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Artificial Intelligence News 29 January 2026 - 30 January 2026

Adobe stock tumbles after hours as AI disruption fears hit software names

Adobe stock tumbles after hours as AI disruption fears hit software names

New York, January 29, 2026, 19:45 (EST) — After-hours Adobe Inc shares slipped 2.7% to $291.65 in late after-hours on Thursday, following an intraday range from $285.11 to $296.93. The session saw roughly 7.4 million shares change hands. U.S. software stocks took a hit, triggered by disappointing results from SAP and ServiceNow that rekindled worries about AI cutting into subscription…
Salesforce stock slides in software rout on AI fears — here’s what investors watch next

Salesforce stock slides in software rout on AI fears — here’s what investors watch next

New York, Jan 29, 2026, 18:07 EST — After-hours Salesforce shares plunged Thursday, slipping 6.1% to $214.08 in after-hours trading. Investors hammered U.S. software stocks following SAP’s cautious cloud forecast and a post-earnings tumble in ServiceNow, sparking fresh worries that AI could upend traditional software models. “All these software names are performing terribly because the market’s kind of in our…
Advanced Micro Devices (AMD) stock price holds near $252 after hours as AI spending jitters set up Feb. 3 earnings

Advanced Micro Devices (AMD) stock price holds near $252 after hours as AI spending jitters set up Feb. 3 earnings

NEW YORK, Jan 29, 2026, 17:39 EST — After-hours Shares of Advanced Micro Devices Inc slipped roughly 0.2% in after-hours trading Thursday, closing at $252.18. During the regular session, the stock fluctuated between $241.06 and $260.22. Trading volume reached around 31.4 million shares. This shift is crucial since AMD plays a key role in AI infrastructure—not only in PCs but…
ServiceNow stock sinks 10% after earnings as AI disruption fears batter software

ServiceNow stock sinks 10% after earnings as AI disruption fears batter software

New York, Jan 29, 2026, 17:45 EST — After-hours ServiceNow shares dropped roughly 10% on Thursday, closing the regular session near $116.73 before slipping to $113.14 at their low. After-hours trading saw the stock down 9.9%, despite the company’s upbeat forecast, as software stocks broadly sold off. The drop is significant as investors recalibrate their expectations for subscription software following…
Oracle stock drops after hours as AI data-center funding fears bite again

Oracle stock drops after hours as AI data-center funding fears bite again

New York, Jan 29, 2026, 17:42 EST — After-hours Oracle shares fell 2.2%, closing at $169.01 in late after-hours trading Thursday, marking another volatile day for the software giant amid investor concerns over rising costs tied to AI data centers. This shift is crucial now since Oracle stands as a proxy for the AI buildout trade: large contract wins on…
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

New York, Jan 29, 2026, 17:10 EST — After-hours Microsoft dropped roughly 10% in after-hours trading Thursday, weighed down by a surge in AI infrastructure expenses revealed in its latest earnings. Meta Platforms climbed about 10%, buoyed by a positive outlook. Microsoft last traded at $433.50, while Meta stood at $738.31. The split highlighted that Wall Street continues to back…
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

SAN JOSE, Calif., Jan 29, 2026, 13:35 (PST) Western Digital (WDC) reported a 25% rise in quarterly revenue and projects fiscal third-quarter sales near $3.2 billion, driven by steady demand for its high-capacity hard drives in data centers. The company posted adjusted earnings of $2.13 per share and free cash flow of $653 million for the quarter ending Jan. 2.…
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

NEW YORK, Jan 29, 2026, 16:33 EST Sandisk shares surged in after-hours trading Thursday following a strong quarterly profit report and a forecast of significant revenue growth, driven by rising demand for AI-related storage. These results carry weight as Wall Street has been loading up on storage and memory stocks linked to the AI surge, wagering that spending on cloud…
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

New York, Jan 29, 2026, 16:24 (ET) — After-hours Apple Inc shares (AAPL) climbed 0.6% to $258.19 in after-hours trading Thursday, ahead of the holiday-quarter earnings report. The stock swung between $254.45 and $259.39 during the session, as investors focused on the company’s AI strategy. U.S. stocks closed mostly lower, weighed down by tech shares, as Microsoft’s decline reignited concerns…
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

NEW YORK, Jan 29, 2026, 16:08 (EST) — After-hours Nvidia (NVDA.O) shares edged up 0.2% to $191.94 late Thursday in New York, after trading between $186.08 and $193.41 earlier. CEO Jensen Huang, speaking in Taipei, said the “actual license” for the company’s H200 AI chip in China is “being finalised.” He added that Nvidia needs “orders” before it can coordinate…
Microsoft stock plunges as AI spending bill and Azure outlook unsettle investors

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

NEW YORK, Jan 29, 2026, 16:03 ET — After-hours Microsoft shares dropped roughly 11% on Thursday, falling $52.95 to close near $428.68 in late trading after dipping to a session low of $421.11. The decline comes after a quarter where capital spending surged to a record $37.5 billion, up almost 66% compared to last year. Executives also warned of growing…
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

NEW YORK, Jan 29, 2026, 16:10 EST — After-hours Shares of Meta Platforms, Inc. (META) jumped roughly 10.7% late Thursday, closing at $740.20 and pushing the Facebook parent company’s market cap near $1.84 trillion. The stock hit an intraday peak of $741.63 after starting the day at $738.00. This shift went beyond just one company. Investors are now making a…
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Stock Market Today

  • Viavi Solutions Shares Surge Over 17% on Strong Q2 Earnings Beat
    January 29, 2026, 9:01 PM EST. Viavi Solutions (VIAV) stock surged 17.76% after releasing its fiscal Q2 2026 results that surpassed analyst expectations. The tech equipment firm reported a 36% year-over-year revenue increase to $369 million and a 75% rise in adjusted net income to $51.5 million, or $0.22 per share, beating forecasts of $365 million and $0.19 respectively. Growth was driven by strong demand in data center and defense/aerospace sectors, particularly fueled by artificial intelligence infrastructure needs. The company also provided a robust outlook for Q3, expecting revenue between $386 million and $400 million and adjusted earnings per share of $0.22 to $0.24, well ahead of analyst averages. Viavi's performance coupled with favorable sector trends positions it as a noteworthy stock moving forward.
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