Today: 3 April 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

AI stocks whipsaw after Microsoft sinks 10% and Meta jumps 10% on AI spending signals

AI stocks whipsaw after Microsoft sinks 10% and Meta jumps 10% on AI spending signals

Microsoft fell about 10% in after-hours trading Thursday after reporting a 66% jump in capital spending to $37.5 billion, with nearly half its $625 billion cloud backlog tied to OpenAI. Meta rose 10% on strong ad revenue and a bullish 2026 AI outlook, projecting up to $135 billion in capital expenditures. Nvidia gained 0.5% as CEO Jensen Huang said H200 chip licensing deals in China are close to finalization.
29 January 2026
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XRP price slides near $1.80 as crypto selloff blunts Ripple’s fresh court win, new Treasury push

XRP price slides near $1.80 as crypto selloff blunts Ripple’s fresh court win, new Treasury push

XRP fell about 5.6% to $1.81 Thursday, with $4.6 billion traded in 24 hours, as a broad crypto sell-off hit markets. Bitcoin dropped roughly 6%, dragging other tokens lower amid Middle East tensions and U.S. shutdown fears. A U.S. appeals court upheld summary judgment for Ripple in a securities lawsuit. Ripple also launched a new treasury management platform with GTreasury.
29 January 2026
Bitcoin price slides below $85,000 as risk-off bites, dragging crypto stocks down too

Bitcoin price slides below $85,000 as risk-off bites, dragging crypto stocks down too

Bitcoin fell 5.4% to $84,280 Thursday, while ether dropped 6.6% to $2,809 as investors retreated from risk assets amid U.S.-Iran tensions and government shutdown fears. U.S. spot bitcoin ETFs saw over $167 million in outflows this week. Crypto stocks including Coinbase and Marathon Digital also declined sharply. The Senate advanced a crypto oversight bill, while the White House scheduled talks with industry leaders for Monday.
29 January 2026
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Natural gas pops again after big storage draw — here’s what traders watch next

Natural gas pops again after big storage draw — here’s what traders watch next

U.S. natural gas futures rose 4.1% to $3.886 per mmBtu Thursday as storms cut production by about 10%, forcing heavy inventory withdrawals and rare LNG imports. The March contract replaced February as the benchmark after a volatile roll. Storage fell by 242 Bcf to 2,823 Bcf last week, according to EIA. EQT shares closed up 0.7% but dipped after hours.
29 January 2026
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Gold price today: Bullion whipsaws after $5,595 record — what traders watch next

Gold price today: Bullion whipsaws after $5,595 record — what traders watch next

Spot gold fell 1.3% to $5,330 an ounce after hitting a record $5,594, but remains up 24% for January. Silver, platinum, and palladium also declined. Traders cited profit-taking, Iran tensions, the upcoming Fed chair announcement by Trump, and Friday’s U.S. funding deadline. Global gold demand reached a record 5,002 metric tons in 2025, driven by an 84% jump in investment.
29 January 2026
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Dow Jones today: DJIA edges up as Microsoft tumbles; Apple iPhone demand “staggering” after bell

Dow Jones today: DJIA edges up as Microsoft tumbles; Apple iPhone demand “staggering” after bell

The Dow closed up 0.11% to 49,071.56, while the S&P 500 and Nasdaq fell, pressured by a 10% plunge in Microsoft shares after its cloud update. Apple beat estimates after the bell, with iPhone revenue at $85.27 billion and China sales up 38%. Oil prices jumped over 3% on supply concerns. New jobless claims dropped to 209,000.
29 January 2026
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Western Digital stock whipsaws after earnings as Seagate effect keeps AI storage trade in focus

Western Digital stock whipsaws after earnings as Seagate effect keeps AI storage trade in focus

Western Digital reported a 25% rise in quarterly revenue and forecast fiscal Q3 sales near $3.2 billion, citing strong demand for high-capacity hard drives in data centers. Adjusted earnings reached $2.13 per share, with free cash flow at $653 million. Shares slipped 0.5% after hours, despite climbing 15.6% over the past week. The company announced a 12.5-cent dividend, payable March 18.
29 January 2026
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Visa crushes earnings estimates on holiday spending — but the stock still slips after hours

Visa crushes earnings estimates on holiday spending — but the stock still slips after hours

Visa reported adjusted earnings of $3.17 per share and revenue of $10.9 billion for its fiscal first quarter, both above analyst estimates. Payments volume rose 8% in constant dollars, while cross-border transactions increased 12%. Shares fell about 1.4% in after-hours trading. Operating expenses jumped 27%, driven by a $707 million litigation reserve.
29 January 2026
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Robinhood puts money into Talos at a $1.5 billion valuation as crypto trading plumbing draws fresh backers

Robinhood puts money into Talos at a $1.5 billion valuation as crypto trading plumbing draws fresh backers

Robinhood joined a $45 million Series B extension for crypto trading tech firm Talos, raising Talos’s total Series B funding to $150 million and valuing the company at about $1.5 billion. Talos said stablecoins were used to settle part of the transaction. The firm reported nearly doubling revenue and client numbers annually for the past two years.
29 January 2026
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Apple Earnings Blow Past Forecasts as iPhone Sales Hit Record in $143.8 Billion Quarter

Apple Earnings Blow Past Forecasts as iPhone Sales Hit Record in $143.8 Billion Quarter

Apple reported record quarterly revenue of $143.8 billion and net income of $42.1 billion, driven by iPhone sales of $85.3 billion and Services revenue of $30.0 billion. The company’s installed base surpassed 2.5 billion devices. Shares rose 0.6% in late trading before results, though the stock remains down about 10% from December highs. Mac and Wearables revenue both declined year over year.
29 January 2026
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SanDisk stock jumps after blowout earnings as AI data-center demand lifts outlook

SanDisk stock jumps after blowout earnings as AI data-center demand lifts outlook

Sandisk posted Q2 revenue of $3.03 billion, up 61% year-over-year, with adjusted earnings per share of $6.20. Datacenter revenue jumped 64% from the previous quarter. Shares rose nearly 16% after hours, following a 2.7% gain at the close. The company forecasts Q3 revenue between $4.40 billion and $4.80 billion.
29 January 2026
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Amazon stock slips after report of a mega OpenAI check — what AMZN investors watch next

Amazon stock slips after report of a mega OpenAI check — what AMZN investors watch next

Amazon shares closed down 0.5% at $241.74 Thursday as reports surfaced of multibillion-dollar investment talks with OpenAI. The company confirmed plans to cut 16,000 corporate jobs, about 10% of its white-collar workforce. CEO Andy Jassy is reportedly leading negotiations with OpenAI’s Sam Altman. Neither company has commented publicly on the potential deal.
29 January 2026
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Apple stock price today: AAPL ticks up after Q.ai AI buy as earnings loom

Apple stock price today: AAPL ticks up after Q.ai AI buy as earnings loom

Apple shares rose 0.6% to $258.19 in after-hours trading Thursday, ahead of its quarterly earnings release. The company confirmed its acquisition of Israeli audio AI startup Q.ai, with about 100 employees joining Apple. Options pricing signaled traders expect a 4% move following results. Analysts project record revenue and a 13.8% jump in iPhone sales for the holiday quarter.
29 January 2026
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Micron (MU) stock steadies after-hours as DRAM shortage warnings flare; Apple earnings next

Micron (MU) stock steadies after-hours as DRAM shortage warnings flare; Apple earnings next

Micron shares rose 0.2% to $435.96 in after-hours trading after Samsung and SK Hynix warned of tightening DRAM supply as production shifts to AI-focused HBM chips. The stock swung nearly $29 during the session on volume of 38.9 million shares. Apple will report earnings after the bell, with investors watching for updates on device demand and component costs.
29 January 2026
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Nvidia stock price in focus as CEO flags China H200 licence; OpenAI funding talks swirl

Nvidia stock price in focus as CEO flags China H200 licence; OpenAI funding talks swirl

Nvidia shares rose 0.2% to $191.94 in after-hours trading as CEO Jensen Huang said the H200 chip license for China is being finalized. Huang noted Nvidia needs orders before coordinating with TSMC, citing tight packaging capacity. Reuters reported ByteDance, Alibaba, and Tencent received approval to buy over 400,000 H200 chips, but actual orders have lagged due to deal conditions.
29 January 2026
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Tesla stock drops as Musk’s $20 billion robotaxi spending push takes over

Tesla stock drops as Musk’s $20 billion robotaxi spending push takes over

Tesla shares fell 3.7% to $415.6 Thursday after the company announced 2026 capital spending will exceed $20 billion, focusing on robotaxis and robots. Fourth-quarter revenue dropped 3% to $24.9 billion, with net income plunging 61% to $840 million. Investors cited concerns over cash burn and regulatory hurdles for “no wheel, no pedals” vehicles. Tesla confirmed Cybercab production remains on track for this year.
29 January 2026
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Microsoft stock plunges as AI spending bill and Azure outlook unsettle investors

Microsoft stock plunges as AI spending bill and Azure outlook unsettle investors

Microsoft shares fell 11% in after-hours trading Thursday, closing near $428.68 after a record $37.5 billion in quarterly capital spending and warnings of cloud-margin pressure. The stock drop followed 17% revenue growth and a 39% jump in Azure sales, but investors focused on rising costs and supply limits for AI chips. Analysts are expected to revise Azure forecasts ahead of Friday’s session.
29 January 2026
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Meta stock jumps nearly 11% as Wall Street sizes up $135 billion AI spending plan

Meta stock jumps nearly 11% as Wall Street sizes up $135 billion AI spending plan

Meta shares jumped 10.7% after the company posted fourth-quarter revenue of $59.89 billion, up 24%, and issued a strong first-quarter outlook. The company forecast 2026 expenses of $162–169 billion and capital spending of $115–135 billion. Advertising revenue rose 24% to $58.14 billion. Meta warned of higher costs tied to data centers and AI, pressuring margins.
29 January 2026
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Stock Market Today

  • Nasdaq's Faster IPO Inclusion: Impact on Nasdaq-100 Index and Investment Outlook
    April 2, 2026, 7:47 PM EDT. Nasdaq's new rule allows large IPOs to join its Nasdaq-100 index within 15 trading days starting May 2026, aiming to boost attention on major listings and deepen investor engagement with its prime index products. While enhancing the index's appeal, the change does not significantly alter Nasdaq's near-term outlook, which hinges on tech-driven growth and fintech deal execution. Nasdaq projects $6.7 billion in revenue and $2.3 billion in earnings by 2029, implying 8.4% annual revenue growth and a fair value estimate with a 26% upside from current prices. However, wide-ranging fair value estimates highlight divergent investor views, emphasizing the importance of product innovation and index enhancements amid regulatory and competitive risks.
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