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Artificial Intelligence 18 January 2026 - 20 January 2026

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.
DeepSnitch AI’s DSNT presale “surges 135%” as January launch chatter spikes

DeepSnitch AI’s DSNT presale “surges 135%” as January launch chatter spikes

DeepSnitch AI’s DSNT token presale price surged over 130% to $0.03538, raising about $1.2 million, according to crypto promo posts. Bitcoin fell 2% to $91,090 and ether dropped 3.3% to $3,104 as markets turned cautious. Investors shifted focus from rival presales Remittix and Pepeto, with Remittix’s launch date still unclear. Claims about DSNT’s gains remain unverified by independent sources.
Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Super Micro shares jumped 11% to $32.64 on Friday amid a broader rally in AI and chip stocks after TSMC raised its capital spending outlook. Seeking Alpha contributor Uttam Dey called the stock undervalued at 0.5x forward sales, citing potential for a gross margin shift. Zacks maintained a Hold rating, highlighting operational challenges and margin pressure despite strong AI demand.
Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron will buy Powerchip’s P5 fab in Taiwan for $1.8 billion cash, aiming to boost DRAM output by late 2027. Powerchip shares jumped nearly 10% after the deal. Micron executives said AI demand is driving an unprecedented memory shortage, with customers booking supplies into 2026. The acquisition adds 300,000 square feet of cleanroom space and is set to close by Q2 2026, pending approval.
Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman Sachs reaffirmed Nvidia and Broadcom as its top AI computing picks Tuesday, citing Nvidia’s software and rollout speed despite rising competition from custom chips. Nvidia shares fell 0.5% to $186.23 before the U.S. market opened. The company will report fiscal 2026 earnings on Feb. 25. Analysts expect continued high revenue growth but warn of volatility and potential margin pressure.
Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s market cap has soared to about $4.5 trillion, nearing the size of some national economies. CFO Colette Kress said nearly 90% of AI system buyers also purchase Nvidia’s networking gear. Networking revenue hit $8.2 billion in Q3 2026, up 162% year-over-year. Major clients include Meta, Microsoft, Oracle, and xAI.
Asus freezes Zenfone and ROG Phone plans: no new smartphones in 2026 as AI work ramps up

Asus freezes Zenfone and ROG Phone plans: no new smartphones in 2026 as AI work ramps up

Asus chairman Jonney Shih said the company will stop launching new smartphone models and shift its phone R&D to AI hardware like robots and smart glasses. Support for existing phones will continue, but the future of Asus’s Zenfone and ROG Phone lines remains uncertain. No timeline was given for a possible return to the smartphone market.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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Stock Market Today

  • Credit-Card Pointsmaxxer Books $16,000 Emirates Flight for $400
    June 5, 2026, 2:04 PM EDT. A savvy credit-card points user managed to book a first-class Emirates flight valued at $16,000 for just $400. While securing good deals with airline miles is increasingly difficult, this case highlights that "insane value" remains achievable through strategic points redemption.

Latest articles

Inotiv Shares Jump After Bankruptcy, But Filing Warns On Loss

Inotiv Shares Jump After Bankruptcy, But Filing Warns On Loss

5 June 2026
Inotiv shares more than doubled to $0.2113 on massive volume after the company filed for Chapter 11, warning its restructuring plan will cancel all existing common shares with no payout to current holders and take the company private if approved, leaving current investors at risk of losing their entire investment.
IREN Stock Down Despite 800MW AI Data Center Deal

IREN Stock Down Despite 800MW AI Data Center Deal

5 June 2026
IREN shares plunged 13.9% to $53.29 after announcing an 800MW South Australia data-center campus and closing a $3.65 billion GPU financing facility, as investors sold AI and crypto-linked stocks amid a sharp Nasdaq selloff and falling bitcoin prices; B. Riley raised its price target to $96 but cut near-term EBITDA estimates.
Plug Power Stock Drops Again as Cash Doubts Linger

Plug Power Stock Drops Again as Cash Doubts Linger

5 June 2026
Plug Power shares plunged nearly 12% to $3.17 as investors shrugged off a $39.2 million tax credit sale and focused on ongoing liquidity concerns ahead of the June 11 annual meeting, with management warning that delays in asset monetization or financing could intensify cash pressures and risk further dilution.
Vanguard Growth ETF’s Low Fees Draw Focus as AI Surge Faces Scrutiny

Vanguard Growth ETF’s Low Fees Draw Focus as AI Surge Faces Scrutiny

5 June 2026
Vanguard Growth ETF plunged 2.7% to $86.79 Friday as a tech-led selloff hit top holdings like Nvidia, Apple, and Microsoft, despite a 27.64% one-year gain and ultra-low 0.03% fee; the drop followed a strong U.S. jobs report that pushed rate-hike bets higher and triggered a sharp reversal in growth and chip stocks.
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