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Artificial Intelligence 29 January 2026 - 30 January 2026

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 projects fiscal third-quarter sales near $3.2 billion, driven by steady demand for its high-capacity hard drives in data centers. The company posted adjusted earnings of $2.13 per share and free cash flow of $653 million for the quarter ending Jan. 2. Shares slipped about 0.5% in after-hours trading.
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 edged up 0.2% to $191.94 late Thursday in New York, after trading between $186.08 and $193.41 earlier. CEO Jensen Huang, speaking in Taipei, said the “actual license” for the company’s H200 AI chip in China is “being finalised.” He added that Nvidia needs “orders” before it can coordinate supply with manufacturing partner TSMC and noted tight chip packaging capacity.
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