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Artificial Intelligence News 8 January 2026 - 9 January 2026

Microsoft stock slips after Copilot Checkout push; MSFT earnings loom

Microsoft stock slips after Copilot Checkout push; MSFT earnings loom

NEW YORK, Jan 8, 2026, 18:11 EST — After-hours Microsoft Corp shares fell 1.1% in after-hours trading on Thursday to $478.11, after swinging between $475.87 and $482.98 in the regular session. The dip keeps Microsoft (MSFT) tied to a familiar trade: investors are still willing to pay for growth, but they want cleaner proof that spending on artificial intelligence can turn into revenue and cash, not just new features. That test is getting louder as Big Tech rolls out more “agentic” tools — software that can take steps for a user, not only answer questions — and as the bill
9 January 2026
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AMD stock falls 2.5% as tech retreats, Feb. 3 earnings and CES AI chips in focus

AMD stock falls 2.5% as tech retreats, Feb. 3 earnings and CES AI chips in focus

New York, January 8, 2026, 18:12 EST — Market closed Shares of Advanced Micro Devices fell 2.5% in after-hours trading on Thursday, closing at $204.68. The drop unfolded against a backdrop of some choppiness in the wider market. The drop stands out as investors turn pickier on the AI trade just before earnings season kicks off. For AMD, the focus isn’t only on flashy new hardware launches—it’s whether those wins translate into tangible shipments and better profit margins. AMD said on Tuesday it will release its fiscal fourth-quarter and full-year 2025 earnings on Feb. 3, right after the market closes.
9 January 2026
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Meta Platforms stock dips as China opens probe into Manus AI deal

Meta Platforms stock dips as China opens probe into Manus AI deal

New York, Jan 8, 2026, 17:54 EST — After-hours Meta Platforms, Inc. shares slipped on Thursday, closing just a bit lower before holding steady in after-hours trading. This came after China said it would review the Facebook parent’s acquisition of AI startup Manus. The stock wrapped up the day down 0.4% at $646.06, bouncing between $635.79 and $647.03 during the session. China’s commerce ministry announced it would team up with other agencies to carry out the review. Spokesman He Yadong made it clear that deals involving foreign investment, technology exports, and overseas data transfers have to comply with Chinese law.
9 January 2026
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Why Broadcom stock slid today: $4.5 billion bond sale, AI nerves and jobs data ahead

Why Broadcom stock slid today: $4.5 billion bond sale, AI nerves and jobs data ahead

NEW YORK, Jan 8, 2026, 6:08 PM EST — After-hours Broadcom Inc (AVGO.O) shares were down 3.2% at $332.48 in after-hours trading on Thursday, extending a late-day slide in chip stocks. Nvidia (NVDA.O) fell about 2.1% and Advanced Micro Devices (AMD.O) dropped 2.5%. The move matters because Broadcom sits near the center of the market’s AI trade — custom chips, networking gear and software that runs data centers. “AI is still hot, but it has become a ‘show me’ sector,” Art Hogan, chief market strategist at B. Riley Wealth, said, pointing to investor pressure for returns on capex, or capital
9 January 2026
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Sandisk stock slips in late trade after AI-storage rally cools — what investors watch next

Sandisk stock slips in late trade after AI-storage rally cools — what investors watch next

New York, January 8, 2026, 17:51 (EST) — After-hours Sandisk (SNDK.O) shares were down 5.3% at $334.54 in late trading on Thursday, after closing the regular session sharply lower and erasing part of this week’s CES-fueled jump. The stock swung between $311.07 and $363.74 on the day after finishing Wednesday at $353.40. The pullback hit other AI-linked memory and storage names too, with Western Digital down 6.1% and Seagate Technology off 7.7% in Thursday’s session. “It’s become a ‘show me’ sector,” Art Hogan, chief market strategist at B. Riley Wealth, said, as investors grew pickier about richly valued AI beneficiaries.
9 January 2026
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Oracle stock slips as tech cools on AI spending doubts; payrolls next test

Oracle stock slips as tech cools on AI spending doubts; payrolls next test

NEW YORK, January 8, 2026, 17:55 (ET) — After-hours Oracle shares fell 1.6% to $189.65 on Thursday and last traded at the same level after the close, after swinging between $186.25 and $192.78. About 19.4 million shares changed hands. The move tracked a broader pullback in tech as investors pressed for proof that big bets on artificial intelligence will pay off. The S&P 500 technology index fell 1.5% and the Nasdaq slipped, with Nvidia, Broadcom and Microsoft among the decliners. Reuters Oracle has been a live wire in that debate since it moved deeper into AI cloud infrastructure. In December,
9 January 2026
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AMD stock slips after-hours as CES AI chip pitch meets “show me” market mood

AMD stock slips after-hours as CES AI chip pitch meets “show me” market mood

NEW YORK, Jan 8, 2026, 16:41 EST — After-hours Advanced Micro Devices (AMD.O) shares were down 2.5% at $204.68 in after-hours trading on Thursday, after swinging between $203.35 and $211.51 in the session. The late dip matters because AMD is heading into its next earnings report with investors still trying to price how quickly its new AI (artificial intelligence) hardware turns into shipped systems and recurring orders. The stock’s slide also puts a round-number $200 level back on screens for short-term traders. Wall Street’s tone did not help. U.S. stocks ended mixed, with technology shares sliding as investors picked through
8 January 2026
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Meta stock dips as China opens Manus AI deal review — what investors watch next

Meta stock dips as China opens Manus AI deal review — what investors watch next

NEW YORK, Jan 8, 2026, 4:32 PM (EST) — After-hours Meta Platforms shares were down 0.4% at $646.06 in after-hours trade on Thursday after China’s commerce ministry said it would assess and investigate Meta’s acquisition of artificial intelligence startup Manus. The stock swung between $635.79 and $647.03 during the session. Reuters The move lands as investors get pickier about the big checks going into AI, and whether they pay back soon enough to justify rich valuations. “It’s become a ‘show me’ sector,” said Art Hogan, chief market strategist at B. Riley Wealth, pointing to scrutiny over how companies monetize AI
8 January 2026
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Broadcom stock drops in late trade as AI nerves bite; $4.5 billion bond sale, Wi‑Fi 8 CES push in view

Broadcom stock drops in late trade as AI nerves bite; $4.5 billion bond sale, Wi‑Fi 8 CES push in view

New York, Jan 8, 2026, 16:37 EST — After-hours Broadcom Inc shares fell 3.2% to $332.48 in after-hours trading on Thursday, after sliding to an intraday low of $330.52. The stock opened at $343.25 and briefly touched $343.50 before sellers pushed it lower. The move matters because Broadcom has become a popular proxy for AI data-center spending and the plumbing around it — custom chips, networking and the software stack that runs on top. When traders cut exposure to that theme, Broadcom often lands in the first wave. Wall Street ended mixed as technology names dipped, with the Nasdaq closing
8 January 2026
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Accenture stock jumps 4% on fresh AI moves: Profitmind deal, Faculty buy plan

Accenture stock jumps 4% on fresh AI moves: Profitmind deal, Faculty buy plan

New York, Jan 8, 2026, 15:31 (EST) — Regular session Accenture plc shares rose about 4.1% to $285.18 in afternoon trading on Thursday, after opening at $272.25 and sliding to $270.53. The stock later touched $286.53, putting it ahead of other IT-services names. Cognizant gained 2.1%, IBM climbed 2.0% and DXC added 0.9%. Accenture said it has invested, through Accenture Ventures, in Profitmind and will partner with the retail technology company to take its agentic AI platform to clients. Agentic AI uses software “agents” that can interpret data and trigger tasks — aimed here at pricing, inventory and merchandising decisions
8 January 2026
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Seagate stock slides nearly 9% as AI-storage rally cools; traders refocus on Friday data

Seagate stock slides nearly 9% as AI-storage rally cools; traders refocus on Friday data

New York, Jan 8, 2026, 14:34 EST — Regular session Seagate Technology Holdings fell 9.3% to $279.72 in afternoon trade, after swinging between $310.50 and $278.26. Western Digital dropped 8.0% and Sandisk fell 7.0% as the broader storage rally lost steam. The pullback follows a burst of buying earlier this week after comments from Nvidia CEO Jensen Huang at the CES show in Las Vegas pushed traders toward memory and storage names. Investopedia reported Huang told analysts AI-specific storage and memory are “a completely unserved market today,” and noted Seagate and Western Digital jumped on Tuesday before giving back part
8 January 2026
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Applied Digital stock jumps as AI data center revenue tops estimates and new hyperscaler talks surface

Applied Digital stock jumps as AI data center revenue tops estimates and new hyperscaler talks surface

New York, Jan 8, 2026, 13:49 EST — Regular session Applied Digital (APLD) shares rose 8.2% to $31.99 in afternoon trading on Thursday after the data-center operator posted a sharp rise in quarterly revenue. The stock hit a session high of $35.44 and about 70 million shares had traded. The report lands in a market obsessed with power: AI models need vast compute, and compute needs electricity and cooling. Investors have been quick to punish any hint of delays, and quick to pay up for signed capacity. Applied Digital builds high-performance computing sites and rents power and space to customers
8 January 2026
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Stock Market Today

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, 12:26 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
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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