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Artificial Intelligence 5 January 2026 - 6 January 2026

Micron stock jumps nearly 8% on AI-driven memory crunch bets — what’s next for MU

Micron stock jumps nearly 8% on AI-driven memory crunch bets — what’s next for MU

Micron Technology shares jumped 7.7% to $336.11 Tuesday, hitting a record amid tight memory-chip supply and surging AI server demand. Samsung and Micron executives warned shortages could persist beyond 2026. TrendForce estimates some memory prices have more than doubled since last February. Wall Street expects Micron’s revenue to nearly double in fiscal 2026, with the next earnings update due in March.
6 January 2026
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AMD stock slips after CES AI chip push puts OpenAI deal back in focus

AMD stock slips after CES AI chip push puts OpenAI deal back in focus

AMD shares fell 1.3% to $218.11 in early Tuesday trading after unveiling new AI processors at CES, while Nvidia stock rose 1.6%. CEO Lisa Su introduced the MI455 and MI440X chips, with OpenAI and Generative Bionics among customers. AMD previewed its Helios platform and set 2027 for its next MI500 GPUs. Investors remain cautious about AMD’s ability to convert new products into sales growth.
6 January 2026
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Nvidia stock jumps after CEO says Rubin AI chips are “in full production” at CES

Nvidia stock jumps after CEO says Rubin AI chips are “in full production” at CES

Nvidia shares rose 1.1% to $190.12 in early New York trading Tuesday after CEO Jensen Huang announced the Vera Rubin AI platform is in full production and will ship via partners in the second half of 2026. The flagship Rubin server will use 72 graphics chips and 36 CPUs, aiming for a tenfold gain in token efficiency. Investors await Nvidia’s J.P. Morgan CES fireside chat later Tuesday and U.S. jobs data on Friday.
6 January 2026
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Zeta Global stock jumps in premarket after OpenAI deal for Athena AI marketing agent

Zeta Global stock jumps in premarket after OpenAI deal for Athena AI marketing agent

Zeta Global shares rose 10.8% to $24.00 in premarket trading Tuesday after announcing a collaboration with OpenAI for its Athena product. The company expanded beta access to two AI-powered apps and said TKO Group Holdings participated in early testing. The stock closed Monday at $21.67, up 8.8%, with 13.6 million shares traded. Athena’s full launch is planned by the end of Q1 2026.
6 January 2026
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US stock market: Vistra stock pops in premarket on $4.7B Cogentrix deal amid AI power-demand boom

US stock market: Vistra stock pops in premarket on $4.7B Cogentrix deal amid AI power-demand boom

Vistra shares rose 4.4% to $170.17 premarket Tuesday after agreeing to buy Cogentrix Energy from Quantum Capital Group in a deal valued at $4.7 billion. The acquisition adds 5.5 gigawatts of natural gas generation across key U.S. markets and is expected to close in mid-to-late 2026. Vistra said the deal should boost per-share cash flow starting in 2027.
6 January 2026
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Adobe stock slips on Jefferies downgrade as AI payoff questioned — what to watch next

Adobe stock slips on Jefferies downgrade as AI payoff questioned — what to watch next

Jefferies downgraded Adobe to “hold” from “buy” and cut its price target to $400, citing no clear AI-driven growth. Adobe shares closed down 0.5% at $331.56 after hitting $327.51 intraday. The firm warned of rising competition from cheaper AI tools for casual users. Investors await the U.S. December jobs report on Jan. 9 and Adobe’s Q1 earnings call on March 12.
6 January 2026
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Western Digital stock hits a 52-week high, then cools after-hours as AI memory squeeze grips traders

Western Digital stock hits a 52-week high, then cools after-hours as AI memory squeeze grips traders

Western Digital shares ended after-hours trading at $187.88, up 0.1%, after swinging between $182.77 and $195.75. The stock briefly touched a 52-week high amid reports of a global memory-chip supply crunch driven by AI infrastructure demand. Traders are watching for the Jan. 9 U.S. jobs report, Jan. 13 CPI data, and Western Digital’s next earnings, expected around Feb. 4.
6 January 2026
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Zeta Global stock jumps on OpenAI partnership, fueling short-squeeze chatter in AI trade

Zeta Global stock jumps on OpenAI partnership, fueling short-squeeze chatter in AI trade

Zeta Global shares surged nearly 9% Monday after announcing a partnership with OpenAI to power its Athena marketing tool, with expanded beta access and a full launch planned by the end of Q1. The move, revealed at CES 2026, fueled short-squeeze speculation as traders noted high short interest. Chip-related stocks also advanced. Major U.S. indexes closed higher, with the Dow up 1.23%.
6 January 2026
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Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Nvidia CEO Jensen Huang announced at CES that the company’s Vera Rubin AI platform is in full production and delivers five times the AI computing power of previous chips for chatbots and similar tasks. Rubin-based products will be available through partners in the second half of 2026. Nvidia said Rubin can cut inference token costs by up to 10 times and train models with four times fewer GPUs than its Blackwell platform.
6 January 2026
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Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research closed up 5.3% at $194.76 Monday, holding gains after hours as chip-equipment stocks rallied sharply. Applied Materials, KLA, and ASML each rose over 5%, outpacing the semiconductor ETF. Investors tracked CES news and awaited Lam’s Jan. 28 earnings report. Foxconn reported record Q4 revenue on strong AI product demand.
6 January 2026
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GOOG stock edges up after Samsung targets 800 million Gemini-powered “Galaxy AI” devices in 2026

GOOG stock edges up after Samsung targets 800 million Gemini-powered “Galaxy AI” devices in 2026

Alphabet’s non-voting Class C shares rose 0.7% to $317.32 in after-hours trading Monday after Samsung said it plans to double Galaxy AI devices to 800 million this year, using Google’s Gemini model. Samsung cited plans to expand AI across all products, while investors await Alphabet’s next earnings expected Feb. 3 and U.S. jobs data on Jan. 9.
5 January 2026
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Qualcomm stock rises on Google auto AI tie-up, Snapdragon X2 laptop push at CES 2026

Qualcomm stock rises on Google auto AI tie-up, Snapdragon X2 laptop push at CES 2026

Qualcomm shares rose 1.7% to $175.96 Monday after the company and Google expanded their automotive partnership at CES, focusing on long-term software support and “agentic AI.” Qualcomm also unveiled new PC and robotics chips. Investors are watching for further CES design wins and Qualcomm’s Feb. 4 earnings. The Philadelphia Semiconductor Index gained 0.9% in afternoon trading.
5 January 2026
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Western Digital (WDC) stock whipsaws as AI memory crunch drives storage trade

Western Digital (WDC) stock whipsaws as AI memory crunch drives storage trade

Western Digital shares fell 0.9% to $186.00 Monday afternoon after rising as much as 4.3% earlier, as investors shifted positions in storage and memory stocks tied to AI infrastructure. A Reuters report cited a global supply crunch in high-bandwidth memory, with some prices doubling since last year. Sandisk rose 1.5%, while Seagate and Applied Digital gained over 3%. Western Digital’s next earnings report is expected February 4.
5 January 2026
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Caterpillar stock rises as CAT tees up CES 2026 AI keynote, expands Nvidia tie-up

Caterpillar stock rises as CAT tees up CES 2026 AI keynote, expands Nvidia tie-up

Caterpillar shares rose 2.7% to $614.72 by midday Monday after announcing an Industrial AI and autonomy showcase at CES 2026 and expanded collaboration with Nvidia. CEO Joe Creed will deliver a CES keynote Jan. 7, joined by Nvidia’s Deepu Talla. The move came as U.S. manufacturing PMI fell to 47.9 in December, signaling contraction. Deere slipped 0.6% while sector ETFs gained.
5 January 2026
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Sandisk stock rises as AI memory shortage talk lifts SNDK; earnings date looms

Sandisk stock rises as AI memory shortage talk lifts SNDK; earnings date looms

Sandisk Corp shares rose 1.4% to $279.00 in Monday morning trading, with about 4.8 million shares exchanged. The move follows surging demand and tight supply for memory chips used in AI data centers, pushing some prices to more than double since February 2025. Samsung called the shortage “unprecedented.” Sandisk reports fiscal Q2 results on Jan. 29.
5 January 2026
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Nvidia stock edges up as CES 2026 puts AI chip demand back in the spotlight

Nvidia stock edges up as CES 2026 puts AI chip demand back in the spotlight

Nvidia shares rose 0.7% to $190.12 Monday, trading near a session high ahead of CEO Jensen Huang’s CES appearance. Foxconn reported a 22% jump in Q4 revenue on strong AI demand, boosting chip stocks. AMD gained 0.7%, Broadcom fell 2.1%, and Arm Holdings rose 5.3%. U.S. manufacturing contracted for a tenth month, with inflation data in focus before Friday’s jobs report.
5 January 2026
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Meta stock rises in early trade as AI lawsuits and inflation worries hang over Big Tech

Meta stock rises in early trade as AI lawsuits and inflation worries hang over Big Tech

Meta shares rose 1.2% to $658.45 in early New York trading Monday, rebounding with tech as U.S. benchmarks climbed. The S&P 500 and Nasdaq each gained about 0.6%. Investors are watching Friday’s U.S. jobs report and upcoming inflation data for signals on interest rates. Meta traded between $646.79 and $660.10, with 2.1 million shares changing hands.
5 January 2026
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Stock Market Today

  • Stock Market Today: Gift Nifty Surges Amid US-Iran De-escalation, Mixed Commodity Trends
    March 23, 2026, 11:06 PM EDT. On Tuesday, the Indian stock market is poised for a strong gap-up opening as Gift Nifty futures jumped nearly 500 points, reflecting investor optimism amid signs of de-escalation in the US-Iran conflict. Monday saw a sharp 2.5% drop in the Nifty 50, with banking, metals, and realty sectors hit hard, and broader markets facing steeper falls indicating strong risk aversion. Asian markets also opened higher, supported by retreating crude oil prices easing inflation worries. However, geopolitical uncertainty persists with conflicting statements from US and Iranian officials. Meanwhile, precious metals dipped, with COMEX gold and silver prices falling over 1% and 2.5%, respectively. The volatile scenario keeps India VIX, a market volatility gauge, under watch as traders track further developments.
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