Today: 7 February 2026
Subscribe
Browse Category

Artificial Intelligence News 9 January 2026

Oracle stock jumps nearly 3% after soft US jobs data, but AI spending worries linger

Oracle stock jumps nearly 3% after soft US jobs data, but AI spending worries linger

New York, January 9, 2026, 11:00 (EST) — Regular session Oracle Corp shares rose nearly 3% on Friday, tracking a broader bounce in U.S. equities after a softer-than-expected jobs report eased pressure on rate-cut expectations. The stock was up 2.9% at $195.07, after trading as low as $188.91 earlier in the session. Wall Street’s main indexes edged higher after the Labor Department reported a 50,000 increase in December nonfarm payrolls, below economists’ 60,000 estimate, while the unemployment rate dipped to 4.4%. Traders still penciled in about 54 basis points of easing this year — a basis point is 0.01 percentage
9 January 2026
·····
Intel stock jumps again as AI PC chips and foundry bets pull buyers back

Intel stock jumps again as AI PC chips and foundry bets pull buyers back

NEW YORK, January 9, 2026, 10:49 EST Intel shares rose again Friday, stretching a steep run this week as traders latched onto new catalysts around artificial intelligence PCs and the company’s drive to manufacture chips for outside customers. That stock swing matters. Intel has sat through much of the AI boom while rivals took the spotlight — and the money. The company will report fourth-quarter and full-year results on Jan. 22, which investors now view as the next read on whether that optimism actually lands in revenue and margins. (Intel Corporation) Intel has been trying to reframe the story around
9 January 2026
·····
AMD stock ticks higher as soft jobs data steadies rate bets; CES AI chips and Feb. 3 earnings next

AMD stock ticks higher as soft jobs data steadies rate bets; CES AI chips and Feb. 3 earnings next

NEW YORK, January 9, 2026, 10:44 EST — Regular session Advanced Micro Devices (AMD.O) stock rose about 0.5% to $205.75 in morning trade on Friday, after moving between $203.95 and $206.81 earlier in the session. The shares ended Thursday at $204.68. The move followed a weaker-than-expected U.S. jobs report that helped keep hopes for lower interest rates alive, a tailwind for richly valued chipmakers. Nonfarm payrolls rose 50,000 in December and the unemployment rate slipped to 4.4%, while Seema Shah, chief global strategist at Principal Asset Management, said it was “difficult to argue that the labour market is collapsing.” Futures
9 January 2026
·····
VNET stock jumps again as China AI bets build after Goldman’s China call

VNET stock jumps again as China AI bets build after Goldman’s China call

New York, January 9, 2026, 10:07 (EST) — Regular session VNET Group climbed roughly 5% to $10.86 in New York morning trading on Friday, stretching its rally. The U.S.-listed shares, tied to the China data center operator, have swung sharply in recent weeks. After a 10.85% surge Thursday that left VNET finishing at $10.32, volume spiked to around 8.5 million shares—more than twice what traded Wednesday. Across those two sessions, the stock has climbed about 17% from where it settled on Wednesday, FinancialContent reports. That buying spree has moved in tandem with broader demand for China risk, as upbeat forecasts
9 January 2026
····
Vistra stock jumps as Meta signs 20-year nuclear power deal for AI data centers

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

New York, January 9, 2026, 10:09 (EST) — Regular session Vistra Corp (VST) shares rose about 14.4% to $172.26 in morning trade on Friday after Meta Platforms said it signed 20-year agreements to buy power from three Vistra nuclear plants. Oklo (OKLO), another partner named by Meta, climbed about 16%. (Reuters) The deals land as power availability turns into the constraint for U.S. data centers, not chips. Meta said the package of agreements could support up to 6.6 gigawatts of nuclear energy by 2035, including for its planned Prometheus data-center “supercluster” in Ohio. (About Facebook) For Vistra, the headlines are
9 January 2026
······
Meta stock ticks up as nuclear power deals aim to fuel AI data centers

Meta stock ticks up as nuclear power deals aim to fuel AI data centers

New York, January 9, 2026, 10:01 (EST) — Regular session Meta Platforms (META.O) shares were up 0.1% on Friday after the Facebook owner announced nuclear power agreements aimed at locking in electricity for its growing AI data centers. Vistra (VST.N) climbed 14.6% and reactor developer Oklo (OKLO.N) gained 15.8%, while the Nasdaq 100-tracking Invesco QQQ ETF edged up 0.3%. The deals land as big tech companies chase long-term power supplies to keep up with demand from AI computing and new data centers, a shift that has started to lift U.S. electricity demand after years of flat growth. For Meta, the
9 January 2026
·······
Archer Aviation stock pops in premarket after Nvidia IGX Thor AI tie-up — here’s what’s next

Archer Aviation stock pops in premarket after Nvidia IGX Thor AI tie-up — here’s what’s next

New York, Jan 9, 2026, 08:08 EST — Premarket Archer Aviation Inc shares were up 2.6% at $8.94 in premarket trading on Friday after the company unveiled an AI collaboration with Nvidia at the CES technology show in Las Vegas. The stock ended Thursday up 3.4% at $8.71, after trading between $8.44 and $9.01 on volume of about 50 million shares. (StockAnalysis) The move matters because Nvidia-linked headlines are still moving prices in smaller, speculative names, especially when the story touches safety and autonomy rather than data-center servers. For Archer, the question isn’t just chips. Investors want to know whether
9 January 2026
·········
Oklo stock jumps as Meta backs 1.2-GW Ohio nuclear campus to power AI data centers

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

WASHINGTON, Jan 9, 2026, 06:44 (EST) Oklo shares jumped nearly 20% in premarket trade on Friday after Meta Platforms said it would back the nuclear developer’s plan for up to 1.2 gigawatts of new capacity in Ohio, part of a broader push to lock down power for data centers. Meta also signed 20-year deals to buy electricity from three Vistra nuclear plants and will support small modular reactor projects with TerraPower. Meta executive Joel Kaplan said the plan would “make Meta one of the most significant corporate purchasers of nuclear energy in American history.” (reuters.com) Oklo said Meta’s agreement sets
9 January 2026
······
Nvidia stock slips before the bell as China H200 payment terms jolt AI stocks

Nvidia stock slips before the bell as China H200 payment terms jolt AI stocks

New York, January 9, 2026, 06:31 (ET) — Premarket Nvidia (NVDA.O) shares were down 2.1% at $185.04 in premarket trade on Friday after a Reuters report said it is demanding full upfront payment from Chinese buyers of its H200 artificial intelligence chips. Chief Executive Jensen Huang said this week the “customer demand is high – quite high,” even as approvals on both sides remain uncertain. (reuters.com) China has been a swing factor for the AI-chip trade because the H200 is a high-end graphics processing unit, or GPU — the kind of chip used to train and run AI models. Chinese
9 January 2026
····
Applied Digital stock jumps again premarket as $5 billion hyperscaler lease talk keeps AI trade in play

Applied Digital stock jumps again premarket as $5 billion hyperscaler lease talk keeps AI trade in play

NEW YORK, Jan 9, 2026, 06:29 EST — Premarket Applied Digital (APLD) shares climbed about 8% in premarket trading on Friday, extending gains after the data center operator posted sharply higher quarterly revenue and fresh details on long-term leasing tied to artificial intelligence demand. The stock was up $2.37 at $31.94. The move lands as investors keep rotating in and out of “picks-and-shovels” AI plays — the firms that supply the electricity, racks and buildings behind the models. Applied Digital’s revenue beat Wall Street estimates as demand grows for large-scale sites that can handle AI workloads, Reuters reported. (reuters.com) In
9 January 2026
·····
Dell stock slips after blunt CES AI-PC message; payrolls and Feb. earnings loom

Dell stock slips after blunt CES AI-PC message; payrolls and Feb. earnings loom

New York, Jan 8, 2026, 20:54 EST — Market closed Dell Technologies Inc (DELL.N) shares dropped 1.3% to $118.50 on Thursday. Earlier, they slipped as much as 4.4% before clawing back some ground. Trading volume hit around 11.5 million shares, while the stock’s low of $114.79 left the $115 mark under the microscope heading into Friday. The pullback came as investors wrestled with a skeptical view of the “AI PC” pitch from a top Dell exec at CES in Las Vegas. “AI probably confuses them more than it helps,” said Dell’s head of product, Kevin Terwilliger, noting that buyers aren’t
9 January 2026
·····
Applied Digital (APLD) stock jumps after earnings beat as AI data-center lease talks stay in focus

Applied Digital (APLD) stock jumps after earnings beat as AI data-center lease talks stay in focus

New York, January 8, 2026, 18:22 EST — After-hours Applied Digital Corp (APLD) shares rose about 8% in after-hours trading on Thursday after a volatile session, as investors digested the company’s quarterly update and its push to lock in long-term customers for AI-focused data centers. The stock was last up 8.0% at $31.94 after ranging from $30.61 to $35.44. The move matters because the market has been paying up for companies that can secure power and signed contracts for artificial intelligence workloads, not just talk about them. Those contracts can help fund the buildout — and blunt the risk of
9 January 2026
·····
1 … 50 51 52 53 54 … 238

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, 1:04 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.
Go toTop