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Artificial Intelligence 17 January 2026 - 20 January 2026

AI stocks wobble before the bell as Trump’s Greenland tariff threat rattles markets

AI stocks wobble before the bell as Trump’s Greenland tariff threat rattles markets

U.S. AI stocks were mixed premarket Tuesday as futures hit one-month lows after President Trump threatened new tariffs on Europe over Greenland. Nvidia slipped 0.5%, Alphabet fell 0.9%, while Super Micro surged 11%. The IMF forecast 3.3% global growth in 2026 but warned of trade risks. Nvidia faced scrutiny over China export rules, and OpenAI reported annualized revenue topping $20 billion.
20 January 2026
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Meta stock stuck near $620 as AI spending worries flare again ahead of earnings

Meta stock stuck near $620 as AI spending worries flare again ahead of earnings

Meta shares traded near $620 Tuesday, down about 20% from recent highs as investors questioned the payoff from heavy AI spending. CFO Susan Li projected 2025 capital expenditures of $70–$72 billion, with even higher growth in 2026. Reality Labs remains a drag on profits. Meta reports fourth-quarter and full-year 2025 earnings after markets close Jan. 28.
20 January 2026
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Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

Goldman Sachs reaffirmed its Buy rating on Microsoft and kept its $655 price target, citing higher data-center power costs tied to AI expansion. Microsoft shares fell 1.7% in premarket trading. The company reports quarterly earnings Jan. 28, with Azure growth and data-center expenses in focus. Regulators and utilities are moving to address surging electricity demand from data centers.
20 January 2026
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OpenAI CFO Sarah Friar lifts lid on $20B revenue run rate as 2026 shifts to “practical adoption”

OpenAI CFO Sarah Friar lifts lid on $20B revenue run rate as 2026 shifts to “practical adoption”

OpenAI’s annualized revenue run rate reached $20 billion in 2025, up from $6 billion in 2024, CFO Sarah Friar said. Compute capacity rose to 1.9 gigawatts, nearly tripling from the previous year. Friar said 2026 will focus on practical adoption in health, science, and enterprise, with more emphasis on AI agents and workflow automation. No profit or cash-flow figures were disclosed.
20 January 2026
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Salesforce stock faces Tuesday test: tariff shock, AI fears and a Davos spotlight on Agentforce

Salesforce stock faces Tuesday test: tariff shock, AI fears and a Davos spotlight on Agentforce

Salesforce shares fell 2.75% to $227.11 Friday amid selling ahead of the U.S. holiday and new tariff threats from President Trump tied to a Greenland bid. Investors remain wary as Anthropic’s AI tool stirs fears over software demand. EU leaders will discuss possible retaliatory tariffs Thursday. Salesforce’s AI-powered EVA debuted at Davos, but investors await signs agentic AI can support core CRM revenue.
19 January 2026
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AI stocks brace for tariff shock as Nvidia, Microsoft slide in Europe ahead of Wall Street return

AI stocks brace for tariff shock as Nvidia, Microsoft slide in Europe ahead of Wall Street return

Shares of Nvidia and Microsoft fell over 2% in European trading Monday after President Trump threatened new tariffs tied to Greenland. Alphabet dropped 2.4% in Frankfurt. Nasdaq 100 futures slipped 1.25% with U.S. markets closed for Martin Luther King Jr. Day. EU diplomats are preparing for possible retaliatory tariffs and emergency talks in Brussels on Thursday.
19 January 2026
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Davos economist warns even a ‘good’ AI bubble can bite in 2026

Davos economist warns even a ‘good’ AI bubble can bite in 2026

Barclays economist Christian Keller warned at Davos that the AI-driven market surge may be a “good bubble,” but rising debt for data centers increases risks if it bursts. He said tariff-driven price hikes could hit U.S. core goods in 2026 as inventories fall. KPMG’s Diane Swonk also cautioned that heavy reliance on AI investments could leave the economy exposed to market corrections.
19 January 2026
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SpaceX IPO vs OpenAI IPO in 2026: After ChatGPT ads and Musk’s lawsuit, which listing looks cleaner?

SpaceX IPO vs OpenAI IPO in 2026: After ChatGPT ads and Musk’s lawsuit, which listing looks cleaner?

Elon Musk is seeking up to $134 billion from OpenAI and Microsoft in court, raising uncertainty over a potential OpenAI IPO. OpenAI plans to test ads in ChatGPT for some U.S. users. Starlink faces major security threats in Iran as SpaceX is promoted as a possible IPO candidate. U.S. markets closed nearly flat ahead of the holiday weekend.
19 January 2026
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AI stocks head into MLK Day break mixed: Nvidia and Intel slip as AMD, Broadcom firm

AI stocks head into MLK Day break mixed: Nvidia and Intel slip as AMD, Broadcom firm

AMD rose 1.7% and Broadcom gained 2.6% Friday, while Nvidia slipped 0.5% and Intel dropped 2.8% as U.S. chip and software stocks tied to AI closed mixed before the holiday weekend. The Dow fell 0.17%, S&P 500 dipped 0.06%, and the Nasdaq lost 0.06%. U.S. markets will be closed Monday for Martin Luther King Jr. Day. Traders are watching Tuesday’s reopen for possible volatility after options expiration.
18 January 2026
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Microsoft stock heads into Tuesday with Musk’s $134 billion OpenAI claim in the mix

Microsoft stock heads into Tuesday with Musk’s $134 billion OpenAI claim in the mix

Elon Musk is seeking up to $134 billion from OpenAI and Microsoft, alleging “wrongful gains” from his early investment, according to a federal court filing. OpenAI dismissed the lawsuit, while Microsoft declined comment. Microsoft shares closed Friday up 0.7% at $459.86, outpacing Apple and Alphabet. Investors await Microsoft’s earnings report on Jan. 28 as legal and AI sector developments drive volatility.
18 January 2026
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Lumen Technologies (LUMN) Stock Hit With ‘Overvalued’ Tag After Rally, Putting AI-Fiber Hopes on Trial

Lumen Technologies (LUMN) Stock Hit With ‘Overvalued’ Tag After Rally, Putting AI-Fiber Hopes on Trial

Lumen Technologies shares closed at $8.45 Friday, about 20% above Simply Wall St’s fair value estimate of $7.23. Bank of America kept a sell rating and raised its target to $7, while a separate forecast model projects $5.62 by end-2026. The stock fell 2.3% on the day. Lumen recently agreed to sell its consumer fiber business to AT&T for $5.75 billion.
18 January 2026
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AMD stock price rises into long weekend as $311 million data-center lease puts AI demand in focus

AMD stock price rises into long weekend as $311 million data-center lease puts AI demand in focus

AMD shares rose 1.7% to $231.83 Friday, trading near a 52-week high, as about 42.5 million shares changed hands. Riot Platforms announced a 10-year data center lease with AMD in Texas, starting at 25 megawatts and potentially worth up to $1 billion. Wall Street closed mostly flat ahead of the long weekend. Ava Hahn, an AMD officer, filed to sell 2,442 shares valued at about $572,000.
18 January 2026
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Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

President Trump signed a proclamation imposing a 25% tariff on select advanced AI chips, including Nvidia’s H200 and AMD’s MI325X. China barred Nvidia’s H200 from entering the country, disrupting suppliers and prompting order cancellations. Nvidia shares fell 0.48% Friday, while AMD and Microsoft rose ahead of the holiday-shortened week. The White House said most data center chips are excluded from the new tariffs.
17 January 2026
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Stock Market Today

  • Hubbell (HUBB) Valuation Mixed After Recent Price Drop
    May 15, 2026, 10:33 PM EDT. Hubbell (HUBB) shares fell about 9% over the last month, sparking investor interest. Despite short-term weakness, the stock shows a 1-year return of 23.9% and a 5-year return of 176.2%, highlighting strong long-term gains. Analysts mostly see the stock as 12.3% undervalued, pricing a fair value of $547.15 versus the last close at $479.97, driven by growth in its Utility Solutions segment and grid infrastructure demand. However, a discounted cash flow (DCF) model suggests a conservative value of around $336.82, signaling possible overvaluation. Key risks include raw material costs and potential softness in grid automation demand. Investors face a choice between earnings-based optimism and cautious cash flow valuations.

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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