Artificial Intelligence 28 January 2026

Microsoft stock dives as AI spending bites; Nvidia steady, Meta jumps in split AI trade

Microsoft dropped 10.7% to $429.87 in early trading, weighing on sentiment among AI-related stocks, even as chipmakers showed more resilience. Meta Platforms climbed 7.9%, while Nvidia slipped 0.2% and AMD inched up 0.2%.

29 January 2026

Artificial Intelligence·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·Stock Market

Microsoft stock slides 10% after earnings beat as Azure outlook, AI bill unsettle Wall Street

Microsoft shares dropped roughly 10% in early Thursday trading, deepening their steep slide after earnings. Investors grappled with the company’s record AI spending, which contrasted with just modest shifts in its short-term cloud outlook.

29 January 2026

Artificial Intelligence·Earnings Reports·Microsoft·NASDAQ:MSFT·Stock Market·Technology

Sandisk stock price rises ahead of earnings as AI storage trade stays in focus (SNDK)

Sandisk shares ticked higher on Thursday morning as investors positioned for the flash-memory maker’s quarterly update due after U.S. markets close.

29 January 2026

Artificial Intelligence·Earnings Reports·NASDAQ:MU·NASDAQ:SNDK·NASDAQ:STX·NYSE:WDC·Stock Market·Technology

Meta stock jumps about 9% as Zuckerberg bets big on “superintelligence” spending

Meta Platforms shares surged over 9% in early Thursday trading, shrugging off a notable rise in planned spending to zero in on a brighter sales forecast. The stock last traded up 9.3% at $731.18, following Wednesday’s close of $668.73.

29 January 2026

Artificial Intelligence·NASDAQ:META·Stock Market

Apple stock slips as earnings loom; iPhone sales and Siri AI push in sharp focus

Apple shares dipped in early U.S. trading Thursday as investors braced for the iPhone maker’s quarterly earnings released after the bell. Focus remains on holiday-quarter iPhone sales and the expenses tied to crucial components.

29 January 2026

Artificial Intelligence·Earnings Reports·NASDAQ:AAPL·Stock Market

BigBear.ai stock slips before the bell as AD Ports customs AI partnership lands and dilution vote nears

Shares of BigBear.ai Holdings, Inc slipped roughly 2.4% in premarket trading Thursday, hitting $6.01 after closing near $6.16 the day before. The company announced Wednesday a strategic partnership with Maqta Technologies, the digital division of AD Ports Group, to develop AI-driven customs and border operations systems for ports and crossings.

29 January 2026

Artificial Intelligence·NASDAQ:BBAI·Stock Market

Meta jumps, Microsoft slides: AI stocks hit a payback test before Wall Street opens

U.S.-listed AI stocks looked set for a volatile open Thursday. Meta Platforms surged 7.9% in premarket action, while Microsoft dropped 6.4% following its earnings report. Stock index futures ticked up slightly after the Federal Reserve kept interest rates unchanged the day before. “Traders are no longer rewarding the biggest spenders,” said Jake Behan, head of capital markets at Direxion.

29 January 2026

Artificial Intelligence·NASDAQ:META·NASDAQ:MSFT·Stock Market

Palantir stock price today: PLTR steadies after 5% drop as DHS ICE AI disclosure lands

Palantir Technologies Inc shares hovered near $157.35 in light premarket trading Thursday, following a roughly 5% drop the day before.

29 January 2026

Artificial Intelligence·NYSE:PLTR·Stock Market·Technology

Palladyne AI stock slips premarket after Air Force “HANGTIME” contract sparks sharp rally

Palladyne AI Corp shares slipped 1.2% to $7.34 in Thursday’s premarket, following a sharp rise a day earlier when news broke of a U.S. Air Force-related contract.

29 January 2026

Artificial Intelligence·Defense Industry·NASDAQ:PALL

Microsoft stock drops in premarket after record AI spend puts Azure payoff in focus

Microsoft shares slipped 5.7% to roughly $454 in premarket Thursday, rattled by concerns over the rising expenses tied to its AI strategy following the latest quarterly report. The stock had closed Wednesday slightly higher, up 0.2% at $481.63.

29 January 2026

Artificial Intelligence·Microsoft·NASDAQ:MSFT·Stock Market·Technology

Meta stock price jumps after earnings — but $135 billion AI capex is the new battleground

Shares of Meta Platforms jumped nearly 7% in early Frankfurt trading Thursday, following the company’s forecast of first-quarter revenue that outpaced Wall Street estimates. The Facebook and Instagram parent also boosted its 2026 capital spending plan to accelerate investment in artificial intelligence.

29 January 2026

Artificial Intelligence·Earnings Reports·NASDAQ:META·Stock Market

Caterpillar stock edges up ahead of earnings as AI data-center power deal puts CAT in focus

Caterpillar Inc shares closed Wednesday up roughly 0.7%, finishing at $643.28. Throughout the day, the stock fluctuated between $629.39 and $646.84, with around 2.7 million shares changing hands.

29 January 2026

Artificial Intelligence·Data Centers·Earnings Reports·NYSE:CAT·Stock Market

Mastercard stock price ticks up after-hours as earnings near; AI “Agent Suite” lands in the mix

Mastercard Incorporated shares ticked up slightly in after-hours trading Wednesday, shortly after the 4 p.m. ET close, as investors braced for its quarterly report. The stock edged higher by roughly 0.2% to $521.37, having fluctuated between $518.24 and $523.65. Roughly 5.5 million shares traded hands. Meanwhile, Visa gained about 0.5%, while American Express dipped close to 0.7%.

29 January 2026

Artificial Intelligence·Earnings Reports·NYSE:MA·Stock Market

AMD stock price: After-hours uptick as AI-chip rally rolls on ahead of Feb. 3 earnings

Advanced Micro Devices shares climbed 0.3% to $252.74 in late after-hours Wednesday. Nvidia rose 1.6%, while Intel surged roughly 11%.

29 January 2026

Artificial Intelligence·Earnings Reports·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·Stock Market·Technology

Seagate stock price jumps 19% after forecast beats; STX rides AI data demand

Shares of Seagate Technology Holdings plc jumped 19% to $442.93 in after-hours trading Wednesday, briefly climbing to $456.70 as investors rushed in on the back of a bullish outlook.

29 January 2026

Artificial Intelligence·Earnings Reports·NASDAQ:STX·Stock Market

Broadcom stock price holds near $333 after hours as chip rally spreads on AI demand signals

Broadcom Inc shares saw minimal movement in after-hours trading Wednesday, as chip stocks gained on fresh optimism about expanding AI data center investment. The stock ended regular session up 0.14% at $333.24 and ticked higher to around $333.82 post-close.

29 January 2026

Artificial Intelligence·NASDAQ:AVGO·Semiconductors·Stock Market·Technology

Microsoft shares slide after Q2 earnings as AI spending hits record and Azure growth barely clears forecasts

Microsoft shares dipped in after-hours trading Wednesday following the company's report of record quarterly capital expenditures and a modest beat in Azure cloud growth, raising fresh questions about the pace of returns from its AI investments.

29 January 2026

Artificial Intelligence·Cloud Computing·NASDAQ:MSFT·Stock Market·Technology

Microsoft stock price whipsaws after earnings as Azure grows 39% and AI capex hits record

Microsoft Corp shares gained 0.2% to $481.63 in after-hours trading Wednesday, rebounding from a steep drop that at one point wiped out more than 7%. The stock swung between $445.00 and $484.34 during the session, putting the company’s market cap near $3.85 trillion.

29 January 2026

Artificial Intelligence·Cloud Computing·Earnings Reports·Microsoft·NASDAQ:MSFT·Stock Market

Meta’s $135 billion AI spending plan steals the show after strong Q4 earnings

Meta Platforms on Wednesday forecast 2026 capital spending of $115 billion to $135 billion as it ramps up an artificial intelligence push it calls “superintelligence,” sending its shares up nearly 9% in extended trading.

28 January 2026

Artificial Intelligence·NASDAQ:META

IBM stock price jumps after hours as Q4 results lift AI and 2026 outlook

IBM shares jumped in after-hours trading Wednesday following the release of its fourth-quarter results. At 5:00 p.m. ET, the stock stood at $317, marking a 7.76% gain from the regular session close, with prices swinging between $324.20 and $294.09 during extended hours.

28 January 2026

Artificial Intelligence·Earnings Reports·NYSE:IBM·Stock Market

Artificial Intelligence 28 January 2026 - 29 January 2026

Microsoft stock dives as AI spending bites; Nvidia steady, Meta jumps in split AI trade

Microsoft stock slides 10% after earnings beat as Azure outlook, AI bill unsettle Wall Street

Sandisk stock price rises ahead of earnings as AI storage trade stays in focus (SNDK)

Meta stock jumps about 9% as Zuckerberg bets big on “superintelligence” spending

Apple stock slips as earnings loom; iPhone sales and Siri AI push in sharp focus

BigBear.ai stock slips before the bell as AD Ports customs AI partnership lands and dilution vote nears

Meta jumps, Microsoft slides: AI stocks hit a payback test before Wall Street opens

Palantir stock price today: PLTR steadies after 5% drop as DHS ICE AI disclosure lands

Palladyne AI stock slips premarket after Air Force “HANGTIME” contract sparks sharp rally

Microsoft stock drops in premarket after record AI spend puts Azure payoff in focus

Meta stock price jumps after earnings — but $135 billion AI capex is the new battleground

Caterpillar stock edges up ahead of earnings as AI data-center power deal puts CAT in focus

Mastercard stock price ticks up after-hours as earnings near; AI “Agent Suite” lands in the mix

AMD stock price: After-hours uptick as AI-chip rally rolls on ahead of Feb. 3 earnings

Seagate stock price jumps 19% after forecast beats; STX rides AI data demand

Broadcom stock price holds near $333 after hours as chip rally spreads on AI demand signals

Microsoft shares slide after Q2 earnings as AI spending hits record and Azure growth barely clears forecasts

Microsoft stock price whipsaws after earnings as Azure grows 39% and AI capex hits record

Meta’s $135 billion AI spending plan steals the show after strong Q4 earnings

IBM stock price jumps after hours as Q4 results lift AI and 2026 outlook

TechStock² Updates

Applied Optoelectronics (NASDAQ:AAOI) surges 14% premarket as production boosts lead margin gains

Cloudflare (NYSE:NET) jumps 16% as AI-led beat lifts second-half sales plan

Ford (NYSE:F) shares extend six-session drop, $28,350 Fathom EV margins scrutinized

Figma (NYSE:FIG) share price under pressure as 77.7 million shares come off lock-up following earnings slump

POET Technologies Inc. shares gain, investor attention turns to revenue after cash boost

Top Stock Picks

Constellation Energy

AerCap

Walt Disney

AIG

Cheniere Energy

Live updates

Investment Disclaimer