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Artificial Intelligence News 11 January 2026 - 12 January 2026

Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

NEW YORK, Jan 12, 2026, 10:02 EST Walmart shares gained roughly 2% Monday as Alphabet slipped, following news the retailer’s shopping experience will be integrated into Google’s Gemini assistant. Shoppers can now build carts and complete checkout without leaving the chat interface. “We aren’t just watching the shift, we are driving it,” said John Furner, Walmart U.S. chief and incoming CEO. (https://corporate.walmart.com/news/2026/01/11/walmart-and-google-turn-ai-discovery-into-effortless-shopping-experiences) Google’s latest move is crucial as it aims to lock in high-intent shopping—and the ads tied to it—within its AI platforms, responding to consumers shifting from keyword searches to conversational tools. The company introduced the Universal Commerce Protocol,
12 January 2026
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Oracle stock ticks up as Goldman turns bullish; new retail AI supply-chain tool adds focus

Oracle stock ticks up as Goldman turns bullish; new retail AI supply-chain tool adds focus

New York, Jan 12, 2026, 10:16 a.m. EST — Regular session Oracle shares nudged 0.2% higher to $198.96 in early trading Monday following Goldman Sachs’ initiation of coverage with a Buy rating and a $240 price target. So far, the stock has swung between $194.91 and $199.83 during the session. (TipRanks) The call hits a stock still battling to recover from a steep selloff, driven by concerns over debt and financing linked to Oracle’s AI data-center expansion. Since September 2025, Oracle has dropped over 40%, according to MarketWatch, which cited Deutsche Bank. (MarketWatch) Goldman analyst Gabriela Borges highlighted Oracle’s tech
12 January 2026
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Sandisk (SNDK) stock rebounds after early dip as AI memory shortage talk keeps traders buying

Sandisk (SNDK) stock rebounds after early dip as AI memory shortage talk keeps traders buying

New York, January 12, 2026, 09:50 EST — Regular session Shares of Sandisk Corp (SNDK.O) rose 2.9% to $388.33 in early trading on Monday after slipping as much as 5.1% earlier in the session, a reminder of how jumpy this tape has become. The stock traded between $358 and $389.35. The latest move matters because Sandisk has become a high-beta read on one trade: data storage for artificial intelligence servers. The company sells products built on NAND flash — a type of memory chip used to store data in solid-state drives, or SSDs, which keep data without spinning disks. The
12 January 2026
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SoundHound AI stock whipsaws as CES motorcycle tie-up and fresh bullish note keep SOUN in play

SoundHound AI stock whipsaws as CES motorcycle tie-up and fresh bullish note keep SOUN in play

NEW YORK, Jan 12, 2026, 11:51 EST — Regular session SoundHound AI shares swung on Monday after an upbeat note from H.C. Wainwright put the stock back in motion following CES chatter. The Nasdaq-listed stock was up about 0.3% at $11.79 in late morning trade after earlier rising as much as 9.4%. (Investing.com) The move matters because SoundHound AI has become a quick-read proxy for risk appetite in smaller “voice AI” names, where single headlines can move the tape. The company sells voice and conversational AI software to businesses, including in automotive and other customer-facing settings. (Reuters) This week’s CES
12 January 2026
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Google’s AI Mode turns into a checkout lane — Alphabet and Walmart stock nudge higher

Google’s AI Mode turns into a checkout lane — Alphabet and Walmart stock nudge higher

NEW YORK, Jan 12, 2026, 08:13 EST Alphabet shares rose 0.9% to $328.57 in premarket trading on Monday, while Walmart added 1.3% to $114.53, according to market data. The moves came as Google and big retailers rolled out fresh plans to push shopping — and ads — deeper into conversational search, a battleground where OpenAI and Amazon are also trying to keep users inside the chat instead of sending them back out to the web. Google on Sunday announced a new Universal Commerce Protocol, or UCP, an open standard meant to let “agents” — AI systems that can take actions
12 January 2026
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Google’s new Gemini “buy button” aims to keep shoppers — and retailers — inside its AI

Google’s new Gemini “buy button” aims to keep shoppers — and retailers — inside its AI

NEW YORK, Jan 12, 2026, 07:49 EST Shares of Alphabet climbed roughly 1% in early Monday trading. On Sunday, Google unveiled new AI shopping tools designed to pull retailers further into its Search AI Mode and Gemini app, offering a more seamless journey from product discovery to checkout. The shift comes as retailers and payment companies dive into “agentic commerce” — industry jargon for AI that doesn’t just respond but actually takes steps, like assembling a basket and initiating payment. After the National Retail Federation convention kicked off in New York, Google CEO Sundar Pichai unveiled the Universal Commerce Protocol,
12 January 2026
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IREN stock pops in premarket as Bernstein tags it a 2026 “top AI pick” after Microsoft deal

IREN stock pops in premarket as Bernstein tags it a 2026 “top AI pick” after Microsoft deal

NEW YORK, January 12, 2026, 07:08 EST IREN (IREN.O) shares climbed roughly 2.2% in U.S. premarket Monday, following a Bernstein note naming the company a 2026 “top AI pick,” per TipRanks. The stock was flagged at $47.05, up $1.02 from its previous close. https://www.google.com/finance/quote/IREN%3ANASDAQ?hl=en The call matters because IREN straddles two volatile sectors: bitcoin-linked miners and AI data centers. Investors are wrestling with whether its grid power and chip agreements can transform a boom-and-bust mining operation into a steadier stream of contracted infrastructure revenue. Rates remain a key factor. The U.S. consumer price index for December drops Tuesday, followed by
12 January 2026
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TCS, HCLTech Q3 results today: The AI clues investors are watching more than the numbers

TCS, HCLTech Q3 results today: The AI clues investors are watching more than the numbers

MUMBAI, Jan 12, 2026, 15:47 IST India’s Tata Consultancy Services (TCS) and HCL Technologies (HCLTech) are set to release fiscal third-quarter results later Monday. Investors will be watching closely to see how fast artificial intelligence projects are translating into actual revenue. Focus has shifted from quarterly results to generative AI (GenAI)—tools capable of writing code and text—and whether this tech can revitalize a sector weighed down by foreign investors offloading about 750 billion rupees of Indian IT stocks in 2025. Nomura’s Abhishek Bhandari noted clients are “gradually moving from proof-of-concept projects to standalone implementations of AI.” Meanwhile, HSBC’s Yogesh Aggarwal
12 January 2026
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Tempus AI stock jumps in premarket after $1.27 billion revenue preview, contract value tops $1.1 billion

Tempus AI stock jumps in premarket after $1.27 billion revenue preview, contract value tops $1.1 billion

New York, Jan 12, 2026, 05:29 EST — Premarket Tempus AI, Inc. shares were up about 11% in premarket trading on Monday after the company flagged strong preliminary 2025 results and reported record contract value with drugmakers. Tempus AI traded at $73.66 in premarket action, after ending Friday at $66.27. (google.com) The update lands as investors head into the annual J.P. Morgan Healthcare Conference week, when companies often try to reset expectations and pitch their 2026 story. Tempus has been a high-beta name in that mix, moving sharply on growth signals. For Tempus, the market focus has narrowed to two
12 January 2026
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Shopify stock: What to watch Monday after Google Gemini AI checkout protocol debut

Shopify stock: What to watch Monday after Google Gemini AI checkout protocol debut

New York, Jan 11, 2026, 17:43 EST — Market closed Shopify Inc (SHOP.O) announced on Sunday that it has teamed up with Alphabet’s Google to create a “Universal Commerce Protocol,” enabling AI assistants to finalize online purchases for merchants. The company also rolled out an “Agentic plan” that opens its Shopify Catalog to brands beyond its own platform. Meanwhile, Microsoft unveiled an updated Copilot checkout designed to guide shoppers “from search to purchase in a single conversation,” according to Microsoft executive Nayna Sheth. (Shopify) The focus is on what companies refer to as agentic commerce — shopping where software doesn’t
12 January 2026
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Rezolve AI PLC stock heads into Monday as NRF demo with Microsoft and Jan. 13 guidance call loom

Rezolve AI PLC stock heads into Monday as NRF demo with Microsoft and Jan. 13 guidance call loom

New York, Jan 11, 2026, 17:20 EST — Market closed. Rezolve AI plc shares closed Friday at $3.68, slipping 0.81%, before ticking up to $3.80 in late after-hours trading. (StockAnalysis) The stock now heads into NRF 2026: Retail’s Big Show, where the company is set to present alongside Microsoft on Sunday at the Microsoft booth in New York, according to a Rezolve statement. (Rezolve) Tuesday is the key date. Rezolve announced it will hold an analyst and investor call on Jan. 13 to update revenue guidance for 2025 and 2026. The company has already secured $209 million in contracted revenue
11 January 2026
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Shopify stock set for Monday test after Google AI shopping protocol reveal

Shopify stock set for Monday test after Google AI shopping protocol reveal

New York, Jan 11, 2026, 15:33 EST — Market closed. Shopify (SHOP) said on Sunday it has teamed up with Google on a new “Universal Commerce Protocol” meant to let AI agents complete checkouts inside chat-style tools, a shift that could reshape how its merchants reach buyers. The e-commerce software firm said the protocol is designed to handle steps such as discount codes and loyalty credentials, and that Shopify merchants will be able to sell directly inside Google Search’s AI Mode and the Gemini app. “We have taken everything we’ve seen over the decades to make UCP a robust commerce
11 January 2026
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Stock Market Today

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

7 February 2026
Rio Tinto’s U.S. shares closed up 2.5% at $93.37 Friday after the company ruled out a merger with Glencore, triggering a six-month “no-bid” lockout under UK takeover rules. Both companies cited disagreements over valuation. Attention now turns to Rio’s Feb. 19 results and iron ore prices, which fell below $100 a tonne amid weak Chinese demand.
iFAST share price drops 3% as markets shut; earnings next week in focus

iFAST share price drops 3% as markets shut; earnings next week in focus

7 February 2026
iFAST shares fell 3.2% to S$9.64 in heavy trading Friday, closing near the day’s low as investors awaited FY2025 results due Feb. 12. The stock is about 13% below its 52-week high. iFAST recently agreed to buy a 30% stake in Financial Alliance for S$19.6 million, pending regulatory approval. Assets under administration stood at S$30.62 billion as of Sept. 30.
Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

7 February 2026
Sembcorp shares closed at S$6.05 on Friday, down 0.33%, as Singapore’s STI dropped 0.8%. Shareholders approved the A$6.5 billion Alinta Energy takeover on Jan 30, but the deal still faces regulatory and closing conditions. Sembcorp will release FY2025 results on Feb 25 before market open. Trading volume reached about 4.3 million shares.
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