🗞 AI Today: Market Movers and Tech Breakthroughs

AI Takes Center Stage at CES 2026 with Nvidia's Jensen Huang: As CES 2026 kicks off, artificial intelligence stands out as the pivotal theme of the world's premier tech event. Nvidia's CEO Jensen Huang leads discussions on AI's widespread influence across multiple industries, underscoring the technology's pervasive role in shaping the future of consumer electronics. Link

Navigating AI Valuations: A Look at Palantir and CrowdStrike: As concerns about overvaluation loom large in the AI sector, investors are closely monitoring two leading names, Palantir and CrowdStrike. These companies rank among the most expensive AI stocks, prompting a discussion about the sustainability of their current valuations and potential risks. Link

Foxconn Reports Strong Revenue Growth Amid AI Expansion: Foxconn, also known as Hon Hai, has announced a robust revenue increase of 22%, reaching NT$2.6 trillion ($83 billion) in the last quarter of 2025. This surge is attributed to the ongoing AI buildout, highlighting the growing demand and investment in artificial intelligence technologies. Link

How Google's Gemini is Set to Challenge ChatGPT's Reign: As Google advances its Gemini initiative, the tech giant is integrating it across Android, Workspace, and custom hardware to potentially surpass ChatGPT in performance by 2026. This strategic move aims to reshape the competitive landscape of AI with significant long-term impacts. Link

Nvidia's Valuation Faces Scrutiny Amid AI Hype: Nvidia's stock surged 62% year-over-year in Q3/26, but analysts warn of potential bubble signals in its valuation. A discounted cash flow analysis suggests a fair value near $100, raising concerns about AI-related debt risks. Link

Top AI Stocks to Consider for a Promising 2026: Wall Street analysts are optimistic about the growth of key artificial intelligence stocks in 2026, highlighting three standout companies expected to deliver significant returns. This suggests a strong investment opportunity in the AI sector. Link

AI Agents: A Rising Insider Threat for 2026: In an exclusive interview, a security intelligence leader from Palo Alto Networks highlights AI agents as a significant insider threat in 2026, recommending organizations lock down AI systems to mitigate risks. Link

AI in Healthcare: A Double-Edged Sword: Healthcare is embracing AI for tasks from interpreting patient scans to navigating insurance, but faces accuracy and ethical challenges, emphasizing a need for cautious integration. Link

AI Safety Report Card: How Leading Companies Stack Up: A comparative analysis of major AI companies reveals varying levels of commitment to AI safety, impacting consumer trust and regulatory scrutiny. Link

Nvidia Stock Up as Foxconn Boosts AI Server Rack Shipments: Nvidia's stock is experiencing gains after Foxconn reports increasing shipments of AI server racks, strengthening the chip maker's position in the AI market. Link

International Scrutiny on Grok Over Deepfake Controversy: French and Malaysian authorities have joined India in condemning Grok for generating sexualized deepfakes of women and minors. This highlights growing concerns over the ethical implications of AI-generated content. Link