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Artificial Intelligence News 2 January 2026 - 3 January 2026

US strike on Venezuela: 3 ways Nvidia and other AI stocks could react when markets reopen

US strike on Venezuela: 3 ways Nvidia and other AI stocks could react when markets reopen

NEW YORK, January 3, 2026, 17:26 ET U.S. strikes in Venezuela and the capture of President Nicolas Maduro are setting up a fresh test for U.S. artificial intelligence stocks, a high-beta corner of the market that tends to swing with oil prices and interest-rate expectations.  Reuters The AI trade — companies tied to artificial intelligence, software and chips used to train and run advanced models — has been a key driver of U.S. index moves into the start of 2026. On Friday, Joe Mazzola, head of trading and derivatives strategist at Charles Schwab, said investors were paying closer attention to
3 January 2026
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PayPal stock slips to start 2026 as CEO leans into AI payments — what traders watch next

PayPal stock slips to start 2026 as CEO leans into AI payments — what traders watch next

NEW YORK, Jan 3, 2026, 16:19 ET — Market closed PayPal Holdings Inc shares (PYPL) ended the first trading session of 2026 lower, closing down about 0.4% at $58.14 on Friday. The stock finished 24 cents below its Dec. 31 close of $58.38, according to the company’s historical quote. The move left PayPal trading near the lower end of its recent range, keeping focus on how quickly management can reignite growth. CEO Alex Chriss told The Times he wants to push harder in the UK, including plans for PayPal-branded debit and credit cards and a loyalty programme called PayPal+. Chriss
3 January 2026
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Reddit stock jumps as Needham calls it the “new homepage” for AI answers

Reddit stock jumps as Needham calls it the “new homepage” for AI answers

NEW YORK, Jan 3, 2026, 16:19 ET — Market closed Reddit Inc. shares rose 5.3% in the last U.S. session, ending at $241.89 on Friday as investors leaned into a bullish analyst view that the platform is becoming a key “citation” source in AI-driven search. Investing The move matters now because the market is trying to price who wins as consumers shift from traditional search links to AI-generated answers — the short summaries produced by large language models (LLMs), the systems behind chatbots and AI search features. If Reddit is cited frequently, bulls argue it can monetize the attention through
3 January 2026
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Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus

Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus

NEW YORK, January 3, 2026, 14:25 ET — Market closed Western Digital (WDC.O) shares closed up 9% at $187.70 on Friday, outperforming the broader market on the first trading day of 2026. Barron’s The move mattered because investors have treated data storage as a key “picks-and-shovels” beneficiary of artificial intelligence, alongside semiconductors and servers. That theme helped power big gains across storage and memory names in 2025 and is carrying into the new year. Barron’s Western Digital sells hard-disk drives, or HDDs — spinning-disk storage used for bulk, low-cost capacity in cloud data centers. Investors have been buying the group
3 January 2026
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HKEX stock jumps 2% on AI-led Hong Kong rally as IPO buzz returns — what’s next for 0388.HK

HKEX stock jumps 2% on AI-led Hong Kong rally as IPO buzz returns — what’s next for 0388.HK

NEW YORK, January 3, 2026, 08:17 ET — Market closed Shares of Hong Kong Exchanges and Clearing Ltd (0388.HK), the operator of the Hong Kong Stock Exchange, rose 2.01% on Friday to close at HK$415.80. The stock gained HK$8.20 on the day, after trading between HK$406.60 and HK$416.80, with 3.59 million shares changing hands. Investing HKEX often moves with expectations for trading activity and new listings because it earns fees when investors trade and when companies list. With Hong Kong kicking off 2026 in risk-on mode, investors leaned back into China tech themes that typically lift turnover. That matters now
3 January 2026
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BigBear.ai stock (BBAI) jumps as company moves to slash $125 million of convertible debt — what’s next

BigBear.ai stock (BBAI) jumps as company moves to slash $125 million of convertible debt — what’s next

NEW YORK, January 3, 2026, 06:41 ET — Market closed BigBear.ai Holdings, Inc. (BBAI) said late Friday it has called its 6.00% convertible senior secured notes due 2029 for redemption, part of a plan to cut most of its note-related debt. BBAI shares closed up 8.15% at $5.84 and were last down about 0.5% after hours, according to MarketWatch data. BigBear.ai Holdings, Inc. The move matters because convertible notes — debt that can be swapped for shares — can hang over small-cap stocks. They either dilute shareholders if converted, or hit cash if the issuer pays them back. BigBear.ai is
3 January 2026
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FTSE 100 Smashes 10,000 as AI Bubble Talk Returns to Markets in 2026

FTSE 100 Smashes 10,000 as AI Bubble Talk Returns to Markets in 2026

NEW YORK, January 3, 2026, 04:14 ET London’s FTSE 100 rose above 10,000 points for the first time on Friday, hitting an intraday high of 10,046.3 as markets reopened after the New Year holiday, a PA Media/dpa report carried by Bernama said. The index gained 21.5% in 2025, its best annual rise since 2009, helped by defence, mining and financial stocks. The milestone lands as investors try to gauge whether the rally that carried through 2025 can broaden in 2026, or whether price gains are running ahead of the economy. The timing matters because early-year positioning often sets the tone
3 January 2026
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Sandisk stock today: SNDK jumps 16% to start 2026 as AI storage trade stays hot

Sandisk stock today: SNDK jumps 16% to start 2026 as AI storage trade stays hot

NEW YORK, January 3, 2026, 03:48 ET — Market closed Sandisk Corp shares jumped 15.9% on Friday to close at $275.24, after trading as high as $278.78 and as low as $242.00 in the first U.S. session of 2026. About 11.1 million shares changed hands. The move matters because Sandisk has become a high-beta way to play data-center spending, where flash-based solid-state drives are used to feed AI servers fast data. Barron’s noted the stock’s strong 2025 run after its Western Digital spin-off, keeping it on momentum screens heading into the new year. Barron’s Other storage and memory names rose
3 January 2026
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Applied Digital (APLD) stock jumps 15% as AI data-center bet returns ahead of Jan. 7 earnings

Applied Digital (APLD) stock jumps 15% as AI data-center bet returns ahead of Jan. 7 earnings

NEW YORK, January 2, 2026, 20:06 ET — Market closed Applied Digital Corporation shares rose 14.6% on Friday to $28.11, after trading between $24.65 and $28.41. About 36.1 million shares changed hands. The surge put the high-beta name — a stock that typically swings more than the broader market — back on traders’ screens as 2026 got underway. Applied Digital is scheduled to report fiscal second-quarter results on Jan. 7 after the close. Applied Digital Corporation U.S. stocks started the year with the Dow and S&P 500 ending higher, helped by a rebound in chipmakers, while the Nasdaq finished little
3 January 2026
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Western Digital stock jumps nearly 9% as AI storage trade kicks off 2026

Western Digital stock jumps nearly 9% as AI storage trade kicks off 2026

NEW YORK, Jan 2, 2026, 19:41 ET — After-hours Western Digital Corp shares surged on Friday and were still higher in after-hours trading, extending a sharp rally in data-storage stocks to start 2026. StockAnalysis The move matters because investors are rotating back into the “AI infrastructure” trade — the suppliers of hardware used to build and run data centers — after year-end volatility and a brief pullback in some high-flying names. Reuters It also comes as the broader U.S. market stabilized on the first session of the year, with chip stocks leading gains and a key semiconductor index rising 4%,
3 January 2026
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Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

NEW YORK, January 2, 2026, 3:14 PM ET — Regular session Shares of Lumentum Holdings Inc (LITE) rose 4.3% to $384.31 in afternoon trading on Friday, extending a strong run in AI-linked optical hardware names. The stock has traded between $374.87 and $391.92 so far in the session. The move matters because Lumentum is closely tied to cloud and data-center spending, where investors have been quick to reward suppliers seen as exposed to the build-out of AI computing. With 2026 getting underway, traders are testing whether last year’s risk appetite is still intact — especially in growth stocks that tend
2 January 2026
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Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

NEW YORK, Jan 2, 2026, 15:03 ET — Regular session Western Digital shares rose about 8.1% to $186.30 by mid-afternoon on Friday, lifting with a broad move higher in data-storage and memory stocks. The stock traded between $176.00 and $187.53 and last showed volume of about 4.7 million shares. The move keeps Western Digital in focus after a breakout year that made it the S&P 500’s best-performing stock in 2025, as investors gauge whether demand tied to artificial intelligence infrastructure can hold up. Barron’s The rally in storage names came as U.S. equities wavered in the first session of the
2 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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