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Artificial Intelligence 8 January 2026 - 9 January 2026

Applied Digital stock jumps again premarket as $5 billion hyperscaler lease talk keeps AI trade in play

Applied Digital stock jumps again premarket as $5 billion hyperscaler lease talk keeps AI trade in play

Applied Digital shares rose about 8% in premarket trading after the company reported a 250% jump in quarterly revenue to $126.6 million and announced a 15-year, $5 billion AI data center lease with a major cloud buyer. The company posted a net loss of $31.2 million and disclosed $2.3 billion in cash against $2.6 billion in debt.
9 January 2026
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Applied Digital (APLD) stock jumps after earnings beat as AI data-center lease talks stay in focus

Applied Digital (APLD) stock jumps after earnings beat as AI data-center lease talks stay in focus

Applied Digital shares climbed 8% to $31.94 in after-hours trading Thursday after quarterly revenue beat estimates, reaching $126.6 million. The company highlighted new long-term leases for AI data centers and said its Polaris Forge 1 site delivered 100 megawatts on schedule. Cash and equivalents totaled $1.91 billion as of Nov. 30, with $2.59 billion in long-term debt. Investors await further lease conversions and Friday’s U.S. jobs report.
9 January 2026
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Microsoft stock slips after Copilot Checkout push; MSFT earnings loom

Microsoft stock slips after Copilot Checkout push; MSFT earnings loom

Microsoft shares fell 1.1% to $478.11 in after-hours trading Thursday, tracking declines in other tech stocks as the Nasdaq slipped 0.44%. The company announced the U.S. launch of Copilot Checkout, a chat-based shopping tool partnering with PayPal, Shopify, and Stripe. Investors remain cautious about AI spending translating into revenue. Microsoft reports fiscal Q2 results on Jan. 28.
9 January 2026
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AMD stock falls 2.5% as tech retreats, Feb. 3 earnings and CES AI chips in focus

AMD stock falls 2.5% as tech retreats, Feb. 3 earnings and CES AI chips in focus

AMD shares fell 2.5% to $204.68 after market close Thursday, mirroring declines in chip stocks and broader tech. Investors are watching for AMD’s Feb. 3 earnings report, focused on data-center accelerator shipments after new chip unveilings at CES. CEO Lisa Su highlighted the MI455 and MI440X processors, targeting Nvidia’s market share. CTO Mark Papermaster will speak at a Morgan Stanley conference on March 3.
9 January 2026
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Sandisk stock slips in late trade after AI-storage rally cools — what investors watch next

Sandisk stock slips in late trade after AI-storage rally cools — what investors watch next

Sandisk shares fell 5.3% to $334.54 in after-hours trading Thursday, extending a sharp drop after a volatile session that erased part of this week’s CES-driven surge. The stock, up over 800% since its 2025 spinoff, has swung on AI infrastructure bets and will report fiscal Q2 results on Jan. 29.
9 January 2026
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Oracle stock slips as tech cools on AI spending doubts; payrolls next test

Oracle stock slips as tech cools on AI spending doubts; payrolls next test

Oracle shares fell 1.6% to $189.65 Thursday, mirroring declines in tech stocks as the S&P 500 technology index dropped 1.5%. The stock traded near $190 after hours, with volume at 19.4 million shares. Oracle will trade ex-dividend Friday for its $0.50 payout. The stock sits about 45% below its 52-week high and remains under key moving averages.
9 January 2026
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Meta stock dips as China opens Manus AI deal review — what investors watch next

Meta stock dips as China opens Manus AI deal review — what investors watch next

Meta shares fell 0.4% to $646.06 in after-hours trading after China’s commerce ministry said it would review Meta’s $2 billion acquisition of AI startup Manus. Beijing cited compliance risks tied to tech exports and data transfers. The stock moved between $635.79 and $647.03 during the session. Meta also faces ongoing legal challenges in the U.S. over alleged platform harms to young users.
8 January 2026
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Broadcom stock drops in late trade as AI nerves bite; $4.5 billion bond sale, Wi‑Fi 8 CES push in view

Broadcom stock drops in late trade as AI nerves bite; $4.5 billion bond sale, Wi‑Fi 8 CES push in view

Broadcom shares fell 3.2% to $332.48 in after-hours trading Thursday, tracking a broader tech decline. The company priced $4.5 billion in senior notes for debt repayment and general purposes. Broadcom also unveiled a Wi‑Fi 8 platform at CES, with consumer products expected by late 2026. Investors are watching Friday’s U.S. payrolls report and demand for AI-related chips.
8 January 2026
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Accenture stock jumps 4% on fresh AI moves: Profitmind deal, Faculty buy plan

Accenture stock jumps 4% on fresh AI moves: Profitmind deal, Faculty buy plan

Accenture shares climbed 4.1% to $285.18 Thursday after the company announced a new AI partnership with Profitmind and a deal to buy UK-based Faculty. The Faculty acquisition, which adds over 400 staff, aims to expand Accenture’s “safe AI” offerings. Analyst Surinder Thind raised his price target to $290. General counsel Joel Unruch sold 1,332 shares at $275 each in a prearranged trade.
8 January 2026
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Seagate stock slides nearly 9% as AI-storage rally cools; traders refocus on Friday data

Seagate stock slides nearly 9% as AI-storage rally cools; traders refocus on Friday data

Seagate shares dropped 9.3% to $279.72 Wednesday after a surge in storage stocks earlier this week faded. Western Digital fell 8% and Sandisk lost 7%. The reversal followed a CES-driven rally and news that CEO William Mosley sold 20,000 shares on Jan. 2 under a pre-set plan. Traders watched for support near $280 as momentum cooled.
8 January 2026
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Applied Digital stock jumps as AI data center revenue tops estimates and new hyperscaler talks surface

Applied Digital stock jumps as AI data center revenue tops estimates and new hyperscaler talks surface

Applied Digital shares jumped 8.2% to $31.99 after quarterly revenue hit $126.6 million, beating estimates by nearly $39 million. The company reported its North Dakota Polaris Forge 1 campus is now operational, securing major leases and boosting total leased capacity in the state to 600 MW. Applied ended the quarter with $2.3 billion in cash and $2.6 billion in debt.
8 January 2026
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IREN stock jumps nearly 8% as AI data-center trade returns; earnings are the next test

IREN stock jumps nearly 8% as AI data-center trade returns; earnings are the next test

IREN shares jumped 7.7% to $46.99 in Thursday afternoon trading, tracking gains in data-center stocks after Applied Digital announced talks with a major cloud customer. IREN operates U.S. and Canadian data centers for bitcoin mining and AI compute, with about 1,896 Nvidia GPUs. Its $9.7 billion, five-year GPU cloud deal with Microsoft includes strict delivery terms. Next results are expected in February, with focus on GPU rollout and funding.
8 January 2026
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Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius shares rose nearly 4% to $100.03 in midday Nasdaq trading Thursday after the AI cloud company announced plans to offer early access to Nvidia’s Rubin platform starting in the second half of 2026. The stock rebounded after a previous session drop, while Nvidia slipped 2%. Investors are watching a Jan. 29 product webinar and the company’s next earnings update in mid-February.
8 January 2026
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Lumentum (LITE) stock sinks 11% as AI-optics rally breaks despite Needham target hike

Lumentum (LITE) stock sinks 11% as AI-optics rally breaks despite Needham target hike

Lumentum Holdings shares fell 10.7% to $351.00 Thursday, after swinging between $399.88 and $343.41 as AI-linked hardware stocks dropped. Needham raised its price target to $470 and kept a Buy rating. Traders are watching Friday’s U.S. jobs report and Lumentum’s Feb. 3 earnings for direction. Ciena, Coherent, and Applied Optoelectronics also declined.
8 January 2026
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Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

Applied Digital reported fiscal Q2 revenue of $126.6 million, up 250% from a year earlier and above Wall Street estimates, sending shares up 7% in after-hours trading. The company signed leases with two hyperscalers in North Dakota and is in advanced talks with another. Net loss narrowed to $31.2 million. Applied Digital completed a $2.35 billion private note offering to fund expansion.
8 January 2026
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Amazon stock today: AMZN ticks up as AWS self-driving deal and GPU pricing come into focus

Amazon stock today: AMZN ticks up as AWS self-driving deal and GPU pricing come into focus

Amazon shares rose 0.3% to $241.56 in early Thursday trading after AWS expanded its autonomous-driving partnership with Germany’s Aumovio. AWS also raised prices for some reserved GPU capacity by about 15%. Investors are watching for signs of steady AI spending and post-holiday e-commerce demand ahead of Friday’s U.S. jobs report.
8 January 2026
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