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Artificial Intelligence 22 January 2026 - 23 January 2026

Intel stock slumps 14% in premarket after weak forecast flags AI server-chip pinch

Intel stock slumps 14% in premarket after weak forecast flags AI server-chip pinch

Intel shares fell 14% to $46.69 premarket Friday after warning first-quarter results will miss forecasts due to supply constraints. The company reported Q4 revenue down 4% to $13.7 billion and a GAAP loss of 12 cents per share. Intel expects Q1 revenue between $11.7 billion and $12.7 billion, below analyst estimates. Options trading surged ahead of the drop, with heavy activity in $50 strike puts.
Palantir stock price today: PLTR edges up after hours as “sovereign AI” data-center plan draws focus

Palantir stock price today: PLTR edges up after hours as “sovereign AI” data-center plan draws focus

Palantir shares rose 0.3% in after-hours trading Thursday to $165.90 after being named to a major AI data-center project spanning Europe, the Middle East, and Africa. The company also secured a multi-year software contract with South Korea’s HD Hyundai. Investors await Palantir’s Feb. 2 earnings for updates on contract momentum. No revenue forecasts were disclosed for the new projects.
Meta stock jumps nearly 6% as AI lab update and Threads ads put earnings in focus

Meta stock jumps nearly 6% as AI lab update and Threads ads put earnings in focus

Meta Platforms shares jumped 5.7% to close near $647.71 Thursday after U.S. stocks rallied on eased tariff threats and strong economic data. The company will expand ads on Threads globally next week and unveiled new internal AI models, according to CTO Andrew Bosworth. Investors await Meta’s earnings next week, focusing on AI spending and ad growth. The FTC will appeal the dismissal of its antitrust case against Meta.
Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

Micron shares rose 1.6% to $395.54 in after-hours trading Thursday after William Blair initiated coverage with an Outperform rating, citing tight memory supply through 2027. Analysts warn soaring memory prices could squeeze phone and PC makers, with some predicting memory costs could reach up to 40% of a PC’s materials. Micron reported Q1 revenue of $13.64 billion and raised its Q2 outlook.
Nebius (NBIS) stock swings as Israel AI supercomputer launch hits tape, investors eye contract deadlines

Nebius (NBIS) stock swings as Israel AI supercomputer launch hits tape, investors eye contract deadlines

Nebius Group shares fell 0.1% to $98.73 Thursday after swinging more than 5% earlier, with about 8 million shares traded. The company is supplying GPU infrastructure for Israel’s new national AI supercomputer and holds a $17.4 billion contract with Microsoft, but faces risks from a conditional $2.9 billion Meta deal and rising losses tied to rapid expansion. Next earnings are expected in February.
Accenture stock price rises as Palantir-backed “sovereign AI” data-center deal grabs focus

Accenture stock price rises as Palantir-backed “sovereign AI” data-center deal grabs focus

Accenture shares rose about 1.6% to $285.18 Thursday after being selected with Palantir to build AI data centers across EMEA for UK-based Sovereign AI. Dell gained 4.1% on the news, while Nvidia and Palantir also advanced. Accenture’s annual meeting is set for Jan. 28, with its earnings call on March 19. Financial terms of the new project were not disclosed.
Spotify stock falls as it rolls out new AI “prompted playlist” tool — what traders watch next

Spotify stock falls as it rolls out new AI “prompted playlist” tool — what traders watch next

Spotify shares fell about 1.5% to $494.71 Thursday after launching an AI-powered playlist tool for Premium users in the U.S. and Canada. The drop comes as the company prepares to raise U.S. subscription prices by $1 in February. Analysts have trimmed price targets, citing concerns over possible subscriber losses. Investors are watching for Spotify’s quarterly results on Feb. 10.
ServiceNow stock climbs as OpenAI tie-up keeps AI agents in focus ahead of earnings

ServiceNow stock climbs as OpenAI tie-up keeps AI agents in focus ahead of earnings

ServiceNow shares rose 1.8% to $127.54 Thursday, recovering some ground after five straight days of losses. The company this week announced a three-year partnership with OpenAI, including direct integration of OpenAI models and new AI agent features. Analysts remain cautious ahead of Jan. 28 earnings, watching subscription trends and cRPO for signs of AI-driven growth.
Salesforce stock rebounds as Dow firms; Benioff’s Davos AI warning keeps CRM in focus

Salesforce stock rebounds as Dow firms; Benioff’s Davos AI warning keeps CRM in focus

Salesforce shares rose 1.7% to $225.25 Thursday, rebounding after a 3.1% drop earlier in the week. The move followed eased U.S.-Europe tariff tensions and steady economic data. CEO Marc Benioff called for stricter AI chatbot rules at Davos, while a Salesforce client, Eightfold, faces a lawsuit over alleged credit-reporting violations. Salesforce’s next earnings report is expected Feb. 25, according to MarketBeat.
Oracle stock price rebounds as ORCL snaps two-day slide; Wall Street refocuses on AI buildout costs

Oracle stock price rebounds as ORCL snaps two-day slide; Wall Street refocuses on AI buildout costs

Oracle shares rose 2.4% to $178.04 Thursday morning, rebounding after two days of steep losses. The move followed Guggenheim’s reaffirmation of a Buy rating and a $400 price target. OpenAI detailed its energy-cost plan for the Stargate data-center project, which Oracle is backing. Oracle faces a bondholder lawsuit over alleged nondisclosure of new debt tied to its AI expansion.
Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

Micron Technology shares rose 6.6% to $389.11 in early U.S. trading Thursday after Stifel and William Blair initiated coverage with Outperform ratings, citing tight supply of high-speed AI memory chips. Micron also reported shareholders approved a charter amendment limiting certain officers’ liability and rejected a proposal on special meeting rights.
Keppel Ltd stock price rises as Australia $10 billion AI data centre plan takes shape

Keppel Ltd stock price rises as Australia $10 billion AI data centre plan takes shape

Keppel shares rose 1.4% to S$10.88 in Singapore afternoon trading Thursday, following news of a planned 720MW, $10 billion data centre project near Morwell, Australia. The company secured rights to a 123-hectare site last week and is in talks with major cloud providers. Local officials support the project but flagged planning and water concerns. Keppel’s full-year earnings report is due February 5.
Nadella’s Davos warning: AI may lose “social permission” as power costs decide the raceDavos,

Nadella’s Davos warning: AI may lose “social permission” as power costs decide the raceDavos,

Microsoft CEO Satya Nadella told the World Economic Forum that affordable, reliable electricity will decide which countries can scale AI, warning of a bubble if benefits stay limited to big tech and wealthy markets. He cited rural Indian farmers already using AI as evidence of broader adoption. Nadella urged companies to focus on useful results and rethink workflows, not just add chatbots.
Nebius (NBIS) stock price slips after-hours as Israel AI supercomputer news meets jittery tape

Nebius (NBIS) stock price slips after-hours as Israel AI supercomputer news meets jittery tape

Nebius shares fell 0.4% to $98.87 in after-hours trading Wednesday after a volatile session. The drop keeps the stock below $100 following an 8.7% plunge Tuesday. Israel launched a national AI supercomputer using Nebius infrastructure and Nvidia B200 chips. Investors remain alert to tariff developments and the company’s next earnings date.
ServiceNow stock price ticks up after hours as OpenAI tie-up and Oppenheimer cut sharpen focus on Jan. 28 earnings

ServiceNow stock price ticks up after hours as OpenAI tie-up and Oppenheimer cut sharpen focus on Jan. 28 earnings

ServiceNow shares rose 0.5% to $125.92 in after-hours trading Wednesday, following a fifth straight day of losses. Oppenheimer cut its price target to $175, citing concerns over recent acquisitions. Investors await Jan. 28 results for updates on AI rollout and integration. ServiceNow and OpenAI announced a multi-year deal to embed GPT-5.2 in ServiceNow workflows.
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Stock Market Today

  • S&P 500, Dow, Nasdaq Fall Below Crucial 200-Day Moving Average Amid Rising Oil Prices
    March 23, 2026, 12:20 PM EDT. The S&P 500, Dow Jones Industrial Average, and Nasdaq Composite all fell below their 200-day moving averages, a key technical indicator signaling a market breakdown. This average reflects the long-term trend by smoothing out daily fluctuations. Surging oil prices, driven by Middle East tensions, have heightened investor caution and weighed on equities. Experts warn that without significant developments easing oil supply concerns or changes in Federal Reserve policy, a market rebound above this level appears unlikely soon. This technical retreat underscores the challenges facing U.S. stocks in 2026, with elevated energy costs sustaining volatility and dampening profit outlooks. Investors remain on edge as geopolitical risks and economic uncertainty persist.
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