Today: 7 February 2026
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Artificial Intelligence News 25 January 2026 - 26 January 2026

Home Depot stock edges higher after it rolls out a new AI tool for contractors

Home Depot stock edges higher after it rolls out a new AI tool for contractors

Home Depot shares rose 0.7% to $386.33 Monday after the company launched its “Material List Builder AI” for professional contractors. The new tool, free for Pro Xtra members, generates materials lists from voice or text input. Investors are watching for the Federal Reserve’s rate decision this week and Home Depot’s earnings report on Feb. 24.
26 January 2026
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Zoom stock jumps 11% after analyst flags ‘hidden gem’ Anthropic stake

Zoom stock jumps 11% after analyst flags ‘hidden gem’ Anthropic stake

Zoom Communications shares jumped 10.8% to $95.08 Monday after a Baird analyst estimated Zoom’s 2023 stake in AI startup Anthropic could now be worth up to $4 billion. The rally comes as investors revalue software firms with AI ties, though Zoom’s core video business still faces slow growth. The company reports earnings Feb. 23.
26 January 2026
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Wells Fargo stock climbs as WFC names new AI chief ahead of Fed decision

Wells Fargo stock climbs as WFC names new AI chief ahead of Fed decision

Wells Fargo shares rose about 1.3% to $88.09 Monday afternoon, outpacing JPMorgan and Bank of America. The bank named former Amazon Web Services executive Faraz Shafiq as head of AI products, starting Feb. 9. Investors watched for signals ahead of the Federal Reserve’s rate decision Wednesday. Wells Fargo recently projected $50 billion in 2026 interest income, below analyst expectations.
26 January 2026
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DigitalOcean stock jumps nearly 15% as AI-inference push keeps buyers in control

DigitalOcean stock jumps nearly 15% as AI-inference push keeps buyers in control

DigitalOcean shares jumped 14.9% to $61.58 on Monday, hitting a new 52-week high as investors piled into smaller cloud and AI infrastructure stocks. The rally followed recent analyst upgrades and news that DigitalOcean’s AI Inference Cloud Platform doubled throughput for Character.ai while halving costs. Vinay Kumar was named chief product and technology officer last week. Earnings are expected Feb. 24, according to MarketBeat.
26 January 2026
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Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital shares climbed 1% to $38.05 midday Monday after volatile trading between $41.59 and $36.78. Investors are watching for the February disclosure of the Delta Forge 1 “AI Factory” site and any customer lease signings. The company broke ground on the 430-megawatt campus last week but has not named a tenant. Trading volume topped 32 million shares.
26 January 2026
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Salesforce stock rises in midday trade as Wall Street stays jittery on software and AI

Salesforce stock rises in midday trade as Wall Street stays jittery on software and AI

Salesforce shares rose about 1% to $230.24 by midday Monday, after opening at $229.43. The stock has dropped 12.5% over the past month, with a forward P/E ratio of 18.8. Investors remain cautious ahead of a Federal Reserve decision and major tech earnings later this week. Salesforce is pushing AI agent tools and updating its partner program amid sector pressure.
26 January 2026
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Applied Digital (APLD) stock jumps above $39 as Delta Forge 1 AI data center bet comes into focus

Applied Digital (APLD) stock jumps above $39 as Delta Forge 1 AI data center bet comes into focus

Applied Digital shares rose about 5% Monday, reaching $41.59 in morning trading after breaking ground on its 430-megawatt Delta Forge 1 “AI Factory” project. The company has not disclosed the site location but plans to announce it in February. Investors are watching for updates on tenant deals and construction milestones. Applied Digital reported $126.6 million in revenue for its fiscal second quarter ending Nov. 30, 2025.
26 January 2026
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Nvidia stock price rises as NVDA puts $2 billion into CoreWeave, widening AI data-center ties

Nvidia stock price rises as NVDA puts $2 billion into CoreWeave, widening AI data-center ties

Nvidia shares rose 1.5% to $187.67 after the company announced a $2 billion investment in CoreWeave, nearly doubling its stake. CoreWeave shares jumped almost 10% premarket. The deal expands their partnership on AI data centers. Traders are watching Nvidia’s supply chain and upcoming earnings for signs of sustained demand.
26 January 2026
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Brand Engagement Network (BNAI) stock jumps more than 200% in premarket as Africa AI deal stays in focus

Brand Engagement Network (BNAI) stock jumps more than 200% in premarket as Africa AI deal stays in focus

Brand Engagement Network shares soared over 200% to $52 in early U.S. premarket trading after announcing a $2.05 million Africa licensing and investment deal. Premarket volume reached about 1 million shares, with traders wary of thin conditions and the company’s limited revenue history. The deal includes a 35% revenue share and a board seat in a new South Africa-based entity. BNAI’s market cap stood near $74 million after a 90% surge in the prior session.
26 January 2026
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Oracle stock in focus for Monday after Morgan Stanley target cut flags AI buildout costs

Oracle stock in focus for Monday after Morgan Stanley target cut flags AI buildout costs

Oracle shares fell 0.6% to $177.16 Friday after Morgan Stanley cut its price target to $213, citing concerns over rising costs tied to AI data-center expansion. Shares are down about 7% since Jan. 16. Investors await the Federal Reserve meeting Jan. 27-28 and tech earnings, which could affect sentiment on cloud spending.
25 January 2026
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Applied Digital (APLD) stock jumps 8.5% on 430-MW AI data center push — what to watch next

Applied Digital (APLD) stock jumps 8.5% on 430-MW AI data center push — what to watch next

Applied Digital shares jumped 8.5% to $37.69 Friday, extending a 54% rally this month and valuing the company near $10.5 billion. The Dallas-based firm broke ground Jan. 22 on a southern U.S. “AI factory” campus with 430 MW of power, aiming for initial operations in mid-2027. The company has not disclosed the state and plans to announce the site in February. Investors await further details on funding and client deals.
25 January 2026
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Applied Digital (APLD) stock jumps on 430MW “AI factory” build — what to watch before Monday

Applied Digital (APLD) stock jumps on 430MW “AI factory” build — what to watch before Monday

Applied Digital shares jumped 8.5% to $37.69 on Friday after announcing construction of its Delta Forge 1 AI data-center campus, which will deliver up to 300 MW of critical IT load. The company did not disclose the exact location, citing only a “strategic southern U.S. market.” Director Douglas S. Miller gifted 6,000 shares, reducing his stake to 194,859, according to an SEC filing.
25 January 2026
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Stock Market Today

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

7 February 2026
CapitaLand Investment shares rose 1.3% to S$3.12 on Friday, bucking a 0.8% drop in Singapore’s benchmark index. CapitaLand Integrated Commercial Trust reported a 16.4% jump in second-half distributable income, while CapitaLand Ascendas REIT posted a 1.4% full-year rise. CapitaLand China Trust saw full-year DPU fall to 4.82 cents amid weaker yuan and occupancy. CLI reports FY2025 results on Feb. 11.
Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

7 February 2026
Keppel shares closed at S$11.64 on Friday, up 0.17%, after surging 6.1% the previous day on stronger FY2025 profit and a larger dividend plan. The company bought back 151,400 shares for about S$1.74 million. Keppel reported a 29% rise in full-year profit to S$1.02 billion and proposed a total distribution of 47 cents per share, including a special dividend partly paid in Keppel REIT units.
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