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Artificial Intelligence News 14 January 2026 - 15 January 2026

Nebius Group (NBIS) stock falls 3% as AI cloud trade cools; what investors watch next

Nebius Group (NBIS) stock falls 3% as AI cloud trade cools; what investors watch next

Nebius Group N.V. shares fell 3.3% to $101.98 at Wednesday’s close, reversing earlier gains after volatile trading. The drop followed a near 10% surge Monday amid news on Nvidia chip integration and data center plans. Broader AI stocks slipped as the Nasdaq-tracking QQQ Trust and Nvidia both declined about 1%. Nebius will host a webinar on its Aether 3.1 release on Jan. 29.
15 January 2026
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Salesforce stock wobbles after hours as Slackbot AI-agent rollout meets fresh software-sector nerves

Salesforce stock wobbles after hours as Slackbot AI-agent rollout meets fresh software-sector nerves

Salesforce shares fell 0.6% to $239.57 in after-hours trading Wednesday, following a 6.5% drop Tuesday as investors questioned whether new AI features like the revamped Slackbot would drive revenue or reduce software subscriptions. Oracle and ServiceNow also declined. Salesforce began rolling out the updated Slackbot to select clients this week. CEO Marc Benioff exercised an option for one share at $215.17 on Jan. 13.
15 January 2026
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Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Nvidia shares fell 1.5% to $183.14 in after-hours trading Wednesday after the White House announced a 25% tariff on advanced computing chips, including Nvidia’s H200. AMD, whose MI325X chip was also named, rose 1.2% to $223.60. The move comes as the U.S. allows limited H200 sales to China and increases scrutiny of AI chip exports. Traders are watching upcoming earnings for signs of demand shifts.
14 January 2026
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Microsoft stock slides as data-center power costs, Trump pressure rattle AI trade

Microsoft stock slides as data-center power costs, Trump pressure rattle AI trade

Microsoft shares fell 2.6% to $458.50 in late trading Wednesday, underperforming broader tech declines as investors weighed rising costs and political pressure over AI data center power use. The drop followed Microsoft’s pledge to cover its own U.S. data center utility costs and replenish water. President Trump said Microsoft would make “major changes” to avoid raising consumer electricity bills.
14 January 2026
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AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD shares rose 0.6% to $222.27 Wednesday after KeyBanc upgraded the stock to “Overweight,” citing supply-chain checks showing server CPUs are nearly sold out for 2026. Analyst John Vinh raised the price target to $270 and flagged possible 10-15% price hikes in Q1. Investors await AMD’s Feb. 3 earnings for details on AI and data-center demand.
14 January 2026
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Nvidia stock falls as China blocks H200 AI chips despite U.S. export approval

Nvidia stock falls as China blocks H200 AI chips despite U.S. export approval

Nvidia shares fell 2.2% to $181.77 after reports that China blocked imports of its H200 AI chip, despite a recent U.S. export approval. Chinese officials warned domestic tech firms against buying the chips, while exemptions for research use are under discussion. The move drew criticism in Washington and rattled chip sector stocks. Investors are watching for further signals from Beijing and Nvidia’s Feb. 25 results.
14 January 2026
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Spotify stock slides after Bernstein slashes target to $650 as AI push hits valuation nerves

Spotify stock slides after Bernstein slashes target to $650 as AI push hits valuation nerves

Spotify shares fell 2.5% to $521.28 after Bernstein and Wells Fargo cut their price targets, citing risks tied to AI-driven products and new offerings. The stock has slid since Jan. 8 as investors await Feb. 10 earnings for clarity on 2026 margins and pricing. Founder Daniel Ek stepped down as CEO Jan. 1, replaced by co-CEOs Alex Norström and Gustav Söderström.
14 January 2026
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ServiceNow stock slides near year-low levels as Wall Street sizes up AI push and next earnings

ServiceNow stock slides near year-low levels as Wall Street sizes up AI push and next earnings

ServiceNow shares fell 2.6% to $134.64 by midday Wednesday, extending losses ahead of fourth-quarter results due Jan. 28. Evercore ISI kept its Outperform rating, citing steady demand and interest in the company’s AI tools. Investors are watching for updates on guidance, subscription growth, and the $7.75 billion Armis acquisition.
14 January 2026
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Bitdeer stock jumps 11% as bitcoin rallies and Nvidia GB200 AI push lands

Bitdeer stock jumps 11% as bitcoin rallies and Nvidia GB200 AI push lands

Bitdeer shares surged about 11% to $14.18 by midday Wednesday as bitcoin rose 4.6%, lifting crypto mining stocks. The company reported a 339% year-over-year jump in December bitcoin output, citing higher self-mining hashrate. Bitdeer also began rolling out Nvidia GB200 NVL72 systems in Malaysia to expand its AI cloud services. A securities fraud class action was filed against Bitdeer this week.
14 January 2026
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Stock Market Today

GE Vernova stock price jumps toward $800 — what to know before Monday trade

GE Vernova stock price jumps toward $800 — what to know before Monday trade

7 February 2026
GE Vernova shares jumped 5.7% to $779.35 Friday after Baird upgraded the stock and the Dow closed above 50,000. The company’s onshore wind unit reported 1.1 GW in U.S. repower orders for 2025, a figure previously disclosed. GE Vernova also completed a $2.6 billion senior notes offering to help fund its Prolec GE stake purchase. Next earnings report is set for April 22.
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