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Artificial Intelligence 29 January 2026

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

Microsoft fell about 10% in after-hours trading Thursday after reporting a 66% jump in capital spending to $37.5 billion, with nearly half its $625 billion cloud backlog tied to OpenAI. Meta rose 10% on strong ad revenue and a bullish 2026 AI outlook, projecting up to $135 billion in capital expenditures. Nvidia gained 0.5% as CEO Jensen Huang said H200 chip licensing deals in China are close to finalization.
29 January 2026
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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

Western Digital reported a 25% rise in quarterly revenue and forecast fiscal Q3 sales near $3.2 billion, citing strong demand for high-capacity hard drives in data centers. Adjusted earnings reached $2.13 per share, with free cash flow at $653 million. Shares slipped 0.5% after hours, despite climbing 15.6% over the past week. The company announced a 12.5-cent dividend, payable March 18.
29 January 2026
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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

Sandisk posted Q2 revenue of $3.03 billion, up 61% year-over-year, with adjusted earnings per share of $6.20. Datacenter revenue jumped 64% from the previous quarter. Shares rose nearly 16% after hours, following a 2.7% gain at the close. The company forecasts Q3 revenue between $4.40 billion and $4.80 billion.
29 January 2026
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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

Apple shares rose 0.6% to $258.19 in after-hours trading Thursday, ahead of its quarterly earnings release. The company confirmed its acquisition of Israeli audio AI startup Q.ai, with about 100 employees joining Apple. Options pricing signaled traders expect a 4% move following results. Analysts project record revenue and a 13.8% jump in iPhone sales for the holiday quarter.
29 January 2026
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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

Nvidia shares rose 0.2% to $191.94 in after-hours trading as CEO Jensen Huang said the H200 chip license for China is being finalized. Huang noted Nvidia needs orders before coordinating with TSMC, citing tight packaging capacity. Reuters reported ByteDance, Alibaba, and Tencent received approval to buy over 400,000 H200 chips, but actual orders have lagged due to deal conditions.
29 January 2026
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Microsoft stock plunges as AI spending bill and Azure outlook unsettle investors

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

Microsoft shares fell 11% in after-hours trading Thursday, closing near $428.68 after a record $37.5 billion in quarterly capital spending and warnings of cloud-margin pressure. The stock drop followed 17% revenue growth and a 39% jump in Azure sales, but investors focused on rising costs and supply limits for AI chips. Analysts are expected to revise Azure forecasts ahead of Friday’s session.
29 January 2026
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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

Meta shares jumped 10.7% after the company posted fourth-quarter revenue of $59.89 billion, up 24%, and issued a strong first-quarter outlook. The company forecast 2026 expenses of $162–169 billion and capital spending of $115–135 billion. Advertising revenue rose 24% to $58.14 billion. Meta warned of higher costs tied to data centers and AI, pressuring margins.
29 January 2026
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Nebius (NBIS) stock price drops 7% as Microsoft-led tech rout hits AI cloud names

Nebius (NBIS) stock price drops 7% as Microsoft-led tech rout hits AI cloud names

Nebius shares fell 7.4% to $93.01 Thursday, reversing an early rally as investors weighed Microsoft’s rising AI costs and Meta’s larger capex plans, which include Nebius as a cloud partner. The stock traded between $91.24 and $100.80. Selling spread to other AI-linked stocks, with CoreWeave down 8.6%. Markets await Apple’s earnings for further signals on tech and AI investment.
29 January 2026
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Analog Devices stock slips from a fresh high as AI spending jitters weigh on chip shares

Analog Devices stock slips from a fresh high as AI spending jitters weigh on chip shares

Analog Devices shares fell 0.5% to $316.17 Thursday, retreating after a 4.5% surge to a 52-week high the previous day. Chip stocks broadly slipped as investors questioned the pace of returns from heavy AI investments. Traders await Analog Devices’ Feb. 18 results for signals on demand. The iShares Semiconductor ETF dipped 0.7%, while Texas Instruments gained 0.9%.
29 January 2026
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Intuit (INTU) stock drops about 8% as AI fears slam software — what traders watch next

Intuit (INTU) stock drops about 8% as AI fears slam software — what traders watch next

Intuit shares fell 7.5% to $498.09 in Thursday afternoon trading amid a sharp selloff in U.S. software stocks. The drop followed weak cloud forecasts from SAP and ServiceNow’s post-earnings slide, which pushed the S&P 500 Software and Services Index to a nine-month low. Investors are watching Intuit’s upcoming earnings for signs of tax-season demand.
29 January 2026
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Meta stock jumps nearly 10% after earnings, even with $135 billion AI spending plan

Meta stock jumps nearly 10% after earnings, even with $135 billion AI spending plan

Meta shares surged 10% to $735.36 Thursday after reporting a 24% jump in Q4 revenue to $59.89 billion, fueled by strong ad sales. The company forecast 2026 capital expenditures of $115–$135 billion, far above 2025 levels, to support AI expansion. Investors weighed the results against rising costs and legal risks. Meta also warned of regulatory challenges in its SEC filing.
29 January 2026
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IBM stock jumps today after earnings beat as investors weigh AI demand and Red Hat slowdown

IBM stock jumps today after earnings beat as investors weigh AI demand and Red Hat slowdown

IBM shares rose 3.9% to $305.65 Thursday after quarterly results beat estimates and the company reaffirmed its 2026 outlook. The gains stood out as software stocks broadly slumped, with SAP down over 16% and ServiceNow off 11%. IBM reported fourth-quarter revenue of $19.7 billion and announced a $1.68 dividend. Major indexes fell to their lowest in more than a week amid tech sector concerns.
29 January 2026
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Microsoft stock dives 12% on AI spending jitters as Meta jumps — AI stocks split today

Microsoft stock dives 12% on AI spending jitters as Meta jumps — AI stocks split today

Microsoft shares fell nearly 12% after cloud growth and AI spending figures disappointed, dragging down other AI stocks. Meta jumped about 10% on strong ad sales and a higher 2026 capex forecast. Nvidia slipped 0.6%, Amazon lost 1.6%, and Apple was flat ahead of its earnings report. Traders are also watching reported OpenAI funding talks involving Microsoft, Nvidia, and Amazon.
29 January 2026
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Dow Jones slips as Microsoft earnings jolt the AI trade; Apple results loom

Dow Jones slips as Microsoft earnings jolt the AI trade; Apple results loom

By 1:31 p.m. EST, the Dow Jones Industrial Average had dropped 143.74 points to 48,871.86, while the S&P 500 and Nasdaq fell 0.73% and 1.46%. Microsoft plunged 12.2% after weak cloud revenue, pulling the Dow lower. Oil prices rose over 2% amid concerns about a possible U.S. strike on Iran. Apple is set to report its strongest iPhone sales growth in four years after the bell.
29 January 2026
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Microsoft stock price tumbles 12% as record AI spending and Azure outlook rattle Wall Street

Microsoft stock price tumbles 12% as record AI spending and Azure outlook rattle Wall Street

Microsoft shares fell 12% to $423.78 Thursday as investors reacted to soaring AI spending and questions over cloud growth. Quarterly revenue rose 17% to $81.3 billion, while capital spending jumped 66% to $37.5 billion, mostly on chips. The sell-off followed Microsoft’s disclosure that 45% of its cloud backlog is tied to OpenAI. CFO Amy Hood cited AI chip constraints as a limit on Azure growth.
29 January 2026
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Salesforce stock dives as software selloff deepens on AI disruption fears — what investors watch next

Salesforce stock dives as software selloff deepens on AI disruption fears — what investors watch next

Salesforce shares fell 6.5% to $213.12 Thursday amid a broad software selloff after weak results from SAP and ServiceNow. The S&P 500 Software and Services index dropped 8.7%, hitting a nine-month low. Investors cited concerns over Big Tech’s AI spending and slower cloud growth. SAP and ServiceNow both issued forecasts that failed to lift sector sentiment.
29 January 2026
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Seagate (STX) stock price slips after record rally on AI-driven outlook — what to watch next

Seagate (STX) stock price slips after record rally on AI-driven outlook — what to watch next

Seagate shares fell 1.1% to $438.09 by late morning Thursday, after a 19% surge to a record high on strong earnings and AI-driven storage demand. The company projected March-quarter revenue of $2.90 billion and adjusted EPS of $3.40, beating analyst estimates. Nearline capacity is fully allocated through 2026, with pricing set to follow demand. The board declared a $0.74 dividend, payable April 8 to holders as of March 25.
29 January 2026
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Microsoft stock dives as AI spending bites; Nvidia steady, Meta jumps in split AI trade

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

Microsoft fell 10.7% to $429.87 after reporting record AI spending and slower cloud growth, triggering a broader dip among AI stocks. Meta rose 7.9% on a higher 2026 capex forecast, betting ad revenue will fund its AI push. Reports surfaced that Big Tech could invest up to $60 billion more in OpenAI, intensifying scrutiny of AI costs.
29 January 2026
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Microsoft stock slides 10% after earnings beat as Azure outlook, AI bill unsettle Wall Street

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

Microsoft shares fell about 10% Thursday after the company reported record AI-driven capital spending and forecast strong Azure growth. Quarterly revenue rose 17% to $81.3 billion, with cloud revenue up 39%. Investors focused on soaring costs, which climbed nearly 66% year-over-year. Apple is set to report earnings later Thursday.
29 January 2026
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Sandisk stock price rises ahead of earnings as AI storage trade stays in focus (SNDK)

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

Sandisk shares rose 1% to $532.99 Thursday morning ahead of its fiscal Q2 results due after market close. Seagate and Western Digital also gained, while Micron slipped. Analysts expect Sandisk to report $2.7 billion in revenue and $3.62 adjusted EPS. Investors are focused on the company’s outlook for NAND pricing and data-center demand.
29 January 2026
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Stock Market Today

  • Cloudflare (NET) Stock Dips Amid Mixed Signals on Valuation and Growth
    April 12, 2026, 7:51 PM EDT. Cloudflare's shares fell about 21% over the past month, sparking investor concern despite its strong 57.2% one-year total shareholder return. The company operates a global cloud platform offering security and performance services to various sectors. Trading at $166.99 versus an average analyst target of $233.47, Cloudflare is seen as potentially 28.2% undervalued, driven by rising AI adoption and increasing web traffic demands. However, its rich price-to-sales ratio of 27.1 times exceeds U.S. IT sector peers, highlighting valuation risks. Growth assumptions depend on margin improvements and sustained enterprise customer demand. Investors face a mixed outlook amid recent stock weakness and optimistic long-term forecasts for this AI-focused cloud infrastructure provider.

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Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

12 April 2026
Bitcoin fell 1.4% to $71,707 on Sunday after U.S.-Iran talks in Islamabad ended without a deal. Spot bitcoin ETFs logged net inflows last week, with BlackRock and Fidelity leading Friday’s buying. Morgan Stanley launched its MSBT fund on April 8, the first Wall Street bank to debut a bitcoin ETF. U.S. inflation data showed headline CPI up 3.3% in March, while core CPI rose 2.6%.
XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

12 April 2026
XRP slipped about 1% to $1.33 on Sunday after U.S.-Iran peace talks in Islamabad ended without a deal, pressuring crypto markets. The token traded in a narrow range, with bitcoin and ether also weaker. XRP’s market cap stands at $81.7 billion, with $1.96 billion in daily volume. The token remains 63.5% below its all-time high.
Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

12 April 2026
Spot gold steadied at $4,761.79 an ounce Friday after a third weekly gain, with U.S. futures at $4,787.40. The dollar posted its biggest weekly drop since January, making gold cheaper for non-U.S. buyers. U.S.-Iran talks ended without a deal, keeping geopolitical risks high. China’s central bank increased gold reserves for a 17th month, reaching 74.38 million ounces.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
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