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Artificial Intelligence News 24 January 2026 - 26 January 2026

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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IREN stock pops 8% as Feb. 5 results near — bitcoin difficulty and AI cloud bets back in play

IREN stock pops 8% as Feb. 5 results near — bitcoin difficulty and AI cloud bets back in play

IREN Limited shares rose 8.5% Friday to close at $56.68, with trading volume hitting 56.6 million. Bitcoin hovered near $88,500 over the weekend, down about 1%. IREN will report quarterly results on Feb. 5, with investors watching for updates on its AI cloud expansion and its $9.7 billion Microsoft deal.
25 January 2026
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Salesforce stock price in focus after MuleSoft AI-agent “scanners” as CRM heads into Fed week

Salesforce stock price in focus after MuleSoft AI-agent “scanners” as CRM heads into Fed week

Salesforce shares closed Friday at $228.05, nearly unchanged, after MuleSoft announced its Agent Fabric platform now includes “Agent Scanners” to catalog AI agents across cloud services. Trading volume reached about 9.4 million shares. The stock ended the week up 0.4%. Salesforce reports earnings Feb. 25; Microsoft releases results Jan. 28.
24 January 2026
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Cisco stock (CSCO) in focus after Davos AI remark — what to watch before Monday

Cisco stock (CSCO) in focus after Davos AI remark — what to watch before Monday

Cisco shares closed up 0.35% at $74.59 Friday, trading between $73.71 and $75.07 on 13.1 million shares. President Jeetu Patel told Davos that AI cut some internal projects from 19 person-years to weeks. The company will launch its updated partner program Jan. 25. Investors await a Fed rate decision and major tech earnings next week.
24 January 2026
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Google stock price: Alphabet (GOOG) heads into new week with antitrust heat, Waymo probe and AI Search update

Google stock price: Alphabet (GOOG) heads into new week with antitrust heat, Waymo probe and AI Search update

Alphabet’s Class C shares fell 0.7% to $328.43 Friday after new legal and regulatory challenges surfaced for Google’s search business and Waymo. A U.S. judge allowed a consumer antitrust lawsuit against Google to proceed. The NTSB opened a probe into Waymo robotaxis for passing stopped school buses in Austin. Investors await Alphabet’s earnings on Feb. 4 and next week’s Fed meeting.
24 January 2026
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Applied Digital (APLD) stock jumps on 430MW Delta Forge AI data center kickoff as traders eye next catalysts

Applied Digital (APLD) stock jumps on 430MW Delta Forge AI data center kickoff as traders eye next catalysts

Applied Digital shares rose 8.5% to $37.69 Friday after breaking ground on a 430-megawatt AI campus, with operations set for mid-2027. The stock slipped 0.72% after hours. The company is in talks with a major hyperscale customer but has not disclosed details. Investors await updates on tenants and financing as markets remain closed until Monday.
24 January 2026
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Stock Market Today

Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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