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Artificial Intelligence News 5 January 2026

Salesforce stock rises as RBC lifts price target, AI demand back in focus

Salesforce stock rises as RBC lifts price target, AI demand back in focus

New York, Jan 5, 2026, 11:23 ET — Regular session Salesforce shares rose about 1.4% to $257.07 on Monday, tracking a firmer tone in U.S. equities after RBC Capital Markets raised its price target on the enterprise software maker. The call matters because investors are starting the year still debating whether “enterprise AI” spending is translating into recurring revenue, not just pilot projects. Salesforce has positioned its newer AI agent products as a growth driver, and analyst target changes can shape near-term positioning in a stock that is widely held and sits in the Dow. It also lands as traders
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

New York, January 5, 2026, 10:51 (EST) — Regular session Sandisk Corp shares rose 1.4% to $279.00 in morning trading on Monday, as investors returned to memory and storage names tied to artificial intelligence data-center spending. The stock has traded between $266.73 and $288.95, with about 4.8 million shares changing hands. The move matters because memory chips sit at the heart of the AI buildout, and tight supply typically translates into higher contract prices and fatter margins for suppliers. Traders have been buying the group on the view that data-center demand is absorbing capacity faster than manufacturers can add it.
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

New York, January 5, 2026, 10:18 (EST) — Regular session Nvidia (NVDA.O) shares rose about 0.7% on Monday to $190.12, holding near the day’s high of $193.58 as investors positioned ahead of CEO Jensen Huang’s CES appearance later in the day. The stock has traded between $189.48 and $193.58 so far. The early move matters because Nvidia often sets the tone for the “AI trade” — investor positioning in companies seen as key beneficiaries of artificial intelligence spending — and the sector is starting the year with a packed catalyst calendar. Markets are also recalibrating interest-rate expectations, a key driver
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

New York, Jan 5, 2026, 10:09 EST — Regular session Meta Platforms (META.O) shares rose 1.2% to $658.45 in morning trading on Monday, after ending the prior session at $650.41. The stock traded between $646.79 and $660.10, with about 2.1 million shares changing hands. U.S. benchmarks were higher, with the S&P 500 up about 0.6% and the Nasdaq Composite up about 0.6% in early moves. Wall Street opened firmer on a rebound in technology stocks and a jump in oil-related names after the U.S. said it captured Venezuelan President Nicolás Maduro in a military strike. Reuters For Meta, the backdrop
5 January 2026
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AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

Las Vegas, January 5, 2026, 07:05 PST Advanced Micro Devices Chief Executive Lisa Su will deliver a keynote at CES 2026 in Las Vegas on Monday night, as the chipmaker seeks to sharpen its pitch in artificial intelligence. The session is scheduled for 6:30 p.m. Pacific time at the Venetian’s Palazzo Ballroom, the CES agenda shows. CES The appearance comes as CES leans into AI across consumer devices and the systems that run them. Consumer Technology Association chief Gary Shapiro said “AI is the future of creativity,” in an interview previewing the show, which organizers expect to host more than
5 January 2026
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Amazon stock slips at the open as AI inflation fears resurface; what’s next for AMZN

Amazon stock slips at the open as AI inflation fears resurface; what’s next for AMZN

New York, January 5, 2026, 09:32 EST — Regular session Amazon.com shares slid in early trading on Monday, falling 1.9% to $226.50. The drop comes as investors start 2026 re-testing a market assumption: that aggressive spending on artificial intelligence infrastructure won’t rekindle inflation. “The costs are going up not down in our forecast, because there’s inflation in chip costs and inflation in power costs,” Morgan Stanley strategist Andrew Sheets said in a Reuters report on the risk. Reuters That matters for Amazon because Amazon Web Services is a major buyer of data-center hardware and power, and the stock has tended
5 January 2026
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Microsoft stock slides as AI-inflation worries resurface; what MSFT investors watch next

Microsoft stock slides as AI-inflation worries resurface; what MSFT investors watch next

New York, Jan 5, 2026, 09:36 EST — Regular session Microsoft Corp shares fell 2.2% to $472.94 in early trading on Monday, extending a shaky start to 2026 for the software heavyweight. The stock trades at about 37 times earnings, leaving little room for disappointment if rate expectations shift again. The drop put Microsoft among early drags in big tech as investors re-tested the “AI trade” that powered much of last year’s gains. The concern now is less about demand and more about the price tag. A Reuters report on Monday flagged a growing worry among money managers: the AI
5 January 2026
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Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

New York, January 5, 2026, 09:32 (ET) — Regular session Micron Technology, Inc. (MU) shares rose 2.7% to $323.92 in early trade on Monday, keeping the U.S. memory-chip maker near fresh highs. The move matters because memory pricing drives Micron’s profits more directly than most chipmakers. When supply tightens, even small shifts in availability can lift contract prices and margins. This time, the squeeze is tied to artificial intelligence buildouts. High-bandwidth memory (HBM) — premium DRAM stacked for speed in AI servers — is soaking up capacity, leaving less output for PCs, phones and other devices. A Reuters report said
5 January 2026
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Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

New York, Jan 5, 2026, 09:32 ET — Regular session Nvidia (NVDA.O) shares rose about 1.2% to $188.85 in early trading on Monday, as chip stocks steadied and investors positioned ahead of CEO Jensen Huang’s scheduled CES appearance later in the day. The timing matters because CES is one of the first big stages of the year for the semiconductor sector, and investors have been quick to reprice Nvidia on any new signal about artificial-intelligence infrastructure spending. Huang is due to headline an Nvidia press conference at CES in Las Vegas on Monday afternoon. CES CES this year is expected
5 January 2026
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S&P 500, Nasdaq futures climb as Venezuela takedown lifts Chevron and puts AI back in focus

S&P 500, Nasdaq futures climb as Venezuela takedown lifts Chevron and puts AI back in focus

New York, Jan 5, 2026, 09:21 (EST) — Premarket U.S. stock index futures rose on Monday, led by energy shares after the United States captured Venezuelan President Nicolás Maduro in a military operation that investors see as a potential turning point for access to the country’s oil. S&P 500 futures were up about 0.3% and Nasdaq futures gained roughly 0.7% in premarket trading. ( Google) The move matters because Venezuela sits on the world’s largest oil reserves, and any perceived shift in policy or control can ripple through crude markets, inflation expectations and, in turn, Federal Reserve rate bets. It
5 January 2026
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Amazon stock steadies in premarket as Evercore flags Rufus AI as the next AMZN catalyst

Amazon stock steadies in premarket as Evercore flags Rufus AI as the next AMZN catalyst

NEW YORK, January 5, 2026, 07:40 ET — Premarket Amazon.com (AMZN) shares were little changed in premarket trading on Monday, around $226.50, after Evercore ISI reiterated a buy rating and a $335 price target, pointing to the retailer’s AI shopping assistant Rufus. Evercore analyst Mark Mahaney said “agentic commerce” — AI that can take actions for shoppers — is “coming very soon,” and he projected it could add up to $31 billion to Amazon’s 2028 revenue, TipRanks reported. TipRanks The call lands as investors look for measurable payoffs from consumer-facing AI, not just bigger data-center budgets. For Amazon, the fastest
5 January 2026
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Brand Engagement Network (BNAI) stock rises again premarket as AI pharma deal keeps traders hooked

Brand Engagement Network (BNAI) stock rises again premarket as AI pharma deal keeps traders hooked

NEW YORK, Jan 5, 2026, 06:59 ET — Premarket Shares of Brand Engagement Network, Inc (BNAI) rose 5.3% to $3.97 in premarket trading on Monday, extending a sharp late-week rally in the thinly traded AI company. Public The move keeps the stock on momentum screens after a burst of buying on Friday, when traders piled into small-cap AI names tied to contract headlines. With limited liquidity, the stock can swing quickly — especially in extended-hours trading outside the regular 9:30 a.m. to 4 p.m. session. Investors are focused on whether the company’s latest disclosed deal can translate into repeatable revenue.
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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