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Artificial Intelligence News 13 January 2026 - 14 January 2026

AMD stock slides after Tuesday surge as KeyBanc flags 2026 server CPU crunch, TCS AI pact in focus

AMD stock slides after Tuesday surge as KeyBanc flags 2026 server CPU crunch, TCS AI pact in focus

New York, Jan 14, 2026, 09:36 EST — Regular session Shares of Advanced Micro Devices slipped 1.7% to $217.27 in early Wednesday trading, following a sharp 6.4% gain the day before. The stock had closed Tuesday at $220.97. (Investing.com) The pullback arrives as traders wrestle with this: did Tuesday’s upgrade-fueled rally already factor in much of 2026 data-center demand? AMD has turned into a crowded AI proxy, with the market now focusing on supply tightness—not just fresh chips—as the next big driver. KeyBanc’s John Vinh upgraded AMD to “overweight,” setting a $270 price target. He pointed to stronger demand after
14 January 2026
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Meta stock slides as Reality Labs layoffs and “Meta Compute” AI push put spending back in focus

Meta stock slides as Reality Labs layoffs and “Meta Compute” AI push put spending back in focus

New York, January 14, 2026, 09:40 (ET) — Regular session Meta Platforms (META.O) shares dropped 1.7% Wednesday morning, mirroring a slight pullback in the broader market. Investors weighed new indications that the company is scaling back Reality Labs and shifting more focus to AI infrastructure. The stock lost $11.10, landing at $631.09, while S&P 500 and Nasdaq ETFs edged down under 0.2%. The timing is crucial as Meta juggles two costly commitments: scaling back loss-making metaverse projects while continuing to invest heavily in computing infrastructure to compete in AI. Any shift on either front can sway the financials, and traders
14 January 2026
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Apple stock treads water as Google Gemini enters Siri, with earnings next on deck

Apple stock treads water as Google Gemini enters Siri, with earnings next on deck

New York, Jan 14, 2026, 09:36 EST — Regular session. Apple shares held steady around $261 in early trading Wednesday, following a 0.3% gain to $261.05 on Tuesday. (StockAnalysis) The stock revolves around a familiar dilemma: can Apple ramp up its AI efforts without giving too much control to external partners? This question takes on added weight as the company approaches its upcoming quarterly report, where executives usually face intense scrutiny over product timelines and demand forecasts. The backdrop intensified when Apple struck a multi-year deal to integrate Google’s Gemini models into a revamped Siri set for release later this
14 January 2026
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Arista Networks stock jumps 5% as AI-switch demand stays front and center

Arista Networks stock jumps 5% as AI-switch demand stays front and center

New York, Jan 14, 2026, 05:30 EST — Premarket Shares of Arista Networks climbed 5.3% on Tuesday, closing at $129.93, and were steady near that mark ahead of Wednesday’s session. (MarketWatch) This move is significant as Arista effectively serves as a barometer for investment in the infrastructure powering artificial intelligence—specifically the high-speed networks linking servers within data centers. The firm provides networking equipment tailored for large AI setups, data centers, campus networks, and routing operations. (Reuters) A Zacks Equity Research note released Tuesday zeroed in on Arista’s switch lineup amid rising demand for faster Ethernet in today’s data centers. The
14 January 2026
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Salesforce stock steadies premarket after 7% drop as AI worries shadow Slackbot rollout

Salesforce stock steadies premarket after 7% drop as AI worries shadow Slackbot rollout

New York, Jan 14, 2026, 05:05 (ET) — Premarket Salesforce (CRM.N) stock was steady near $241 in U.S. premarket trading Wednesday, following a steep drop the day before. The cloud software company closed Tuesday down 7.07% at $241.06, with shares swinging between $260.91 and $240.35 on roughly 13.7 million shares traded. (Investing.com) Salesforce’s role is key, given its weight in major U.S. indexes and its status as a gauge of investor sentiment on the next wave of enterprise AI investment. On Tuesday, the Dow dropped roughly 1%, with Salesforce and Visa standing out as some of the biggest drags, according
14 January 2026
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Qiniu stock jumps after AI user count tops 180,000 as investors chase smaller tech names

Qiniu stock jumps after AI user count tops 180,000 as investors chase smaller tech names

Hong Kong, Jan 14, 2026, 16:33 (HKT) Shares of Hong Kong-listed Qiniu (02567) jumped more than 7% in intraday trade on Tuesday and were last up 5.97% at HK$0.71, with turnover of HK$1.4 million, after the company disclosed its model-as-a-service, or MaaS, user count had topped 180,000, Zhituo Finance reported. Qiniu has been bundling open- and closed-source AI models including DeepSeek and MiniMax on its MaaS platform, betting it can shift revenue away from basic bandwidth and storage toward higher-value inference API calls, the report said. It pointed to a run of AI catalysts — including talk of a DeepSeek
14 January 2026
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MercadoLibre stock slides after AI-linked layoff report; traders brace for what’s next for MELI

MercadoLibre stock slides after AI-linked layoff report; traders brace for what’s next for MELI

NEW YORK, Jan 13, 2026, 21:16 EST — The market has closed for the day. MercadoLibre shares dropped 3.5% Tuesday, closing at $2,073.57 after sliding to a low of $2,030.90. Investors remain unsettled ahead of Wednesday following news of AI-driven layoffs. That headline is crucial at the moment as the company juggles protecting margins while investing in delivery and fintech expansion—a tricky balance in Latin America’s uneven economies. MercadoLibre’s Q3 profit fell short of expectations in October, despite revenue beating forecasts. (Reuters) Wednesday morning’s U.S. retail sales report is on deck next, a key figure that often shakes up rate-sensitive
14 January 2026
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Bloom Energy stock ticks higher on Korea AI data-center power pact as BE stays volatile

Bloom Energy stock ticks higher on Korea AI data-center power pact as BE stays volatile

New York, Jan 13, 2026, 19:34 (EST) — After-hours Bloom Energy Corporation (NYSE:BE) shares climbed 2.1% to $139.77 in after-hours trading Tuesday, following a regular session range of $135.51 to $145.79. Fuel-cell maker Bloom grabbed headlines when the American Chamber of Commerce in Korea announced a memorandum of understanding with the company to boost solid oxide fuel cell systems for next-gen AI data centers. Choi Joon, CEO of Bloom Energy Korea, described the deal as “an important starting point” for delivering “high-quality and reliable power.” (Asiae) Why it matters now: the push to build AI data centers is running into
14 January 2026
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Home Depot stock extends winning streak as new Google Cloud AI push lands

Home Depot stock extends winning streak as new Google Cloud AI push lands

New York, Jan 13, 2026, 19:28 EST — After-hours Home Depot shares climbed for the fourth day in a row Tuesday, bucking the broader market’s decline. The stock closed up 1.28% at $379.74 on around 4.7 million shares traded and held steady in after-hours trading, still roughly 11% below its 52-week peak. (MarketWatch) Home Depot is making this move as it works to keep both shoppers and contractors spending in a housing market still struggling to stabilize. Back in December, the company projected fiscal 2026 comparable sales—also known as same-store sales—to be anywhere from flat to up 2%. It also
14 January 2026
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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

New York, January 13, 2026, 18:12 EST — After-hours trading Shares of Salesforce Inc (CRM) dropped roughly 7% on Tuesday, slipping to an intraday low of $240.42. In after-hours trading, the stock continued to slide, last down 7.1% at $241.06. Salesforce’s decline marked it as the Dow’s weakest link, underscoring how quickly enthusiasm can sour on major software firms betting on AI as their growth engine. Chipmakers bucked the trend—Intel and AMD ranked among the Nasdaq’s biggest winners, per Investopedia. (Investopedia) Selling intensified after Oppenheimer downgraded Adobe to “Perform” from “Outperform” and pulled its price target, fueling concerns that AI
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”

New York, Jan 13, 2026, 16:03 EST — After-hours Shares of Meta Platforms dropped 1.8% on Tuesday following news of planned job cuts within its Reality Labs unit and increased investment in AI infrastructure. The stock last traded at $630.70, after hitting a low of $624.24 earlier in the day. Timing is crucial as investors question how much Big Tech must invest in data centers and power deals to support large AI models. Meta aims to prove its advertising engine can fund that expansion without triggering another profit forecast revision. Reality Labs tells a different story. Cutting metaverse losses might
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

New York, January 13, 2026, 4:03 PM ET — After-hours NVIDIA Corporation shares (NVDA) barely moved Tuesday following a report that China is restricting approvals for buying the company’s H200 AI chips. The stock last dipped 0.04% to $184.87 shortly after the close, after bouncing between $183.45 and $188.08. (Reuters) The China headlines are key because the H200 — a top-tier graphics processing unit (GPU) used in data centers for training and running AI models — is central to Nvidia’s growth narrative. According to the report, Beijing’s guidance to some companies was “deliberately vague,” advising purchases only when “necessary.” More
13 January 2026
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Stock Market Today

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
Glencore share price steadies after Rio Tinto walks away — what to watch next week

Glencore share price steadies after Rio Tinto walks away — what to watch next week

7 February 2026
Glencore shares closed up 0.6% at 478.1 pence Friday, rebounding after a 7% drop following the collapse of merger talks with Rio Tinto. The company is expected to announce the sale of its Kazzinc stake soon and has signed a non-binding agreement with Orion for a potential $9 billion deal in the DRC. Investors await Glencore’s full-year results on Feb. 18 for further guidance.
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