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Artificial Intelligence 30 January 2026 - 31 January 2026

Oracle stock price drops again as AI fears weigh; Air Force cloud order lands

Oracle stock price drops again as AI fears weigh; Air Force cloud order lands

Oracle shares fell 2.6% to $164.58 Friday, extending losses in software stocks despite the company winning an $88.1 million U.S. Air Force cloud contract. Investors remain cautious as concerns grow over AI-driven disruption and rising capital spending. The stock showed little movement after hours. Oracle’s next earnings report is set for March 9.
30 January 2026
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Microsoft stock extends post-earnings slide as AI spending debate heats up

Microsoft stock extends post-earnings slide as AI spending debate heats up

Microsoft shares fell 0.9% to $429.73 Friday, extending a sharp selloff that erased over $350 billion in value after disappointing cloud and spending updates. The company reported $81.3 billion in quarterly revenue and a 66% jump in capital spending, with two-thirds spent on chips. Microsoft also announced a $750 million, three-year AI deal with Perplexity AI to run on Azure.
30 January 2026
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Sandisk stock price jumps after AI-fueled outlook; Kioxia deal and analyst calls in focus

Sandisk stock price jumps after AI-fueled outlook; Kioxia deal and analyst calls in focus

Sandisk shares rose 4.9% to $565.99 Friday after the company forecast Q3 revenue of $4.4–$4.8 billion and adjusted EPS of $12–$14, beating analyst estimates. Fiscal Q2 revenue climbed 31% to $3.03 billion, with gross margin at 50.9%. Sandisk and Kioxia extended their Japan joint venture through 2034, with Sandisk set to pay $1.165 billion between 2026 and 2029.
30 January 2026
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Eaton stock slides late Friday as ETN investors weigh AI data-center push, earnings next week

Eaton stock slides late Friday as ETN investors weigh AI data-center push, earnings next week

Eaton shares fell 0.9% to $351.32 Friday after U.S. inflation data and a new Fed nomination rattled markets. The company, active in AI power-supply, will report Q4 earnings Feb. 3 and discuss plans to spin off its Mobility business by Q1 2027. Trading volume topped the 50-day average Thursday as Eaton closed up 2.03%. Investors await 2026 guidance and updates on electrical segment orders.
30 January 2026
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Workday stock bounces as software selloff cools, but AI worries still hang over WDAY

Workday stock bounces as software selloff cools, but AI worries still hang over WDAY

Workday shares rose 0.7% to $175.87 Friday afternoon after swinging between $172.80 and $176.64. The move followed a sector-wide selloff triggered by SAP, ServiceNow, and Microsoft on Thursday. Investors are awaiting Workday’s earnings report, due around Feb. 24, for updates on subscription growth and margins. Software stocks remain volatile as the market weighs AI’s impact and cost pressures.
30 January 2026
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AI stocks today: Microsoft wobbles, Nvidia slips and Sandisk jumps on storage demand

AI stocks today: Microsoft wobbles, Nvidia slips and Sandisk jumps on storage demand

Microsoft shares fell 0.5% to $431.15 and Meta dropped 3.1% after earnings, while Sandisk jumped 10.2% on strong forecasts and a renewed Kioxia deal. Microsoft reported $37.5 billion in quarterly capex, up 66%, and confirmed a $750 million Azure deal with Perplexity. Nvidia slipped 0.9% amid China licensing uncertainty. The iShares Semiconductor ETF lost 3.5% as chip stocks broadly declined.
30 January 2026
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Sandisk stock swings higher after blowout forecast as AI-storage demand bites

Sandisk stock swings higher after blowout forecast as AI-storage demand bites

Sandisk shares jumped 9% to $586.80 after the company forecast third-quarter profit and revenue well above Wall Street estimates. Quarterly earnings and sales surged, driven by strong AI infrastructure demand and a 64% rise in datacenter revenue. Sandisk extended its flash-memory supply deal with Kioxia through 2034. Investors await management’s webcast for updates on supply constraints.
30 January 2026
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Adobe stock ticks up as Airtel’s 360-million-user bundle and Cognizant AI deal land

Adobe stock ticks up as Airtel’s 360-million-user bundle and Cognizant AI deal land

Adobe shares rose 0.5% to $293.14 by midday Friday after announcing expanded partnerships in India and new enterprise services. Bharti Airtel will offer 360 million customers a free year of Adobe Express Premium. The moves come as software stocks face sector-wide sell-offs and investor concerns over AI’s impact on subscription revenue.
30 January 2026
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Meta stock slips after earnings pop as $135 billion AI spending plan sinks in

Meta stock slips after earnings pop as $135 billion AI spending plan sinks in

Meta Platforms shares fell 2.6% to $718.78 by midday Friday, reversing much of Thursday’s 10.4% surge after strong earnings. The company projects 2026 capital expenditures of $115–$135 billion, driven by AI and data center investments. Fourth-quarter revenue rose 24% to $59.89 billion. Investors are weighing high spending against ad growth and future profitability.
30 January 2026
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Salesforce stock price steadies near $214 after software rout; traders brace for AI tests next week

Salesforce stock price steadies near $214 after software rout; traders brace for AI tests next week

Salesforce shares hovered near $214 in early Friday trading after Thursday’s sharp software stock selloff, which followed weak results from SAP and ServiceNow. SAP dropped over 16%, ServiceNow 11%, Salesforce 7.1%, and the S&P 500 Software and Services Index hit a nine-month low. Investors are watching next week’s Alphabet and Amazon earnings and the Feb. 6 U.S. jobs report for further signals.
30 January 2026
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Oracle stock price slips as ORCL extends weekly slide; TikTok outage and new AI launches in focus

Oracle stock price slips as ORCL extends weekly slide; TikTok outage and new AI launches in focus

Oracle shares fell 0.5% to $168.16 Friday morning, extending an 8% slide since Monday. The company blamed recent TikTok outages on a weather-related power failure at a data center. Oracle also launched a life-sciences AI data platform and said IHG approved its OPERA Cloud system. Broader U.S. software stocks slipped amid concerns over cloud spending and returns.
30 January 2026
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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

Sandisk shares surged 17% to $631.93 on Friday after the company raised quarterly guidance and extended a key supply deal with Kioxia through 2034. The flash-storage firm projected Q3 revenue of $4.6 billion and adjusted EPS of $14, topping analyst estimates. Investors are watching storage as a new potential bottleneck in AI data centers. Broader U.S. markets opened lower after Trump nominated Kevin Warsh to lead the Federal Reserve.
30 January 2026
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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 rose 0.6% to $436.11 Friday morning after plunging 10% Thursday on weak cloud results. Nvidia slipped 0.4% and AMD fell 4.1%, dragging chip stocks lower. Investors remain wary of rising AI and data-center costs outpacing revenue gains. U.S. stocks opened lower after Donald Trump nominated Kevin Warsh to lead the Federal Reserve.
30 January 2026
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Microsoft stock ticks up after Thursday’s 10% drop — Azure growth and AI spending stay in the spotlight

Microsoft stock ticks up after Thursday’s 10% drop — Azure growth and AI spending stay in the spotlight

Microsoft shares rose about 0.5% to $435.62 early Friday, recovering slightly after a 10% plunge Thursday that erased over $350 billion in market value. Investors weighed a 66% surge in quarterly capital spending, mostly for AI chips, against Azure’s 39% growth and $625 billion in cloud backlog. Alphabet and Amazon report earnings next week, with the U.S. jobs report due Feb. 6.
30 January 2026
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Microsoft stock: MSFT reels after $360 billion wipeout as AI spending takes center stage

Microsoft stock: MSFT reels after $360 billion wipeout as AI spending takes center stage

Microsoft shares fell 10% Thursday, erasing $360 billion in market value after the company reported record quarterly capital expenditures of $37.5 billion and a 39% jump in Azure revenue. The sell-off dragged the Nasdaq Composite down 0.72%. Investors focused on surging AI-related costs and cloud expansion risks. Traders are watching next week’s tech earnings and the Feb. 6 U.S. jobs report for further signals.
30 January 2026
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CrowdStrike stock dips again before the open after 5% drop as AI fears hit software

CrowdStrike stock dips again before the open after 5% drop as AI fears hit software

CrowdStrike shares slipped 0.7% to $441.40 in premarket trading Friday after falling 5.24% Thursday amid a broad software selloff. The S&P 500 Software and Services index dropped 8.7% Thursday as investor concerns over AI disruption rattled tech stocks. Trading volume in CrowdStrike more than doubled its 50-day average. Earnings are expected March 3.
30 January 2026
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