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Artificial Intelligence News 9 January 2026 - 10 January 2026

Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

New York, Jan 10, 2026, 12:47 ET — Market closed Nvidia (NVDA) is now requiring full upfront payment from Chinese buyers of its H200 AI chips, sources familiar with the situation said, tightening sales terms amid regulatory scrutiny over import approvals. Chinese firms have ordered more than 2 million units, each costing about $27,000, far exceeding Nvidia’s available stock of roughly 700,000 chips. The stock closed Friday down 0.1% at $184.86, fluctuating between $183.69 and $186.97 during the session. (Reuters) This is crucial since China represents a major source of demand for data-center processors that power large AI models. Changes
10 January 2026
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Visa stock dips as shareholder filing flags AI deepfake payment risk ahead of vote

Visa stock dips as shareholder filing flags AI deepfake payment risk ahead of vote

NEW YORK, Jan 10, 2026, 10:25 (ET) — Market closed Shares of Visa Inc dipped 0.7% on Friday, closing at $349.77, after a shareholder group filed an SEC notice pushing investors to back a proposal for greater transparency on how the payments giant manages risks linked to AI-driven “deepfake” sexual content. The filing, labeled an “exempt solicitation” — a brief request to influence a vote without a full proxy fight — warned that unchecked exposure could damage Visa’s brand and draw legal and regulatory challenges. (Securities and Exchange Commission) Why it matters now: With Visa’s annual meeting just around the
10 January 2026
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Eli Lilly stock slides 2%: Zepbound trial data, TuneLab AI tie-up and what’s next for LLY

Eli Lilly stock slides 2%: Zepbound trial data, TuneLab AI tie-up and what’s next for LLY

NEW YORK, January 10, 2026, 10:08 EST — Market closed Eli Lilly & Co shares fell 2% on Friday to $1,063.56, underperforming a stronger broader market and extending a two-day slide. The stock is now 6.21% below its 52-week high of $1,133.95 set on Thursday, while trading volume ran below its recent average. The pullback lands as investors re-price big pharma growth names ahead of a busy stretch of healthcare headlines, from deal chatter to new drug readouts. Bankers and lawyers have been heading to San Francisco for next week’s J.P. Morgan Healthcare Conference, betting the tone on mergers could
10 January 2026
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Microsoft stock has a new AI-commerce catalyst as Copilot Checkout rolls out with PayPal

Microsoft stock has a new AI-commerce catalyst as Copilot Checkout rolls out with PayPal

NEW YORK, Jan 10, 2026, 09:35 EST — Market closed Microsoft Corp’s (MSFT.O) newest move to transform its Copilot chatbot into a shopping and checkout hub comes as investors begin recalibrating their 2026 AI revenue forecasts. The stock closed Friday slightly higher, gaining 0.2% to $479.28. Timing is key. Big tech has driven much of the index rally, yet traders are now questioning what follows the flashy AI demos — particularly for firms investing heavily in data centers, chips, and software to stay competitive. Megacaps have turned jittery amid a “show me” sentiment. Microsoft dropped 1.1% Thursday amid a tech
10 January 2026
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SoundHound AI stock jumps 7% as Wall Street resets targets after CES demos

SoundHound AI stock jumps 7% as Wall Street resets targets after CES demos

New York, January 10, 2026, 08:26 (EST) — Market closed SoundHound AI, Inc. shares rose 6.7% to $11.75 at Friday’s close, after swinging between $11.15 and $12.31 in the session. About 39.3 million shares changed hands. The move comes as investors sift through a burst of CES headlines and analyst reactions around “agentic” voice AI — systems meant to take actions, not just answer questions — in cars and on consumer devices. SoundHound this week pitched new voice-commerce features at CES and highlighted an automotive tie-up with TomTom. DA Davidson cut its price target to $14 on Jan. 8 while
10 January 2026
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Lilly’s TuneLab AI drug platform lands in Schrödinger LiveDesign as biotech access broadens

Lilly’s TuneLab AI drug platform lands in Schrödinger LiveDesign as biotech access broadens

NEW YORK, Jan 10, 2026, 08:12 (EST) Schrödinger announced it will integrate Eli Lilly’s TuneLab, an AI-driven drug discovery platform, into its LiveDesign software. This move offers biotech teams direct access to Lilly’s predictive models. “LiveDesign will be a priority platform partner for TuneLab workflows,” said Pat Lorton, Schrödinger’s software chief. (FinancialContent) The deal comes as drugmakers ramp up AI efforts to speed candidate identification and detect safety concerns earlier—a push gaining momentum amid regulatory pressure to reduce animal testing. LiveDesign aids chemists in designing compounds and forecasting properties like absorption and distribution, key to understanding how drugs enter and
10 January 2026
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PayPal stock slips as Microsoft Copilot Checkout deal puts AI shopping in focus

PayPal stock slips as Microsoft Copilot Checkout deal puts AI shopping in focus

New York, Jan 10, 2026, 07:10 (EST) — Market closed PayPal shares slipped on Friday, even as Microsoft rolled out a “Copilot Checkout” feature that lets shoppers buy items inside its Copilot chatbot with payments handled by partners including PayPal. PayPal stock closed down 1.05% at $57.66. (Source) The timing matters because PayPal is trying to prove it can still add payment volume without leaning on heavy discounts, and AI-led shopping is quickly turning into a new front door for online spending. If chat-based buying catches on, payments firms want to be the default button. Investors also have little patience.
10 January 2026
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Marvell Technology stock slips after insider sale filing; AI deal digested as CPI looms

Marvell Technology stock slips after insider sale filing; AI deal digested as CPI looms

NEW YORK, Jan 9, 2026, 21:00 EST — Market closed. Marvell Technology (MRVL.O) shares slipped 0.3% on Friday following a filing revealing a stock sale by a top executive. The chipmaker has tumbled sharply since earlier this week, transforming what started as a deal-fueled rebound into fresh volatility. These shifts matter since Marvell is deep in the data-center expansion, providing custom AI chips and networking silicon that shuttles data between servers. Investors remain uneasy about whether major cloud clients will maintain their spending pace, so Marvell’s order updates often trigger sharp stock moves. JPMorgan analyst Harlan Sur reported that Chairman
10 January 2026
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Salesforce stock slips after-hours as Spring ’26 AI agent push lands — what to watch next

Salesforce stock slips after-hours as Spring ’26 AI agent push lands — what to watch next

New York, January 9, 2026, 19:31 EST — After-hours Salesforce (CRM) shares slipped about 0.2% in after-hours trading on Friday after the company laid out its Spring ’26 product release, a set of updates aimed at pushing “AI agents” deeper into sales and service work. Salesforce said the rollout starts Feb. 23 and adds tools such as an AI-led “Sales Workspace” and “Proactive Service.” (Salesforce) The timing matters because big software names are being asked a simple question early in 2026: can they turn all the AI talk into checks. Investors have been quick to punish anything that looks like
10 January 2026
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Visa stock slips after-hours as AI deepfake vote, CPI test loom for payments giant

Visa stock slips after-hours as AI deepfake vote, CPI test loom for payments giant

NEW YORK, Jan 9, 2026, 19:18 EST — After-hours Visa Inc shares slipped in after-hours trading on Friday, closing down 0.7% at $349.77. Mastercard fell 0.8% and American Express dropped 1.9% in the same session. The move came even as the S&P 500 logged a record close after a mixed U.S. jobs report kept rate-cut hopes alive. U.S. payrolls rose by 50,000 in December and the unemployment rate dipped to 4.4%, a print that helped support expectations for easing later this year — measured in “basis points,” or hundredths of a percentage point. (Reuters) Why it matters now: the market’s
10 January 2026
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Lumentum stock jolts again as Needham hikes target to $470 and Mizuho taps AI optics

Lumentum stock jolts again as Needham hikes target to $470 and Mizuho taps AI optics

New York, January 9, 2026, 17:31 EST — After-hours Lumentum Holdings Inc (LITE.O) bounced between $333 and $363 on Friday before settling up 0.9% at $351.42. In after-hours, the stock dipped roughly 0.4% to about $350, following Needham’s boost of its price target from $290 to $470, and a day after shares dropped 11.4%. (StockAnalysis) The tug-of-war is familiar now. Investors are eager to get a piece of the “pipes and picks” powering the AI buildout, and optical components remain a top target. Lumentum manufactures lasers and photonics components that shuttle data within and between large data centers. The real
9 January 2026
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Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

NEW YORK, Jan 9, 2026, 17:13 EST — After-hours Vistra Corp (VST) shares rose 10.5% in after-hours trading on Friday after Meta Platforms said it struck 20-year agreements to buy power from three Vistra nuclear plants. Shares were at $166.37 after swinging between $150.83 and $178.40 earlier in the day. Meta also said it will work with Oklo and TerraPower on small modular reactors, or SMRs — smaller nuclear units meant to be built largely in factories. (Reuters) The deal lands as tech companies hunt for steady electricity to run data centers, where “always on” matters more than cheap power
9 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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