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Artificial Intelligence News 6 January 2026

Amazon’s $125 billion AI spending spree has investors fixated on what happens in 2026

Amazon’s $125 billion AI spending spree has investors fixated on what happens in 2026

Seattle, January 6, 2026, 10:03 PST Amazon.com shares rose nearly 4% on Tuesday as investors again weighed the company’s outsize spending on artificial intelligence and data centers against the promise of faster growth in 2026. Shares were up about 3.7% at $241.67 in late morning trade. The scrutiny comes as U.S. tech giants pour tens of billions of dollars into the servers, chips and power-hungry facilities needed to train and run new AI models. Investors are pressing for clearer evidence that the spending will translate into sustained profit, not just weaker cash flow. For Amazon, the stakes are highest at
6 January 2026
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Sandisk stock surges 23% as Nvidia CES update puts AI data-center storage back in play

Sandisk stock surges 23% as Nvidia CES update puts AI data-center storage back in play

New York, January 6, 2026, 12:35 EST Sandisk shares jumped 23.4% to $338.26 in midday trade on Tuesday, leading a renewed run in storage and memory stocks linked to AI data-center spending. Micron rose 6.4%, Western Digital gained 15.3% and Seagate added 12.3%. Sandisk was on track for its biggest one-day rise in nearly a year. MarketWatch Traders pointed to Nvidia’s message at CES that serving AI models is reshaping what data centers need to keep close at hand. Nvidia said its new Inference Context Memory Storage Platform is designed to store and share the “key-value” cache — the running
6 January 2026
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Zeta Global stock pops on OpenAI partnership as traders eye Athena launch

Zeta Global stock pops on OpenAI partnership as traders eye Athena launch

New York, January 6, 2026, 12:25 PM EST — Regular session Shares of Zeta Global Holdings Corp jumped on Tuesday after the marketing software firm said it struck a partnership with OpenAI to power new AI capabilities in its Athena product. The stock was up 7.7% at $23.34 by midday in New York, after touching $24.28 earlier, while the S&P 500 was up about 0.3%. The move matters because marketing-tech companies are in a race to embed generative AI into tools that help brands target customers and tune ad spending in real time. Investors have been quick to re-rate smaller
6 January 2026
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Sandisk stock jumps 24% as AI storage demand and memory-price surge lift chip names

Sandisk stock jumps 24% as AI storage demand and memory-price surge lift chip names

NEW YORK, Jan 6, 2026, 11:42 EST — Regular session Sandisk Corp shares jumped about 24% on Tuesday to $339.20, after hitting a record $342.81, as investors piled into memory and data-storage names tied to artificial-intelligence spending. Western Digital climbed about 14%, Micron rose about 6%, and Seagate gained nearly 12%. The move underlined how quickly sentiment has turned back to the “memory” trade at the start of the year, with traders betting tight supply will keep pricing firm. Samsung co-CEO TM Roh told Reuters on Monday the shortage was “unprecedented,” as chipmakers divert capacity toward high-bandwidth memory (HBM), a
6 January 2026
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Lam Research stock jumps nearly 7% on fresh Aletheia “Buy” call as CES focus stays on AI

Lam Research stock jumps nearly 7% on fresh Aletheia “Buy” call as CES focus stays on AI

New York, Jan 6, 2026, 11:43 EST — Regular session Shares of Lam Research rose about 6.9% to $208.15 on Tuesday after Aletheia Capital analyst Warren Lau began coverage with a buy rating and a $260 price target, saying new products could “further propel” the stock. The shares touched an intraday high of $208.55. StreetInsider.com The move matters because chip-equipment stocks are back in focus early in 2026 as investors bet the build-out of artificial intelligence (AI) data centers will keep capital spending on chip factories elevated. Lam makes etch and deposition tools — equipment used to carve and stack
6 January 2026
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BigBear.ai stock rises 4% as BBAI debt redemption deadline nears

BigBear.ai stock rises 4% as BBAI debt redemption deadline nears

New York, Jan 6, 2026, 10:59 EST — Regular session Shares of BigBear.ai Holdings rose about 4.3% to $6.13 on Tuesday, after closing at $5.88 in the previous session. The stock traded between $5.81 and $6.21, with about 22 million shares changing hands. The move keeps attention on BigBear.ai’s plan to redeem its 6.00% convertible senior secured notes due 2029, a step the company said would remove roughly $125 million of debt from its balance sheet. BigBear.ai said it expects most of the reduction to come from noteholders converting debt into shares, limiting any cash drain, though it expects to
6 January 2026
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Qualcomm stock jumps at CES 2026 on Snapdragon X2 Plus AI PC launch and robotics push

Qualcomm stock jumps at CES 2026 on Snapdragon X2 Plus AI PC launch and robotics push

LAS VEGAS, Jan 6, 2026, 07:27 PST Qualcomm (QCOM) shares rose about 3% on Tuesday after the chipmaker detailed new PC and robotics products at CES 2026, with the stock trading at $181.64 in morning deals. Semiconductor ETFs rose about 2.7% on the day. The CES push lands as Qualcomm tries to convince investors its growth can broaden beyond smartphones, even as the stock has trailed much of the sector. Shares have gained 8.2% over the past year versus 35.7% for the broader semiconductor industry, according to a Zacks note that also pointed to margin pressure and China-linked headwinds; Broadcom
6 January 2026
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Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

NEW YORK, Jan 6, 2026, 10:27 EST Sandisk Corp shares were up about 22% at $335 on Tuesday after touching an intraday high of $337.51, extending a sharp rally in flash-memory and storage stocks tied to artificial intelligence data centers. The move follows fresh forecasts that memory pricing will keep rising as suppliers steer output toward server and AI hardware. TrendForce said NAND flash contract prices are expected to rise 33% to 38% from the prior quarter, while conventional DRAM contract prices are forecast to climb 55% to 60%. Source NAND flash is the non-volatile memory used in solid-state drives,
6 January 2026
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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

New York, January 6, 2026, 10:23 EST — Regular session Micron Technology, Inc. shares rose 7.7% to $336.11 in mid-morning trade on Tuesday, extending a sharp early-year run for MU stock. The stock hit an intraday high of $336.31 after closing at $312.15 in the prior session. The jump kept attention on the memory market, where suppliers are warning that demand from artificial intelligence data centers is outrunning capacity. Samsung Electronics co-CEO TM Roh called the shortage “unprecedented” in an interview with Reuters, and Micron CEO Sanjay Mehrotra has said constraints could stretch beyond 2026 as chipmakers steer capacity toward
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

New York, Jan 6, 2026, 10:03 EST — Regular session Shares of Advanced Micro Devices fell about 1.3% to $218.11 in early trading on Tuesday, even after the chipmaker used the CES tech show in Las Vegas to spotlight new artificial-intelligence processors aimed at data centers and corporate customers. Nvidia’s stock rose about 1.6%. The mixed reaction underscores what investors want next: proof that AMD can turn product road maps and marquee customers into sustained sales growth, at a time when markets are also bracing for a data-heavy week of U.S. labor reports that can sway interest-rate bets and high-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

New York, January 6, 2026, 09:47 EST — Regular session Nvidia shares rose 1.1% to $190.12 in early New York trade on Tuesday after CEO Jensen Huang said the chipmaker’s next-generation Vera Rubin platform is “in full production.” Huang told CES attendees the flagship Rubin server will use 72 graphics chips and 36 central processors and target a 10-fold gain in “token” efficiency — tokens are the small units AI models generate as output. Reuters The update matters because investors are trying to pin down whether Nvidia can keep widening performance while lowering the cost of running large AI systems,
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

New York, Jan 6, 2026, 06:59 EST — Premarket Zeta Global Holdings Corp shares jumped 10.8% to $24.00 in premarket trading on Tuesday, after closing up 8.8% on Monday at $21.67. About 13.6 million shares changed hands in the prior session, above the stock’s recent daily pace. Investing.com The move puts the marketing-technology firm back in the spotlight as investors look for small and mid-cap names with a clear path to monetising artificial intelligence inside corporate workflows. Partnerships with large model providers have become a quick way for software companies to signal faster product cycles and broader capabilities. For Zeta,
6 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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