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Artificial Intelligence 28 January 2026 - 29 January 2026

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

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

Microsoft shares rose 0.2% to $481.63 in after-hours trading Wednesday after swinging more than 7% following fiscal Q2 results. Azure revenue jumped 39%, topping estimates, while capital spending hit a record $37.5 billion, up nearly 66% from a year earlier. Investors focused on cloud growth and surging AI infrastructure costs, awaiting management’s outlook on spending and demand.
29 January 2026
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IBM stock price jumps after hours as Q4 results lift AI and 2026 outlook

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

IBM shares rose 7.8% to $317 in after-hours trading Wednesday after reporting fourth-quarter revenue of $19.7 billion, up 12%. The company projected over 5% revenue growth for 2026 in constant currency and expects about $1 billion more in free cash flow. Red Hat growth slowed to 10%, partly due to a late-2025 U.S. government shutdown. IBM’s $11 billion Confluent acquisition is set to close by mid-2026.
28 January 2026
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Meta’s $135B AI Spending Forecast Overshadows a Strong Q4 Beat at Facebook Parent

Meta’s $135B AI Spending Forecast Overshadows a Strong Q4 Beat at Facebook Parent

Meta projected 2026 capital spending of $115 billion to $135 billion, up sharply from $72.2 billion in 2025, as it expands AI infrastructure. Fourth-quarter revenue rose 24% to $59.9 billion, with diluted EPS at $8.88. Shares dipped in after-hours trading. Reality Labs revenue fell 12% to $955 million, with operating losses widening to $6.02 billion.
28 January 2026
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Microsoft beats Azure in Q2, but MSFT stock drops after earnings as AI spending stays in focus

Microsoft beats Azure in Q2, but MSFT stock drops after earnings as AI spending stays in focus

Microsoft reported Azure cloud revenue up 39% in its fiscal second quarter, narrowly beating estimates, but shares fell over 7% in after-hours trading. Total revenue reached $81.3 billion, with Microsoft Cloud topping $50 billion for the quarter. Gross margin slipped due to heavy AI infrastructure spending. Net income received a $7.6 billion boost from the company’s OpenAI stake.
28 January 2026
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IBM earnings beat on AI-driven software demand — but Red Hat slowdown is the catch

IBM earnings beat on AI-driven software demand — but Red Hat slowdown is the catch

IBM reported fourth-quarter revenue of $19.69 billion and adjusted earnings of $4.52 per share, both above Wall Street estimates. Software revenue reached $9.03 billion, driven by rising AI demand, while Red Hat’s growth slowed to 10%. The company’s AI “book of business” rose to $12.5 billion. Investors are pressing IBM for clearer 2026 revenue and cash-flow forecasts amid ongoing U.S. budget uncertainty.
28 January 2026
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Fed holds rates, S&P 500 flirts with 7,000 as AI bets and dollar swings collide

Fed holds rates, S&P 500 flirts with 7,000 as AI bets and dollar swings collide

The Federal Reserve held its benchmark rate at 3.50%-3.75% Wednesday, citing “somewhat elevated” inflation. The S&P 500 briefly crossed 7,000 before retreating, while the dollar rebounded and gold hit a record $5,311.31 an ounce. Two Fed governors dissented, favoring a rate cut. President Trump is expected to name a replacement for Chair Jerome Powell soon.
28 January 2026
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UK FCA launches sweeping AI review for retail finance, sets Feb 24 deadline

UK FCA launches sweeping AI review for retail finance, sets Feb 24 deadline

Britain’s Financial Conduct Authority launched the “Mills Review” to examine how advanced AI could reshape retail financial services, with responses due by Feb. 24 and recommendations expected by summer 2026. The FCA ruled out AI-specific rules for now, despite criticism from MPs over regulatory delays and concerns about risks such as AI-driven fraud and algorithmic bias.
28 January 2026
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Nvidia stock price rises on China H200 nod as AI chip shares keep Wall Street near 7,000

Nvidia stock price rises on China H200 nod as AI chip shares keep Wall Street near 7,000

Nvidia shares rose 1.7% after China approved ByteDance, Alibaba, and Tencent to buy over 400,000 H200 AI chips, though no orders have been placed due to strict conditions. Intel and Micron led a rally in chip stocks as investors awaited Fed and Big Tech earnings. Micron announced a $24 billion memory chip plant in Singapore. SK Hynix and ASML both reported record results on AI demand.
28 January 2026
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Texas Instruments stock jumps nearly 10% as AI data-center demand lifts chipmakers

Texas Instruments stock jumps nearly 10% as AI data-center demand lifts chipmakers

Texas Instruments shares rose nearly 10% after forecasting stronger-than-expected first-quarter revenue, citing surging demand for analog chips in AI data centers. Seagate jumped almost 20% on a bullish storage outlook, while Intel gained close to 11%. Investors awaited the Federal Reserve’s policy decision and major tech earnings due Wednesday. ASML reported record Q4 orders and plans 1,700 job cuts.
28 January 2026
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Western Digital stock jumps 11% as Seagate’s AI-driven outlook ripples through storage names

Western Digital stock jumps 11% as Seagate’s AI-driven outlook ripples through storage names

Western Digital shares surged 11.3% to $281.31 Wednesday, following Seagate’s strong quarterly forecast tied to AI-driven storage demand. Seagate projected third-quarter revenue of about $2.90 billion and adjusted EPS of $3.40. Western Digital will report earnings after markets close Thursday. Analysts recently raised price targets for both companies, citing rising demand for data center storage.
28 January 2026
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Western Digital stock jumps 11% as storage shares rally on AI demand signals

Western Digital stock jumps 11% as storage shares rally on AI demand signals

Western Digital shares jumped 11.2% to $280.94 Wednesday, hitting a new intraday high of $281.61, as Seagate soared 19.7% on strong data-center demand signals. The S&P 500 topped 7,000 for the first time. Investors are watching Western Digital’s earnings report Thursday for updates on hard drive pricing and volumes. Mizuho raised its price target to $265, citing continued supply tightness.
28 January 2026
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Mastercard stock price slips today as MA heads into earnings after Agent Suite AI rollout

Mastercard stock price slips today as MA heads into earnings after Agent Suite AI rollout

Mastercard shares slipped 0.1% to $519.71 by midday Wednesday, trailing Visa’s gains ahead of Thursday’s earnings report. The company unveiled a new AI-driven “Agent Suite” Tuesday, aiming for a Q2 2026 launch. Cantor Fitzgerald initiated coverage with an Overweight rating and a $650 price target. Mastercard stock remains about 13.5% below its 52-week high.
28 January 2026
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Seagate stock jumps 21% after forecast beat as AI storage demand tightens

Seagate stock jumps 21% after forecast beat as AI storage demand tightens

Seagate Technology Holdings surged 21% to $448.79 after beating quarterly estimates and raising its outlook above Wall Street forecasts. The rally lifted storage peers and pushed the S&P 500 above 7,000. Seagate projected third-quarter revenue of about $2.9 billion and adjusted EPS of $3.40, both ahead of analyst expectations. Investors await further storage sector earnings Thursday.
28 January 2026
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BigBear.ai stock pops early on AD Ports partnership — and a share-vote deadline is looming

BigBear.ai stock pops early on AD Ports partnership — and a share-vote deadline is looming

BigBear.ai shares rose 0.6% to $6.20 after announcing a partnership with AD Ports Group to develop AI tools for customs and border operations. The deal aims to speed up cargo handling and improve security at entry ports. Financial terms were not disclosed. Investors are watching a Feb. 17 vote on whether to double the company’s authorized shares.
28 January 2026
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Meta stock price barely moves near $673 as earnings and AI spend take center stage

Meta stock price barely moves near $673 as earnings and AI spend take center stage

Meta shares slipped 0.03% to $672.75 in early Wednesday trading ahead of quarterly results due after the bell. Options markets signal a possible 6% move post-earnings as investors focus on 2026 spending. Meta signed a supply deal with Corning worth up to $6 billion. The EU has designated WhatsApp’s channels feature as a “very large platform,” triggering new regulatory requirements.
28 January 2026
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Microsoft stock edges up as earnings near, with Azure growth and AI costs under the microscope

Microsoft stock edges up as earnings near, with Azure growth and AI costs under the microscope

Microsoft shares rose 0.4% to $482.31 early Wednesday ahead of its earnings report, with options traders pricing in a 5% move either way. Analysts expect $3.91 per share on $80.3 billion revenue, as Azure growth slows and AI spending tops $500 billion this year. The S&P 500 opened higher, while investors await the Fed’s rate decision this afternoon.
28 January 2026
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Apple stock price barely moves as earnings near; iPhone demand and AI push in focus

Apple stock price barely moves as earnings near; iPhone demand and AI push in focus

Apple shares rose 0.04% to $258.37 in early New York trading Wednesday ahead of Thursday’s earnings report. Analysts expect the strongest iPhone sales growth in over four years, with investors watching for updates on AI initiatives and services. JPMorgan raised its price target to $315, while Jefferies cut theirs. Regulatory scrutiny and rising component costs remain concerns.
28 January 2026
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Stock Market Today

  • UAE Stock Markets Rise Despite Stalled US-Iran Peace Talks
    June 5, 2026, 9:12 AM EDT. UAE stock markets ended Friday on a positive note, with Dubai leading gains among regional peers. This rise comes despite diminishing optimism over a diplomatic resolution in the ongoing U.S.-Iran conflict. Investors appeared to shrug off geopolitical tensions, focusing instead on domestic and regional economic factors boosting market sentiment.

Latest articles

Celsius Stock Drops With Investors Eyeing Texas Alani Nu Probe

Celsius Stock Drops With Investors Eyeing Texas Alani Nu Probe

5 June 2026
Celsius shares rebounded 2% premarket to $28.31 after plunging 7.5% on news Texas is investigating whether Celsius and Alani Nu misled consumers about energy drink safety for teens and children—a risk for Alani Nu, which drove $368.1 million of Q1 sales and is key to Celsius’ growth, even as analysts at BofA and Morgan Stanley reiterated bullish views.
Reddit Moves Higher Ahead of Open After $260 Wall Street Target

Reddit Moves Higher Ahead of Open After $260 Wall Street Target

5 June 2026
Reddit shares jumped premarket after Loop Capital reaffirmed a Buy rating and $260 target, implying over 50% upside, as investors focus on surging revenue, advertiser growth, and AI data licensing; bullish call-option activity spiked, but risks remain if ad momentum slows or growth valuations falter, with Q2 guidance leaving little margin for error after the stock’s sharp rally.
SmartKem Moves Higher Premarket as Volume Picks Up in Thinly Traded Nasdaq Listing

SmartKem Moves Higher Premarket as Volume Picks Up in Thinly Traded Nasdaq Listing

5 June 2026
SmartKem surged nearly 80% to $0.5753 in premarket trading Friday after closing up 11.5% at $0.3200, despite no new company news; the sub-$1 price keeps Nasdaq listing compliance and a possible reverse split in focus as shareholders prepare to vote June 23 on capital-structure changes, with the company warning of potential dilution and insufficient cash to fund operations for 12 months.
Nu Holdings Unveils $1 Billion Buyback; Investors Cautious

Nu Holdings Unveils $1 Billion Buyback; Investors Cautious

5 June 2026
Nu Holdings jumped 4.1% to $12.12 after announcing a $1 billion share buyback, but recent analyst downgrades and a CFO switch add uncertainty, with BofA cutting its target to $10 citing leadership transition risks; credit quality and growth spending remain key watch items as the buyback aims to support shares amid ongoing competitive and operational challenges.
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