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Artificial Intelligence News 16 January 2026

GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

New York, Jan 16, 2026, 17:27 EST — After-hours Shares of GE Vernova Inc. jumped 6.1% to close at $681.55 in after-hours on Friday. The surge came as the company benefited from a U.S. initiative aimed at accelerating new power plant construction to meet booming data center needs. During the session, the stock fluctuated between $651.00 and $692.49, with roughly 4.9 million shares traded. The Trump administration is pushing PJM Interconnection to make a temporary change to market rules and hold an emergency procurement auction. At the same time, it wants to rely on long-term contracts to bring new power
16 January 2026
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Oracle stock price closes higher after insider sale filing; AI debt costs stay in focus

Oracle stock price closes higher after insider sale filing; AI debt costs stay in focus

New York, Jan 16, 2026, 17:37 (EST) — Trading in after-hours Oracle Corp shares gained roughly 0.7%, reaching $191.09 in late trading Friday, following a rise during the regular session. Investors digested a new insider sale disclosure amid ongoing concerns over debt-fueled AI infrastructure investments. This shift is significant since Oracle has caught the attention of traders amid climbing funding costs for firms expanding data centers. Stock investors now have to adopt a credit investor mindset, tracking borrowing expenses as carefully as cloud demand. Barclays on Thursday projected U.S. corporate bond issuance hitting $2.46 trillion in 2026, driven largely by
16 January 2026
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AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

New York, Jan 16, 2026, 17:08 EST — After-hours Nvidia shares were down about 0.5% in after-hours trading on Friday, lagging other AI-linked chip names, after Reuters reported this week that Chinese customs authorities told agents its H200 chips were not permitted to enter China. Broadcom rose about 2.6% and AMD gained 1.7% in late trade. The moves matter because AI stocks are no longer trading just on demand. Policy now sits right on top of the story — tariffs, export rules, and where the next wave of data centers gets built. That hits at an awkward moment. Earnings season
16 January 2026
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Meta stock nudges lower after hours as Wikipedia AI deal and FTC scrutiny sharpen focus ahead of earnings

Meta stock nudges lower after hours as Wikipedia AI deal and FTC scrutiny sharpen focus ahead of earnings

New York, Jan 16, 2026, 16:28 EST — After-hours Meta Platforms’ stock edged down 0.1% in after-hours trading Friday, settling at $620.32. Earlier in the session, shares fluctuated between $620.20 and $628.90. The upcoming catalyst for the stock isn’t tied to one product announcement but centers on costs — the expenses involved in training AI models, staffing, and maintaining infrastructure — as investors approach the company’s quarterly earnings report. The debate expanded this week as analysts highlighted the massive funding Big Tech might require for data centers. A Reuters report late Thursday revealed Barclays forecasts U.S. corporate bond issuance hitting
16 January 2026
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Microsoft stock rises after OpenAI’s ChatGPT ad test plan, as Europe probes loom

Microsoft stock rises after OpenAI’s ChatGPT ad test plan, as Europe probes loom

New York, January 16, 2026, 16:04 EST — After-hours Microsoft shares ended higher on Friday after Microsoft-backed OpenAI said it would start testing ads in ChatGPT, a shift that could open a new revenue line for one of the company’s most watched partners. (Reuters) The move lands as investors reassess how quickly AI products can pay for the data-center buildout behind them, with Microsoft’s own results due later this month. The stock market is also heading into a holiday break and a heavier stretch of earnings. (Reuters) Microsoft closed up 0.9% at $460.77. The S&P 500 and Nasdaq ended little
16 January 2026
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Cisco stock price edges up as CSCO sets Feb. 3 AI Summit with Nvidia’s Huang and OpenAI’s Altman

Cisco stock price edges up as CSCO sets Feb. 3 AI Summit with Nvidia’s Huang and OpenAI’s Altman

New York, Jan 16, 2026, 15:08 EST — Regular session Cisco Systems (CSCO.O) shares edged higher on Friday after the networking gear maker said it will hold its second annual AI Summit on Feb. 3, with Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman among the speakers. The stock was up about 0.2% at $75.42 in afternoon trading. (Cisco Newsroom) The announcement lands as investors keep pushing money toward the plumbing behind artificial intelligence — not just chips, but the networks that move data inside and between data centers. In its most recent quarterly call, CEO Chuck Robbins pointed
16 January 2026
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AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

NEW YORK, Jan 16, 2026, 14:32 ET — Regular session Micron Technology jumped 5.6% to $355.58 in early afternoon trading on Friday, boosting a cluster of AI-focused chip stocks as investors returned to the data-center buildout play. Nvidia edged up 0.3% to $187.68, AMD climbed 1.5% to $231.36, and the iShares Semiconductor ETF rose 1.5%. The bid follows Taiwan Semiconductor Manufacturing Co’s announcement of a bigger spending plan and a stronger growth outlook, tied to what it dubs an “AI mega trend.” TSMC predicts 2026 revenue will climb nearly 30%, with capital expenditures hitting between $52 billion and $56 billion,
16 January 2026
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IBM stock rises as ‘Sovereign Core’ puts AI data controls back in focus

IBM stock rises as ‘Sovereign Core’ puts AI data controls back in focus

New York, Jan 16, 2026, 1:12 PM (EST) — Regular session. International Business Machines (IBM) shares rose about 2.2% to $304.48 in midday trade on Friday, up $6.53 from the prior close. The stock ranged between $298.81 and $306.12 as the Nasdaq 100-tracking Invesco QQQ slipped and the SPDR S&P 500 ETF held near flat. The move comes as IBM pushes deeper into what it calls “digital sovereignty” — the fight over where data and AI workloads run, and who controls the systems and the rules around them. IBM introduced its “Sovereign Core” software on Thursday, pitching it for enterprises
16 January 2026
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GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

NEW YORK, Jan 16, 2026, 13:14 ET — Regular session Shares of GE Vernova Inc (GEV) jumped over 6% on Friday following reports that the Trump administration, along with several governors, is pushing for an emergency power auction in the PJM market. Investors took the move as a potential boost for turbine demand. By 12:58 p.m. ET, the stock had climbed 6.1% to $681.57, hitting an intraday peak of $692.49 earlier. (Bloomberg.com) The shift thrust the power-equipment maker into a battle that’s gripped U.S. markets for months: who will build the next generation wave—and who will foot the bill—as data
16 January 2026
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Navitas Semiconductor stock jumps with chip sector as AI data-center power trade stays in play

Navitas Semiconductor stock jumps with chip sector as AI data-center power trade stays in play

New York, Jan 16, 2026, 12:35 EST — Regular session Navitas Semiconductor shares climbed 8.6% to $10.86 on Friday, pushing higher after a turbulent January for the small-cap power-chip specialist. The stock touched an intraday peak at $11.05, with roughly 17.1 million shares traded by midday as investors showed renewed appetite for riskier semiconductor bets. This matters because Navitas now acts as a high-beta play on a very specific slice of the AI surge: revamping power delivery in data centers, not just cranking out faster chips. Semiconductor stocks have seen renewed interest after Taiwan Semiconductor Manufacturing Co. reported a record
16 January 2026
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NuScale Power stock jumps as Washington’s AI power plan puts new reactors back in play

NuScale Power stock jumps as Washington’s AI power plan puts new reactors back in play

New York, January 16, 2026, 12:36 PM EST — Regular session NuScale Power Corp shares rose about 6% on Friday, clawing back ground after a volatile start to the year as investors re-priced nuclear-linked names against fresh policy signals on how the U.S. will fund new power supply for data centers. Governors from states inside the PJM grid footprint were expected to visit the White House on Friday to sign an agreement aimed at curbing rising electricity costs, including two-year price caps tied to future PJM power auctions and pushing new data center operators to take on more of the
16 January 2026
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IREN stock jumps 11% as Microsoft AI cloud deal stays front and center

IREN stock jumps 11% as Microsoft AI cloud deal stays front and center

New York, Jan 16, 2026, 12:22 EST — Regular session IREN Limited shares climbed 10.6% to $57.40 by 12:22 p.m. EST on Friday, after trading as high as $57.95. The stock opened at $52.25 and was last trading with about 28.8 million shares changing hands. The move matters because IREN is increasingly being traded as an AI infrastructure play, not just a Bitcoin miner, even as crypto prices wobble. Bitcoin slipped about 1.8% on the day, while mining peers Marathon Digital rose about 6.5%, Riot Platforms gained about 12% and CleanSpark added about 7.3%. H.C. Wainwright analyst Mike Colonnese said
16 January 2026
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Stock Market Today

South32 share price drops 4% in ASX rout — what investors watch before results

South32 share price drops 4% in ASX rout — what investors watch before results

7 February 2026
South32 shares fell 4.1% to A$4.41 Friday as Australian miners dropped in the worst ASX session since April 2025. The S&P/ASX 200 lost 2%, erasing almost A$70 billion in value. South32’s half-year results and interim dividend decision are set for Feb. 12. Markets reopen Monday with investors watching for further volatility.
Wesfarmers share price: what to watch on ASX next week as results loom

Wesfarmers share price: what to watch on ASX next week as results loom

7 February 2026
Wesfarmers shares closed down 1.33% at A$85.04 on Friday, following a sharp drop in the S&P/ASX 200, which fell 2% for its steepest one-day loss in 10 months. Investors are watching for Australia’s household spending data next week and Wesfarmers’ half-year results due Feb. 19.
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