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Artificial Intelligence News 6 January 2026 - 7 January 2026

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

Qualcomm shares rose 3.5% to $182.45 in after-hours trading Tuesday after CES announcements highlighting new auto and PC initiatives. Qualcomm and Google expanded their automotive partnership to accelerate software-defined vehicles and in-car AI. The company also unveiled Snapdragon X2 Plus chips for Windows laptops and launched new processors for edge AI and robotics.
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

Applied Materials shares jumped 4.1% to a record $296.01 Tuesday as chip-equipment stocks rallied on renewed AI optimism and CES headlines. The Philadelphia Semiconductor Index hit an all-time high. Peers Lam Research, KLA, and ASML also advanced. Investors await U.S. labor data and Applied Materials’ earnings report on Feb. 12.
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

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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Stock Market Today

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.
JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

7 February 2026
JPMorgan shares rose 3.95% to $322.40 Friday, outpacing other major banks as U.S. stocks rallied and the Dow closed above 50,000 for the first time. The bank recently completed a $3 billion subordinated notes offering. Investors are watching for delayed U.S. jobs data and inflation figures next week, ahead of JPMorgan’s Feb. 23 company update.
AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

7 February 2026
AbbVie shares rose 2% to $223.43 Friday, capping a volatile week marked by earnings and drug sales scrutiny. Moody’s upgraded AbbVie’s credit rating to A2, citing strong performance in immunology and neuroscience. Investors remain focused on Skyrizi and Rinvoq growth amid rising competition and recent regulatory filings. Trading volume stayed below average, with the stock still 9% off its 52-week high.
SK hynix stock price slips into Monday after S&P upgrade, tech selloff

SK hynix stock price slips into Monday after S&P upgrade, tech selloff

7 February 2026
SK hynix shares closed at 839,000 won, down 0.36% Friday and 8% for the week, as tech stocks retreated across Asia. S&P Global Ratings upgraded the chipmaker to “BBB+” with a positive outlook, citing strong HBM sales. The KOSPI fell 1.4% Friday, ending a six-week winning streak. Traders await Monday’s Seoul open for signs of further tech weakness.
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