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Micron Technology Director Liu Teyin M acquired 23,200 shares of common stock on January 13 and 14, 2026, at weighted average prices of $337.07, $336.63, and $337.5. The total purchase amounted to $7,821,723, bringing Liu's total ownership to 25,910 shares. This information was disclosed in an SEC Form 4 filing.
Amazon's stock faces potential risks from the rise of "agentic commerce," where AI agents handle shopping autonomously, possibly reducing traffic to Amazon's site and impacting its advertising revenue. Analyst Josh Beck lowered the price target to $260, warning that if fewer consumers start their searches on Amazon, retail growth could fall below current estimates. While some analysts see potential for Amazon to leverage its AI technology, uncertainty remains a challenge for the company, which has struggled to maintain investor confidence amid competition in the AI space.
KeyBanc analyst John Vinh has upgraded AMD's stock to overweight, citing strong demand for its server CPUs and AI chips, projecting revenue of $14-$15 billion by 2026. AMD is nearly sold out of server CPUs and may raise prices by 10-15%. The stock surged 7% following the upgrade, which comes after a previous downgrade due to demand concerns. Vinh expects significant growth in AMD's server CPU business and a favorable gross margin mix despite underperformance in personal-computer chips due to rising memory prices.
AMD and Intel stocks rose after KeyBanc upgraded both companies, citing strong demand for AI servers. Despite a 2% month-over-month decline in traditional server instances, year-over-year growth remains positive. KeyBanc analyst John Vinh favored Intel for near-term momentum, upgrading its rating to Overweight with a $60 price target, while AMD was also upgraded to Overweight with a $270 target. AMD shares increased by 6.14% to $220.30, and Intel shares rose by 3.15%.
A hack that stole sensitive data in Oracle’s business software — which may have started as early as last July, but wasn’t disclosed by the company until October — is still generating ransom demands, per reporting by The Wall Street Journal.
