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Artificial Intelligence 12 January 2026

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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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

Nvidia and Eli Lilly will invest up to $1 billion in a Bay Area AI drug discovery lab over five years, sending Nvidia shares up 0.8% to $186.37 and Lilly up 0.2% to $1,066.14. AMD, Broadcom, and TSMC also rose as AI-focused stocks lifted the Nasdaq. TSMC reports earnings Jan. 15, with analysts expecting a 27% Q4 profit jump on AI chip demand. Nvidia’s next earnings are due Feb. 25.
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

Alphabet shares rose 0.4% to $329.74 Monday after Apple agreed to integrate Google’s Gemini AI into a redesigned Siri under a multi-year deal. Alphabet’s market value briefly topped $4 trillion, reaching a record high above $334 before pulling back. Apple shares gained 0.6% to $260.95. The move deepens Google’s presence in Apple devices as both firms face regulatory scrutiny.
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

Lumentum Holdings shares fell 5.4% to $332.28 Monday, underperforming a flat U.S. market. The drop followed news that chief accounting officer Matthew Sepe will step down in early February, with Eric Chang set to replace him. Investors are awaiting Lumentum’s Feb. 3 earnings report and conference call. The stock touched an intraday low of $323.24.
12 January 2026
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Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet’s market value reached $4 trillion Monday, surpassing Apple and joining only three other companies at that level. Shares dipped 0.2% to $327.93 late morning after a 65% jump in 2025. Google Cloud revenue surged 34% in Q3, and Alphabet began leasing its in-house AI chips, with Meta reportedly in talks for a multi-billion dollar deal.
12 January 2026
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Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet briefly topped a $4 trillion valuation Monday after unveiling a new AI strategy, before shares slipped 0.3% to $327.47 by late morning. Investors are watching Google Cloud’s expansion, early reviews of the Gemini 3 model, and efforts to rent out proprietary “Ironwood” AI chips. Reuters reported Meta may buy Alphabet’s chips for its data centers starting in 2027.
12 January 2026
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Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

Nvidia and Eli Lilly will invest $1 billion over five years in a joint research lab in the San Francisco Bay Area, aiming to use Nvidia’s new AI chips to accelerate drug discovery. Nvidia shares slipped 0.2% to $184.42 by 10:30 a.m. ET. Thermo Fisher Scientific will also collaborate with Nvidia on lab automation. The new site is expected to open by the end of March.
12 January 2026
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Eli Lilly stock edges up as $1 billion Nvidia AI lab plan hits JPM spotlight

Eli Lilly stock edges up as $1 billion Nvidia AI lab plan hits JPM spotlight

Eli Lilly shares rose about 0.7% Monday after announcing a $1 billion, five-year AI drug discovery lab partnership with Nvidia. The Bay Area facility, using Nvidia’s Vera Rubin chips, will open in March with teams from both firms. Investors are watching for updates from CEO David Ricks at the J.P. Morgan Healthcare Conference on Tuesday and Lilly’s earnings call on Feb. 4.
12 January 2026
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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

Walmart shoppers can now find and buy products directly through Google’s Gemini assistant, following a new integration announced Monday. Google also launched an open Universal Commerce Protocol to link AI agents with retailer checkout systems. Walmart shares rose about 2% in early trading, while Alphabet slipped 0.4%. Shopify said its merchants will soon sell through Google’s AI platforms as the rollout expands.
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

Oracle shares edged up 0.2% to $198.96 after Goldman Sachs initiated coverage with a Buy rating and $240 target. The stock remains down over 40% since September amid concerns over debt tied to AI data-center expansion. Oracle reported a 438% surge in backlog to $523 billion in Q2. On Sunday, it launched a new retail cloud platform at NRF 2026 in New York.
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

Sandisk shares rose 2.9% to $388.33 in early Monday trading after an earlier 5.1% drop, as investors tracked AI-driven storage demand and supply constraints. The stock moved between $358 and $389.35. Investors await Sandisk’s Jan. 29 earnings call for updates on pricing and outlook. Western Digital edged up 0.3%, while Micron slipped 0.5%.
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

SoundHound AI shares rose as much as 9.4% Monday before paring gains, following a Buy reiteration and $26 price target from H.C. Wainwright after CES meetings. India’s Ultraviolette showcased a new AI voice assistant for its F77 motorcycle, developed with SoundHound, drawing attention to the stock. SoundHound remains unprofitable and faces long sales cycles in automotive deals.
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

Alphabet shares rose about 1% premarket after Google launched new AI shopping tools and the Universal Commerce Protocol, partnering with Walmart, Shopify, and others. The protocol enables direct checkout in Search and Gemini, with retailers keeping transaction control. Walmart will let shoppers add products to carts via Gemini conversations. The rollout follows similar AI shopping moves by Amazon and OpenAI.
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

Tempus AI shares rose about 11% in premarket trading Monday after the company reported preliminary 2025 revenue of $1.27 billion, up 83% year-on-year, and record contract value exceeding $1.1 billion. The company cited strong growth in both Diagnostics and Data segments, with over 70 new data agreements signed in 2025. Tempus noted the results are unaudited and subject to change.
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

Shopify and Google announced a Universal Commerce Protocol to let AI assistants complete online purchases, with Google Pay and PayPal integration planned. Shopify shares closed Friday at $164.48 on Nasdaq, down 2.26%. Microsoft also launched an updated Copilot checkout. The new tools debuted as the National Retail Federation’s annual convention opened in New York.
12 January 2026
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Stock Market Today

  • CoreWeave Shares Surge 10.9% on Major AI Cloud Deal; TSM Revenue Soars
    April 13, 2026, 7:29 AM EDT. CoreWeave Inc. (CRWV) shares rose 10.9% following a multi-year agreement with Anthropic to deliver AI cloud computing services for its models. Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) saw its shares climb 1.4% after reporting a 35% year-over-year revenue jump to roughly $35.6 billion in Q1 2026. Lumentum Holdings Inc. (LITE) advanced 0.4% as CEO cited product bookings through 2027 amid robust global AI infrastructure demand. Amazon.com Inc. (AMZN) shares gained 2% after CEO Andy Jassy revealed plans to potentially sell Amazon's AI processors to third-party buyers. These moves reflect ongoing AI expansion influencing chipmaking and cloud services sectors.

Latest article

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

US Stock Market Today: Live Updates 13.04.2026

13 April 2026
LIVEMarkets rolling coverageStarted: April 13, 2026, 12:00 AM EDTUpdated: April 13, 2026, 7:33 AM EDT CoreWeave Shares Surge 10.9% on Major AI Cloud Deal; TSM Revenue Soars April 13, 2026, 7:29 AM EDT. CoreWeave Inc. (CRWV) shares rose 10.9% following a multi-year agreement with Anthropic to deliver AI cloud computing services for its models. Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) saw its shares climb 1.4% after reporting a 35% year-over-year revenue jump to roughly $35.6 billion in Q1 2026. Lumentum Holdings Inc. (LITE) advanced 0.4% as CEO cited product bookings through 2027 amid robust global AI infrastructure demand. Amazon.com Inc.
Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

12 April 2026
Bitcoin fell 1.4% to $71,707 on Sunday after U.S.-Iran talks in Islamabad ended without a deal. Spot bitcoin ETFs logged net inflows last week, with BlackRock and Fidelity leading Friday’s buying. Morgan Stanley launched its MSBT fund on April 8, the first Wall Street bank to debut a bitcoin ETF. U.S. inflation data showed headline CPI up 3.3% in March, while core CPI rose 2.6%.
XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

12 April 2026
XRP slipped about 1% to $1.33 on Sunday after U.S.-Iran peace talks in Islamabad ended without a deal, pressuring crypto markets. The token traded in a narrow range, with bitcoin and ether also weaker. XRP’s market cap stands at $81.7 billion, with $1.96 billion in daily volume. The token remains 63.5% below its all-time high.
Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

12 April 2026
Spot gold steadied at $4,761.79 an ounce Friday after a third weekly gain, with U.S. futures at $4,787.40. The dollar posted its biggest weekly drop since January, making gold cheaper for non-U.S. buyers. U.S.-Iran talks ended without a deal, keeping geopolitical risks high. China’s central bank increased gold reserves for a 17th month, reaching 74.38 million ounces.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
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