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Artificial Intelligence 16 January 2026 - 18 January 2026

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.
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.
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.
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.
Alibaba stock price slips 3% into weekend as Qwen AI rollout meets China data week

Alibaba stock price slips 3% into weekend as Qwen AI rollout meets China data week

Alibaba shares fell 3.2% to $165.40 Friday, ending a short rally before the U.S. market holiday. The company upgraded its Qwen AI app this week, adding food delivery and travel booking features now in public testing across China. China’s GDP and activity data will be released Monday, with markets watching for signs of slowing growth.
Meta stock: $60 million pay package detail drops as investors brace for earnings and AI spending test

Meta stock: $60 million pay package detail drops as investors brace for earnings and AI spending test

Meta shares closed at $620.25 Friday, down 0.1% after the company disclosed incoming President Dina Powell McCormick’s $60 million equity grant and $1 million base salary. Meta will report quarterly earnings Jan. 28. U.S. markets are closed Monday for Martin Luther King Jr. Day. Meta recently announced nuclear energy deals to support its AI data centers.
Super Micro Computer stock jumps 11% as TSMC’s AI outlook lifts the mood — what SMCI traders watch next

Super Micro Computer stock jumps 11% as TSMC’s AI outlook lifts the mood — what SMCI traders watch next

Super Micro Computer shares surged 11% to $32.64 Friday on heavy volume after TSMC posted a strong profit and raised its 2026 spending forecast. The broader U.S. market ended flat ahead of the holiday weekend. Chip and AI-related stocks rallied, with TSMC projecting 2026 revenue growth near 30%. U.S. markets reopen Tuesday with major earnings reports expected.
Salesforce stock slides to $227 after insider sale filing, with Davos AI showcase next week

Salesforce stock slides to $227 after insider sale filing, with Davos AI showcase next week

Salesforce shares fell 2.8% to $227.11 Friday, then edged up to $227.20 after hours. Director Neelie Kroes sold 3,893 shares this week at a weighted average of $238.70, cutting her stake to 7,299 shares, according to a U.S. filing. The company is promoting its new AI concierge app at Davos. U.S. markets will close Monday for Martin Luther King Jr. Day.
IREN stock price jumps 11% after-hours as Wall Street upgrade revives AI cloud bet

IREN stock price jumps 11% after-hours as Wall Street upgrade revives AI cloud bet

IREN shares jumped 11.5% to $57.82 in after-hours trading Friday on volume of 53.7 million, after H.C. Wainwright upgraded the stock to “buy” and cited a $9.7 billion AI cloud contract with Microsoft. The broker set an $80 price target, calling the deal a major shift for the former bitcoin miner. Investors await IREN’s next earnings report on Feb. 11.
GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

GE Vernova stock jumps 6% as White House pushes PJM “emergency” power auction for AI data centers

GE Vernova shares rose 6.1% to $681.55 in after-hours trading Friday, boosted by a U.S. push for emergency power plant construction to meet surging data center demand. The Trump administration urged PJM to hold an emergency procurement auction and shift new supply costs to data centers. Constellation Energy, Vistra, and Talen Energy shares fell sharply after the policy announcement. PJM said it is reviewing the proposals.
AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

Nvidia slipped 0.5% in after-hours trading Friday after reports that Chinese customs blocked its H200 AI chips from entering China. Broadcom rose 2.6% and AMD gained 1.7%. U.S. and Taiwan reached a trade deal lowering tariffs and boosting chipmaker incentives. TSMC shares jumped 4.4% Thursday after forecasting strong growth and expanding U.S. operations.
Meta stock nudges lower after hours as Wikipedia AI deal and FTC scrutiny sharpen focus ahead of earnings

Meta stock nudges lower after hours as Wikipedia AI deal and FTC scrutiny sharpen focus ahead of earnings

Meta shares slipped 0.1% to $620.32 in after-hours trading Friday after a flat session. Wikimedia Foundation signed new AI data deals with Meta, Microsoft, and Amazon, setting a precedent for paid training data. Investors await Meta’s Jan. 28 earnings for signals on spending and ad demand. U.S. regulators are increasing scrutiny of tech hiring practices.
AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

Micron surged 5.6% to $355.58 Friday afternoon, leading gains in AI chip stocks after TSMC raised its 2026 revenue forecast and capex plan. Nvidia and AMD posted smaller increases. President Trump imposed a 25% tariff on some advanced AI chips, with exemptions for U.S. data centers. Lawmakers criticized continued Nvidia shipments to China under new rules.
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Stock Market Today

  • First Trust New York Municipal High Income ETF Falls Below 200-Day Moving Average
    June 26, 2026, 4:57 PM EDT. On Friday, shares of the First Trust New York Municipal High Income ETF (FMNY) dipped below their 200-day moving average, trading as low as $26.70 versus the average of $26.74. The ETF experienced a decline of about 0.4% during the day. FMNY's 52-week trading range spans from a low of $25.61 to a high of $27.22, with the latest price near the middle of this range. The 200-day moving average is a widely used indicator representing the average closing price over the last 200 trading days, often used by investors to assess long-term trends.

Latest News

Western Digital (NASDAQ:WDC) falls 13%, stays above Wall Street average target

Western Digital (NASDAQ:WDC) falls 13%, stays above Wall Street average target

26 June 2026
Western Digital (WDC) plunged 12.7% to $589.54—still above the average analyst target of $560.45—after memory stocks tumbled despite recent bullish earnings and guidance, leaving investors questioning whether margin strength and estimate upgrades can justify the premium ahead of the August 5 earnings report.
Plug Power (NASDAQ:PLUG) slides despite Denmark contract

Plug Power (NASDAQ:PLUG) slides despite Denmark contract

26 June 2026
Plug Power shares slid 1.17% to $2.54 Friday, marking five straight declines and an 11% drop since June 18, as investors weigh the small scale of its new 5 MW Denmark electrolyzer—less than 2% of its global base—against persistent cash burn, high short interest near 25% of float, and a looming Q2 report with an expected 8-cent loss per share.
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