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Artificial Intelligence 21 January 2026 - 22 January 2026

Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

Micron shares rose 1.6% to $395.54 in after-hours trading Thursday after William Blair initiated coverage with an Outperform rating, citing tight memory supply through 2027. Analysts warn soaring memory prices could squeeze phone and PC makers, with some predicting memory costs could reach up to 40% of a PC’s materials. Micron reported Q1 revenue of $13.64 billion and raised its Q2 outlook.
22 January 2026
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Nebius (NBIS) stock swings as Israel AI supercomputer launch hits tape, investors eye contract deadlines

Nebius (NBIS) stock swings as Israel AI supercomputer launch hits tape, investors eye contract deadlines

Nebius Group shares fell 0.1% to $98.73 Thursday after swinging more than 5% earlier, with about 8 million shares traded. The company is supplying GPU infrastructure for Israel’s new national AI supercomputer and holds a $17.4 billion contract with Microsoft, but faces risks from a conditional $2.9 billion Meta deal and rising losses tied to rapid expansion. Next earnings are expected in February.
22 January 2026
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Accenture stock price rises as Palantir-backed “sovereign AI” data-center deal grabs focus

Accenture stock price rises as Palantir-backed “sovereign AI” data-center deal grabs focus

Accenture shares rose about 1.6% to $285.18 Thursday after being selected with Palantir to build AI data centers across EMEA for UK-based Sovereign AI. Dell gained 4.1% on the news, while Nvidia and Palantir also advanced. Accenture’s annual meeting is set for Jan. 28, with its earnings call on March 19. Financial terms of the new project were not disclosed.
22 January 2026
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Spotify stock falls as it rolls out new AI “prompted playlist” tool — what traders watch next

Spotify stock falls as it rolls out new AI “prompted playlist” tool — what traders watch next

Spotify shares fell about 1.5% to $494.71 Thursday after launching an AI-powered playlist tool for Premium users in the U.S. and Canada. The drop comes as the company prepares to raise U.S. subscription prices by $1 in February. Analysts have trimmed price targets, citing concerns over possible subscriber losses. Investors are watching for Spotify’s quarterly results on Feb. 10.
22 January 2026
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ServiceNow stock climbs as OpenAI tie-up keeps AI agents in focus ahead of earnings

ServiceNow stock climbs as OpenAI tie-up keeps AI agents in focus ahead of earnings

ServiceNow shares rose 1.8% to $127.54 Thursday, recovering some ground after five straight days of losses. The company this week announced a three-year partnership with OpenAI, including direct integration of OpenAI models and new AI agent features. Analysts remain cautious ahead of Jan. 28 earnings, watching subscription trends and cRPO for signs of AI-driven growth.
22 January 2026
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Salesforce stock rebounds as Dow firms; Benioff’s Davos AI warning keeps CRM in focus

Salesforce stock rebounds as Dow firms; Benioff’s Davos AI warning keeps CRM in focus

Salesforce shares rose 1.7% to $225.25 Thursday, rebounding after a 3.1% drop earlier in the week. The move followed eased U.S.-Europe tariff tensions and steady economic data. CEO Marc Benioff called for stricter AI chatbot rules at Davos, while a Salesforce client, Eightfold, faces a lawsuit over alleged credit-reporting violations. Salesforce’s next earnings report is expected Feb. 25, according to MarketBeat.
22 January 2026
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Oracle stock price rebounds as ORCL snaps two-day slide; Wall Street refocuses on AI buildout costs

Oracle stock price rebounds as ORCL snaps two-day slide; Wall Street refocuses on AI buildout costs

Oracle shares rose 2.4% to $178.04 Thursday morning, rebounding after two days of steep losses. The move followed Guggenheim’s reaffirmation of a Buy rating and a $400 price target. OpenAI detailed its energy-cost plan for the Stargate data-center project, which Oracle is backing. Oracle faces a bondholder lawsuit over alleged nondisclosure of new debt tied to its AI expansion.
22 January 2026
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Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

Micron Technology shares rose 6.6% to $389.11 in early U.S. trading Thursday after Stifel and William Blair initiated coverage with Outperform ratings, citing tight supply of high-speed AI memory chips. Micron also reported shareholders approved a charter amendment limiting certain officers’ liability and rejected a proposal on special meeting rights.
22 January 2026
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Keppel Ltd stock price rises as Australia $10 billion AI data centre plan takes shape

Keppel Ltd stock price rises as Australia $10 billion AI data centre plan takes shape

Keppel shares rose 1.4% to S$10.88 in Singapore afternoon trading Thursday, following news of a planned 720MW, $10 billion data centre project near Morwell, Australia. The company secured rights to a 123-hectare site last week and is in talks with major cloud providers. Local officials support the project but flagged planning and water concerns. Keppel’s full-year earnings report is due February 5.
22 January 2026
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Nadella’s Davos warning: AI may lose “social permission” as power costs decide the raceDavos,

Nadella’s Davos warning: AI may lose “social permission” as power costs decide the raceDavos,

Microsoft CEO Satya Nadella told the World Economic Forum that affordable, reliable electricity will decide which countries can scale AI, warning of a bubble if benefits stay limited to big tech and wealthy markets. He cited rural Indian farmers already using AI as evidence of broader adoption. Nadella urged companies to focus on useful results and rethink workflows, not just add chatbots.
22 January 2026
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Nebius (NBIS) stock price slips after-hours as Israel AI supercomputer news meets jittery tape

Nebius (NBIS) stock price slips after-hours as Israel AI supercomputer news meets jittery tape

Nebius shares fell 0.4% to $98.87 in after-hours trading Wednesday after a volatile session. The drop keeps the stock below $100 following an 8.7% plunge Tuesday. Israel launched a national AI supercomputer using Nebius infrastructure and Nvidia B200 chips. Investors remain alert to tariff developments and the company’s next earnings date.
22 January 2026
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ServiceNow stock price ticks up after hours as OpenAI tie-up and Oppenheimer cut sharpen focus on Jan. 28 earnings

ServiceNow stock price ticks up after hours as OpenAI tie-up and Oppenheimer cut sharpen focus on Jan. 28 earnings

ServiceNow shares rose 0.5% to $125.92 in after-hours trading Wednesday, following a fifth straight day of losses. Oppenheimer cut its price target to $175, citing concerns over recent acquisitions. Investors await Jan. 28 results for updates on AI rollout and integration. ServiceNow and OpenAI announced a multi-year deal to embed GPT-5.2 in ServiceNow workflows.
22 January 2026
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Intel stock jumps 12% ahead of earnings as Nvidia export bill raises new AI-stock risk

Intel stock jumps 12% ahead of earnings as Nvidia export bill raises new AI-stock risk

Intel shares surged 11.7% to $54.25 in after-hours trading ahead of Thursday’s earnings report, as LSEG data pointed to a possible 30% jump in data-center revenue to $4.43 billion. Options markets signal an expected 8% move in the stock by week’s end. Nvidia, AMD, and Arm also rose, while U.S. lawmakers advanced a bill to tighten AI chip exports to China, targeting Nvidia’s Blackwell chips.
21 January 2026
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Meta stock rises after hours as new AI lab hits milestone, FTC appeal adds overhang

Meta stock rises after hours as new AI lab hits milestone, FTC appeal adds overhang

Meta shares rose 1.5% to $612.96 in after-hours trading Wednesday after CTO Andrew Bosworth announced internal rollout of new AI models. The FTC said it will appeal a judge’s dismissal of its antitrust case against Meta’s Instagram and WhatsApp deals. In Britain, regulators accused Meta of failing to stop illegal gambling ads on its platforms. Meta will report fourth-quarter results January 28.
21 January 2026
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Accenture stock jumps as “sovereign AI” data-center deal puts ACN back in focus

Accenture stock jumps as “sovereign AI” data-center deal puts ACN back in focus

Accenture shares rose 3.3% to $281.63 after Sovereign AI named Accenture and Palantir to build AI data centers across EMEA. The project uses Dell hardware with Palantir software managing operations. Palantir stock fell 3.5%, while Nvidia and Dell gained. Investors await Accenture’s Jan. 28 shareholder meeting and March 19 earnings call for revenue signals.
21 January 2026
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Microsoft CEO Nadella warns AI could become a bubble — and lose “social permission” over energy

Microsoft CEO Nadella warns AI could become a bubble — and lose “social permission” over energy

Microsoft CEO Satya Nadella warned at Davos that AI could become a bubble if its benefits stay limited to major tech firms and wealthy countries. He tied AI growth to rising energy costs and the need for broader economic impact. Microsoft shares fell 2.3% to $443.89 after his remarks. Nadella said AI’s future depends on expanding beyond cloud giants and overcoming power constraints.
21 January 2026
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AI stocks rebound: Intel surges nearly 10% ahead of earnings as Nvidia steadies and chip-export vote looms

AI stocks rebound: Intel surges nearly 10% ahead of earnings as Nvidia steadies and chip-export vote looms

Intel shares surged 9.7% to $53.25 Wednesday, leading gains in AI chip stocks ahead of its earnings report. Nvidia rose 1.5% despite ongoing U.S.-China tensions over AI chip exports, while Microsoft fell 1% and Oracle dropped 2.3%. The iShares Semiconductor ETF climbed 2.6%. A House panel will review the “AI Overwatch Act,” which could let Congress block AI chip exports to China.
21 January 2026
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Stock Market Today

  • Gratifii Insiders Recover Some Losses After AU$2.99m Share Purchase
    May 15, 2026, 9:32 PM EDT. Gratifii Limited (ASX:GTI) insiders made a AU$2.99 million share purchase over the last year, primarily by William Paterson who acquired 33.71 million shares at an average price of AU$0.089 each. Despite initial losses totalling AU$1.2 million, recent stock gains of 11% over one week have partially recovered those losses. Insiders hold 24% ownership valued at AU$5.5 million, indicating solid alignment with shareholders. No insider trading took place in the last quarter, but overall activity suggests confidence in the company. The insider purchase above current prices (AU$0.052) typically signals a bullish view. Observers note that insider transactions, while not sole investment indicators, are important for assessing executive confidence in a stock.

Latest articles

Dow Drops 537 Points With After-Hours Selling Threatening Wall Street AI Rally

Dow Drops 537 Points With After-Hours Selling Threatening Wall Street AI Rally

16 May 2026
U.S. stock ETFs fell in after-hours trading Friday following a more than 1% drop in the S&P 500, Dow, and Nasdaq. Oil surged 4.2% to $105.42 a barrel and the 10-year Treasury yield hit 4.597%, fueling concerns over inflation and Fed rate hikes. Nvidia, AMD, and Intel led chip declines, while Berkshire Hathaway disclosed a $2.65 billion Delta stake and exited Amazon, Visa, and Mastercard.
Accuray inks 10-year cancer tech agreement, shares in focus

Accuray inks 10-year cancer tech agreement, shares in focus

16 May 2026
Accuray and the University of Wisconsin School of Medicine and Public Health signed a 10-year research agreement focused on Accuray’s Stellar adaptive radiotherapy platform. The announcement came after market close, with Accuray shares ending down 5.2% at $0.27. The deal follows Accuray’s recent withdrawal of fiscal 2026 guidance and ongoing financial pressures.
Origin Materials Gains as Filing Signals $3.54 Liquidation Payout Possible

Origin Materials Gains as Filing Signals $3.54 Liquidation Payout Possible

16 May 2026
Origin Materials asked shareholders to approve a plan to liquidate and dissolve the company, estimating an initial payout of $0.61 to $3.54 per share depending on asset sales and claims. Shares rose 15% to $1.43 after the filing. The company reported a 91% drop in first-quarter revenue and warned it may not survive without the wind-down. Origin cut 59% of its workforce and CEO John Bissell stepped down May 1.
NextNRG Q1 Revenue Gains, but Company Holds Cash Warning

NextNRG Q1 Revenue Gains, but Company Holds Cash Warning

16 May 2026
NextNRG reported first-quarter revenue of $21.1 million, up 29% from a year earlier, but its net loss widened to $10.8 million. Cash fell to $208,048 at quarter-end, and management warned it needs immediate capital to continue operations. Shares closed at $0.2804 on Nasdaq, down nearly 6%. Total liabilities reached $34.3 million, with a stockholders’ deficit of $22 million.
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