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Artificial Intelligence News 12 January 2026 - 13 January 2026

PepsiCo stock rises as AI “digital twin” warehouse push meets snack-volume questions ahead of earnings

PepsiCo stock rises as AI “digital twin” warehouse push meets snack-volume questions ahead of earnings

New York, Jan 12, 2026, 19:10 ET — After-hours PepsiCo Inc shares climbed 1% on Monday, holding steady after hours as investors digested news about the company’s AI-driven supply chain efforts. The stock ended the day up 1.04% at $141.36, outpacing a slightly stronger broader market. (MarketWatch) This matters as PepsiCo approaches a crucial earnings report, with investors eager to see if North American volumes are holding steady and cost-cutting measures are proving effective. The company will release its fourth-quarter and full-year 2025 results on Feb. 3. (PepsiCo) PepsiCo edged higher amid a cautious mood in consumer staples. The Consumer
13 January 2026
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Home Depot stock flat after-hours as Google Cloud “agentic AI” rollout lands ahead of CPI

Home Depot stock flat after-hours as Google Cloud “agentic AI” rollout lands ahead of CPI

New York, Jan 12, 2026, 18:21 EST — After-hours Home Depot shares were little changed in after-hours trade on Monday at $374.94, after the retailer and Google Cloud laid out a new push into “agentic AI” tools at the NRF 2026 retail conference. The stock closed at $374.72. Agentic AI — software that can take steps on a shopper’s behalf, not just answer questions — is quickly becoming the new battleground for retailers and cloud firms. Google Cloud is pitching the shift as a way to link shopping and customer service into a single workflow. (Google Cloud) The timing matters
13 January 2026
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CoreWeave stock (CRWV) jumps after CEO swats away Nvidia “circular financing” talk

CoreWeave stock (CRWV) jumps after CEO swats away Nvidia “circular financing” talk

New York, Jan 12, 2026, 17:20 ET — After-hours Shares of CoreWeave surged Monday, holding near their highs after the bell. The jump followed comments from CEO Michael Intrator, who doubled down on the company’s business model, catching investors’ interest. The spark matters because the stock has become a proxy for a larger question: is renting out GPU capacity still profitable given the fast pace of hardware upgrades and the pressure from heavy debt loads? GPUs—the graphics chips—do most of the grunt work in AI model training and operation. CoreWeave has come under fire for “circular financing”—a setup where a
12 January 2026
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Oracle stock jumps after Goldman’s Buy call as AI buildout costs stay in focus

Oracle stock jumps after Goldman’s Buy call as AI buildout costs stay in focus

New York, January 12, 2026, 17:11 EST — after-hours trading Oracle Corp shares climbed 3.1% to $204.68 in after-hours trade Monday, bouncing between $194.91 and $206.58 during the session. The jump followed Goldman Sachs initiating coverage with a Buy rating and setting a $240 price target. (TipRanks) The call comes at a tricky time for big-cap software. Investors crave AI-driven cloud growth but are quick to punish spending that clouds the outlook for cash flow and margins. Oracle occupies a middle ground in this balancing act. The company provides the essential infrastructure — databases, business software, and cloud services —
12 January 2026
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Meta stock slips after-hours as Zuckerberg rolls out ‘Meta Compute’ AI buildout

Meta stock slips after-hours as Zuckerberg rolls out ‘Meta Compute’ AI buildout

New York, Jan 12, 2026, 4:22 PM ET — After-hours Shares of Meta Platforms dropped 1.7% to $641.92 in after-hours Monday following CEO Mark Zuckerberg’s announcement of a new “Meta Compute” initiative. He outlined plans to expand the company’s AI infrastructure to “tens of gigawatts” within this decade and eventually reach “hundreds of gigawatts or more.” (Reuters) This move marks the next stage in Meta’s spending spree. A gigawatt measures power, with data centers at that scale pulling electricity comparable to small cities. Building and operating them comes with hefty costs. This comes as investors push to see how far
12 January 2026
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Nvidia stock barely moves after hours as $1 billion Eli Lilly AI lab plan lands

Nvidia stock barely moves after hours as $1 billion Eli Lilly AI lab plan lands

New York, January 12, 2026, 16:30 EST — Trading after-hours. Nvidia shares held steady in after-hours trading Monday following the announcement that the chipmaker and Eli Lilly plan to launch a joint AI research lab focused on accelerating drug discovery. This deal is significant as Nvidia looks to embed its chips and software more firmly into sectors beyond the typical cloud giants. Healthcare stands out as one of the rare fields where fresh AI workloads can emerge without waiting on the next tech spending wave. Traders, however, are focused mainly on one factor: the strength and consistency of demand for
12 January 2026
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Credo Technology (CRDO) stock climbs as AI-chip trade stays hot; Needham conference next

Credo Technology (CRDO) stock climbs as AI-chip trade stays hot; Needham conference next

NEW YORK, Jan 12, 2026, 15:19 EST — Regular session Shares of Credo Technology Group Holding Ltd climbed 3.1% to $155.10 in Monday afternoon trading, bouncing between $145.35 and $156.43 earlier. The Nasdaq-listed company, with a market cap near $32.5 billion, trades at a triple-digit trailing price-to-earnings ratio as AI-driven semiconductor enthusiasm pushes valuations higher. Credo’s recent rally is significant given its role in data center infrastructure, where it sells high-speed connectivity equipment built to handle growing data loads while cutting power use. That niche is often viewed by investors as a gauge for how long major cloud and AI
12 January 2026
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Thermo Fisher (TMO) stock slips after COO exit disclosed; AI lab deals put focus on JPM talk

Thermo Fisher (TMO) stock slips after COO exit disclosed; AI lab deals put focus on JPM talk

New York, Jan 12, 2026, 13:50 EST — Regular session Shares of Thermo Fisher Scientific dropped Monday following a regulatory filing revealing that its chief operating officer plans to exit later this quarter amid a reshuffle of the company’s senior leadership. The stock slipped 1.8% to $607.56, cooling off from an earlier high of $624.14. The management shake-up hits amid a hectic period for healthcare stocks, as investors seek clarity on biopharma budgets and lab equipment demand. Thermo Fisher, a key player in life-sciences tools, is pushing further into data and automation, areas that have been drawing steady interest throughout
12 January 2026
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Nvidia stock gains on Eli Lilly $1 billion AI lab plan as traders eye TSMC, earnings

Nvidia stock gains on Eli Lilly $1 billion AI lab plan as traders eye TSMC, earnings

New York, January 12, 2026, 12:53 EST — Regular session underway. Nvidia shares climbed roughly 0.8% Monday following news the chipmaker and Eli Lilly plan to pour up to $1 billion into an AI lab designed to accelerate drug discovery over the next five years. Nvidia closed at $186.37, while Lilly edged up about 0.2% to $1,066.14. (Reuters) Wall Street is leaning back into the AI trade that powered last year’s rally, even as investors prepare for Tuesday’s U.S. inflation report and the kick-off of major bank earnings. The S&P 500 hovered near record levels with little movement, while the
12 January 2026
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Apple Picks Google Gemini for Siri — and Alphabet Stock Flirts With $4 Trillion

Apple Picks Google Gemini for Siri — and Alphabet Stock Flirts With $4 Trillion

NEW YORK, January 12, 2026, 12:05 EST Alphabet shares edged higher Monday after the Google parent announced Apple will integrate its Gemini AI models into a revamped Siri under a multi-year agreement. In midday New York trading, Alphabet’s Class A shares climbed about 0.4% to $329.74. https://www.reuters.com/business/google-apple-enter-into-multi-year-ai-deal-gemini-models-2026-01-12/ The deal embeds Google’s AI more firmly into consumer gadgets just as investors demand evidence that hefty AI investments are driving real-world adoption, beyond flashy demos. It also expands Alphabet’s opportunity to market tools and cloud computing to developers leveraging those models. Apple’s installed base is the prize, and Google takes the spot
12 January 2026
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Lumentum stock drops 5% in late morning trade as AI optics bets cool ahead of earnings

Lumentum stock drops 5% in late morning trade as AI optics bets cool ahead of earnings

New York, Jan 12, 2026, 11:53 AM ET — Regular session Lumentum Holdings shares dropped 5.4% to $332.28 in late-morning trading Monday, lagging behind a mostly flat U.S. market. The stock slipped $19.14 from its previous close and earlier dipped as low as $323.24. This move is significant since Lumentum has become a swift, occasionally volatile stand-in for AI data center spending. The company sells optical components—the lasers and photonics that drive data through fiber—and that connection to cloud infrastructure projects has turned its stock into a hotspot for fast cash. Lumentum will report fiscal second-quarter results on Feb. 3
12 January 2026
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Palantir stock edges up after Citi upgrade as Wall Street tests the AI trade again

Palantir stock edges up after Citi upgrade as Wall Street tests the AI trade again

New York, Jan 12, 2026, 11:48 AM EST — Regular session Palantir Technologies Inc. shares edged up Monday following a Citi upgrade of the data analytics company, maintaining investor interest after a stellar 2025 performance. The stock climbed roughly 0.4% to $178.21, bouncing between $174.03 and $182.48 during the session. This shift is significant since Palantir is a key player in the market’s race into enterprise AI software—a crowded space with sky-high expectations. Minor tweaks to Wall Street’s 2026 growth forecasts can still move the stock sharply. The timing couldn’t be more awkward. The stock’s recent rally has nudged cautious
12 January 2026
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
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