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Artificial Intelligence 12 January 2026 - 13 January 2026

Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

Alphabet’s market value briefly reached $4 trillion Monday after announcing a multi-year AI deal with Apple to integrate Google’s Gemini models into Siri. Shares hit a record $334.04 before retreating. Google Cloud revenue rose 34% in Q3, while chip rental deals and ad sales fueled further growth. Alphabet overtook Apple in market cap last week for the first time since 2019.
13 January 2026
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Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Super Micro Computer shares fell 2.6% to $29.33 in early New York trading Tuesday after U.S. inflation data met forecasts and investors retreated from high-growth hardware stocks. The company is showcasing new AI-driven “intelligent store” systems at the NRF retail conference, leveraging NVIDIA technology. Peers traded mixed, with Nvidia down 0.3% and Dell up 1%. Investors await updates at a panel later Tuesday.
13 January 2026
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IREN stock rises again as Bernstein’s “top AI pick” call meets a bitcoin rebound

IREN stock rises again as Bernstein’s “top AI pick” call meets a bitcoin rebound

IREN Limited shares rose 1.9% to $51.28 in early Nasdaq trading Tuesday, extending Monday’s 9.3% surge. The stock gained after Bernstein named IREN its “top AI pick” for 2026, citing the Microsoft AI cloud contract. Bitcoin’s 1.9% rise also boosted crypto miners. Investors await IREN’s next earnings, expected Feb. 11, for updates on funding and project timelines.
13 January 2026
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Apple stock today: Google Gemini-Siri tie-up puts AAPL back in the AI spotlight

Apple stock today: Google Gemini-Siri tie-up puts AAPL back in the AI spotlight

Apple shares rose 0.3% to $260.25 after announcing a multi-year AI partnership with Google, making Gemini the backbone for new Siri features. Apple also launched a $12.99/month Creator Studio app bundle, debuting Jan. 28. The company reported a record 2025 for services, with over 850 million weekly App Store users and $550 billion paid to developers since 2008.
13 January 2026
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Meta stock slides as “Meta Compute” plan spotlights AI spending and power risk

Meta stock slides as “Meta Compute” plan spotlights AI spending and power risk

Meta shares fell 1.7% to about $642 Tuesday after CEO Mark Zuckerberg announced the “Meta Compute” AI infrastructure push. The company named Dina Powell McCormick as president and vice chairman, focusing on data centers and partnerships. Meta will exempt Italy from its WhatsApp AI chatbot ban after pressure from Italian regulators. Microsoft announced new U.S. data center plans emphasizing utility and water transparency.
13 January 2026
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Tesla stock ticks up in premarket as Wall Street weighs AI spend, lawsuit risk and demand

Tesla stock ticks up in premarket as Wall Street weighs AI spend, lawsuit risk and demand

Tesla shares rose 0.4% to $451 in premarket trading Tuesday as investors awaited the Jan. 28 earnings report. Wolfe Research warned increased AI spending could pressure 2026 profits but stayed “tactically constructive.” A class-action suit alleges defective door handles on 2014–2016 Model S cars. Tesla reported a 15.6% drop in Q4 deliveries, with full-year deliveries at 1.64 million.
13 January 2026
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Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia said it will not require upfront payment for H200 AI chips, countering reports of stricter terms for Chinese buyers. Shares edged up 0.03% to $184.94 in early New York trading. Investors remain focused on China sales and the company’s Feb. 25 earnings for updates on demand and margins. Chip sector peers posted mixed results as U.S. inflation data met forecasts.
13 January 2026
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Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

Alphabet’s market cap briefly surpassed $4 trillion Monday after Apple announced plans to use Google’s Gemini AI in upcoming products. Shares hit a record $334.04 before retreating. The move cements Alphabet as the fourth U.S. company to reach the milestone, joining Nvidia, Microsoft, and Apple. Investors and economists flagged growing market concentration and policy risks amid the AI-driven rally.
13 January 2026
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Google’s Gemini gets Walmart checkout as Alphabet stock rises in AI shopping push

Google’s Gemini gets Walmart checkout as Alphabet stock rises in AI shopping push

Alphabet shares rose about 1% and Walmart gained about 3% in premarket trading after announcing shoppers can buy Walmart and Sam’s Club items inside Google’s Gemini app. Google is launching the Universal Commerce Protocol to connect retailers to AI-powered checkout. The rollout begins in the U.S., with international expansion planned. Retailers will remain the seller of record for purchases made through the platform.
13 January 2026
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AI stocks today: Nvidia counters China chip-payment report, Palantir gets Citi boost, Alphabet rides Siri deal

AI stocks today: Nvidia counters China chip-payment report, Palantir gets Citi boost, Alphabet rides Siri deal

Nvidia clarified Tuesday that Chinese buyers of its H200 AI chips aren’t required to pay upfront, following reports of stricter payment terms. Nvidia shares edged up 0.03% premarket, while AMD, Broadcom, and TSM each gained over 2%. The company and Eli Lilly announced a $1 billion joint AI drug discovery lab near San Francisco. Traders awaited the U.S. inflation report, expected at 8:30 a.m. ET.
13 January 2026
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Adobe stock slides as Goldman turns bearish; CPI and Firefly AI push set up Tuesday

Adobe stock slides as Goldman turns bearish; CPI and Firefly AI push set up Tuesday

Adobe fell 1.9% to $327.65 Monday, underperforming the S&P 500 and Dow, after Goldman Sachs initiated coverage with a Sell rating and $290 target. The stock is about 30% below its 52-week high amid analyst skepticism over AI monetization and competitive pressure. Trading volume was slightly below average. Investors await December CPI data Tuesday morning.
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

Home Depot shares were little changed after hours Monday at $374.94 following the company’s announcement with Google Cloud of new “agentic AI” tools for shopping and pro customers. The retailer is expanding its Magic Apron assistant and testing in-store AI features, while traders await Tuesday’s U.S. inflation data for the next market catalyst.
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

CoreWeave shares jumped 12.1% to $89.93 in after-hours trading Monday after CEO Michael Intrator dismissed concerns over AI chip depreciation and “circular financing.” Goldman Sachs began coverage with a Neutral rating, citing strong AI cloud prospects but warning about high leverage. Moody’s identified CoreWeave as a key player in a projected $500 billion U.S. data-center investment surge this year.
12 January 2026
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

Oracle shares rose 3.1% to $204.68 in after-hours trading Monday after Goldman Sachs initiated coverage with a Buy rating and a $240 price target. The move followed Oracle’s launch of a new retail supply-chain cloud tool and a hospital signing on for Oracle Health. Goldman cited AI’s impact on software demand but warned profitability may be uneven as the market evolves.
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

Meta shares fell 1.7% to $641.92 in after-hours trading Monday after CEO Mark Zuckerberg announced the “Meta Compute” AI infrastructure push. The New York Times reported Meta plans to cut about 10% of Reality Labs staff, or roughly 1,500 jobs, as soon as Tuesday. Zuckerberg named Dina Powell McCormick as president and vice chair. Meta has spent over $60 billion on Reality Labs since 2020.
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

Nvidia and Eli Lilly will invest up to $1 billion over five years in a joint AI drug discovery lab in the San Francisco Bay area, using Nvidia’s latest chips. Nvidia shares closed at $184.88, up 0.01%, and hovered near $184.94 after hours. The exact lab location will be announced in March. Investors are watching TSMC’s earnings report on January 15 and Nvidia’s on February 25.
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

Credo Technology shares rose 3.1% to $155.10 Monday, trading as high as $156.43 amid sector gains and anticipation of its Jan. 14 presentation at Needham’s Growth Conference. The company last reported $268 million in quarterly revenue and forecast up to $345 million for the next period. TSMC will report earnings Jan. 15, with investors watching for AI chip demand signals.
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

Thermo Fisher shares fell 1.8% Monday after a regulatory filing showed COO Michel Lagarde and EVP Frederick M. Lowery will depart in the first quarter. The company announced new AI-focused partnerships with TetraScience and Nvidia. Investors await Tuesday’s J.P. Morgan Healthcare Conference and the Jan. 29 earnings report for further signals on demand.
12 January 2026
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Stock Market Today

  • Symbotic (SYM) Valuation Shows Mixed Signals Amid Strong Backlog and Cash Flow Models
    April 17, 2026, 4:47 AM EDT. Symbotic (SYM) shares hover near $60.56 after a strong 197% total return over the past year and 19.9% revenue growth. The company boasts a record $22.4 billion backlog, reflecting robust demand for its warehouse automation systems amid rising e-commerce adoption. Analysts' valuation models diverge: a narrative-based fair value of $64.05 suggests the stock is 5.4% undervalued, relying on rapid backlog conversion and margin expansion. In contrast, a discounted cash flow (DCF) model values shares at $47.64, signaling overvaluation based on cash flow projections. This valuation split highlights uncertain assumptions about Symbotic's ability to translate its backlog into sustainable cash earnings, with risks including customer concentration and contract delays.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 17.04.2026

17 April 2026
LIVEMarkets rolling coverageStarted: April 17, 2026, 12:00 AM EDTUpdated: April 17, 2026, 4:47 AM EDT Symbotic (SYM) Valuation Shows Mixed Signals Amid Strong Backlog and Cash Flow Models April 17, 2026, 4:47 AM EDT. Symbotic (SYM) shares hover near $60.56 after a strong 197% total return over the past year and 19.9% revenue growth. The company boasts a record $22.4 billion backlog, reflecting robust demand for its warehouse automation systems amid rising e-commerce adoption. Analysts' valuation models diverge: a narrative-based fair value of $64.05 suggests the stock is 5.4% undervalued, relying on rapid backlog conversion and margin expansion. In contrast,
Hims & Hers Health Stock Jumps as FDA Reconsiders Peptide Restrictions

Hims & Hers Health Stock Jumps as FDA Reconsiders Peptide Restrictions

16 April 2026
Hims & Hers Health shares rose to $26.65 Thursday after the FDA said it would reconsider restrictions on several peptides, removing 12 from a high-risk list and scheduling a July review of seven more. The move follows Hims’ March decision to stop advertising compounded GLP-1 drugs and expand branded offerings through Novo Nordisk. The company acquired a California peptide facility last year to bolster supply.
NuScale Power Stock Whipsaws After U.S. Opens Door to Nuclear Loans, Space Reactor Push

NuScale Power Stock Whipsaws After U.S. Opens Door to Nuclear Loans, Space Reactor Push

16 April 2026
NuScale Power shares jumped to $13.23 before falling back to $11.52 Thursday after the White House ordered NASA to start a space-reactor program and Energy Secretary Chris Wright said initial U.S. reactors would likely get federal loans. NuScale remains the only U.S. firm with an approved small modular reactor design but has yet to secure firm orders or financing.
SoFi Technologies Stock Rises as FedNow Instant Transfers Set Up April 29 Earnings Test

SoFi Technologies Stock Rises as FedNow Instant Transfers Set Up April 29 Earnings Test

16 April 2026
SoFi Technologies shares rose 1.5% Thursday after launching instant bank transfers via its Galileo platform, allowing money to move between SoFi and outside banks in seconds. The stock traded near $19.08 in New York. Investors await first-quarter results April 29, with SoFi guiding to $1.04 billion in adjusted net revenue and 12 cents per share in adjusted earnings.
D-Wave Quantum Stock Jumps Again as Nvidia’s Ising Launch Reignites Quantum Rally

D-Wave Quantum Stock Jumps Again as Nvidia’s Ising Launch Reignites Quantum Rally

16 April 2026
D-Wave Quantum shares climbed about 5% Thursday, extending a 22.6% surge after Nvidia launched Ising, a new AI model family for quantum computing. D-Wave traded at $21.81, up from last year’s lows, and reported 2025 revenue of $24.6 million with first-quarter 2026 bookings topping $32.8 million. The company completed its $250 million Quantum Circuits acquisition in January. Market cap stood near $8.4 billion.
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