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Artificial Intelligence 27 January 2026 - 28 January 2026

AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

AI stocks edged up in premarket trading Wednesday, with chipmakers leading the charge. Nvidia climbed 1.7%, while Intel surged 6.6%. Both Micron and Microchip Technology also posted gains exceeding 5%. Wall Street braces for a packed day featuring Big Tech earnings and a Federal Reserve announcement. https://www.reuters.com/business/us-stock-index-futures-rise-wall-street-braces-big-tech-earnings-2026-01-28/
ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML reported Wednesday that its fourth-quarter bookings soared to €13.2 billion, well above estimates, driven by chipmakers ramping up orders for AI chip equipment. The company also lifted its 2026 sales forecast to between €34 billion and €39 billion, reversing earlier guidance that predicted flat or declining growth versus 2025. This new outlook surpasses the analyst consensus, which stood near €35 billion, according to LSEG data.
Seagate earnings surprise lifts STX outlook as AI data centers keep storage demand firm

Seagate earnings surprise lifts STX outlook as AI data centers keep storage demand firm

Seagate Technology Holdings topped Wall Street’s fiscal second-quarter estimates Tuesday, posting adjusted earnings of $3.11 per share on $2.83 billion in revenue. The company projected current-quarter revenue near $2.90 billion and adjusted earnings around $3.40 per share—both figures beating expectations—as AI data center demand remained solid, Investing.com reported. Shares jumped about 3.8% to $371.76 in after-hours trading.
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