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Artificial Intelligence News 5 January 2026 - 6 January 2026

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

New York, January 6, 2026, 06:10 EST — Premarket Vistra shares were up 4.4% at $170.17 in premarket trading on Tuesday after the U.S. power producer said it would buy Cogentrix Energy from Quantum Capital Group in a deal valued at about $4.7 billion. TradingView+1 The purchase lands as investors sharpen their focus on electricity supply, with data centers racing to support artificial intelligence workloads pushing demand higher across the U.S. grid. The Energy Information Administration has forecast U.S. power consumption will hit record highs in 2026. Reuters For Vistra, the deal is another bet that owning dispatchable generation —
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

New York, Jan 5, 2026, 20:40 EST — Market closed Adobe (ADBE.O) shares slipped on Monday after Jefferies downgraded the Photoshop maker to “hold,” arguing that the company’s push to monetise new artificial intelligence tools is not yet translating into faster growth. The stock ended down 0.5% at $331.56. Investing.com The downgrade matters now because investors are re-pricing software stocks around a simple question: will generative AI add incremental subscription revenue, or pressure the value of traditional application licences? For Adobe, which has leaned on Creative Cloud subscriptions for years, that debate is moving from product demos to revenue math.
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

New York, January 5, 2026, 19:43 EST — After-hours Western Digital (WDC) shares steadied in after-hours trading on Monday after a whipsaw session that briefly lifted the data-storage maker toward a fresh 52-week peak. The stock last traded at $187.88, up 0.1%, after swinging between $182.77 and $195.75 during the session. The late fade matters because storage and memory names have become a fast-moving proxy for artificial-intelligence infrastructure spending, where supply bottlenecks can show up suddenly and ripple into pricing. For investors trying to position ahead of earnings season, those pricing signals often matter more than near-term unit shipments. Western
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

NEW YORK, January 5, 2026, 18:41 (EST) Zeta Global shares jumped nearly 9% on Monday after the marketing technology firm said it will collaborate with OpenAI to power Athena, a tool it says can answer marketing questions and recommend actions for teams. The announcement, made at CES 2026, included expanded beta access for Athena’s first two applications and a plan to launch the product to all customers by the end of the first quarter, the company said. “We’ve formed many partnerships throughout Zeta’s history, but none will be more instrumental than the one we are embarking on with OpenAI,” CEO
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

Las Vegas, Jan 5, 2026, 15:39 (PST) Nvidia CEO Jensen Huang said at CES in Las Vegas on Monday that the company’s next-generation Vera Rubin AI platform is in full production and can deliver five times the artificial-intelligence computing of its previous chips when running chatbots and other applications. He said Rubin uses a proprietary kind of data to reach that gain, adding: “This is how we were able to deliver such a gigantic step up in performance.” The push comes as rivals such as Advanced Micro Devices and in-house chips from customers like Alphabet’s Google compete more aggressively for
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

New York, Jan 5, 2026, 18:15 EST — After-hours Lam Research (LRCX.O) shares closed up 5.3% at $194.76 on Monday and were steady in after-hours trading, as chip-equipment makers extended a sharp early-2026 rally. StockAnalysis The move matters because toolmakers are a direct read-through on how much chip producers plan to spend building and upgrading factories. Investors have pushed the group higher on the view that the AI build-out keeps demand firm for advanced manufacturing steps that require more deposition and etch tools. Attention snapped to CES in Las Vegas after Nvidia CEO Jensen Huang said the company’s next generation
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

New York, January 5, 2026, 17:08 EST — After-hours Alphabet’s Class C shares, which carry no voting rights, were up 0.7% at $317.32 in after-hours trading on Monday. The move followed Samsung Electronics’ plan to double the number of mobile devices running “Galaxy AI” features largely powered by Google’s Gemini model. Reuters For Alphabet investors, distribution is the point. Gemini’s reach on phones and tablets matters as Big Tech races to lock in everyday users for AI assistants that can steer search, apps and, eventually, paid services. Reuters Samsung plans to lift the number of mobile products with “Galaxy AI”
5 January 2026
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Microsoft stock: MSFT steadies after Osmos deal to boost Fabric’s agentic AI data tools

Microsoft stock: MSFT steadies after Osmos deal to boost Fabric’s agentic AI data tools

New York, January 5, 2026, 16:46 EST — After-hours Microsoft said on Monday it will acquire Osmos, an “agentic AI” data engineering platform, adding automation features to its Microsoft Fabric analytics product. Microsoft shares ended down 0.02% at $472.85 and were little changed in after-hours trading. The Official Microsoft Blog The move matters now because enterprises are trying to turn large pools of data into something usable for analytics and artificial intelligence, and data preparation is often the slowest step. Microsoft is betting that more automation inside Fabric can help keep customers on its stack as they build AI workloads.
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

New York, January 5, 2026, 15:02 EST — Regular session Qualcomm Incorporated shares rose on Monday after the chip designer and Alphabet’s Google broadened their automotive partnership at CES in Las Vegas. The stock was up about 1.7% at $175.96 in afternoon trade, after rising as much as 3.4% earlier. The announcements matter because Qualcomm is trying to deepen its foothold outside handsets, where demand can swing sharply with upgrade cycles. Automakers and Windows PCs are longer-cycle markets, and investors tend to reward visibility when it comes with big-platform partners and repeatable software revenue. CES is also an early-year litmus
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

New York, January 5, 2026, 14:30 EST — Regular session Western Digital Corp shares reversed early gains on Monday as investors re-priced the crowded “AI infrastructure” trade across storage and memory-linked names. The stock was down 0.9% at $186.00 in afternoon trading, after rising as much as 4.3% and trading between $182.77 and $195.75. The swing matters now because traders have been treating storage as a levered bet on data-center buildouts, where AI workloads pull through both faster chips and more capacity to store the data they generate. When investors sense a tightening supply backdrop, they tend to move quickly
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

New York, Jan 5, 2026, 12:46 EST — Regular session Caterpillar (CAT.N) shares rose about 2.7% on Monday after the heavy-equipment maker said it will showcase new Industrial AI and autonomy initiatives at CES 2026 and deepen its collaboration with Nvidia (NVDA.O). Caterpillar Investors The CES spotlight matters because Caterpillar has become a high-conviction industrial bellwether for investors who want exposure to automation, digital services and AI-enabled equipment — themes that can carry more weight when the macro picture turns choppy. Monday’s move came as traders weighed fresh U.S. factory data and the outlook for rates, both key swing factors
5 January 2026
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Lam Research stock jumps 6% as chip-tool rally builds on BofA AI call ahead of CES

Lam Research stock jumps 6% as chip-tool rally builds on BofA AI call ahead of CES

New York, January 5, 2026, 11:54 (EST) — Regular session Lam Research stock climbed about 6.4% to $196.90 in late-morning New York trading on Monday, valuing the chip equipment maker at about $162 billion. The shares touched $198.34 earlier in the session, market data showed. The move matters because investors treat chip-tool suppliers as a direct read on capital spending by chipmakers building capacity for AI workloads. Lam sells the machines used to etch and deposit materials on silicon wafers, a key step in making advanced chips and memory. Optimism got a lift from a Bank of America note on
5 January 2026
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Stock Market Today

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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