Today: 3 March 2026
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Artificial Intelligence 3 January 2026 - 5 January 2026

Microsoft stock slides as AI-inflation worries resurface; what MSFT investors watch next

Microsoft stock slides as AI-inflation worries resurface; what MSFT investors watch next

Microsoft shares fell 2.2% to $472.94 in early trading Monday, underperforming other tech giants as investors reacted to concerns that AI-driven data-center expansion could fuel inflation and keep interest rates elevated. Nvidia rose 1.2% and Alphabet gained 0.7%, while Meta and Amazon declined. Traders are awaiting U.S. ISM data later Monday and the CPI report next week for further signals on rates.
5 January 2026
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Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron shares rose 2.7% to $323.92 early Monday as investors responded to a global memory chip supply squeeze driven by AI server demand, according to Reuters. Some chip prices have more than doubled since February 2025. Samsung and SK Hynix also gained. Focus shifts to CES and Friday’s U.S. jobs report for further direction.
5 January 2026
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Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia shares rose 1.2% to $188.85 in early Monday trading ahead of CEO Jensen Huang’s CES press conference in Las Vegas. Foxconn, Nvidia’s top server maker, reported record Q4 revenue on strong AI demand. Nvidia also teased new GeForce gaming announcements for later in the day. Tech stocks rebounded after last week’s slide, with traders watching for CES headlines to drive further moves.
5 January 2026
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S&P 500, Nasdaq futures climb as Venezuela takedown lifts Chevron and puts AI back in focus

S&P 500, Nasdaq futures climb as Venezuela takedown lifts Chevron and puts AI back in focus

U.S. stock futures rose Monday after the U.S. captured Venezuelan President Nicolás Maduro, with S&P 500 up 0.3% and Nasdaq up 0.7% premarket. Chevron jumped 6.5% and other oil stocks surged on hopes for wider access to Venezuela’s reserves, though the embargo remains. Oil prices slipped. Maduro is being held in New York and will appear in court Monday.
5 January 2026
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Amazon stock steadies in premarket as Evercore flags Rufus AI as the next AMZN catalyst

Amazon stock steadies in premarket as Evercore flags Rufus AI as the next AMZN catalyst

Amazon shares traded near $226.50 in premarket Monday after Evercore ISI reiterated a buy rating and $335 target, citing growth from its AI shopping assistant Rufus. Analyst Mark Mahaney projected “agentic commerce” could add up to $31 billion in revenue by 2028. Amazon reported 250 million Rufus users in 2025, with a 60% higher purchase rate among them. Investors await Amazon’s next earnings date and U.S. payroll data on January 9.
5 January 2026
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Brand Engagement Network (BNAI) stock rises again premarket as AI pharma deal keeps traders hooked

Brand Engagement Network (BNAI) stock rises again premarket as AI pharma deal keeps traders hooked

Brand Engagement Network shares rose 5.3% to $3.97 in premarket trading Monday, extending Friday’s 62.5% surge. The rally follows disclosure of a $250,000 AI services deal for a top pharmaceutical client. Investors are watching for sustained volume and updates on project timing. The company reported $60,120 in quarterly revenue and $102,715 in cash as of Sept. 30.
5 January 2026
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Palantir vs Oracle: Wall Street’s AI stock split — and 3 alternatives investors are watching in 2026

Palantir vs Oracle: Wall Street’s AI stock split — and 3 alternatives investors are watching in 2026

Wall Street analysts remain neutral on Palantir, citing its high valuation, while seeing more upside in Oracle as AI-related costs rise, according to a Motley Fool analysis. Palantir shares closed at $167.86, down 5.6%, and Oracle at $195.71, up 0.4%. Investors are weighing risks tied to surging chip and power expenses. Alternatives highlighted include Alphabet, Micron, and Nvidia.
5 January 2026
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Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron shares gained about 3% in premarket trading Monday, following a 10.5% surge Friday, with shares indicated at $325.37. Rising chip and power costs tied to AI data centers have drawn investor focus. Micron posted record fiscal Q1 revenue last month and will report next earnings March 18. The company is a key supplier of high-bandwidth memory used in AI systems.
5 January 2026
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Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

Amazon shares rose 0.4% to $227.33 in premarket trading Monday after Evercore ISI reiterated a $335 target and Jefferies raised its target to $300. Analysts cited growth potential from Amazon’s AI shopping assistant and AWS. The company reports earnings Jan. 29. Over 250 million customers used the Rufus assistant in 2025, Amazon said.
5 January 2026
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Applied Digital stock jumps 14% as AI-linked names rebound; APLD earnings on Jan. 7

Applied Digital stock jumps 14% as AI-linked names rebound; APLD earnings on Jan. 7

Applied Digital shares surged 14.6% to $28.11 on Friday, trading over 36 million shares ahead of its Jan. 7 earnings release. The move followed renewed risk appetite in AI infrastructure stocks, with chipmakers also rallying. The company plans to spin off its cloud services business and has secured a loan facility for new data-center projects. Broader markets ended mixed, with the Dow and S&P 500 up, while the Nasdaq slipped.
4 January 2026
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Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

Micron shares closed up 10.5% at $315.42 Friday after Bernstein raised its price target to $330, citing a record upcycle in memory pricing driven by AI demand. The Philadelphia Semiconductor Index rose about 4%. Bernstein expects strong memory prices through most of 2026. Investors are watching for signs of sustained pricing momentum in DRAM and HBM.
4 January 2026
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AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

Applied Optoelectronics surged 13.6% to $39.60 Friday, leading gains among optical hardware stocks as investors rotated into AI-infrastructure trades. The company last month reported its first volume order for 800G data-center transceivers and forecast up to $8 million in Q4 revenue from those shipments. Volume production of a new 400-milliwatt pump laser is expected later in 2026.
4 January 2026
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Baidu stock jumps nearly 15% after AI chip unit Kunlunxin files for Hong Kong IPO

Baidu stock jumps nearly 15% after AI chip unit Kunlunxin files for Hong Kong IPO

Baidu’s U.S.-listed shares jumped 14.9% to $150.30 Friday after confirming its AI chip unit Kunlunxin filed confidentially for a Hong Kong listing. The spin-off remains subject to regulatory approvals and final terms. Traders are watching for updates on timing, valuation, and potential follow-through when U.S. markets reopen Monday.
4 January 2026
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Fluence Energy stock jumps 16% to kick off 2026 as AI-power demand lifts storage names

Fluence Energy stock jumps 16% to kick off 2026 as AI-power demand lifts storage names

Fluence Energy shares jumped 16.3% Friday to close at $23.01, trading between $20.14 and $23.12. The rally followed investor interest in AI-driven power demand and energy storage. Peers Stem and Sunrun also gained, while Tesla slipped. Fluence is set to report earnings on Feb. 9, with focus on revenue backlog and fiscal 2026 targets.
4 January 2026
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US strike on Venezuela: 3 ways Nvidia and other AI stocks could react when markets reopen

US strike on Venezuela: 3 ways Nvidia and other AI stocks could react when markets reopen

U.S. forces captured Venezuelan President Nicolas Maduro in an overnight operation that cut power in parts of Caracas. Venezuela’s oil exports have halted, with no tankers loading at the main Jose port, sources told Reuters. AI-related U.S. stocks are under pressure as traders weigh oil disruption and interest-rate risks. Brent crude settled at $60.75 a barrel Friday.
3 January 2026
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