Artificial Intelligence 28 January 2026

Broadcom stock price holds near $333 after hours as chip rally spreads on AI demand signals

Broadcom Inc shares saw minimal movement in after-hours trading Wednesday, as chip stocks gained on fresh optimism about expanding AI data center investment. The stock ended regular session up 0.14% at $333.24 and ticked higher to around $333.82 post-close.

29 January 2026

Artificial Intelligence·NASDAQ:AVGO·Semiconductors·Stock Market·Technology

Microsoft shares slide after Q2 earnings as AI spending hits record and Azure growth barely clears forecasts

Microsoft shares dipped in after-hours trading Wednesday following the company's report of record quarterly capital expenditures and a modest beat in Azure cloud growth, raising fresh questions about the pace of returns from its AI investments.

29 January 2026

Artificial Intelligence·Cloud Computing·NASDAQ:MSFT·Stock Market·Technology

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

Microsoft Corp shares gained 0.2% to $481.63 in after-hours trading Wednesday, rebounding from a steep drop that at one point wiped out more than 7%. The stock swung between $445.00 and $484.34 during the session, putting the company’s market cap near $3.85 trillion.

29 January 2026

Artificial Intelligence·Cloud Computing·Earnings Reports·Microsoft·NASDAQ:MSFT·Stock Market

Meta’s $135 billion AI spending plan steals the show after strong Q4 earnings

Meta Platforms on Wednesday forecast 2026 capital spending of $115 billion to $135 billion as it ramps up an artificial intelligence push it calls “superintelligence,” sending its shares up nearly 9% in extended trading.

28 January 2026

Artificial Intelligence·NASDAQ:META

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

IBM shares jumped in after-hours trading Wednesday following the release of its fourth-quarter results. At 5:00 p.m. ET, the stock stood at $317, marking a 7.76% gain from the regular session close, with prices swinging between $324.20 and $294.09 during extended hours.

28 January 2026

Artificial Intelligence·Earnings Reports·NYSE:IBM·Stock Market

Amazon confirms 16,000 layoffs after ‘Project Dawn’ email slip as AI drive deepens

Amazon said on Wednesday it will cut about 16,000 corporate jobs, extending a restructuring that has already thinned its office ranks since October.

28 January 2026

Artificial Intelligence·NASDAQ:AMZN·Technology

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

Meta forecast annual capital spending of $115 billion to $135 billion in 2026 on Wednesday, stepping up its push into artificial intelligence and putting a fresh spotlight on costs even after it beat Wall Street expectations for the holiday quarter. Shares were slightly lower in extended trading. https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx

28 January 2026

Artificial Intelligence·NASDAQ:META·Stock Market

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

Microsoft just edged past expectations for Azure cloud growth in its fiscal second quarter, but the stock dropped over 7% in after-hours trading following the report. Azure revenue rose 39% in the October-December quarter, beating the Visible Alpha consensus of 38.8%, while total revenue increased 17% to $81.3 billion.

28 January 2026

Artificial Intelligence·Earnings·Microsoft·NASDAQ:MSFT·Stock Market

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

IBM topped Wall Street forecasts for fourth-quarter revenue and profit on Wednesday, driven by increased demand for software that supports building and operating artificial intelligence systems.

28 January 2026

Artificial Intelligence·Earnings·NYSE:IBM·Technology

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

The Federal Reserve held interest rates steady on Wednesday and said inflation remained “somewhat elevated,” keeping investors guessing on when — or if — the next rate cut comes this spring.

28 January 2026

Artificial Intelligence·Federal Reserve·NASDAQ:CSCO·Stock Market

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

Britain’s Financial Conduct Authority has kicked off the “Mills Review,” with executive director Sheldon Mills at the helm, to examine how advanced AI might transform retail financial services and impact consumers. The FCA set a deadline for responses on Feb. 24 and plans to present recommendations to its board by summer 2026. This initiative builds on earlier efforts like AI Live Testing and the Nvidia-supported “Supercharged Sandbox.”

28 January 2026

Artificial Intelligence·Industry Analysis·NASDAQ:NVDA

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

Nvidia shares climbed Wednesday following China's approval of purchases for the company’s H200 AI chips, fueling a surge in AI-related stocks that has kept the S&P 500 near the 7,000 level.

28 January 2026

Artificial Intelligence·HKG:0700.HK·KRX:000660.KS·NASDAQ:INTC·NASDAQ:MCHP·NASDAQ:MU·NASDAQ:NVDA·NYSE:BABA·Stock Market·Technology

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

Texas Instruments shares climbed roughly 9.8% to $215.89, building on a rally fueled by its recent quarterly forecast. Seagate Technology surged nearly 20%, while Intel added close to 11%, pushing chip stocks ahead.

28 January 2026

Artificial Intelligence·NASDAQ:INTC·NASDAQ:STX·NASDAQ:TXN·Semiconductors·Stock Market·Technology

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

Shares of Western Digital surged 11.3% to $281.31 on Wednesday, briefly hitting $281.61, as investors flocked to data-storage stocks following Seagate’s strong forecast linked to AI-driven demand. Seagate projected third-quarter revenue around $2.90 billion, plus or minus $100 million, with adjusted EPS of $3.40, plus or minus 20 cents. This comes after Seagate reported second-quarter revenue of $2.83 billion and adjusted EPS of $3.11.

28 January 2026

Artificial Intelligence·NASDAQ:STX·NASDAQ:WDC·Stock Market

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

Shares of Western Digital Corp jumped 11.2% to $280.94 in afternoon trading, extending a two-day rally and reaching a new intraday high of $281.61. Seagate Technology soared 19.7%, while Sandisk and Micron Technology gained 8.8% and 5.6%, respectively.

28 January 2026

Artificial Intelligence·NASDAQ:MU·NASDAQ:STX·NASDAQ:WDC·Stock Market·Technology

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

Shares of Mastercard Inc slipped slightly on Wednesday, losing roughly 0.1% to hit $519.71. Earlier in the session, the stock fluctuated between $518.24 and $523.11.

28 January 2026

Artificial Intelligence·Earnings Reports·NYSE:MA·Stock Market

Cloudflare stock drops as “Moltbot” AI-bot mania cools — what NET traders watch next

Cloudflare shares dropped 6.5% Wednesday, reversing a two-day rally fueled by AI buzz. The internet security company lost $13.39 to trade at $192.56 in midday New York trading, after hitting an intraday high of $212.36.

28 January 2026

Artificial Intelligence·NYSE:NET·Stock Market

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

Seagate Technology Holdings plc shares surged roughly 21%, hitting $448.79 in late morning trading Wednesday. The data-storage giant outperformed quarterly forecasts and projected revenue and profit for the current quarter that topped Wall Street’s predictions.

28 January 2026

Artificial Intelligence·NASDAQ:STX·Technology

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

Shares of BigBear.ai Holdings, Inc climbed in early trading Wednesday following news that AD Ports Group inked a partnership deal between its digital division, Maqta Technologies, and BigBear.ai’s U.A.E. operation. The stock gained 0.6% to $6.20, having spiked to $6.545 earlier, on volume near 25.9 million shares.

28 January 2026

ADX:ADPORTS·Artificial Intelligence·NASDAQ:BBAI·Stock Market

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

Meta Platforms shares were down 0.03% at $672.75 in morning trade on Wednesday, as investors held back ahead of the company’s quarterly results after the market closes.

28 January 2026

Artificial Intelligence·Earnings Reports·NASDAQ:META·Stock Market

Artificial Intelligence 28 January 2026 - 29 January 2026