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Artificial Intelligence News 20 January 2026

‘No reasons to own’? AI agent fears slam software stocks after Anthropic’s Claude Cowork debut

‘No reasons to own’? AI agent fears slam software stocks after Anthropic’s Claude Cowork debut

NEW YORK, Jan 20, 2026, 10:38 EST U.S. software stocks are off to their worst start in years, as investors question if a fresh wave of AI tools could replace pricey, seat-based subscriptions from long-standing vendors. (The Straits Times) The selloff is sharpening a well-worn divide in tech. The Nasdaq 100 stays close to record highs, while certain software stocks have slid to multi-year lows. Meanwhile, a Morgan Stanley basket tracking SaaS — subscription software delivered online — just hit its lowest valuation ever. (The Decoder) The threat landscape is shifting. Anthropic’s latest launches—like its “Cowork” tool and a healthcare-specific
20 January 2026
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Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

New York, Jan 20, 2026, 10:31 a.m. EST — Regular session Nvidia shares slipped roughly 3.4% to $179.83 in early Tuesday trading, weighing down a cluster of AI stocks that remain vulnerable to changes in risk appetite. The Nasdaq slipped about 1.6% by 9:39 a.m., while the S&P 500 fell roughly 1.3%, on worries over new tariff threats from President Donald Trump related to a Greenland dispute. “We’re getting the weakness because the headlines are going to drive angst and concern about what the future holds,” said David Lundgren, chief market strategist at Little Harbor Advisors. Investors are also bracing
20 January 2026
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Microsoft stock price today: MSFT ticks up on Bristol Myers AI lung-cancer imaging deal

Microsoft stock price today: MSFT ticks up on Bristol Myers AI lung-cancer imaging deal

New York, Jan 20, 2026, 09:34 EST — Regular session Microsoft Corp (MSFT) shares climbed roughly 0.7% to $459.86 in early New York trading Tuesday after Bristol Myers Squibb announced a deal to deploy the software giant’s AI-powered radiology tools aimed at accelerating early lung cancer detection. The partnership will leverage U.S. Food and Drug Administration-cleared imaging algorithms—approved for clinical use—via Microsoft’s Precision Imaging Network, which already analyzes X-ray and CT scans at hospitals across the U.S. “We have envisioned a unique AI-enabled workflow” to help clinicians identify patients and direct them to care, said Alexandra Goncalves, vice president and
20 January 2026
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DeepSnitch AI’s DSNT presale “surges 135%” as January launch chatter spikes

DeepSnitch AI’s DSNT presale “surges 135%” as January launch chatter spikes

London, 20 January 2026, 14:44 (GMT) DeepSnitch AI, a crypto venture promoting AI-powered tools for spotting token risks and issuing trading alerts, is gaining traction on crypto news platforms ahead of its January launch. Posts tout the DSNT token’s presale price soaring over 130%. The marketing push arrives amid a selloff in major cryptocurrencies as investors turn cautious. Bitcoin dropped 2% to $91,090, while ether slid 3.3% to $3,104, according to Reuters, with traders factoring in geopolitical tensions and a weakening dollar. (Reuters) Presales—early token sales before wider exchange listings—are key because they attract quick retail capital even amid low
20 January 2026
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Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

New York, Jan 20, 2026, 09:06 EST Super Micro Computer is drawing attention again before Tuesday’s U.S. market open, following a Seeking Alpha note that called the AI server maker undervalued despite strong demand for AI hardware. The timing is crucial as the stock has swung wildly between enthusiasm for AI infrastructure and doubts over profitability. The question now isn’t if AI servers will sell, but whether Super Micro can turn a solid profit from them. Super Micro, headquartered in San Jose, California, manufactures servers for data centers, specializing in high-density systems powered by graphics processing units, or GPUs —
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

TAIPEI, Jan 20, 2026, 21:25 GMT+8 Micron Technology revealed plans to buy Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. This move underscores Micron’s confidence that demand for dynamic random access memory (DRAM)—used mainly in computers and servers—will keep outstripping supply. Shares of Powerchip surged nearly 10% after the announcement. The acquisition brings about 300,000 square feet of cleanroom space to Micron and aims to increase DRAM wafer production starting in the second half of 2027. The deal should wrap up by Q2 2026, subject to regulatory approval. TrendForce projects the initial capacity phase
20 January 2026
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Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

New York, Jan 20, 2026, 08:26 EST Goldman Sachs stuck with Nvidia and Broadcom as its top picks in AI computing on Tuesday, saying Nvidia’s lead remains strong despite custom silicon closing the cost gap. The bank noted that Google’s Broadcom-designed TPU is making rapid gains on “inference” economics—the process of running AI models post-training—but highlighted Nvidia’s CUDA software and faster rollout as crucial advantages in the growing GPU-versus-ASIC battle. (ASICs are specialized chips made for a single task.) (Investing.com) Nvidia investors face a turbulent period as the stock battles between being “still the backbone of AI” and concerns it’s
20 January 2026
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Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

New York, Jan 20, 2026, 07:35 (EST) Nvidia’s market cap has surged to roughly $4.5 trillion, leading data outlets to stack it up against entire countries. This underscores the intense focus of investment on AI infrastructure. (Visual Capitalist) Nvidia’s valuation isn’t driven solely by chip sales. It’s also expanding into rack-scale systems—pre-built, data-center-sized units—and growing its high-margin networking hardware segment. (Nasdaq) At CES 2026, Nvidia CFO Colette Kress said the “attach rate” — the share of customers buying Nvidia AI systems who also grab its networking gear — is closing in on 90%. This signals a shift in Nvidia’s growth,
20 January 2026
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Asus freezes Zenfone and ROG Phone plans: no new smartphones in 2026 as AI work ramps up

Asus freezes Zenfone and ROG Phone plans: no new smartphones in 2026 as AI work ramps up

Taipei, Jan 20, 2026, 19:03 (GMT+8) Asustek Computer Inc’s Asus brand is halting the launch of new smartphone models, redirecting its phone development efforts to AI-centric hardware, chairman Jonney Shih revealed at a Taipei event. (INSIDE) The shift leaves two niche Android lines — Zenfone and the gaming-focused ROG Phone — hanging in uncertainty. Android, Google’s mobile OS, powers most devices outside of Apple’s ecosystem. This matters now as the smartphone market has consolidated around a handful of major players, with hardware companies shifting focus to AI devices that fall outside the typical phone upgrade cycle. Shih told reporters the
20 January 2026
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AI stocks wobble before the bell as Trump’s Greenland tariff threat rattles markets

AI stocks wobble before the bell as Trump’s Greenland tariff threat rattles markets

New York, January 20, 2026, 06:50 ET — Premarket U.S. artificial intelligence stocks were mixed in premarket trading on Tuesday as stock index futures slid to one-month lows after President Donald Trump renewed tariff threats against Europe in a standoff over Greenland. Trump said extra 10% import tariffs would start on Feb. 1 and rise to 25% on June 1 unless a deal is reached, pushing up volatility after the long U.S. holiday weekend. (Reuters) The AI complex has become a shorthand trade for risk appetite, with investors using chipmakers, cloud giants and server suppliers as a proxy for data-center
20 January 2026
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Meta stock stuck near $620 as AI spending worries flare again ahead of earnings

Meta stock stuck near $620 as AI spending worries flare again ahead of earnings

NEW YORK, Jan 20, 2026, 05:58 EST Meta Platforms shares hovered around $620 in early trading Tuesday, marking a drop of roughly 20% from recent peaks as investors debated the returns on its AI infrastructure investments. The debate comes right before Meta’s upcoming earnings report, where investors will likely probe the pace of its spending and the specifics behind it. Meta plans to announce its fourth-quarter and full-year 2025 results after markets close on Jan. 28. (Meta) Meta’s guidance hasn’t eased worries much. In prepared comments for its latest quarterly report, CFO Susan Li projected 2025 capital expenditures—covering long-term investments
20 January 2026
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Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

NEW YORK, Jan 20, 2026, 05:04 EST Goldman Sachs stuck with its Buy rating on Microsoft (MSFT), holding the price target steady at $655 — a projection of where the stock could land in the next year. The bank factored in rising electricity costs linked to Microsoft’s AI expansion. Shares slipped about 1.7% in premarket trading, leaving the target roughly 42% above the last close.https://www.investing.com/news/analyst-ratings/microsoft-stock-price-target-maintained-at-655-by-goldman-sachs-93CH-4454081https://stockanalysis.com/stocks/msft/ The call comes just before Microsoft’s fiscal second-quarter results, set for release after the market closes on Jan. 28. Investors are keen to see if Azure’s growth can offset the rising expenses of its data
20 January 2026
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Stock Market Today

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.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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