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Artificial Intelligence News 9 January 2026

Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

Vistra shares jumped 10.5% after-hours as Meta signed 20-year power purchase agreements for over 2,600 MW from three Vistra nuclear plants in PJM, with deliveries starting in late 2026. An SEC filing showed Vistra expects the deals to boost its adjusted free cash flow by up to 17% once plant upgrades are complete by 2034.
Applied Digital stock jumps again as AI data-center demand and hyperscaler talks drive the tape

Applied Digital stock jumps again as AI data-center demand and hyperscaler talks drive the tape

Applied Digital shares rose 18% to $37.68 in after-hours trading Friday after reporting fiscal Q2 revenue of $126.6 million, beating estimates. The company announced new leases totaling 600 MW, including a $5 billion, 200 MW deal at its Polaris Forge 2 campus. Cash stood at $1.91 billion as of Nov. 30, with $2.59 billion in long-term debt. Net loss for the quarter was $19.1 million.
Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta shares rose 1.1% to $653.06 in after-hours trading Friday after announcing nuclear power deals to supply its AI data centers. Agreements with Vistra, Oklo, and TerraPower could support up to 6.6 gigawatts of nuclear capacity by 2035. Financial terms were not disclosed. Investors are watching project timelines and permitting.
Microsoft stock holds near $480 as Copilot Checkout rollout sets up a Jan. 28 earnings test

Microsoft stock holds near $480 as Copilot Checkout rollout sets up a Jan. 28 earnings test

Microsoft shares rose 0.2% to $479.07 Friday after launching a Copilot checkout tool and new “agentic AI” features for retailers. The company, now valued at $3.85 trillion, will report fiscal Q2 results after markets close Jan. 28. Wells Fargo cut its price target to $665 but kept an Overweight rating. Some new retail AI features remain in preview, with adoption by merchants still uncertain.
Salesforce stock slips as Spring ’26 AI release lands and traders weigh soft U.S. jobs data

Salesforce stock slips as Spring ’26 AI release lands and traders weigh soft U.S. jobs data

Salesforce shares slipped 0.2% to $260.01 after unveiling its Spring ’26 product release, featuring new AI and automation tools, set to roll out from Feb. 23. U.S. payrolls rose by 50,000 in December, below forecasts, while unemployment fell to 4.4%. The S&P 500 hit a record intraday high after the jobs report. Fed funds futures priced in a 4.8% chance of a rate cut at the next Fed meeting.
Accenture stock price today: ACN slips as jobs data resets rate bets, new retail AI push in focus

Accenture stock price today: ACN slips as jobs data resets rate bets, new retail AI push in focus

Accenture shares fell 0.6% to $280.15 Friday afternoon, trailing gains in the broader market after a weaker-than-expected U.S. jobs report. The company announced a new AI partnership with Profitmind and will demo the technology at the National Retail Federation event next week. Investors are watching for Accenture’s earnings call on March 19 and the Federal Reserve’s policy meeting Jan. 27-28.
Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra shares rose 11% to $167.11 by midday Friday after Meta signed 20-year nuclear power purchase agreements for 2,609 MW, with deliveries starting in late 2026. The deals cover Vistra’s Perry, Davis-Besse, and Beaver Valley plants. Investors focused on capital spending for upgrades and license extensions. Meta aims to secure power for its Ohio data center and future AI operations.
IREN stock rises as Bernstein calls it a “top AI pick” — what traders watch next

IREN stock rises as Bernstein calls it a “top AI pick” — what traders watch next

IREN shares rose 4.6% to $47.76 Friday, trading between $45.52 and $49.99 in heavy volume. Bernstein analyst Gautam Chhugani named IREN his top AI pick for 2026, according to TipRanks. Investors are watching for February earnings and signs of capital needs tied to the company’s AI expansion. IREN operates renewable-powered data centers in Canada and Texas and signed a $9.7 billion AI cloud deal with Microsoft last year.
SoundHound AI stock jumps 9% as CES 2026 headlines collide with a fresh DA Davidson target cut

SoundHound AI stock jumps 9% as CES 2026 headlines collide with a fresh DA Davidson target cut

SoundHound AI shares rose about 9% to $12.01 by midday Friday, trading on heavy volume after CES demos and a new partnership with TomTom. The move followed a price target cut by D.A. Davidson, citing complex sales plans. SoundHound posted a $109.3 million net loss in Q3 and held $269 million in cash at the end of September. The company has not confirmed its next earnings date.
Oklo stock jumps as Meta backs 1.2-GW Ohio nuclear power campus for AI data centers

Oklo stock jumps as Meta backs 1.2-GW Ohio nuclear power campus for AI data centers

Oklo shares jumped 11% after announcing a deal with Meta to develop a 1.2-gigawatt nuclear campus in Ohio. Meta also signed long-term nuclear power agreements with Vistra and TerraPower as AI drives up electricity demand. Investors are watching for updates on permits, funding, and Oklo’s next quarterly report. Trading volume in Oklo surged to 22.1 million shares.
Applied Digital (APLD) stock jumps again as hyperscaler AI data-center deals come into focus

Applied Digital (APLD) stock jumps again as hyperscaler AI data-center deals come into focus

Applied Digital shares jumped 12% Friday morning, trading at $35.69 after reporting $126.6 million in quarterly revenue, beating forecasts. The company said it signed leases with two hyperscalers for 600 MW of power and $16 billion in prospective lease revenue at its North Dakota campuses. CoreWeave paid $85 million for fit-out and rent. Applied Digital posted a $31.2 million net loss for the quarter.
Oracle stock jumps nearly 3% after soft US jobs data, but AI spending worries linger

Oracle stock jumps nearly 3% after soft US jobs data, but AI spending worries linger

Oracle shares rose 2.9% to $195.07 Friday after a weaker U.S. jobs report fueled hopes for interest rate cuts, lifting tech stocks. The stock remains about 44% below its 52-week high. Investors are focused on Oracle’s AI data-center spending and its next quarterly results in mid-March. The company declared a 50-cent dividend payable January 23.
Intel stock jumps again as AI PC chips and foundry bets pull buyers back

Intel stock jumps again as AI PC chips and foundry bets pull buyers back

Intel shares jumped about 8% Friday, extending gains as investors focused on AI PCs and the company’s push into contract chipmaking. Analysts remain split, with some warning the rally may be outpacing fundamentals ahead of Intel’s Jan. 22 earnings report. The company launched Core Ultra Series 3 processors at CES and signaled new foundry momentum. Core Ultra laptops are set to go on sale Jan. 27.
Vistra stock jumps as Meta signs 20-year nuclear power deal for AI data centers

Vistra stock jumps as Meta signs 20-year nuclear power deal for AI data centers

Vistra shares jumped 14.4% to $172.26 after Meta announced 20-year deals to buy power from three Vistra nuclear plants for its U.S. data centers. The agreements cover over 2,600 megawatts from plants in Ohio and Pennsylvania. Meta did not disclose financial terms. Traders are watching for regulatory approvals and details on plant upgrades.
Meta stock ticks up as nuclear power deals aim to fuel AI data centers

Meta stock ticks up as nuclear power deals aim to fuel AI data centers

Meta shares rose 0.1% after announcing three nuclear power deals to supply its AI data centers. Vistra jumped 14.6% and Oklo gained 15.8% on news of long-term contracts and Meta’s funding for new reactors. The agreements could support up to 6.6 GW of clean energy by 2035. Investors are watching permitting timelines and Meta’s next earnings for capex details.
Archer Aviation stock pops in premarket after Nvidia IGX Thor AI tie-up — here’s what’s next

Archer Aviation stock pops in premarket after Nvidia IGX Thor AI tie-up — here’s what’s next

Archer Aviation shares rose 2.6% to $8.94 premarket Friday after announcing an AI partnership with Nvidia at CES. The company plans to use Nvidia’s IGX Thor platform for onboard aviation AI and will demonstrate it at its Hawthorne airport site. Archer closed Thursday up 3.4% at $8.71 on heavy volume. Rival Joby Aviation fell 2% premarket, while Vertical Aerospace gained 4%.
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Stock Market Today

Dow Jones breaks 50,000 for the first time — here’s what Wall Street watches next

Dow Jones breaks 50,000 for the first time — here’s what Wall Street watches next

7 February 2026
New York, February 7, 2026, 12:04 EST — Market closed. The Dow Jones Industrial Average closed above 50,000 for the first time on Friday, jumping 1,206.95 points, or 2.47%, to finish at 50,115.67. Caterpillar’s 7.1% rise gave the biggest lift as the price-weighted index stayed ahead of Wall Street’s broader gauges this year. “The Dow is kind of the people’s index,” Chuck Carlson, chief executive officer at Horizon Investment Services, said. (Reuters) The milestone landing came after a bruising stretch for software and data-services stocks, where investors have been repricing the risk that fast-improving AI tools can squeeze margins or
Bitcoin price wobbles below $69,000 on weekend — what matters before Monday’s reopen

Bitcoin price wobbles below $69,000 on weekend — what matters before Monday’s reopen

7 February 2026
Bitcoin fell 1.1% to $68,917 Saturday after volatile trading, while Ether held near $2,036. U.S. spot bitcoin ETFs saw $330.7 million in net inflows on Feb. 6, reversing outflows the previous day. Strategy shares rebounded after hitting a low of $111.27 Thursday. Traders are watching Monday’s U.S. market open and the upcoming inflation report for direction.
XRP price today slips near $1.42 as thin weekend liquidity keeps traders on edge

XRP price today slips near $1.42 as thin weekend liquidity keeps traders on edge

7 February 2026
XRP fell about 5% Saturday to $1.42, extending a 22% weekly drop as thin liquidity and macro jitters drove sharp swings. Bitcoin rebounded above $70,000 after a brief plunge, while ether surged 12%. Ripple outlined plans for an “Institutional DeFi” roadmap, including a new lending protocol and permissioned DEX. The Federal Reserve held rates steady last week, with officials signaling caution on inflation.
Home Depot stock price: jobs, inflation and a Feb. 24 earnings test loom

Home Depot stock price: jobs, inflation and a Feb. 24 earnings test loom

7 February 2026
Home Depot shares rose 0.7% to $385.15 Friday, trading between $379.10 and $386.37. Investors await a delayed U.S. jobs report Wednesday and CPI data Friday, both postponed by a brief government shutdown. Home Depot reports fourth-quarter earnings Feb. 24. The Dow closed above 50,000 for the first time.
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