Artificial Intelligence News 1 January 2026

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

NEW YORK, January 2, 2026, 07:20 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence chips after Chinese tech companies ordered more than 2 million units for 2026, sources said. Nvidia has about 700,000

2 January 2026

Artificial Intelligence·Investment Trends·NVIDIA·Semiconductors·Stock Market

AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

NEW YORK, January 2, 2026, 07:07 ET Investors are starting 2026 by shifting attention from headline AI model makers to the physical plumbing that keeps data centers running — power, cooling and networking — as valuations rise across the sector.

2 January 2026

Artificial Intelligence·Infrastructure·Investment·Stock Market·Technology Trends

Amazon stock slips today in premarket as Brookfield cloud push keeps AI spending under scrutiny

NEW YORK, January 2, 2026, 05:23 ET — Premarket Amazon.com shares slipped 0.7% in premarket trading on Friday, the first U.S. trading day of 2026 after markets were shut for the New Year holiday. The stock was at $230.82, versus

2 January 2026

Artificial Intelligence·Cloud Computing·Investment Analysis·Stock Market·Technology News

Tencent stock jumps in Hong Kong on AI-fueled tech rally; buyback filing in focus

NEW YORK, January 2, 2026, 05:03 ET — Premarket Tencent Holdings Ltd (0700.HK) shares rose 4.0% in Hong Kong on Friday, riding a technology-led rally that kicked off 2026 on a strong note. FT Markets The move matters because Tencent

2 January 2026

Artificial Intelligence·Investments·Stock Market·Technology

BigBear.ai stock: $250 million Ask Sage deal closes as markets shut for New Year’s Day

NEW YORK, January 1, 2026, 20:11 ET — Market closed BigBear.ai Holdings, Inc. said after the market close on Dec. 31 it completed its $250 million cash acquisition of Ask Sage, stepping up its push into secure generative AI for

2 January 2026

Artificial Intelligence·Business News·Investments·Stock Market

Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

NEW YORK, January 1, 2026, 18:05 ET Brookfield is starting its own cloud business to lease chips inside data centers directly to artificial-intelligence developers, The Information reported on Wednesday. The venture is tied to a new $10 billion AI fund

2 January 2026

Artificial Intelligence·Cloud Computing·Investment Analysis·Stock Market·Technology

Broadcom Stock Forecast 2026: Wall Street Sees $460 Target for AVGO as AI Growth Meets Margin Test

NEW YORK, January 1, 2026, 17:24 ET Broadcom’s one-year price target averages $460.23, with forecasts ranging from $372 to $539, as the chip-and-software company heads into 2026, FactSet-based data compiled by TradingView show. Broadcom shares last traded at $346.10. TradingView

1 January 2026

Artificial Intelligence·Financial Analysis·Tech Stocks·Wall Street

Meta stock forecast 2026: New scam-ad “playbook” scrutiny collides with a bigger AI spend plan

NEW YORK, January 1, 2026, 17:13 ET Meta Platforms is heading into 2026 with fresh questions over how it polices scam advertising, after internal documents reviewed by Reuters showed the company developed a “playbook” to stall regulators. Reuters That matters

1 January 2026

Artificial Intelligence·Investment Analysis·Tech Industry

Western Digital stock slips into 2026 after year-end profit-taking in AI storage winners

NEW YORK, January 1, 2026, 16:20 ET — Market closed Western Digital Corp shares fell 2.2% to $172.27 in the final trading session of 2025, and were not trading on Thursday with U.S. markets closed for New Year’s Day. Reuters

1 January 2026

Artificial Intelligence·Investment·Market Trends·Stocks

Caterpillar stock today: CAT slips into New Year holiday as AI data-center power theme stays in focus

NEW YORK, January 1, 2026, 16:11 ET — Market closed. Caterpillar (CAT) shares last closed down 0.8% at $572.87 on Dec. 31, and U.S. stock markets were closed Thursday for the New Year’s Day holiday. Caterpillar Inc.+1 The machinery maker

1 January 2026

Artificial Intelligence·Data Centers·Investment News·Stock Market

CrowdStrike stock slides after-hours as Wedbush keeps CRWD on its top AI picks list

NEW YORK, January 1, 2026, 14:48 ET — Market closed CrowdStrike Holdings, Inc. shares were last down 1.5% at $468.76 in extended trading after closing at $475.69 on Wednesday, as U.S. markets paused for the New Year’s Day holiday. New

1 January 2026

Artificial Intelligence·Financial Analysis·Investment·Stock Market·Technology News

2026 stock market forecast: After 2025’s rally, Wall Street sees earnings, Fed cuts and AI spending as the big tests

NEW YORK, January 1, 2026, 14:40 ET After three straight years of double-digit gains, U.S. stocks enter 2026 with strategists saying profit growth and the path for interest rates will decide whether the rally can extend. For another year of

1 January 2026

Artificial Intelligence·Federal Reserve·Investment·Stock Market

Artificial Intelligence News 1 January 2026 - 2 January 2026