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Earnings Reports News 29 January 2026

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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Micron (MU) stock steadies after-hours as DRAM shortage warnings flare; Apple earnings next

Micron (MU) stock steadies after-hours as DRAM shortage warnings flare; Apple earnings next

Micron shares rose 0.2% to $435.96 in after-hours trading after Samsung and SK Hynix warned of tightening DRAM supply as production shifts to AI-focused HBM chips. The stock swung nearly $29 during the session on volume of 38.9 million shares. Apple will report earnings after the bell, with investors watching for updates on device demand and component costs.
29 January 2026
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SoFi stock slides ahead of Friday earnings as options price in a big SOFI move

SoFi stock slides ahead of Friday earnings as options price in a big SOFI move

SoFi Technologies shares fell 1.7% to $24.19 Thursday ahead of its fourth-quarter and full-year 2025 earnings report due Friday morning. Options markets are pricing in an 8.6% swing after results, with analyst ratings split and Bank of America assigning a sell rating. Fitch finalized ratings for SoFi’s new $347.5 million consumer-loan securitization. Trading volume topped 52 million shares.
29 January 2026
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Microchip Technology stock slips today: MCHP falls with tech as Feb. 5 earnings loom

Microchip Technology stock slips today: MCHP falls with tech as Feb. 5 earnings loom

Microchip Technology shares fell 2.2% to $78.55 Thursday amid a broader tech sell-off sparked by Microsoft’s earnings update. The drop comes a week before Microchip’s quarterly results on Feb. 5. The company recently raised its Q3 sales forecast and launched new microcontrollers targeting industrial markets. BofA Securities upgraded the stock to “Buy” on Wednesday, raising its price target to $95.
29 January 2026
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IBM stock rises after earnings beat, as Wall Street zeroes in on Red Hat and Washington risk

IBM stock rises after earnings beat, as Wall Street zeroes in on Red Hat and Washington risk

IBM shares rose 3.3% to $304.01 Thursday after reporting fourth-quarter revenue of $19.7 billion and adjusted earnings of $4.52 per share, beating forecasts. The gain contrasted with declines in other software stocks as investors questioned AI investment returns. Red Hat growth slowed to 10%, partly due to a U.S. government shutdown. IBM will stop reporting its “AI book of business” separately starting next quarter.
29 January 2026
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Capital One stock today: COF near $219 as Fed pause resets rate bets, Visa and AmEx earnings next

Capital One stock today: COF near $219 as Fed pause resets rate bets, Visa and AmEx earnings next

Capital One shares edged up 0.2% to $218.76 Thursday, trading between $217.44 and $223.00 on 2.3 million shares. Mastercard jumped 3.9% after beating profit forecasts and announcing job cuts. The Fed held rates steady, with traders watching for a possible cut in June. Capital One remains 16% below its January high.
29 January 2026
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Shopify stock price rises as SHOP bucks tech slump ahead of Feb. 11 earnings

Shopify stock price rises as SHOP bucks tech slump ahead of Feb. 11 earnings

Shopify shares rose 2.7% to $142.73 Thursday, outperforming a falling U.S. market ahead of its Feb. 11 earnings release. The stock swung between $137.47 and $144.00 during volatile trading. Major indexes and most e-commerce stocks declined, with the Nasdaq 100 ETF down 1.1%. Investors are watching Shopify’s gross merchandise volume and 2026 outlook amid sector-wide caution.
29 January 2026
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Arista stock dips as Big Tech AI-spend doubts hit Nasdaq; ANET earnings in focus

Arista stock dips as Big Tech AI-spend doubts hit Nasdaq; ANET earnings in focus

Arista Networks shares fell about 1% to $148.63 Thursday afternoon amid a broader tech sell-off following Microsoft’s earnings. Investors are focused on Arista’s Feb. 12 results and management’s outlook for cloud and AI demand. The stock had climbed 2.4% in the previous session. Wall Street indexes slipped as traders questioned whether AI spending will boost profits or lead to cuts.
29 January 2026
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Trane Technologies stock price jumps 7% after earnings, record backlog puts 2026 outlook in focus

Trane Technologies stock price jumps 7% after earnings, record backlog puts 2026 outlook in focus

Trane Technologies shares rose 7.4% to $423.37 after Q4 adjusted EPS of $2.86 and revenue of $5.15 billion topped estimates. The company ended 2025 with a record $7.8 billion backlog, up 15% from a year earlier. Bookings jumped 22% in the quarter. Trane forecasts 2026 adjusted EPS between $14.65 and $14.85.
29 January 2026
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Thermo Fisher (TMO) stock drops after 2026 profit outlook misses on research funding cuts

Thermo Fisher (TMO) stock drops after 2026 profit outlook misses on research funding cuts

Thermo Fisher shares fell 2.6% to $592.08 after the company forecast 2026 adjusted profit below Wall Street estimates, citing continued weakness in U.S. academic and government funding. The firm projected 2026 adjusted EPS of $24.22–$24.80 and revenue of $46.3–$47.2 billion. Fourth-quarter revenue rose 7% to $12.21 billion. Investors are watching the timing of the Clario acquisition, expected to close by mid-2026.
29 January 2026
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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