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Artificial Intelligence News 9 January 2026

Walmart stock pops after AI board pick — what investors watch next

Walmart stock pops after AI board pick — what investors watch next

New York, Jan 9, 2026, 17:31 EST — After-hours Walmart Inc shares rose 1.3% on Friday and were last up at $114.53 in late after-hours trading, after the retailer announced a new board appointment that underscored its push to put more technology at the center of the business. The move matters now because investors are leaning hard into the “Walmart as a tech company” pitch — e-commerce, advertising and automation — even as a slower economy puts more pressure on low-price retailers. A board seat is not an operating change, but it signals what the company wants more of. The
9 January 2026
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Applied Digital stock jumps again as AI data-center demand and hyperscaler talks drive the tape

Applied Digital stock jumps again as AI data-center demand and hyperscaler talks drive the tape

New York, Jan 9, 2026, 16:56 EST — After-hours Applied Digital Corporation shares were up about 18% at $37.68 in after-hours trading on Friday, extending a post-earnings rally as investors chased fresh signs of demand for the company’s AI-focused data centers. The stock traded between $31.83 and $38.30 during the session. The move matters because Applied Digital sits in the middle of a crowded trade: companies that can secure power, build quickly and lock in long leases for high-performance computing (HPC) — big, energy-hungry data-center capacity used to run AI models. For traders, the question is less about this quarter
9 January 2026
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Oracle stock (ORCL) jumps toward $200 after-hours as AI deal backlog stays in focus

Oracle stock (ORCL) jumps toward $200 after-hours as AI deal backlog stays in focus

New York, January 9, 2026, 16:36 EST — After-hours Oracle shares rose 4.7% to $198.52 in after-hours trading on Friday, after briefly topping $200 during the regular session. Shares traded between $188.91 and $200.13 on the day, with volume at about 26 million shares. The bounce matters because Oracle has become a proxy for the cost of building the new wave of AI data centers. Investors want proof that signed cloud deals can turn into revenue before capital spending, or capex — money spent on items like data centers and servers — tightens the financing math. Broader markets helped. U.S.
9 January 2026
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Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta stock edges higher after nuclear power deals aimed at AI data centers

NEW YORK, January 9, 2026, 16:30 EST — After-hours Meta Platforms, Inc. shares rose 1.1% to $653.06 in after-hours trading on Friday after the Facebook owner unveiled a slate of nuclear power agreements meant to supply its power-hungry AI data centers. Meta said deals with Vistra, Oklo and TerraPower could back as much as 6.6 gigawatts of new and existing nuclear capacity by 2035. (About Facebook) The effort comes as power supply is becoming a choke point for data center growth, particularly in areas where generation is already scarce. It also follows Meta’s December request for proposals for new nuclear
9 January 2026
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Microsoft stock holds near $480 as Copilot Checkout rollout sets up a Jan. 28 earnings test

Microsoft stock holds near $480 as Copilot Checkout rollout sets up a Jan. 28 earnings test

New York, January 9, 2026, 16:12 ET — After-hours Microsoft Corp shares gained 0.2% to $479.07 on Friday after the software maker leaned further into retail, rolling out a new Copilot checkout feature alongside other AI tools. The company is valued at about $3.85 trillion. Timing is key: Microsoft said it will report fiscal 2026 second-quarter results after the market closes on Jan. 28, a read on demand across its cloud and AI businesses. Investors will also be listening for any change in its outlook for the rest of the fiscal year. (Source) On Thursday, Microsoft rolled out “agentic AI”
9 January 2026
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Salesforce stock slips as Spring ’26 AI release lands and traders weigh soft U.S. jobs data

Salesforce stock slips as Spring ’26 AI release lands and traders weigh soft U.S. jobs data

NEW YORK, Jan 9, 2026, 14:19 (EST) — Regular session Salesforce shares edged down 0.2% to $260.01 in afternoon trading on Friday after the company laid out its Spring ’26 product release, set to begin rolling out from Feb. 23. A softer U.S. jobs report also nudged rate expectations back onto the table for growth stocks. Payrolls rose 50,000 in December versus forecasts of 60,000, and the unemployment rate eased to 4.4%, the Labor Department said. (Salesforce) Why it matters now: Salesforce sits in a part of the market where rates still call the shots. When bond yields move, software
9 January 2026
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Accenture stock price today: ACN slips as jobs data resets rate bets, new retail AI push in focus

Accenture stock price today: ACN slips as jobs data resets rate bets, new retail AI push in focus

New York, Jan 9, 2026, 13:42 EST — Regular session Accenture plc shares were down about 0.6% at $280.15 in early afternoon trading on Friday, after sliding to $277.77 at the session low. The broader market was higher, with exchange-traded funds tracking the S&P 500, Nasdaq and Dow up between about 0.4% and 0.8%. A softer U.S. jobs report fed the push and pull for rate-sensitive stocks. Nonfarm payrolls rose 50,000 in December, below a 60,000 forecast, while the unemployment rate fell to 4.4%, the Labor Department said. “The Fed will likely hold course for now,” Lindsay Rosner, head of
9 January 2026
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Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

New York, January 9, 2026, 13:37 EST — Regular session Vistra shares were up about 11% by midday Friday after the power producer said Meta Platforms had signed long-term contracts tied to three of its nuclear plants. The stock gained $16.51 to $167.11, after hitting an intraday high of $178.40. The contracts are in focus as Big Tech hunts steady electricity for data centers, and nuclear plants can run around the clock. Meta said it signed 20-year agreements to buy power from Vistra’s Perry and Davis-Besse plants in Ohio and the Beaver Valley plant in Pennsylvania, and it is also
9 January 2026
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IREN stock rises as Bernstein calls it a “top AI pick” — what traders watch next

IREN stock rises as Bernstein calls it a “top AI pick” — what traders watch next

New York, January 9, 2026, 13:27 (EST) — Regular trading session IREN Limited shares climbed about 4.6% on Friday to $47.76, adding to a choppy start to the year for the bitcoin miner turned AI data-center play. In heavy volume, the stock swung between a high of $49.99 and a low of $45.52. The move matters because IREN has turned into a quick proxy for two trades at once: crypto-linked cash flow and demand for AI compute. When either narrative shifts, the stock usually moves first and asks questions later. Bernstein analyst Gautam Chhugani told investors to “start 2026 by
9 January 2026
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SoundHound AI stock jumps 9% as CES 2026 headlines collide with a fresh DA Davidson target cut

SoundHound AI stock jumps 9% as CES 2026 headlines collide with a fresh DA Davidson target cut

New York, Jan 9, 2026, 12:45 EST — Regular session Shares of SoundHound AI Inc (SOUN) were up about 9% at $12.01 in midday trading on Friday after hitting an intraday high of $12.305. The stock traded as low as $11.15, with about 27.5 million shares changing hands. The move follows a choppy stretch for the voice-AI company after brokerage D.A. Davidson cut its price target to $14 from $17 while keeping a “buy” rating, according to a Reuters Breakingviews “BUZZ” item. The broker said SoundHound’s go-to-market plans — its sales rollout — look more complex than expected, which could
9 January 2026
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Oklo stock jumps as Meta backs 1.2-GW Ohio nuclear power campus for AI data centers

Oklo stock jumps as Meta backs 1.2-GW Ohio nuclear power campus for AI data centers

New York, January 9, 2026, 12:06 PM EST — Regular session Oklo Inc (OKLO) shares rose sharply on Friday after the company said it reached an agreement with Meta Platforms to support development of a 1.2-gigawatt nuclear energy campus in southern Ohio. Oklo was up $11.22, or about 11.5%, at $108.82, after trading as high as $120.87 on volume of about 22.1 million shares. (Oklo) The deal lands as big tech firms hunt for long-term power as artificial intelligence and data centers push U.S. electricity demand higher. Meta said it has also struck 20-year power purchase agreements with Vistra and
9 January 2026
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Applied Digital (APLD) stock jumps again as hyperscaler AI data-center deals come into focus

Applied Digital (APLD) stock jumps again as hyperscaler AI data-center deals come into focus

New York, January 9, 2026, 11:02 EST — Regular session Applied Digital shares rose about 12% in morning trading on Friday, extending a post-results surge as investors focused on its hyperscaler lease pipeline for AI data centers. The stock was up $3.75 at $35.69 after touching $36.69, with about 36.6 million shares traded. The move keeps the small-cap data center builder on traders’ screens at a moment when markets are rewarding signed power and signed customers, not just capacity plans. Contracts drive the story, and the timing matters. In this business, megawatts are the headline — a measure of the
9 January 2026
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Stock Market Today

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

7 February 2026
Macquarie Group shares fell 2.17% to A$207.83 Friday, marking a third straight decline as the ASX 200 slid 2%. Australia’s regulator trimmed liquidity requirements for Macquarie Bank after improvements in controls. Macquarie Asset Management announced two UK utility deals, including full ownership of Last Mile Infrastructure and the purchase of Energy Assets Group. Investors await Tuesday’s operational briefing.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 1:05 AM EST Crude Oil Prices Rise on Dollar Weakness, Geopolitical Tensions February 7, 2026, 12:52 AM EST. Crude oil prices edged higher on Friday, supported by a weaker U.S. dollar and escalating geopolitical risks in the Middle East. March WTI crude gained 0.41%, rebounding from early losses, while gasoline prices rose 1.38%. Doubts over a U.S.-Iran nuclear deal loom after reports of Iran's refusal to halt uranium enrichment, raising the risk of military action and potential disruption of vital shipping routes. Additionally, a surge in U.S. consumer
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.
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