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Artificial Intelligence News 6 January 2026 - 7 January 2026

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

Lumentum shares jumped 11.3% to $397.42 in after-hours trading Tuesday, tracking gains in AI data-center stocks. The company will report fiscal Q2 results and hold a conference call on Feb. 3. A new SEC filing said chief accounting officer Matthew Sepe will retire after the 10-Q filing, with Eric Chang named as successor.
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

Vistra shares climbed 4.1% in after-hours trading after it agreed to buy Cogentrix Energy for $4.7 billion, adding 5.5 GW of natural-gas generation. The deal includes $2.3 billion in cash, $900 million in stock, and $1.5 billion in assumed debt. Vistra secured up to $2 billion in bridge loans from Goldman Sachs. The transaction faces regulatory review and hinges on customer demand and power market trends.
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

Western Digital shares surged 16.8% to $219.38 in after-hours trading Tuesday, tracking gains across storage stocks after Nvidia detailed new “context memory storage” technology at CES. SanDisk jumped 27%, Seagate rose 14%, and Micron climbed 10%, with all four hitting record highs. Traders are watching U.S. labor data due later this week for further direction.
6 January 2026
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Qualcomm stock rises as CES 2026 brings Google auto tie-up, Snapdragon X2 Plus AI PC push

Qualcomm stock rises as CES 2026 brings Google auto tie-up, Snapdragon X2 Plus AI PC push

Qualcomm shares climbed 3.4% to $182.25 after announcing new products and an expanded automotive partnership with Google at CES 2026. The company launched its Snapdragon X2 Plus PC platform and detailed new tools for software-defined vehicles. The stock traded between $176.50 and $184.38 during the session. Investors await further design-win updates and the next quarterly report.
6 January 2026
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Cipher Mining (CIFR) stock slides in U.S. session as miner taps veterans for AI data-center push

Cipher Mining (CIFR) stock slides in U.S. session as miner taps veterans for AI data-center push

Cipher Mining shares fell 3.9% to $17.46 Tuesday after the company announced two senior hires to lead its push into AI data centers and high-performance computing. More than 20 million shares changed hands. Bitcoin dropped 2.3% to $92,259, pressuring listed miners. Marathon Digital and CleanSpark also traded lower.
6 January 2026
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Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia held steady Tuesday after its CFO said U.S. officials are “working feverishly” on export licenses for H200 chips to China, with timing still uncertain. AMD dropped 3.3% following new AI chip launches and an OpenAI partnership at CES. Broadcom rose 1.2%. Investors are watching for Friday’s U.S. jobs report for signals on interest rates.
6 January 2026
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KLA (KLAC) stock rises after Cantor upgrade as CES AI headlines keep chip tools in focus

KLA (KLAC) stock rises after Cantor upgrade as CES AI headlines keep chip tools in focus

KLA shares rose 3.4% to $1,398.66 Tuesday after Cantor Fitzgerald upgraded the stock to “overweight” and raised its price target to $1,500. The move followed strong AI-linked demand signals at CES and gains across chip-equipment stocks. Investors await KLA’s next earnings date as China policy risk remains in focus.
6 January 2026
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Sandisk stock surges 23% as Nvidia CES update puts AI data-center storage back in play

Sandisk stock surges 23% as Nvidia CES update puts AI data-center storage back in play

Sandisk shares surged 23.4% to $338.26 in midday trading Tuesday, leading gains in storage and memory stocks after the company unveiled its new “Optimus” SSD brand at CES. Nvidia highlighted rising AI demand for context memory, announcing its Inference Context Memory Storage Platform and next-generation Vera Rubin system. Micron, Western Digital, and Seagate also posted strong advances.
6 January 2026
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Sandisk stock jumps 24% as AI storage demand and memory-price surge lift chip names

Sandisk stock jumps 24% as AI storage demand and memory-price surge lift chip names

Sandisk shares surged 24% to $339.20 Tuesday, hitting a record $342.81 amid heavy trading tied to AI-driven demand for memory and storage. The move followed Sandisk’s launch of its Optimus SSD brand and comes ahead of key earnings updates from Samsung on Thursday and Sandisk on Jan. 29. Western Digital, Micron, and Seagate also posted strong gains.
6 January 2026
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Lam Research stock jumps nearly 7% on fresh Aletheia “Buy” call as CES focus stays on AI

Lam Research stock jumps nearly 7% on fresh Aletheia “Buy” call as CES focus stays on AI

Lam Research shares jumped 6.9% to $208.15 Tuesday after Aletheia Capital initiated coverage with a buy rating and $260 target. Peers Applied Materials and KLA also rose. Investors await Lam’s Jan. 28 earnings for signals on chip equipment demand and 2026 spending. The rally follows increased focus on AI data-center buildouts and new product launches at CES.
6 January 2026
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BigBear.ai stock rises 4% as BBAI debt redemption deadline nears

BigBear.ai stock rises 4% as BBAI debt redemption deadline nears

BigBear.ai shares rose 4.3% to $6.13 Tuesday as the company moved to cut about $125 million in convertible-note debt, mainly through stock conversions ahead of a Jan. 16 redemption deadline. The company raised the conversion rate to 305.5254 shares per $1,000 principal for conversions before Jan. 15. About 22 million shares traded. BigBear.ai recently closed its $250 million cash acquisition of Ask Sage.
6 January 2026
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Qualcomm stock jumps at CES 2026 on Snapdragon X2 Plus AI PC launch and robotics push

Qualcomm stock jumps at CES 2026 on Snapdragon X2 Plus AI PC launch and robotics push

Qualcomm shares rose about 3% to $181.64 Tuesday after unveiling new PC and robotics chips at CES 2026. The company said its Snapdragon X2 Plus will power Windows Copilot+ PCs in 2026 and confirmed Toyota will use its Snapdragon Digital Chassis in the next RAV4. Semiconductor ETFs gained 2.7%. Investors await Qualcomm’s fiscal Q1 results on Feb. 4.
6 January 2026
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Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk shares surged 22% to $335 in early U.S. trade Tuesday, driven by forecasts of rising NAND flash prices as AI data center demand outpaces supply. TrendForce expects NAND contract prices to jump up to 38% in the March quarter. Research notes flagged Sandisk’s premium valuation and projected over 45% revenue growth in 2026. Micron shares also rose about 7%.
6 January 2026
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Micron stock jumps nearly 8% on AI-driven memory crunch bets — what’s next for MU

Micron stock jumps nearly 8% on AI-driven memory crunch bets — what’s next for MU

Micron Technology shares jumped 7.7% to $336.11 Tuesday, hitting a record amid tight memory-chip supply and surging AI server demand. Samsung and Micron executives warned shortages could persist beyond 2026. TrendForce estimates some memory prices have more than doubled since last February. Wall Street expects Micron’s revenue to nearly double in fiscal 2026, with the next earnings update due in March.
6 January 2026
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AMD stock slips after CES AI chip push puts OpenAI deal back in focus

AMD stock slips after CES AI chip push puts OpenAI deal back in focus

New York, Jan 6, 2026, 10:03 EST — Regular session Shares of Advanced Micro Devices fell about 1.3% to $218.11 in early trading on Tuesday, even after the chipmaker used the CES tech show in Las Vegas to spotlight new artificial-intelligence processors aimed at data centers and corporate customers. Nvidia’s stock rose about 1.6%. The mixed reaction underscores what investors want next: proof that AMD can turn product road maps and marquee customers into sustained sales growth, at a time when markets are also bracing for a data-heavy week of U.S. labor reports that can sway interest-rate bets and high-growth
6 January 2026
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Stock Market Today

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

7 February 2026
CleanSpark shares jumped 22% to $10.08 Friday after quarterly results and an AI infrastructure update, following bitcoin’s rebound above $70,000. The company reported a quarterly net loss tied to bitcoin price swings and outlined plans to expand power capacity in Houston. Peers Marathon Digital and Riot Platforms also surged. Upcoming U.S. jobs and inflation data next week could add further volatility.
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