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Artificial Intelligence News 8 January 2026

IREN stock jumps nearly 8% as AI data-center trade returns; earnings are the next test

IREN stock jumps nearly 8% as AI data-center trade returns; earnings are the next test

NEW YORK, January 8, 2026, 13:26 EST — Regular session Shares of IREN Ltd (IREN.O) rose $3.37, or 7.7%, to $46.99 in afternoon trading on Thursday. The Nasdaq-listed stock swung between $42.69 and $47.57. The move tracked fresh buying in power-hungry data-center names tied to artificial intelligence workloads. Applied Digital jumped more than 9% after it reported results and said it was in “advanced talks” with an investment-grade hyperscaler — industry shorthand for the biggest cloud firms. Barron’s CES in Las Vegas has kept the focus on how fast demand for AI hardware is spreading through the supply chain. Nvidia
8 January 2026
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Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

NEW YORK, January 8, 2026, 13:18 EST — Regular session Nebius Group N.V. shares rose about 4% on Thursday, climbing back toward $100 after sliding the prior session, as investors kept trading around the AI cloud name’s next-generation GPU plans. The Nasdaq-listed stock was last up 3.8% at $100.03, after opening at $96.99 and swinging between $96.06 and $102.49; Nvidia fell about 2% while AI infrastructure peer CoreWeave edged higher. The move matters because Nebius has become a volatile way to play the scramble for graphics processing units (GPUs) — chips used to train and run large AI models —
8 January 2026
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Lumentum (LITE) stock sinks 11% as AI-optics rally breaks despite Needham target hike

Lumentum (LITE) stock sinks 11% as AI-optics rally breaks despite Needham target hike

New York, Jan 8, 2026, 12:43 ET — Regular session Lumentum Holdings Inc (LITE) shares fell 10.7% to $351.00 on Thursday, after touching $399.88 earlier in the session. The stock hit a low of $343.41 as the selloff spread through AI-linked hardware names. Lumentum designs and makes optical and photonic products used in optical networking and laser applications. Its Cloud & Networking unit sells components used in AI and machine-learning infrastructure and in data center interconnect (DCI), the gear that links data centers together. Reuters The move matters because Lumentum has turned into a fast trade on data-center capex, and
8 January 2026
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Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

DALLAS, January 8, 2026, 09:10 CST Applied Digital shares rose about 7% in extended trading on Wednesday after the data-center operator reported fiscal second-quarter revenue above Wall Street estimates, buoyed by demand for facilities built for artificial-intelligence workloads. It posted revenue of $126.6 million for the quarter ended Nov. 30, beating analysts’ estimate of $88 million, LSEG data showed. Reuters The print lands as cloud groups and AI specialists scramble for places that can take a lot of power and deliver dense computing quickly. A “hyperscaler” is industry shorthand for a very large cloud provider that rents capacity in huge
8 January 2026
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Amazon stock today: AMZN ticks up as AWS self-driving deal and GPU pricing come into focus

Amazon stock today: AMZN ticks up as AWS self-driving deal and GPU pricing come into focus

New York, January 8, 2026, 09:32 EST — Regular session Amazon.com Inc (AMZN.O) shares rose 0.3% to $241.56 in early trading on Thursday after its cloud unit AWS expanded a partnership with German auto supplier Aumovio to speed up self-driving vehicle development using artificial intelligence. “The big accelerant in the industry has been the use of engineering AI,” AWS automotive and manufacturing boss Ozgur Tohumcu told Reuters. Reuters Why it matters now: investors are treating AWS as Amazon’s tell on corporate tech budgets, especially for AI-heavy workloads that need expensive computing power. A steady drumbeat of customer wins can matter
8 January 2026
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Meta stock drops as China opens scrutiny of Manus AI deal

Meta stock drops as China opens scrutiny of Manus AI deal

New York, Jan 8, 2026, 09:56 EST — Regular session Meta Platforms shares fell on Thursday after China’s commerce ministry said it would assess and investigate the company’s acquisition of artificial intelligence startup Manus. Reuters The move matters because Meta has been leaning hard into AI — both for ads and new consumer products — and any new friction around data or technology transfer can turn a small deal into a bigger risk question for investors. China’s statement also lands at a touchy moment for U.S. tech, with markets quick to reprice policy and regulatory surprises. Meta stock was down
8 January 2026
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APLD stock slips premarket after Applied Digital’s Q2 results, AI data-center buildout in focus

APLD stock slips premarket after Applied Digital’s Q2 results, AI data-center buildout in focus

NEW YORK, Jan 8, 2026, 06:23 EST — Premarket Applied Digital’s shares slipped 2% to $29.56 in premarket trading on Thursday after the company reported quarterly results and updated investors on its AI data-center buildout. Revenue from continuing operations jumped 250% to $126.6 million for the quarter ended Nov. 30, driven largely by its high-performance computing (HPC) hosting business, the company said. It reported a net loss attributable to common stockholders of $31.2 million, or 11 cents per share, while adjusted EBITDA rose to $20.2 million. GlobeNewswire A big slice of the revenue lift came from “tenant fit-out” work —
8 January 2026
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Meta stock slips premarket as China opens probe into Manus AI acquisition

Meta stock slips premarket as China opens probe into Manus AI acquisition

New York, Jan 8, 2026, 06:25 EST — Premarket Meta Platforms (META.O) shares slipped 0.4% in premarket trading on Thursday after China said it would assess and investigate the company’s acquisition of artificial intelligence startup Manus. Investing.com+1 The move adds a fresh layer of regulatory risk to Meta’s push to buy AI talent and tools, an area where Beijing has shown growing sensitivity around data and technology moving offshore. Traders were already cautious after Meta fell 1.8% on Wednesday, closing at $648.69 after touching a session low of $644.81. Yahoo Finance China’s review was already on investors’ radar after the
8 January 2026
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Adobe stock rises as holiday online sales hit $257.8B and AI shopping traffic jumpsAdobeAdobe stock rises as holiday online sales hit $257.8B and AI shopping traffic jumps

Adobe stock rises as holiday online sales hit $257.8B and AI shopping traffic jumpsAdobeAdobe stock rises as holiday online sales hit $257.8B and AI shopping traffic jumps

New York, Jan 7, 2026, 20:40 (EST) — Market closed Adobe (ADBE.O) shares rose 0.6% to $338.10 on Wednesday after Adobe Analytics data showed U.S. online holiday spending hit $257.8 billion, above the company’s prior forecast of $253.4 billion. Buy-now-pay-later, an installment-payment option, accounted for $20 billion of spending and retail sites saw a 693.4% jump in traffic tied to AI shopping assistants and chatbots, Adobe said. “Competitive discounts and flexible payment options like Buy Now Pay Later also contributed to driving record spend,” said Vivek Pandya, lead analyst at Adobe Digital Insights. Reuters The holiday dataset lands at an
8 January 2026
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Synopsys stock rises after CES automotive push as AI trade returns to tech

Synopsys stock rises after CES automotive push as AI trade returns to tech

New York, January 7, 2026, 19:36 (EST) — After-hours Synopsys, Inc. shares rose in after-hours trading on Wednesday, tracking a renewed bid for AI-linked technology names and fresh attention on the chip-design software maker’s automotive pitch at CES. Synopsys was up 2.2% at $519.70, after trading between $506.13 and $521.43 during the session; rival Cadence Design Systems gained 1.8%. Synopsys on Tuesday laid out new automotive engineering tools and partnerships at CES 2026, including updates tied to sensor simulation and its “Virtualizer” developer kits — software packages that let engineers build and test code on virtual chips before the hardware
8 January 2026
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Accenture plc stock slips after Faculty AI deal; what traders watch next

Accenture plc stock slips after Faculty AI deal; what traders watch next

New York, Jan 7, 2026, 7:39 PM EST — After-hours Accenture plc shares were little changed in after-hours trade on Wednesday, last at $273.98 after ending the regular session down 0.7%. The pullback came as investors sized up Accenture’s latest bet on artificial intelligence, and a broader market that has started to look more selective. The question hanging over the stock is whether new AI talent and tools show up quickly in bookings and margins, not just headlines. Accenture said on Tuesday it had agreed to acquire Faculty, a British “AI-native” services and products firm, adding more than 400 staff
8 January 2026
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Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

Applied Digital (APLD) stock jumps after revenue beat as AI data-center leases pile up

New York, January 7, 2026, 18:01 ET — After-hours Applied Digital shares rose about 7% in after-hours trading on Wednesday after the data center operator posted quarterly revenue that beat Wall Street estimates, helped by demand for capacity used to train and run AI models. The company reported fiscal second-quarter revenue of $126.6 million for the period ended Nov. 30, versus analysts’ estimate of $88 million, according to LSEG data. Reuters The report lands as investors try to sort durable AI infrastructure spending from short bursts of capital spending that can fade when budgets tighten. Smaller builders still have to
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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