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Artificial Intelligence News 27 January 2026 - 28 January 2026

AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

Nvidia rose 1.7% and Intel jumped 6.6% in premarket trading Wednesday, leading gains among chip stocks. Microsoft and Meta are set to report earnings after the bell, with investors focused on AI spending and margins. ASML raised its 2026 sales forecast after strong bookings but announced 1,700 job cuts. SK Hynix posted record quarterly profit on surging demand for AI server memory.
28 January 2026
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Seagate stock jumps in premarket after earnings beat and upbeat outlook on AI storage demand

Seagate stock jumps in premarket after earnings beat and upbeat outlook on AI storage demand

Seagate shares jumped 11.6% in premarket trading Wednesday after the company reported fiscal second-quarter revenue of $2.83 billion and non-GAAP EPS of $3.11, both above estimates. The company forecast third-quarter revenue of $2.90 billion, beating consensus. Seagate will pay a $0.74 dividend on April 8 to shareholders of record March 25. The stock closed Tuesday at $407.97, up nearly 10%.
28 January 2026
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Richtech Robotics stock steadies premarket after 45% surge on Microsoft agentic AI tie-up

Richtech Robotics stock steadies premarket after 45% surge on Microsoft agentic AI tie-up

Richtech Robotics shares rose 0.2% to $5.52 in premarket trading Wednesday after surging 44.6% on news of a partnership with Microsoft’s AI Co-Innovation Labs. The company said it will use Microsoft’s technology to add autonomous AI features to its ADAM robot. Trading volume spiked Tuesday as investors watched for signs the rally would hold at the open. Financial terms of the deal were not disclosed.
28 January 2026
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ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML reported Q4 bookings of €13.2 billion, far above forecasts, as AI chip demand surged. The company raised its 2026 sales target to €34–39 billion, reversing earlier guidance and topping analyst expectations. Fourth-quarter sales reached €9.7 billion with net income at €2.8 billion. ASML also launched a new share buyback program of up to €12 billion through 2028.
28 January 2026
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Applied Digital stock jumps after Nvidia’s $2 billion CoreWeave bet — what to watch next

Applied Digital stock jumps after Nvidia’s $2 billion CoreWeave bet — what to watch next

Applied Digital shares jumped 14.2% in after-hours trading Tuesday, closing at $41.35 after Nvidia invested $2 billion in CoreWeave, Applied’s major client. The stock saw heavy volume, with 47.5 million shares traded. Applied Digital relies on long-term leases with CoreWeave at its North Dakota campus, expected to generate $11 billion in revenue.
28 January 2026
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Mastercard stock price slips after Agent Suite AI launch as earnings near

Mastercard stock price slips after Agent Suite AI launch as earnings near

Mastercard shares fell 1.3% to $520.41 Tuesday, underperforming the S&P 500, as investors awaited Thursday’s earnings report. The company launched “Mastercard Agent Suite,” a set of AI-powered business tools, set for release in the second quarter. Trading volume was above average. Cantor Fitzgerald began coverage with an “Overweight” rating.
28 January 2026
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Cloudflare stock leaps on Clawdbot AI agent buzz as NET traders look to Feb. 10 earnings

Cloudflare stock leaps on Clawdbot AI agent buzz as NET traders look to Feb. 10 earnings

Cloudflare shares jumped 8.8% to $205.95 in after-hours trading Tuesday, following two days of gains tied to developer interest in the “Clawdbot” AI agent. The company reports Q4 results Feb. 10, as investors look for evidence that AI buzz is driving usage. Cloudflare’s network is used by about 80% of leading AI firms, according to CEO Matthew Prince. The stock saw heavy trading, with 12.5 million shares changing hands.
28 January 2026
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Oracle stock slides 4% as AI spending scrutiny builds ahead of Fed decision

Oracle stock slides 4% as AI spending scrutiny builds ahead of Fed decision

Oracle shares fell 4.2% to $174.90 Tuesday, underperforming as the S&P 500 hit a record high. The company announced new healthcare and construction software deals and highlighted AI data center expansion plans. Oracle remains in focus over its 15% stake in TikTok’s U.S. joint venture. A law firm launched an investigation into Oracle’s bond disclosures tied to AI infrastructure spending.
28 January 2026
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AI stock price: C3.ai slips at the close as Fed decision and Big Tech earnings loom

AI stock price: C3.ai slips at the close as Fed decision and Big Tech earnings loom

C3.ai shares fell 2.4% to $12.62 Tuesday, then edged to $12.65 after hours as investors awaited the Federal Reserve’s Jan. 28 policy decision and major tech earnings. Trading volume reached 4 million, below the 50-day average. Microsoft, Meta, and Amazon are set to report results and boost AI spending by about 30%. C3.ai will release its next earnings on March 4.
27 January 2026
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Microsoft stock pops 2% as Maia 200 AI chip news sets up MSFT earnings day

Microsoft stock pops 2% as Maia 200 AI chip news sets up MSFT earnings day

Microsoft shares climbed 2.3% to $481.30 Tuesday ahead of its quarterly earnings report, as investors weighed new AI hardware and cloud growth prospects. The company launched its Maia 200 AI chip and new developer tools this week, challenging Nvidia’s software lead. Microsoft will report results Wednesday after market close, with Azure and AI spending in focus.
27 January 2026
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Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks shares rose nearly 2% to $146.62 Tuesday, extending a 5.4% jump from the previous session and lifting its market value to about $183 billion. The gains followed Microsoft’s launch of the Maia 200 AI chip, which relies on Ethernet networking, and a bullish analyst note highlighting benefits for Arista. Investors await Microsoft’s earnings Jan. 28 and Arista’s report Feb. 12.
27 January 2026
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Home Depot stock price slips as contractor AI tool launches and the Fed looms

Home Depot stock price slips as contractor AI tool launches and the Fed looms

Home Depot shares fell 1.9% to $379.20 Tuesday, underperforming as housing-related stocks declined. The drop followed weak U.S. consumer confidence data, which hit its lowest since 2014. On Monday, Home Depot launched its “Material List Builder AI” tool for professional users. Investors are watching for Wednesday’s Fed decision and Home Depot’s Feb. 24 earnings report.
27 January 2026
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AI stocks rise as Nvidia and Microsoft climb into earnings week — what investors watch next

AI stocks rise as Nvidia and Microsoft climb into earnings week — what investors watch next

Nvidia rose 1.7% and Microsoft gained 2.3% Tuesday as AI-linked stocks outperformed the broader market. S&P Global estimates capex by major tech firms jumped over $45 billion in 2025, with total spending expected to approach $500 billion in 2026. Microsoft unveiled its Maia 200 AI chip, set to launch in Iowa and Arizona data centers. Meta and Microsoft report earnings Wednesday, with investor focus on AI investment returns.
27 January 2026
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Cloudflare stock jumps on viral ‘Clawdbot’ AI agent buzz as earnings loom

Cloudflare stock jumps on viral ‘Clawdbot’ AI agent buzz as earnings loom

Cloudflare shares surged 11.5% to $211.06 Tuesday amid investor excitement over the viral Clawdbot AI project using its edge network. The stock hit an intraday high of $218.10. Analysts say Cloudflare could benefit as AI-driven web traffic grows, but questions remain about how much of the buzz will translate into revenue. Investors await the company’s February 10 earnings report.
27 January 2026
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Applied Digital (APLD) stock price jumps as Nvidia-CoreWeave deal keeps AI data centers in play

Applied Digital (APLD) stock price jumps as Nvidia-CoreWeave deal keeps AI data centers in play

Applied Digital shares surged 15% to $41.49 by early afternoon Tuesday, with volume hitting 32 million. The jump followed Nvidia’s $2 billion investment in CoreWeave and news that Applied Digital broke ground on a new 430-megawatt AI campus. CoreWeave stock rose 12%. Investors are watching for major lease signings and updates on power capacity.
27 January 2026
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BNAI stock whipsaws again: Brand Engagement Network drops as Africa AI deal stays in focus

BNAI stock whipsaws again: Brand Engagement Network drops as Africa AI deal stays in focus

Brand Engagement Network shares fell 11% to $55.23 by midday Tuesday after volatile trading, despite the Nasdaq rising 1%. The drop followed last week’s SEC filing detailing a $2.05 million Africa licensing deal and a 25% stake in a South African entity. The company’s stock had surged on heavy volume Monday, closing at $62.08. Investors await proof of follow-on revenue and the next earnings update in late March.
27 January 2026
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IREN stock jumps today as bitcoin and AI-infrastructure signals collide ahead of Feb. 5 earnings

IREN stock jumps today as bitcoin and AI-infrastructure signals collide ahead of Feb. 5 earnings

IREN shares rose 8.4% to $56.77 by midday Tuesday after a volatile session, with trading volume reaching 22.3 million shares. The stock’s move comes ahead of quarterly results due Feb. 5, as investors weigh IREN’s shift from bitcoin mining to AI cloud services. Crypto miners and AI infrastructure stocks also posted gains. IREN’s 52-week range spans from $5.13 to $76.87.
27 January 2026
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Stock Market Today

Nvidia stock ‘cheap’ again? AI spending surge puts NVDA back in the spotlight

Nvidia stock ‘cheap’ again? AI spending surge puts NVDA back in the spotlight

8 February 2026
Nvidia shares jumped 7.8% Friday, leading a rally in chip stocks after signs of continued AI hardware spending by major tech firms. The PHLX semiconductor index rose 5.7%, with AMD and Broadcom also gaining. The Dow closed above 50,000 for the first time. Investors remain split over whether soaring AI outlays will deliver sufficient returns.
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