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Artificial Intelligence 30 January 2026

Microsoft Channels $20.5 Billion India AI Investment Into Hyderabad Azure Hub
Sandisk stock jumps as AI storage squeeze drives big forecast and a longer supply deal

Sandisk stock jumps as AI storage squeeze drives big forecast and a longer supply deal

Shares of Sandisk jumped roughly 17% to $631.93 on Friday after the flash-storage company raised its quarterly guidance beyond Wall Street’s forecasts. The firm also announced it extended a crucial supply deal with partner Kioxia through 2034. Sandisk projected fiscal third-quarter revenue hitting a midpoint of $4.6 billion, with adjusted earnings per share at $14—far exceeding analysts’ estimates of $2.77 billion in revenue and $4.37 EPS, per LSEG data. CEO David Goeckeler summed it up: “Customers prefer supply over price.”
Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft shares held steady on Friday morning, though the broader AI sector showed signs of strain. Investors are grappling with rising data-center costs amid cloud growth that’s failing to accelerate as expected. By 10:03 a.m. ET, Microsoft was up 0.6% at $436.11. Nvidia dipped 0.4%, AMD dropped 4.1%, and the Nasdaq-100 ETF QQQ slipped 0.6%.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Constellation Energy

NASDAQ: CEG 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY

Walt Disney

NYSE: DIS 91 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 89 / 100
#5 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 87 / 100
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Editorial model selection. Not personalised advice.