AI 16 January 2026 - 23 January 2026

Sanmina’s AI Rally Heads Toward a June Test After Volatile Week
····

Sanmina’s AI Rally Heads Toward a June Test After Volatile Week

Sanmina Corp. shares fell 1.33% to $259.73 on May 29 after a strong rally earlier in the week, despite broader market records and continued gains in AI hardware stocks. The company reported fiscal Q2 revenue of $4.01 billion and announced a $600 million buyback in April. Sanmina will present at the BofA Securities Global Technology Conference on June 3. Four S&P Global analysts rate the stock Hold, with an average target of $212.25.
May 31, 2026
Lenovo wants more AI model partners than Apple as it rolls out Qira, CFO says
···

Lenovo wants more AI model partners than Apple as it rolls out Qira, CFO says

Lenovo CFO Winston Cheng said at Davos the company is seeking partnerships with multiple large language model providers to power its devices and will pass higher memory chip costs to customers. Lenovo’s January deal with Nvidia targets faster rollout of liquid-cooled AI data center systems. Cheng named potential AI partners in Saudi Arabia, Europe, and China. He warned of an AI bubble in market valuations.
January 23, 2026
Malaysia lifts Grok ban after X adds safety fixes for Musk’s AI chatbot
··

Malaysia lifts Grok ban after X adds safety fixes for Musk’s AI chatbot

Malaysia lifted its ban on xAI’s Grok chatbot after X added new safety and security measures, the communications regulator said Friday. The move follows reports Grok generated about 3 million sexualised images in 11 days, including images likely depicting children, after an image-editing feature launched. Authorities said they will keep monitoring compliance and may review licensing thresholds for online platforms.
January 23, 2026
UK’s £1bn AI data centre thrown into doubt after ministers concede ‘serious error’
···

UK’s £1bn AI data centre thrown into doubt after ministers concede ‘serious error’

The UK High Court has allowed a legal challenge to proceed against government approval of a £1 billion, 90-megawatt data centre in Buckinghamshire. Officials admitted the project’s climate safeguards were not secured, agreeing the planning consent should be quashed. The case will move to a full hearing later this year. Developer Greystoke Land maintains the approval was valid.
January 23, 2026
Intel stock sinks on weak Q1 forecast as AI server chip supply crunch bites
···

Intel stock sinks on weak Q1 forecast as AI server chip supply crunch bites

Intel forecast first-quarter revenue of $11.7 billion to $12.7 billion, missing Wall Street estimates and citing supply constraints for server CPUs amid surging AI data center demand. Shares dropped sharply in after-hours trading. Executives said factory capacity could not quickly shift to meet data center needs. Intel’s adjusted earnings per share are projected to be near break-even.
January 23, 2026
Autodesk’s 1,000-job cut: Why the AutoCAD maker is shrinking sales to fund AI and cloud
···

Autodesk’s 1,000-job cut: Why the AutoCAD maker is shrinking sales to fund AI and cloud

Autodesk will cut about 1,000 jobs, or 7% of its workforce, mostly in customer-facing sales, as part of a sales overhaul. The company expects $135 million to $160 million in pre-tax restructuring charges and raised its outlook above prior guidance. CEO Andrew Anagnost told staff the cuts are not tied to AI replacement. Shares rose over 3% after the announcement.
January 22, 2026
Intel talks stall as AI chip startup SambaNova hunts up to $500 million in fresh funding
···

Intel talks stall as AI chip startup SambaNova hunts up to $500 million in fresh funding

SambaNova is seeking $300 million to $500 million in new funding after takeover talks with Intel collapsed, Bloomberg reported Wednesday. Intel CEO Lip-Bu Tan, who also chairs SambaNova, is weighing whether Intel should invest further. A previous deal valued SambaNova at about $1.6 billion including debt. The company is pitching the round to tech firms and semiconductor manufacturers.
January 22, 2026
OpenAI’s $20 billion run-rate lands as Apple picks Google Gemini to remake Siri
···

OpenAI’s $20 billion run-rate lands as Apple picks Google Gemini to remake Siri

OpenAI’s annualized revenue jumped to over $20 billion in 2025, up from $6 billion the previous year, CFO Sarah Friar said. Apple will use Google’s Gemini models to power a new version of Siri, giving Google access to more than two billion devices. OpenAI will remain a Siri option for complex queries. The Apple-Google deal could draw regulatory scrutiny.
January 20, 2026
iOS 27 rumors tease a Siri makeover, AI Health+ coach and even 5G satellite internet
···

iOS 27 rumors tease a Siri makeover, AI Health+ coach and even 5G satellite internet

Apple’s upcoming iOS 27 could introduce 5G satellite internet support, enhanced Siri features, and new “Apple Intelligence” AI tools, according to MacRumors. Reports from 9to5Mac and Bloomberg say Apple is focusing on stability and performance, with iOS 27 also expected to support the company’s first foldable iPhone. The first beta is likely to appear at WWDC in June, with a public release in September.
January 19, 2026
Google AI Overview Says 2027 Isn’t Next Year — and It’s Raising Fresh Questions on Search Accuracy
··

Google AI Overview Says 2027 Isn’t Next Year — and It’s Raising Fresh Questions on Search Accuracy

Google’s AI Overview in Search has been giving wrong answers about the current year, pointing some users to 2028 as “next year” instead of 2027, according to Futurism and Reddit reports. The glitch has persisted for over a week. Google previously acknowledged “odd, inaccurate or unhelpful” AI Overviews and said it made technical fixes in May. The company faces a lawsuit from Penske Media over its use of AI-generated summaries.
January 19, 2026
Edge AI is Here: The New On-Device AI Gadgets That Could Make Your Smartphone Feel Old
···

Edge AI is Here: The New On-Device AI Gadgets That Could Make Your Smartphone Feel Old

AI inference is moving from cloud servers to local devices for speed, privacy, and cost, according to new industry reports. Consumer hardware launches now emphasize wearables and “screenless” products over phones. Chipmakers say demand is rising but cite limits in power, memory, and standards. Analysts project the global edge AI market could reach $143 billion by 2034.
January 19, 2026
Google’s big Gmail Gemini AI change is rolling out — what users need to decide now
··

Google’s big Gmail Gemini AI change is rolling out — what users need to decide now

Google is launching Gemini-powered AI features in Gmail, including thread summaries, AI-assisted drafting, and a new “AI Inbox” view now in testing. Basic tools are free; advanced Q&A and proofreading require a paid plan. The update has triggered privacy concerns as the AI scans email content and metadata. The new AI Inbox is available to select testers, with wider rollout expected in coming months.
January 18, 2026
Apple’s Siri is getting Google Gemini — why the AI deal is drawing fresh privacy and antitrust scrutinySAN FRANCISCO, Jan 17
···

Apple’s Siri is getting Google Gemini — why the AI deal is drawing fresh privacy and antitrust scrutinySAN FRANCISCO, Jan 17

Apple will use Google’s Gemini AI models to power a major Siri upgrade, the companies said Jan. 12. The move intensifies scrutiny from privacy lawyers and regulators as U.S. antitrust officials examine Google’s distribution deals. Apple faces pressure to show “Apple Intelligence” can drive iPhone upgrades ahead of its Jan. 29 earnings. Financial terms of the Gemini partnership were not disclosed.
January 17, 2026
Micro-app boom: AI “vibe coding” lets non-programmers build apps instead of buying them
···

Micro-app boom: AI “vibe coding” lets non-programmers build apps instead of buying them

AI tools are letting non-programmers build custom “micro apps” for personal use, bypassing subscription software. Developers warn these apps are often insecure and hard to maintain. Tech companies report a surge in user-built tools for tasks like restaurant picking and hobby planning. Industry leaders say most of these apps are temporary and fragile.
January 17, 2026
1 … 13 14 15 16 17 … 19

Stock Market Today

  • CBA Shares Fall 5% in May Amid Disappointing Quarterly Update and Increased Provisions
    May 31, 2026, 10:32 PM EDT. Commonwealth Bank of Australia (CBA) shares fell about 5% in May, dropping from $173.66 at April's close to $165.02 by month-end. The decline followed a disappointing third-quarter update with flat operating income, rising expenses linked to technology investments, and only modest profit growth. Market concerns intensified due to a $316 million loan impairment expense and an additional $200 million increase in collective provisions amid geopolitical and economic uncertainties. Consumer arrears and corporate non-performing exposures rose slightly, exacerbating investor caution. The release of the Federal Budget added further pressure, raising fears of tougher conditions for banks. Despite maintaining strong credit quality, intense lending competition and margin pressure challenge CBA's premium valuation, contributing to volatile investor sentiment.