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Artificial Intelligence 20 January 2026 - 21 January 2026

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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Palantir stock price steadies after Hyundai expansion as Davos sovereign AI project emerges

Palantir stock price steadies after Hyundai expansion as Davos sovereign AI project emerges

Palantir shares held steady at $168.53 after Reuters reported an expanded software deal with HD Hyundai, valued at hundreds of millions over several years, according to a source. Accenture said it and Palantir will support Sovereign AI’s data-center expansion across EMEA. Broader markets rose, with SPY and QQQ each up 0.7%. Palantir declined to comment on deal specifics.
21 January 2026
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Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

Micron shares rose 2.8% to $375.21 Wednesday morning after the company agreed to buy Powerchip’s P5 fab in Taiwan for $1.8 billion. The deal adds 300,000 square feet of cleanroom space, with DRAM wafer output set for late 2027. Analysts raised price targets but at least one downgraded the stock over concerns about high-bandwidth memory execution. Memory shortages continue to disrupt AI infrastructure expansion.
21 January 2026
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AI stocks slide before the bell as Nvidia’s China push revives export jitters

AI stocks slide before the bell as Nvidia’s China push revives export jitters

Nvidia shares fell 4.3% in premarket trading Wednesday after reports that CEO Jensen Huang plans a late January visit to China amid ongoing chip export tensions. Broadcom and Taiwan Semiconductor also dropped. The U.S. recently approved Nvidia’s H200 chip sales to China under strict rules, but Chinese customs reportedly blocked imports. Microsoft and Alphabet shares declined ahead of key earnings reports.
21 January 2026
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IBM stock slides nearly 5% after tariff-fueled selloff; AI push and earnings set the next test

IBM stock slides nearly 5% after tariff-fueled selloff; AI push and earnings set the next test

IBM shares fell 4.8% to $291.35 Tuesday, dragging the Dow about 150 points lower. The drop followed IBM’s rollout of new “agentic AI” services and partnerships, and came as investors reacted to renewed tariff threats from President Trump. Evercore ISI raised its IBM price target to $330 ahead of the Jan. 28 earnings report. Accenture shares also slid 4.7% in the broader tech selloff.
21 January 2026
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Nebius stock drops nearly 9% as tariff scare hits tech — Israel AI supercomputer rollout in focus

Nebius stock drops nearly 9% as tariff scare hits tech — Israel AI supercomputer rollout in focus

Nebius Group N.V. (NBIS.O) shares fell 8.68% to $99.29 Tuesday and slipped further after hours, amid a tech selloff triggered by Trump’s tariff threats over Greenland. Israel’s national AI supercomputer launched using Nebius infrastructure, but broader markets stayed risk-averse as the Dow dropped 1.76%, S&P 500 lost 2.06%, and Nasdaq fell 2.39%.
21 January 2026
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Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia shares fell 4.3% Tuesday after Inventec said approval for selling Nvidia’s H200 AI chip in China is stalled by Beijing. Broadcom dropped 5.4%, Super Micro Computer slid 3.8%, and the iShares Semiconductor ETF lost 1.5%. Morgan Stanley cut its outlook for North American IT hardware, citing weak demand and rising costs. Wall Street posted its steepest daily decline in three months.
20 January 2026
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Microsoft stock dips after-hours as Bristol Myers AI lung-cancer deal lands and tariff jitters shake tech

Microsoft stock dips after-hours as Bristol Myers AI lung-cancer deal lands and tariff jitters shake tech

Microsoft shares fell 1.1% to $454.52 in after-hours trading Tuesday, tracking a broad tech selloff as tariff concerns rattled markets. Bristol Myers Squibb announced a partnership to use Microsoft’s AI radiology tools for early lung cancer detection. Investors are awaiting Microsoft’s fiscal Q2 earnings on Jan. 28 for updates on cloud and AI growth. The S&P 500 closed down 2.04%, Nasdaq off 2.38%.
20 January 2026
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Nebius (NBIS) stock slides 7% as Israel opens AI supercomputer access — what investors watch next

Nebius (NBIS) stock slides 7% as Israel opens AI supercomputer access — what investors watch next

Nebius Group shares fell 7.4% to $100.65 in early Tuesday trading, underperforming the broader tech sector. The drop followed news that Israel’s Innovation Authority launched its AI supercomputer, built by Nebius, with access now live for companies and researchers. Nebius reported $146.1 million in quarterly revenue but posted losses over $100 million as capital spending surged.
20 January 2026
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Mastercard stock slips in regular trading as AI checkout push meets rate-cap jitters

Mastercard stock slips in regular trading as AI checkout push meets rate-cap jitters

Mastercard shares fell 1.4% to $531.73 by midday Tuesday, with Visa and American Express also down, as investors awaited clarity on U.S. credit-card policy. The company announced new partnerships with Google and Microsoft to develop AI-powered checkout standards. Markets remained cautious ahead of Mastercard’s January 29 earnings report.
20 January 2026
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Amazon taps Rio Tinto’s low-carbon “Nuton” copper for AWS data centers as AI buildout bites

Amazon taps Rio Tinto’s low-carbon “Nuton” copper for AWS data centers as AI buildout bites

Rio Tinto and Amazon Web Services signed a two-year agreement for AWS to use “low-carbon” copper, produced with Rio’s Nuton bioleaching technology, in U.S. data centers. The copper, sourced from Gunnison Copper’s Johnson Camp mine in Arizona, has a reported carbon footprint of 2.82 kg CO2 per kg. AWS will also provide cloud analytics to optimize mining. Planned output is 30,000 tonnes over four years.
20 January 2026
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‘No reasons to own’? AI agent fears slam software stocks after Anthropic’s Claude Cowork debut

‘No reasons to own’? AI agent fears slam software stocks after Anthropic’s Claude Cowork debut

A Morgan Stanley basket tracking SaaS stocks has fallen about 15% in 2026 after an 11% drop last year, hitting its lowest valuation ever. Intuit plunged 16% last week, while Adobe and Salesforce lost over 11% amid fears Anthropic’s new AI agent, Claude Cowork, could disrupt subscription software models. The Nasdaq 100 remains near record highs, but major software names have slid to multi-year lows.
20 January 2026
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Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

Nvidia dropped 3.4% to $179.83, dragging AI stocks lower as U.S. markets fell on tariff threats from President Trump over Greenland. The Nasdaq lost 1.6% and S&P 500 slid 1.3% in early trading. Morgan Stanley downgraded IT hardware, citing weak demand and high costs. Microsoft, Broadcom, and Palantir also declined, while AMD rose 1.3%.
20 January 2026
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Microsoft stock price today: MSFT ticks up on Bristol Myers AI lung-cancer imaging deal

Microsoft stock price today: MSFT ticks up on Bristol Myers AI lung-cancer imaging deal

Microsoft shares rose 0.7% to $459.86 Tuesday after Bristol Myers Squibb announced it will use Microsoft’s FDA-cleared AI radiology tools for early lung cancer detection. The move comes as Wall Street reopens from a holiday, with markets jittery over new tariff threats from President Trump. Microsoft’s Frankfurt-listed shares fell 2.2% Monday amid broader tech declines. The company reports fiscal Q2 earnings after markets close Jan. 28.
20 January 2026
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Stock Market Today

  • Jim Cramer's Charitable Trust Buys More Intel Stock Amid Semiconductor Selloff
    June 5, 2026, 1:05 PM EDT. Jim Cramer's Charitable Trust has increased its Intel (INTC) holdings by purchasing 100 shares at about $103 each, raising its portfolio weighting to 1.3% from 1.06%. The purchase follows a sharp semiconductor sector selloff, with Intel shares dropping 8%, falling 20% from their May 11 high. The trust originally added Intel for its strong CPU business poised for growth in the AI era and its chip manufacturing potential amid industry supply tightness. Intel faces competition from Nvidia in GPUs and Taiwan Semiconductor in manufacturing but aims to capture new customers as demand for advanced chipmaking grows. The move reflects confidence in CEO Lip-Bu Tan's execution improvements and evolving data center architectures.

Latest articles

Chipotle Up on JPMorgan Upgrade, Tough Test Still Looms

Chipotle Up on JPMorgan Upgrade, Tough Test Still Looms

5 June 2026
Chipotle shares jumped 4.8% to $29.54 after JPMorgan upgraded the stock to Overweight with a $35 target, citing “much more risk-weighted upside than downside” at current levels following a rare valuation reset after a six-day losing streak.
Planet Labs Drops After $1.5 Billion Filing

Planet Labs Drops After $1.5 Billion Filing

5 June 2026
Planet Labs plunged 22% to $33.86 after announcing a $1.5 billion at-the-market share-sale program, sparking dilution fears despite record Q1 revenue up 42% to $94.2 million and raised full-year guidance; analysts remain split, with Needham upping its price target to $53, while the average target sits below the current price even after the drop.
BlackBerry Shares Stall After QNX Push

BlackBerry Shares Stall After QNX Push

5 June 2026
BlackBerry shares plunged 8% after a rapid rally pushed the stock near a 52-week high, with investors now awaiting June 25 earnings to see if growth matches the hype; analyst price targets remain far below current levels, raising risk if QNX or secure communications disappoint.
Mortgage Rates Ease Some, Demand Remains Weak

Mortgage Rates Ease Some, Demand Remains Weak

5 June 2026
U.S. mortgage rates dipped to 6.48% but failed to revive buyer demand, with mortgage applications down 2.5% and purchase applications at their slowest pace since April, as high borrowing costs and tight budgets continue to weigh on the spring housing market despite a 2.4% drop in median list prices, according to Freddie Mac, MBA, and Realtor.com.
Marvell Shares Fall After Strong AI Run, S&P 500 Spot Up Next

Marvell Shares Fall After Strong AI Run, S&P 500 Spot Up Next

5 June 2026
Marvell shares plunged 7.4% to $292.88 amid a broad chip selloff and uncertainty over possible S&P 500 inclusion after the close, despite a recent AI-driven surge and record quarterly revenue; investors are weighing index decision risks and volatile AI sentiment as Marvell’s market cap stays above $260 billion.
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