Today: 2 March 2026
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NASDAQ:GOOGL 20 January 2026 - 31 January 2026

Unity stock price dives 24% after Google’s Project Genie rollout — what matters next week

Unity stock price dives 24% after Google’s Project Genie rollout — what matters next week

Unity shares fell 24.2% to $29.10 Friday after Google announced “Project Genie,” an AI tool for generating interactive digital worlds. Roblox dropped 13.3% and Take-Two slid 7.9%. Project Genie is now available to U.S. subscribers on Google’s AI Ultra plan but cannot yet integrate with major game engines. Unity’s earnings report is due Feb. 11.
31 January 2026
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Unity Software stock tumbles as Google’s Project Genie sparks fresh game-engine jitters

Unity Software stock tumbles as Google’s Project Genie sparks fresh game-engine jitters

Unity shares plunged 25.7% to $28.53 late Friday after Google unveiled an AI model that generates interactive digital worlds, sparking a selloff across videogame stocks. Trading volume in Unity hit 78.4 million shares. Take-Two Interactive fell about 10%, and Roblox slid over 12%. Investors are watching Unity’s February 11 earnings for signals on demand and AI strategy.
30 January 2026
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Brookfield Renewable stock jumps on 2025 results, 5% dividend hike and Google hydro deal

Brookfield Renewable stock jumps on 2025 results, 5% dividend hike and Google hydro deal

Brookfield Renewable Corporation shares rose 6.5% to $41.88 in New York after reporting higher 2025 results and raising its quarterly dividend to $0.392 per share. The company announced a major hydro power deal with Google and added 8,000 megawatts of new capacity. Brookfield also launched a $400 million equity program to fund buybacks. 2025 FFO fell to $628 million from $794 million, citing asset sales and reorganization.
30 January 2026
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Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft rose 0.6% to $436.11 Friday morning after plunging 10% Thursday on weak cloud results. Nvidia slipped 0.4% and AMD fell 4.1%, dragging chip stocks lower. Investors remain wary of rising AI and data-center costs outpacing revenue gains. U.S. stocks opened lower after Donald Trump nominated Kevin Warsh to lead the Federal Reserve.
30 January 2026
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Stock market today: Wall Street futures slide on Trump Fed chair pick talk, Nasdaq hit by Microsoft fallout

Stock market today: Wall Street futures slide on Trump Fed chair pick talk, Nasdaq hit by Microsoft fallout

U.S. stock index futures fell early Friday, with S&P 500 E-minis down 1.04% and Nasdaq 100 E-minis off 1.31%, after reports President Trump will nominate Kevin Warsh as Fed chair. Microsoft shares dropped 6.5% in after-hours trading following record AI spending and slower revenue growth. Apple projected 13–16% revenue growth but warned of supply and memory cost pressures. The December Producer Price Index is due at 8:30 a.m. ET.
30 January 2026
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US stock market today: S&P 500 futures rise as Meta surges, Microsoft drops ahead of Apple earnings

US stock market today: S&P 500 futures rise as Meta surges, Microsoft drops ahead of Apple earnings

S&P 500 and Nasdaq futures rose early Thursday as Meta jumped 7.9% and Tesla gained 2.9% after earnings, while Microsoft fell 6.4%. Rare-earth miners dropped on reports the Trump administration may pull back mineral price supports. The S&P 500 closed Wednesday at 6,978.03 after briefly topping 7,000, while the Fed held rates steady and gave little guidance on cuts.
29 January 2026
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Uber stock drops 1.8% — Waabi robotaxi deal and Dutch driver ruling set up earnings test

Uber stock drops 1.8% — Waabi robotaxi deal and Dutch driver ruling set up earnings test

Uber shares fell 1.8% to $79.78 Wednesday, underperforming a flat S&P 500. A Dutch court ruled Uber drivers can be classified as self-employed, reversing a 2021 decision. Uber pledged up to $250 million to Waabi, aiming to deploy at least 25,000 robotaxis on its platform. Investors weighed regulatory and automation developments ahead of Uber’s Feb. 4 earnings report.
29 January 2026
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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

Nvidia rose 1.7% and Intel jumped 6.6% in premarket trading Wednesday, leading gains among chip stocks. Microsoft and Meta are set to report earnings after the bell, with investors focused on AI spending and margins. ASML raised its 2026 sales forecast after strong bookings but announced 1,700 job cuts. SK Hynix posted record quarterly profit on surging demand for AI server memory.
28 January 2026
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Nvidia’s $2 billion CoreWeave bet shakes up AI stocks before Microsoft earnings

Nvidia’s $2 billion CoreWeave bet shakes up AI stocks before Microsoft earnings

Nvidia announced a $2 billion investment in CoreWeave, nearly doubling its stake and sending CoreWeave shares up 5.7% in premarket trading. Alphabet faces new EU scrutiny over Google Search and Gemini AI data access. Microsoft reports earnings Wednesday, with investors watching for AI spending details. The Fed concludes its meeting the same day, with rates expected to hold steady.
27 January 2026
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Cloud computing stocks brace for Fed, Microsoft earnings after CPQ slips

Cloud computing stocks brace for Fed, Microsoft earnings after CPQ slips

The ISE CTA Cloud Computing Index closed Friday at 1,373.63, down 0.18%. The First Trust Cloud Computing ETF (SKYY) finished at $123.35, off 24 cents, while WisdomTree’s WCLD slipped 0.18% to $32.372. Investors await the Federal Reserve’s Jan. 27–28 meeting and Microsoft’s earnings report on Jan. 28.
25 January 2026
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Winter storm jolts U.S. power prices as lawmakers push Big Tech to pay for AI data center electricity

Winter storm jolts U.S. power prices as lawmakers push Big Tech to pay for AI data center electricity

Wholesale electricity prices on the PJM Interconnection surged above $3,000 per megawatt hour Saturday as freezing weather strained the grid. PJM, serving 67 million people, forecast record winter demand and warned of possible outages. Dominion Energy cited severe ice risks in Virginia. The Department of Energy made over 35 gigawatts of backup generation available nationwide.
25 January 2026
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Communication services stocks head into Fed week with Meta under UK probe — what moved XLC

Communication services stocks head into Fed week with Meta under UK probe — what moved XLC

The Communication Services Select Sector SPDR Fund (XLC) closed at $116.96 Friday, up 0.6% after a volatile week. Meta rose 1.72% to $658.76, while Alphabet’s Class C shares slipped 0.73%. UK regulator Ofcom opened an investigation into Meta’s handling of WhatsApp for Business data. Intel shares plunged 17% after a weak forecast, weighing on tech sentiment.
24 January 2026
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Cloud computing stocks face a packed week as Amazon job cuts loom and Fed meets

Cloud computing stocks face a packed week as Amazon job cuts loom and Fed meets

Amazon will cut more corporate jobs at AWS as soon as Tuesday, part of a plan to eliminate about 30,000 roles. Cloud-focused ETFs ended Friday little changed, while Microsoft rose 3.3% and Amazon gained 2.1%. Intel fell 17% after weak guidance. Autodesk will cut 7% of staff and raised its outlook.
24 January 2026
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Big Tech stocks brace for earnings week as Microsoft jumps and Nvidia firms on China chip signal

Big Tech stocks brace for earnings week as Microsoft jumps and Nvidia firms on China chip signal

Microsoft rose 3.3% to $465.95 Friday, leading gains among Big Tech as Nvidia added 1.5% and Amazon 2.1%, while Intel tumbled 17% on a weak forecast. The Nasdaq Composite ended slightly higher; the S&P 500 was flat and the Dow dropped 0.6%. Markets now await earnings from Microsoft, Meta, Tesla, and Apple, plus a Federal Reserve decision next week.
24 January 2026
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Big Tech’s data-center power bill fight: Warren presses Google as PJM auction plans grow

Big Tech’s data-center power bill fight: Warren presses Google as PJM auction plans grow

Senators led by Elizabeth Warren said Big Tech firms pledged to pay more for data-center electricity but withheld key details on rates and contracts. Trump called on companies to “pay their own way” as PJM weighs an emergency auction for new power supply. FERC signaled it is ready to act quickly on related filings. Google and Microsoft said they cover their own infrastructure costs but cited confidentiality concerns.
24 January 2026
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AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

Alibaba shares rose 5.9% after reports it will spin off its T-Head AI chip unit for a separate listing. Arm gained 5.4% following an analyst upgrade, while Nvidia edged up 0.9%. Intel slipped 0.2% ahead of its earnings report, with investors watching data-center demand and company guidance. A U.S. House panel advanced a bill that could restrict AI chip exports to China.
22 January 2026
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AI stocks today: Intel earnings, Nvidia export vote and rising memory prices in focus

AI stocks today: Intel earnings, Nvidia export vote and rising memory prices in focus

Intel jumped 11.7% to $54.25 Wednesday, leading gains among AI chipmakers ahead of its quarterly report; Nvidia rose 3%, AMD 7.6%, and Micron 6.6%. Compal warned memory costs could reach up to 40% of PC component prices due to surging demand. The U.S. House advanced a bill to tighten AI chip exports, targeting Nvidia’s Blackwell chips. The S&P 500 rose 1.16% after Trump’s Greenland deal and tariff pause.
22 January 2026
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Microsoft CEO Nadella warns AI could become a bubble — and lose “social permission” over energy

Microsoft CEO Nadella warns AI could become a bubble — and lose “social permission” over energy

Microsoft CEO Satya Nadella warned at Davos that AI could become a bubble if its benefits stay limited to major tech firms and wealthy countries. He tied AI growth to rising energy costs and the need for broader economic impact. Microsoft shares fell 2.3% to $443.89 after his remarks. Nadella said AI’s future depends on expanding beyond cloud giants and overcoming power constraints.
21 January 2026
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Mastercard stock slips in regular trading as AI checkout push meets rate-cap jitters

Mastercard stock slips in regular trading as AI checkout push meets rate-cap jitters

Mastercard shares fell 1.4% to $531.73 by midday Tuesday, with Visa and American Express also down, as investors awaited clarity on U.S. credit-card policy. The company announced new partnerships with Google and Microsoft to develop AI-powered checkout standards. Markets remained cautious ahead of Mastercard’s January 29 earnings report.
20 January 2026
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