chip approvals; Eli Lilly $1B AI lab grabs attention

Nvidia stock stays flat after China tightens H200 chip approvals; Eli Lilly $1B AI lab grabs attention

Nvidia shares slipped 0.04% to $184.87 after hours Tuesday following reports China is restricting approvals for H200 AI chip purchases. Nvidia denied requiring upfront payment from Chinese buyers. The company also announced a $1 billion healthcare AI lab with Eli Lilly and new partnerships, but traders remain focused on China’s impact on chip demand.
13 January 2026
···
Apple stock slips after-hours as Creator Studio launch and Google Gemini tie-up reset the AI pitch

Apple stock slips after-hours as Creator Studio launch and Google Gemini tie-up reset the AI pitch

Apple shares slipped 0.25% to $259.61 after hours Tuesday following the announcement of “Apple Creator Studio,” a $12.99/month creative software bundle launching Jan. 28. The rollout comes as investors weigh Apple’s new AI partnership with Google’s Gemini and await the company’s earnings report on Jan. 29.
13 January 2026
····
Western Digital stock ticks up as WDC sets Jan. 29 earnings, putting AI storage demand in focus

Western Digital stock ticks up as WDC sets Jan. 29 earnings, putting AI storage demand in focus

Western Digital shares rose 1.6% to $215.57 on Tuesday, ahead of its fiscal Q2 results set for Jan. 29 after the market closes. The stock has swung sharply in recent sessions, fueled by AI-driven demand for storage and recent bullish comments from Nvidia’s CEO. Analysts expect quarterly EPS of $1.92 and revenue near $2.91 billion. Seagate also gained, while Micron fell 2.3%.
13 January 2026
····
Bloom Energy stock jumps as Korea AI data-center MoU puts fuel cells back in focus

Bloom Energy stock jumps as Korea AI data-center MoU puts fuel cells back in focus

Bloom Energy shares rose 5.8% to $144.82 after the American Chamber of Commerce in Korea signed a non-binding memorandum with the company to promote solid oxide fuel cell systems for AI data centers. The agreement, announced at a Seoul ceremony, does not specify order volumes or delivery dates. Investors are watching for concrete purchase commitments. Bloom outpaced other fuel-cell stocks in U.S. trading.
13 January 2026
····
Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel shares jumped 6.4% to $46.88 Tuesday after KeyBanc upgraded the stock to “overweight” and raised its price target to $60, citing strong server demand and progress in manufacturing. AMD rose 5.7%, while Nvidia slipped 0.2%. Susquehanna raised its Intel target to $40 but warned of PC and data center headwinds. Intel’s new 18A chips, launched at CES, will appear in over 200 PC models this month.
13 January 2026
····
Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel shares jumped over 6% Tuesday after KeyBanc upgraded the stock, citing strong demand for 2026 server CPUs and possible price hikes of up to 15%. Analyst John Vinh said Intel is nearly sold out of server chips for the year. AMD rose 4.8% on the news, while Nvidia slipped 0.7%. Intel will report earnings Jan. 22.
13 January 2026
····
Alphabet GOOG stock jumps as Apple taps Google Gemini for Siri and AI shopping push expands

Alphabet GOOG stock jumps as Apple taps Google Gemini for Siri and AI shopping push expands

Alphabet’s Class C shares rose 1.8% to $338.60 Tuesday, outperforming a weaker market. Apple will integrate Google’s Gemini AI into a redesigned Siri under a new multi-year partnership. Investors are watching if Alphabet can turn its latest AI features into ad and commerce revenue before its Feb. 4 earnings report. Financial terms of the Apple deal remain undisclosed.
13 January 2026
··
Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

Alphabet’s market value briefly reached $4 trillion Monday after announcing a multi-year AI deal with Apple to integrate Google’s Gemini models into Siri. Shares hit a record $334.04 before retreating. Google Cloud revenue rose 34% in Q3, while chip rental deals and ad sales fueled further growth. Alphabet overtook Apple in market cap last week for the first time since 2019.
13 January 2026
···
Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Super Micro Computer shares fell 2.6% to $29.33 in early New York trading Tuesday after U.S. inflation data met forecasts and investors retreated from high-growth hardware stocks. The company is showcasing new AI-driven “intelligent store” systems at the NRF retail conference, leveraging NVIDIA technology. Peers traded mixed, with Nvidia down 0.3% and Dell up 1%. Investors await updates at a panel later Tuesday.
13 January 2026
···
1 … 26 27 28 29 30 … 144

Stock Market Today

Real estate stocks rise as rate-cut bets return; XLRE ends at $41.99 ahead of payrolls and CPI

Real estate stocks rise as rate-cut bets return; XLRE ends at $41.99 ahead of payrolls and CPI

7 February 2026
U.S. real estate stocks rose Friday, with XLRE up 1.8% to $41.99 and VNQ and IYR each gaining 1.6%. The Dow closed above 50,000 for the first time as the 10-year Treasury yield ended at 4.206%. Bank of America downgraded Public Storage and Extra Space Storage, citing weak housing turnover and high borrowing costs. The delayed January jobs report is set for Feb. 11, with CPI due Feb. 13.
Go toTop