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Artificial Intelligence 13 January 2026 - 14 January 2026

Salesforce stock tumbles 7% as AI payoff worries hit software; Slackbot rollout in focus

Salesforce stock tumbles 7% as AI payoff worries hit software; Slackbot rollout in focus

Salesforce shares fell about 7% Tuesday, closing at $241.06 and extending losses after hours amid concerns over AI disruption and pricing models. Oppenheimer’s downgrade of Adobe intensified selling across application software. Salesforce’s drop was its steepest since May 2024, according to Dow Jones data. The company began rolling out a new AI-powered Slackbot to Business+ and Enterprise+ customers.
14 January 2026
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Meta Platforms (META) stock slides as Reality Labs cuts loom and Zuckerberg rolls out “Meta Compute”

Meta Platforms (META) stock slides as Reality Labs cuts loom and Zuckerberg rolls out “Meta Compute”

Meta shares fell 1.8% Tuesday to $630.70 after reports the company will cut about 10% of staff in its Reality Labs division. CEO Mark Zuckerberg unveiled “Meta Compute,” a new initiative to expand AI infrastructure, with plans for major data center and power investments. Layoffs are expected to hit virtual reality teams hardest. Meta has spent over $60 billion on Reality Labs since 2020.
13 January 2026
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Nvidia stock stays flat after China tightens H200 chip approvals; Eli Lilly $1B AI lab grabs attention

Nvidia stock stays flat after China tightens H200 chip approvals; Eli Lilly $1B AI lab grabs attention

Nvidia shares slipped 0.04% to $184.87 after hours Tuesday following reports China is restricting approvals for H200 AI chip purchases. Nvidia denied requiring upfront payment from Chinese buyers. The company also announced a $1 billion healthcare AI lab with Eli Lilly and new partnerships, but traders remain focused on China’s impact on chip demand.
13 January 2026
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Apple stock slips after-hours as Creator Studio launch and Google Gemini tie-up reset the AI pitch

Apple stock slips after-hours as Creator Studio launch and Google Gemini tie-up reset the AI pitch

Apple shares slipped 0.25% to $259.61 after hours Tuesday following the announcement of “Apple Creator Studio,” a $12.99/month creative software bundle launching Jan. 28. The rollout comes as investors weigh Apple’s new AI partnership with Google’s Gemini and await the company’s earnings report on Jan. 29.
13 January 2026
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Western Digital stock ticks up as WDC sets Jan. 29 earnings, putting AI storage demand in focus

Western Digital stock ticks up as WDC sets Jan. 29 earnings, putting AI storage demand in focus

Western Digital shares rose 1.6% to $215.57 on Tuesday, ahead of its fiscal Q2 results set for Jan. 29 after the market closes. The stock has swung sharply in recent sessions, fueled by AI-driven demand for storage and recent bullish comments from Nvidia’s CEO. Analysts expect quarterly EPS of $1.92 and revenue near $2.91 billion. Seagate also gained, while Micron fell 2.3%.
13 January 2026
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Bloom Energy stock jumps as Korea AI data-center MoU puts fuel cells back in focus

Bloom Energy stock jumps as Korea AI data-center MoU puts fuel cells back in focus

Bloom Energy shares rose 5.8% to $144.82 after the American Chamber of Commerce in Korea signed a non-binding memorandum with the company to promote solid oxide fuel cell systems for AI data centers. The agreement, announced at a Seoul ceremony, does not specify order volumes or delivery dates. Investors are watching for concrete purchase commitments. Bloom outpaced other fuel-cell stocks in U.S. trading.
13 January 2026
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Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel shares jumped 6.4% to $46.88 Tuesday after KeyBanc upgraded the stock to “overweight” and raised its price target to $60, citing strong server demand and progress in manufacturing. AMD rose 5.7%, while Nvidia slipped 0.2%. Susquehanna raised its Intel target to $40 but warned of PC and data center headwinds. Intel’s new 18A chips, launched at CES, will appear in over 200 PC models this month.
13 January 2026
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Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel shares jumped over 6% Tuesday after KeyBanc upgraded the stock, citing strong demand for 2026 server CPUs and possible price hikes of up to 15%. Analyst John Vinh said Intel is nearly sold out of server chips for the year. AMD rose 4.8% on the news, while Nvidia slipped 0.7%. Intel will report earnings Jan. 22.
13 January 2026
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Alphabet GOOG stock jumps as Apple taps Google Gemini for Siri and AI shopping push expands

Alphabet GOOG stock jumps as Apple taps Google Gemini for Siri and AI shopping push expands

Alphabet’s Class C shares rose 1.8% to $338.60 Tuesday, outperforming a weaker market. Apple will integrate Google’s Gemini AI into a redesigned Siri under a new multi-year partnership. Investors are watching if Alphabet can turn its latest AI features into ad and commerce revenue before its Feb. 4 earnings report. Financial terms of the Apple deal remain undisclosed.
13 January 2026
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Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

Alphabet’s market value briefly reached $4 trillion Monday after announcing a multi-year AI deal with Apple to integrate Google’s Gemini models into Siri. Shares hit a record $334.04 before retreating. Google Cloud revenue rose 34% in Q3, while chip rental deals and ad sales fueled further growth. Alphabet overtook Apple in market cap last week for the first time since 2019.
13 January 2026
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Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Super Micro Computer shares fell 2.6% to $29.33 in early New York trading Tuesday after U.S. inflation data met forecasts and investors retreated from high-growth hardware stocks. The company is showcasing new AI-driven “intelligent store” systems at the NRF retail conference, leveraging NVIDIA technology. Peers traded mixed, with Nvidia down 0.3% and Dell up 1%. Investors await updates at a panel later Tuesday.
13 January 2026
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IREN stock rises again as Bernstein’s “top AI pick” call meets a bitcoin rebound

IREN stock rises again as Bernstein’s “top AI pick” call meets a bitcoin rebound

IREN Limited shares rose 1.9% to $51.28 in early Nasdaq trading Tuesday, extending Monday’s 9.3% surge. The stock gained after Bernstein named IREN its “top AI pick” for 2026, citing the Microsoft AI cloud contract. Bitcoin’s 1.9% rise also boosted crypto miners. Investors await IREN’s next earnings, expected Feb. 11, for updates on funding and project timelines.
13 January 2026
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Apple stock today: Google Gemini-Siri tie-up puts AAPL back in the AI spotlight

Apple stock today: Google Gemini-Siri tie-up puts AAPL back in the AI spotlight

Apple shares rose 0.3% to $260.25 after announcing a multi-year AI partnership with Google, making Gemini the backbone for new Siri features. Apple also launched a $12.99/month Creator Studio app bundle, debuting Jan. 28. The company reported a record 2025 for services, with over 850 million weekly App Store users and $550 billion paid to developers since 2008.
13 January 2026
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Meta stock slides as “Meta Compute” plan spotlights AI spending and power risk

Meta stock slides as “Meta Compute” plan spotlights AI spending and power risk

Meta shares fell 1.7% to about $642 Tuesday after CEO Mark Zuckerberg announced the “Meta Compute” AI infrastructure push. The company named Dina Powell McCormick as president and vice chairman, focusing on data centers and partnerships. Meta will exempt Italy from its WhatsApp AI chatbot ban after pressure from Italian regulators. Microsoft announced new U.S. data center plans emphasizing utility and water transparency.
13 January 2026
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Tesla stock ticks up in premarket as Wall Street weighs AI spend, lawsuit risk and demand

Tesla stock ticks up in premarket as Wall Street weighs AI spend, lawsuit risk and demand

Tesla shares rose 0.4% to $451 in premarket trading Tuesday as investors awaited the Jan. 28 earnings report. Wolfe Research warned increased AI spending could pressure 2026 profits but stayed “tactically constructive.” A class-action suit alleges defective door handles on 2014–2016 Model S cars. Tesla reported a 15.6% drop in Q4 deliveries, with full-year deliveries at 1.64 million.
13 January 2026
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Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia said it will not require upfront payment for H200 AI chips, countering reports of stricter terms for Chinese buyers. Shares edged up 0.03% to $184.94 in early New York trading. Investors remain focused on China sales and the company’s Feb. 25 earnings for updates on demand and margins. Chip sector peers posted mixed results as U.S. inflation data met forecasts.
13 January 2026
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