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Artificial Intelligence News 20 January 2026 - 21 January 2026

AI stocks rebound: Intel surges nearly 10% ahead of earnings as Nvidia steadies and chip-export vote looms

AI stocks rebound: Intel surges nearly 10% ahead of earnings as Nvidia steadies and chip-export vote looms

NEW YORK, Jan 21, 2026, 10:35 ET — Regular session Intel shares jumped 9.7% to $53.25 in early New York trade on Wednesday, fueling a wider rally among AI chip stocks. AMD rose 6.5%, Nvidia edged up 1.5%, but Microsoft slid 1% and Oracle fell 2.3%. The iShares Semiconductor ETF gained 2.6%. The group rebounded after a steep sell-off hit some of the most crowded “AI trade” stocks, as investors wrestled with tariff concerns and geopolitical risks. Speaking at Davos on Wednesday, President Donald Trump renewed his push to acquire Greenland but emphasized he wouldn’t resort to force. Art Hogan
21 January 2026
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Palantir stock price steadies after Hyundai expansion as Davos sovereign AI project emerges

Palantir stock price steadies after Hyundai expansion as Davos sovereign AI project emerges

New York, Jan 21, 2026, 10:24 (ET) — Regular session Shares of Palantir Technologies Inc barely moved Wednesday after Reuters reported the data analytics company inked an expanded software agreement with South Korea’s HD Hyundai. A source familiar with the deal valued it at hundreds of millions of dollars over several years. The stock slipped 0.02% to $168.53. Palantir declined to comment on the specifics. (Reuters) Palantir’s Korea effort is key as it aims to shift from custom government contracts to steady commercial sales. Investors have been keen on software firms making headway with AI, yet they remain laser-focused on
21 January 2026
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Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

New York, January 21, 2026, 09:42 EST — The regular session is now underway. Micron Technology, Inc. saw its shares climb 2.8% to $375.21 by 9:39 a.m. EST Wednesday. The surge followed two days of investor attention on the company’s strategy to boost manufacturing capacity in Taiwan despite soft demand for AI memory chips. (StockAnalysis) Memory shortages are snarling efforts by big cloud and chip customers scrambling to expand AI infrastructure. When supply tightens, contract prices spike sharply, hitting Micron’s earnings right away. The timing is favorable for bulls. Micron is acquiring more “cleanroom” space—the controlled environment needed for chip
21 January 2026
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AI stocks slide before the bell as Nvidia’s China push revives export jitters

AI stocks slide before the bell as Nvidia’s China push revives export jitters

New York, Jan 21, 2026, 06:47 EST — Premarket Nvidia and other AI-related stocks dipped in Wednesday’s premarket session after Reuters reported that CEO Jensen Huang aims to visit China in late January. The move highlights ongoing uncertainties surrounding high-end chip sales to the country. Nvidia dropped 4.3% to $178.07, Broadcom slid 5.4% to $332.60, and Taiwan Semiconductor lost 4.4% to $327.16. Microsoft and Alphabet also saw declines. (Reuters) The China factor is critical now since the AI boom hinges on a straightforward premise: more data centres, more chips, and increased spending. But policy tensions can quickly alter that spending
21 January 2026
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IBM stock slides nearly 5% after tariff-fueled selloff; AI push and earnings set the next test

IBM stock slides nearly 5% after tariff-fueled selloff; AI push and earnings set the next test

New York, Jan 21, 2026, 05:07 EST — Premarket Shares of International Business Machines Corporation dropped $14.57, or 4.8%, closing at $291.35 in the latest session. IBM stock now sits under pressure heading into Wednesday’s trading. The blue-chip Dow took a hit, with IBM’s drop, combined with 3M’s losses, dragging the index down by about 150 points, according to MarketWatch’s analysis. (MarketWatch) Investors trimmed their U.S. stock holdings Tuesday as President Donald Trump threatened fresh tariffs on eight European nations, shaking risk appetite and sending the Cboe Volatility Index to its highest level in eight weeks. “The geopolitical risks …
21 January 2026
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Adobe stock price slides near 52-week low as AI video push lands and ADBE investors look to March

Adobe stock price slides near 52-week low as AI video push lands and ADBE investors look to March

New York, Jan 20, 2026, 19:29 EST — After-hours Shares of Adobe Inc (NASDAQ:ADBE) slipped nearly 2% Tuesday, lingering just above their 52-week low as selling pressure weighed on software stocks. The price touched $288.37 during regular hours and traded around $290.37 in after-hours. (Bloomberg.com) Adobe’s stock fell for a seventh straight session, dragging it down around 38% from its 52-week high. But it held up better than many other mega-cap tech stocks amid a rough day for U.S. markets. About 6.9 million shares changed hands—well above its 50-day average of 4.1 million, according to MarketWatch data. (MarketWatch) Adobe’s recent
21 January 2026
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Nebius stock drops nearly 9% as tariff scare hits tech — Israel AI supercomputer rollout in focus

Nebius stock drops nearly 9% as tariff scare hits tech — Israel AI supercomputer rollout in focus

New York, Jan 20, 2026, 19:27 EST — After-hours Nebius Group N.V. (NBIS.O) shares closed down 8.68% on Tuesday and slipped again in after-hours trading, in a wider tech selloff tied to fresh tariff threats. The stock ended at $99.29 and was last around $98.63 in extended hours, when trading continues after the 4 p.m. close. (MarketWatch) The move matters because NBIS has become a fast-money proxy for AI data-center demand. When traders cut exposure, these names can gap and keep sliding even without a company-specific shock. It also resets the tone into Wednesday. Investors are trying to judge whether
21 January 2026
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Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

New York, Jan 20, 2026, 17:17 EST — After-hours Nvidia dropped Tuesday after Taiwan’s Inventec, a key producer of AI servers powered by Nvidia chips, indicated that approval for selling its H200 processor in China “appears to be stuck on the China side.” Shares closed down 4.3% at $178.07 in late trading. (Reuters) The H200, an AI accelerator chip designed for training and running large models, plays a crucial role in the sector’s expansion, with China standing out as a pivotal market. That’s why a customs hiccup hits hard. It’s not about a single part number. It’s the backbone of
20 January 2026
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Microsoft stock dips after-hours as Bristol Myers AI lung-cancer deal lands and tariff jitters shake tech

Microsoft stock dips after-hours as Bristol Myers AI lung-cancer deal lands and tariff jitters shake tech

New York, January 20, 2026, 16:33 (EST) — After-hours trading underway. Shares of Microsoft Corp dipped 1.1% to $454.52 in after-hours trading Tuesday, moving between $449.06 and $456.76 during the session. The software giant’s market cap stands near $3.85 trillion. The stock fell amid a tough session for risk assets, as trade news and rate concerns drove investors away from popular growth stocks. Microsoft, often seen as a gauge for enterprise tech spending, typically tracks these shifts closely. Timing complicates things. As earnings season nears, even routine company updates can spark a sharper market move—or be dismissed altogether—based on what
20 January 2026
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Nebius (NBIS) stock slides 7% as Israel opens AI supercomputer access — what investors watch next

Nebius (NBIS) stock slides 7% as Israel opens AI supercomputer access — what investors watch next

New York, January 20, 2026, 13:20 (EST) — Regular session Shares of Nebius Group (NBIS) dropped 7.4% to $100.65 in early afternoon trading Tuesday, after fluctuating between $100.03 and $104.49. The Nasdaq-listed AI cloud company slipped $8.08 from its previous close, with roughly 10.9 million shares changing hands by midday. The drop was steeper than the wider retreat seen in tech stocks. Nvidia, known for its GPUs that drive most AI model training, slid roughly 3.4%. The Nasdaq-100 tracking Invesco QQQ ETF dropped about 1.5%, but AMD went against the grain, climbing close to 1.5%. Nebius drew attention after Israel’s
20 January 2026
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Mastercard stock slips in regular trading as AI checkout push meets rate-cap jitters

Mastercard stock slips in regular trading as AI checkout push meets rate-cap jitters

New York, January 20, 2026, 12:58 ET — Regular session Shares of Mastercard Incorporated dropped 1.4% to $531.73 by midday Tuesday, extending pressure on the payments giant despite its announcement of new initiatives to enhance AI-driven checkout security and adoption. Visa slipped 0.5%, while American Express declined 2.3%. Selling pressure is hitting anything linked to consumer credit and card economics, as Washington reenters the picture. Traders are trying to gauge if the policy chatter around credit cards will lead to enforceable measures — and if that will weigh on spending, fees, or sentiment throughout the payments sector. (Reuters) Mastercard outlined
20 January 2026
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Amazon taps Rio Tinto’s low-carbon “Nuton” copper for AWS data centers as AI buildout bites

Amazon taps Rio Tinto’s low-carbon “Nuton” copper for AWS data centers as AI buildout bites

Tucson, Jan 20, 2026, 08:56 MST Rio Tinto and Amazon Web Services struck a two-year deal to provide “low-carbon” copper, produced using Rio’s Nuton technology, for components in AWS data centers across the U.S., the companies announced. Amazon’s Chief Sustainability Officer Kara Hurst described the move as “a fundamentally different approach” to copper production. (ESG Today) The pact comes amid a surge in big tech investment in data centers and the essential wiring, transformers, and circuit boards they require, ramping up the battle for copper. Rio Tinto noted this step highlights the AI sector’s scramble to secure critical mineral supplies.
20 January 2026
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Stock Market Today

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

7 February 2026
Macquarie Group shares fell 2.17% to A$207.83 Friday, marking a third straight decline as the ASX 200 slid 2%. Australia’s regulator trimmed liquidity requirements for Macquarie Bank after improvements in controls. Macquarie Asset Management announced two UK utility deals, including full ownership of Last Mile Infrastructure and the purchase of Energy Assets Group. Investors await Tuesday’s operational briefing.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 1:04 AM EST Crude Oil Prices Rise on Dollar Weakness, Geopolitical Tensions February 7, 2026, 12:52 AM EST. Crude oil prices edged higher on Friday, supported by a weaker U.S. dollar and escalating geopolitical risks in the Middle East. March WTI crude gained 0.41%, rebounding from early losses, while gasoline prices rose 1.38%. Doubts over a U.S.-Iran nuclear deal loom after reports of Iran's refusal to halt uranium enrichment, raising the risk of military action and potential disruption of vital shipping routes. Additionally, a surge in U.S. consumer
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
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