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Artificial Intelligence News 6 January 2026 - 8 January 2026

Synopsys stock rises after CES automotive push as AI trade returns to tech

Synopsys stock rises after CES automotive push as AI trade returns to tech

Synopsys shares rose 2.2% to $519.70 in after-hours trading Wednesday after unveiling new automotive engineering tools and partnerships at CES 2026. The company highlighted updates to sensor simulation and virtual developer kits, plus work with Samsung and the FIA. A securities class action remains pending in federal court. Synopsys will present next at the Needham Growth Conference on Jan. 15.
8 January 2026
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Accenture plc stock slips after Faculty AI deal; what traders watch next

Accenture plc stock slips after Faculty AI deal; what traders watch next

Accenture agreed to acquire UK-based AI firm Faculty, adding over 400 staff; terms were not disclosed, but the Financial Times reported a value above $1 billion. Shares closed down 0.7% at $273.98 and were flat after hours. CEO Mauro Macchi sold 500 shares at $280 each under a pre-arranged plan. Investors await U.S. jobs data and Accenture’s Jan. 28 shareholder meeting.
8 January 2026
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Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

Applied Digital reported fiscal Q2 revenue of $126.6 million, beating Wall Street’s $88 million estimate, sending shares up about 7% after hours Wednesday. Revenue rose 250% from a year earlier, with net loss narrowing to $31.2 million. The company said total leased data center capacity reached 600 MW. Applied Digital plans to spin out its cloud business and merge it with Ekso Bionics in a deal expected to close in the first half of 2026.
8 January 2026
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AMD stock slips after hours as CES AI chip blitz sets up Feb. 3 earnings test

AMD stock slips after hours as CES AI chip blitz sets up Feb. 3 earnings test

AMD shares fell about 2% to $210.02 in after-hours trading Wednesday, following a weaker chip sector. The drop comes after CEO Lisa Su unveiled new AI chips and processors at CES in Las Vegas. Investors await AMD’s Q4 and full-year results on Feb. 3 and U.S. payrolls data on Friday. The Philadelphia Semiconductor Index closed down about 1%.
7 January 2026
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Amazon stock rises after Alexa.com CES 2026 debut as AWS self-driving deal grabs attention

Amazon stock rises after Alexa.com CES 2026 debut as AWS self-driving deal grabs attention

Amazon shares rose 0.5% to $242.06 Wednesday after the company launched Alexa.com and new Alexa+ partnerships at CES 2026. AWS expanded its autonomous-driving partnership with Aumovio, linked to Aurora’s driverless truck plans. A U.S. judge rejected Amazon’s bid to dismiss a COVID-19 price gouging lawsuit. Investors await Amazon’s expected Feb. 5 earnings and Friday’s U.S. jobs report.
7 January 2026
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Microsoft stock rises as the AI trade returns — and a Midwest grid deal adds a fresh angle

Microsoft stock rises as the AI trade returns — and a Midwest grid deal adds a fresh angle

Microsoft shares rose 1% to $483.51 in late trading Wednesday after hitting $489.68 intraday, as investors rotated into AI-linked stocks. MISO announced it will use Microsoft technology to modernize Midwest grid operations. Traders are watching Friday’s U.S. jobs report and awaiting Microsoft’s next earnings date, which remains unannounced.
7 January 2026
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BBAI stock price forecast: BigBear.ai slips under $6 as downgrade meets Jan. 16 note deadline

BBAI stock price forecast: BigBear.ai slips under $6 as downgrade meets Jan. 16 note deadline

BigBear.ai shares fell 6.6% to $5.99 Wednesday after Cantor Fitzgerald downgraded the stock and cut its price target to $6, citing competition and margin pressures. Traders are watching the Jan. 16 redemption of $125 million in convertible notes, which could add about 38 million shares to the market. Volume reached 32.8 million shares by mid-day. A special shareholder meeting is set for Jan. 22.
7 January 2026
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Microsoft stock price forecast: MSFT climbs as AI trade returns — payrolls and earnings in focus

Microsoft stock price forecast: MSFT climbs as AI trade returns — payrolls and earnings in focus

Microsoft shares rose 1.2% to $484.34 in Wednesday afternoon trading, tracking gains in big-cap tech as investors rotated back into AI-linked stocks. The Midcontinent Independent System Operator said it would use Microsoft technology to help manage its power grid. Microsoft shares remain below their 50-day moving average of $494.66. The company’s next earnings report is expected January 28.
7 January 2026
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Nvidia, AMD or Intel? CES 2026 AI chip rollouts sharpen 2026 stock callsLAS VEGAS,

Nvidia, AMD or Intel? CES 2026 AI chip rollouts sharpen 2026 stock callsLAS VEGAS,

Nvidia CEO Jensen Huang announced the Vera Rubin AI platform is in full production, with servers carrying 72 GPUs and 36 CPUs. AMD introduced MI455 and MI440X chips at CES, targeting AI customers including OpenAI, and previewed a 2027 MI500 series. Analysts’ price targets continue to favor Nvidia and AMD, while Intel’s outlook remains mixed despite a recent upgrade.
7 January 2026
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Tesla stock slides as Nvidia’s Alpamayo open-source push unsettles robotaxi hopes

Tesla stock slides as Nvidia’s Alpamayo open-source push unsettles robotaxi hopes

NEW YORK, Jan 7, 2026, 09:36 EST — Regular session Tesla stock fell 4.1% to $432.96 in early trading on Wednesday after opening lower, as traders digested a new wave of autonomous-driving announcements around the CES tech show. The drop matters because Tesla’s bull case has leaned heavily on Full Self-Driving — a driver-assistance system that still requires supervision — and on a small robotaxi service in Austin, Texas, even as the industry crowds CES with autonomy pitches. “This year you will see more and more focus on AI and autonomous,” said C.J. Finn, PwC’s U.S. automotive industry leader, as
7 January 2026
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CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

LAS VEGAS, Nev., Jan 7, 2026, 04:42 PST Nvidia (NVDA.O) CEO Jensen Huang said at CES 2026 that the company’s next-generation Vera Rubin chips are in “full production,” aiming for a five-fold jump in artificial-intelligence computing for chatbots and other applications. He said a flagship server would pack 72 graphics processing units and 36 central processors, and generate “tokens” — the chunks of text AI models process — about 10 times more efficiently. “Only in that way can you truly trust how the models came to be,” Huang said, describing plans to release training data tied to Nvidia’s Alpamayo self-driving
7 January 2026
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Salesforce stock climbs as RBC lifts target to $290, putting AI demand back in play

Salesforce stock climbs as RBC lifts target to $290, putting AI demand back in play

New York, Jan 6, 2026, 20:52 EST — Market closed Salesforce Inc (CRM) shares rose 2.6% on Tuesday to $262.90, making it one of the better performers on the Dow Jones Industrial Average as U.S. stocks ended higher. The Dow gained about 1% on the day. The bounce comes as investors test whether high-multiple enterprise software can steady after a shaky start to the year, when concerns about monetizing new AI features weighed on several names. Salesforce trades at about 34 times trailing earnings — a price-to-earnings ratio, which compares a company’s share price to its past profit. AOL RBC
7 January 2026
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Qualcomm (QCOM) stock rises after-hours on Google auto AI pact, CES chip launches

Qualcomm (QCOM) stock rises after-hours on Google auto AI pact, CES chip launches

New York, Jan 6, 2026, 19:42 EST — After-hours Qualcomm Incorporated shares rose 3.5% to $182.45 in after-hours trading on Tuesday, after swinging between $176.50 and $184.38 during the session as investors weighed a string of CES updates tied to cars and PCs. The moves land as CES 2026 opens in Las Vegas and suppliers try to convince investors they can turn artificial intelligence into revenue beyond smartphones. The trade show runs from Jan. 6 to 9 and is expected to feature autonomous-driving and AI-heavy pitches across the industry. Qualcomm Technologies, a unit of Qualcomm, and Google said they expanded
7 January 2026
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Applied Materials stock jumps to a fresh 52-week high as CES AI talk lifts chip-equipment shares

Applied Materials stock jumps to a fresh 52-week high as CES AI talk lifts chip-equipment shares

New York, Jan 6, 2026, 19:34 (EST) — After-hours Applied Materials Inc shares rose 4.1% to $296.01 on Tuesday, marking a fresh 52-week high as buyers piled into chip-equipment names. The stock traded between $284.00 and $298.09 and finished above its prior peak near $287.74 set a session earlier, with volume slightly below its recent average. MarketWatch The move comes as chip stocks gained on renewed AI optimism, lifting the Philadelphia Semiconductor Index to a record and helping Wall Street end higher. Jed Ellerbroek, a portfolio manager at Argent Capital, said he expects “a very strong earnings season for Big
7 January 2026
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Marvell stock slides after $540 million XConn deal as MRVL doubles down on AI data-center switching

Marvell stock slides after $540 million XConn deal as MRVL doubles down on AI data-center switching

New York, Jan 6, 2026, 18:54 EST — After-hours Marvell Technology (MRVL.O) shares fell 2.2% to $88.23 on Tuesday, even as U.S. stocks ended higher, after the chipmaker agreed to buy networking technology firm XConn Technologies for about $540 million. The stock was little changed in after-hours trading. MarketWatch The deal lands as investors scrutinize the plumbing behind the AI boom, not just the chips that do the math. As data centers scale up clusters of accelerators, bottlenecks often show up in the links that move data between processors, memory and servers. Marvell has been leaning into that shift, pitching
7 January 2026
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Lumentum stock spikes 11% as AI data-center trade rebounds; Feb. 3 earnings loom

Lumentum stock spikes 11% as AI data-center trade rebounds; Feb. 3 earnings loom

New York, Jan 6, 2026, 18:26 ET — After-hours Shares of Lumentum Holdings Inc (LITE.O) were up 11.3% at $397.42 in after-hours trading on Tuesday, after swinging between $340.46 and $399.50 during the session. The move put the optical-components maker among the day’s standout gainers in a corner of the market tied to artificial-intelligence data centers, after a choppy start to 2026. Investors have been recalibrating bets on whether heavy capital spending by “hyperscalers” — the biggest cloud computing groups — will translate into profits, with several infrastructure stocks swinging sharply day to day. Investors.com Lumentum on Monday said it
7 January 2026
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Vistra stock jumps after $4.7 billion Cogentrix buyout bet on AI power demand

Vistra stock jumps after $4.7 billion Cogentrix buyout bet on AI power demand

New York, Jan 6, 2026, 17:09 EST — After-hours Vistra Corp (VST) shares rose 4.1% to $169.53 in after-hours trading on Tuesday after the power producer agreed to buy Cogentrix Energy for about $4.7 billion, expanding its natural-gas fleet as U.S. power demand climbs. Reuters The acquisition lands as generators move to lock in “dispatchable” supply — plants that can run on demand — for data centers and other large users that need steady power. Jefferies analyst Julien Demoulin-Smith called the portfolio “attractively priced” and said the push into New England “makes abundant sense,” pointing to the region’s capacity market,
6 January 2026
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Western Digital (WDC) stock jumps 17% after Nvidia CES storage talk sparks AI-driven rally

Western Digital (WDC) stock jumps 17% after Nvidia CES storage talk sparks AI-driven rally

New York, January 6, 2026, 16:58 (EST) — After-hours Western Digital Corp shares were up 16.8% at $219.38 in after-hours trading on Tuesday, after touching $221.16 earlier in the day. The move tracked a broader jump in data-storage stocks as investors leaned into demand tied to artificial-intelligence data centers. AP News The buying followed comments from Nvidia CEO Jensen Huang at the CES tech show in Las Vegas, where he detailed a next-generation “Vera Rubin” chip platform and described a new layer of storage technology called “context memory storage.” Huang said the feature is designed to help chatbots respond faster
6 January 2026
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Stock Market Today

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

7 February 2026
AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
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