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Artificial Intelligence News 2 January 2026 - 4 January 2026

AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

Applied Optoelectronics surged 13.6% to $39.60 Friday, leading gains among optical hardware stocks as investors rotated into AI-infrastructure trades. The company last month reported its first volume order for 800G data-center transceivers and forecast up to $8 million in Q4 revenue from those shipments. Volume production of a new 400-milliwatt pump laser is expected later in 2026.
4 January 2026
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Baidu stock jumps nearly 15% after AI chip unit Kunlunxin files for Hong Kong IPO

Baidu stock jumps nearly 15% after AI chip unit Kunlunxin files for Hong Kong IPO

Baidu’s U.S.-listed shares jumped 14.9% to $150.30 Friday after confirming its AI chip unit Kunlunxin filed confidentially for a Hong Kong listing. The spin-off remains subject to regulatory approvals and final terms. Traders are watching for updates on timing, valuation, and potential follow-through when U.S. markets reopen Monday.
4 January 2026
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Fluence Energy stock jumps 16% to kick off 2026 as AI-power demand lifts storage names

Fluence Energy stock jumps 16% to kick off 2026 as AI-power demand lifts storage names

Fluence Energy shares jumped 16.3% Friday to close at $23.01, trading between $20.14 and $23.12. The rally followed investor interest in AI-driven power demand and energy storage. Peers Stem and Sunrun also gained, while Tesla slipped. Fluence is set to report earnings on Feb. 9, with focus on revenue backlog and fiscal 2026 targets.
4 January 2026
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US strike on Venezuela: 3 ways Nvidia and other AI stocks could react when markets reopen

US strike on Venezuela: 3 ways Nvidia and other AI stocks could react when markets reopen

U.S. forces captured Venezuelan President Nicolas Maduro in an overnight operation that cut power in parts of Caracas. Venezuela’s oil exports have halted, with no tankers loading at the main Jose port, sources told Reuters. AI-related U.S. stocks are under pressure as traders weigh oil disruption and interest-rate risks. Brent crude settled at $60.75 a barrel Friday.
3 January 2026
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Reddit stock jumps as Needham calls it the “new homepage” for AI answers

Reddit stock jumps as Needham calls it the “new homepage” for AI answers

Reddit shares jumped 5.3% to close at $241.89 Friday, near the session high, after a Needham analyst highlighted the platform’s growing role as a source for AI-generated answers. The move came as investors weighed bullish analyst notes and ongoing data-licensing deals with Google and OpenAI. The S&P 500 ETF rose 0.2%, while Meta fell 1.4% and Pinterest gained 2.7%. Reddit traded between $228.44 and $242.69.
3 January 2026
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Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus

Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus

Western Digital shares closed up 9% at $187.70 Friday, leading storage stocks higher on the first trading day of 2026. Micron rose 10.5%, Sandisk jumped nearly 16%, and Seagate gained 4.4%. Investors cited demand from AI data centers and upcoming U.S. economic data as key drivers. The broader market was mixed, with the Nasdaq slipping slightly.
3 January 2026
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FTSE 100 Smashes 10,000 as AI Bubble Talk Returns to Markets in 2026

FTSE 100 Smashes 10,000 as AI Bubble Talk Returns to Markets in 2026

London’s FTSE 100 topped 10,000 points for the first time Friday, reaching 10,046.3 as trading resumed after the New Year. The index jumped 21.5% in 2025, its best annual gain since 2009. In the U.S., the Dow and S&P 500 ended higher, while the Nasdaq fell for a fifth straight session. Investors are watching U.S. monetary policy and the impact of AI-related spending on markets.
3 January 2026
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Applied Digital (APLD) stock jumps 15% as AI data-center bet returns ahead of Jan. 7 earnings

Applied Digital (APLD) stock jumps 15% as AI data-center bet returns ahead of Jan. 7 earnings

Applied Digital shares jumped 14.6% to $28.11 Friday, with 36.1 million shares traded. The company is set to report fiscal Q2 results Jan. 7, with analysts expecting a 10-cent loss per share on $82.22 million in revenue. Last month, Applied Digital announced plans to merge its cloud business with Ekso Bionics and launch ChronoScale. U.S. stocks opened 2026 higher, led by gains in chipmakers.
3 January 2026
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Western Digital stock jumps nearly 9% as AI storage trade kicks off 2026

Western Digital stock jumps nearly 9% as AI storage trade kicks off 2026

Western Digital shares jumped 8.96% to $187.70 Friday and climbed further after hours, tracking gains in AI-linked hardware stocks. Micron rose 10.5% and Seagate added 4.4%. Investors cited demand for data-center infrastructure and tighter memory supply. Traders await U.S. labor data and Western Digital’s next earnings report later this month.
3 January 2026
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Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum shares climbed 4.3% to $384.31 Friday afternoon, outperforming the broader market as optical and AI hardware stocks rallied. The stock traded between $374.87 and $391.92 during the session. Sector peers Coherent and Ciena also posted gains. Traders are watching for upcoming U.S. jobs and inflation data next week.
2 January 2026
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Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

Western Digital jumped 8% to $186.30 Friday, leading gains in storage stocks as Sandisk surged 14% and Micron rose 10%. The rally followed a strong 2025 for Western Digital, now focused on hard disk drives after spinning off its flash unit last February. Investors are watching upcoming U.S. jobs and inflation data for signals on interest rates.
2 January 2026
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Adobe stock drops more than 4% as new bull case says AI fears are overdone

Adobe stock drops more than 4% as new bull case says AI fears are overdone

Adobe shares fell 4.4% Friday morning amid a broader software sector decline, trading near $334 with a market value of about $140 billion. Investors remain focused on whether generative AI will threaten or boost demand for Adobe’s paid creative tools. Salesforce, Autodesk, and Microsoft also traded lower. Adobe’s 52-week range spans $312 to $466, reflecting volatility tied to AI’s impact on its business model.
2 January 2026
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Microsoft stock vs Alphabet stock: Why 2026 is the real AI monetization test

Microsoft stock vs Alphabet stock: Why 2026 is the real AI monetization test

Microsoft fell 1.6% to $475.69 in late-morning New York trading Friday, while Alphabet rose 0.7% to $315.20 as investors reassessed AI valuations for 2026. Microsoft’s market value was about $3.85 trillion, trading at 37 times earnings, compared to Alphabet’s $2.94 trillion and 24 times earnings. Automation software companies beat Q3 revenue forecasts but saw share prices slip after earnings.
2 January 2026
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Stock Market Today

Real estate stocks rise as rate-cut bets return; XLRE ends at $41.99 ahead of payrolls and CPI

Real estate stocks rise as rate-cut bets return; XLRE ends at $41.99 ahead of payrolls and CPI

7 February 2026
U.S. real estate stocks rose Friday, with XLRE up 1.8% to $41.99 and VNQ and IYR each gaining 1.6%. The Dow closed above 50,000 for the first time as the 10-year Treasury yield ended at 4.206%. Bank of America downgraded Public Storage and Extra Space Storage, citing weak housing turnover and high borrowing costs. The delayed January jobs report is set for Feb. 11, with CPI due Feb. 13.
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