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Artificial Intelligence News 11 January 2026 - 12 January 2026

Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet’s market value reached $4 trillion Monday, surpassing Apple and joining only three other companies at that level. Shares dipped 0.2% to $327.93 late morning after a 65% jump in 2025. Google Cloud revenue surged 34% in Q3, and Alphabet began leasing its in-house AI chips, with Meta reportedly in talks for a multi-billion dollar deal.
12 January 2026
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Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet briefly topped a $4 trillion valuation Monday after unveiling a new AI strategy, before shares slipped 0.3% to $327.47 by late morning. Investors are watching Google Cloud’s expansion, early reviews of the Gemini 3 model, and efforts to rent out proprietary “Ironwood” AI chips. Reuters reported Meta may buy Alphabet’s chips for its data centers starting in 2027.
12 January 2026
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Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

Nvidia and Eli Lilly will invest $1 billion over five years in a joint research lab in the San Francisco Bay Area, aiming to use Nvidia’s new AI chips to accelerate drug discovery. Nvidia shares slipped 0.2% to $184.42 by 10:30 a.m. ET. Thermo Fisher Scientific will also collaborate with Nvidia on lab automation. The new site is expected to open by the end of March.
12 January 2026
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Eli Lilly stock edges up as $1 billion Nvidia AI lab plan hits JPM spotlight

Eli Lilly stock edges up as $1 billion Nvidia AI lab plan hits JPM spotlight

Eli Lilly shares rose about 0.7% Monday after announcing a $1 billion, five-year AI drug discovery lab partnership with Nvidia. The Bay Area facility, using Nvidia’s Vera Rubin chips, will open in March with teams from both firms. Investors are watching for updates from CEO David Ricks at the J.P. Morgan Healthcare Conference on Tuesday and Lilly’s earnings call on Feb. 4.
12 January 2026
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Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Walmart shoppers can now find and buy products directly through Google’s Gemini assistant, following a new integration announced Monday. Google also launched an open Universal Commerce Protocol to link AI agents with retailer checkout systems. Walmart shares rose about 2% in early trading, while Alphabet slipped 0.4%. Shopify said its merchants will soon sell through Google’s AI platforms as the rollout expands.
12 January 2026
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Oracle stock ticks up as Goldman turns bullish; new retail AI supply-chain tool adds focus

Oracle stock ticks up as Goldman turns bullish; new retail AI supply-chain tool adds focus

Oracle shares edged up 0.2% to $198.96 after Goldman Sachs initiated coverage with a Buy rating and $240 target. The stock remains down over 40% since September amid concerns over debt tied to AI data-center expansion. Oracle reported a 438% surge in backlog to $523 billion in Q2. On Sunday, it launched a new retail cloud platform at NRF 2026 in New York.
12 January 2026
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Sandisk (SNDK) stock rebounds after early dip as AI memory shortage talk keeps traders buying

Sandisk (SNDK) stock rebounds after early dip as AI memory shortage talk keeps traders buying

Sandisk shares rose 2.9% to $388.33 in early Monday trading after an earlier 5.1% drop, as investors tracked AI-driven storage demand and supply constraints. The stock moved between $358 and $389.35. Investors await Sandisk’s Jan. 29 earnings call for updates on pricing and outlook. Western Digital edged up 0.3%, while Micron slipped 0.5%.
12 January 2026
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SoundHound AI stock whipsaws as CES motorcycle tie-up and fresh bullish note keep SOUN in play

SoundHound AI stock whipsaws as CES motorcycle tie-up and fresh bullish note keep SOUN in play

SoundHound AI shares rose as much as 9.4% Monday before paring gains, following a Buy reiteration and $26 price target from H.C. Wainwright after CES meetings. India’s Ultraviolette showcased a new AI voice assistant for its F77 motorcycle, developed with SoundHound, drawing attention to the stock. SoundHound remains unprofitable and faces long sales cycles in automotive deals.
12 January 2026
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Google’s new Gemini “buy button” aims to keep shoppers — and retailers — inside its AI

Google’s new Gemini “buy button” aims to keep shoppers — and retailers — inside its AI

Alphabet shares rose about 1% premarket after Google launched new AI shopping tools and the Universal Commerce Protocol, partnering with Walmart, Shopify, and others. The protocol enables direct checkout in Search and Gemini, with retailers keeping transaction control. Walmart will let shoppers add products to carts via Gemini conversations. The rollout follows similar AI shopping moves by Amazon and OpenAI.
12 January 2026
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Tempus AI stock jumps in premarket after $1.27 billion revenue preview, contract value tops $1.1 billion

Tempus AI stock jumps in premarket after $1.27 billion revenue preview, contract value tops $1.1 billion

Tempus AI shares rose about 11% in premarket trading Monday after the company reported preliminary 2025 revenue of $1.27 billion, up 83% year-on-year, and record contract value exceeding $1.1 billion. The company cited strong growth in both Diagnostics and Data segments, with over 70 new data agreements signed in 2025. Tempus noted the results are unaudited and subject to change.
12 January 2026
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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 and Google announced a Universal Commerce Protocol to let AI assistants complete online purchases, with Google Pay and PayPal integration planned. Shopify shares closed Friday at $164.48 on Nasdaq, down 2.26%. Microsoft also launched an updated Copilot checkout. The new tools debuted as the National Retail Federation’s annual convention opened in New York.
12 January 2026
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Rezolve AI PLC stock heads into Monday as NRF demo with Microsoft and Jan. 13 guidance call loom

Rezolve AI PLC stock heads into Monday as NRF demo with Microsoft and Jan. 13 guidance call loom

Rezolve AI (RZLV) closed Friday at $3.68, down 0.8%, before rising to $3.80 after hours. The company will present with Microsoft at NRF 2026 in New York and update 2025-26 revenue guidance in a Jan. 13 investor call. Rezolve reported $209 million in contracted 2026 revenue, above analyst consensus. Investors remain wary of dilution risk from a recent share registration.
11 January 2026
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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 and Google announced a new “Universal Commerce Protocol” on Sunday, enabling AI agents to complete purchases inside chat tools like Google Search’s AI Mode and Gemini. Shopify shares closed down 2.26% at $164.48 on Friday, despite the S&P 500 hitting a record high. Google CEO Sundar Pichai said the protocol is open and backed by major retailers. Traders await Monday’s open and U.S. inflation data on Tuesday.
11 January 2026
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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’s Class A shares closed flat at 100.12 yuan in Shanghai Monday. Weekend remarks from Chinese AI experts highlighted China’s edge in electricity and network infrastructure, drawing investor focus to telecom stocks. Key December trade and credit data are due later this week. China reported 4.83 million 5G base stations and 1.19 billion 5G users by November.
11 January 2026
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Tencent Holdings stock: buyback keeps pressure on bears as AI bottleneck warning hits tape

Tencent Holdings stock: buyback keeps pressure on bears as AI bottleneck warning hits tape

Tencent repurchased 1,039,000 shares on Jan. 9 for HK$635.9 million, a filing showed, bringing total buybacks under its current mandate to over 108 million shares. The stock closed at HK$611, down 0.81%, underperforming the Hang Seng Tech Index. Tencent cannot issue new shares until Feb. 8. Shares resume trading Monday amid continued volatility in China’s tech sector.
11 January 2026
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Stock Market Today

ASML stock price snaps back as AI spending bets return, with ex-dividend date next

ASML stock price snaps back as AI spending bets return, with ex-dividend date next

7 February 2026
ASML shares rose 3.84% Friday in Amsterdam to 1,193.80 euros, rebounding with global chip stocks after Amazon signaled a sharp increase in AI-related capital spending. The stock goes ex-dividend Feb. 9 ahead of a 1.60-euro interim payout. ASML’s Nasdaq shares climbed 4.64% to $1,413.01. Despite Friday’s gains, the Amsterdam listing finished the week about 2.5% lower.
Mastercard stock price: MA slips as Dow hits 50,000; jobs and CPI data next week

Mastercard stock price: MA slips as Dow hits 50,000; jobs and CPI data next week

7 February 2026
Mastercard shares closed down 0.6% at $548.74 Friday, trailing gains in Visa and American Express. The Dow Jones Industrial Average surged 2.47% to a record 50,115.67. Mastercard disclosed a new cybersecurity partnership in the UAE and raised compensation for two top executives. U.S. jobs and inflation data, delayed by a government shutdown, are due next week.
Costco stock price retakes $1,000 — what traders are watching before Monday

Costco stock price retakes $1,000 — what traders are watching before Monday

7 February 2026
Costco closed Friday up 1.2% at $1,001.16, regaining the $1,000 level as about 2.36 million shares changed hands. January net sales rose 9.3% to $21.33 billion, with comparable sales up 7.1% and online sales surging 34.4%. Wells Fargo raised its price target to $950, maintaining a neutral rating. The next earnings call is set for March 5.
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