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NASDAQ:META 29 January 2026 - 3 February 2026

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Meta (NASDAQ:META) shares lose momentum as Muse enthusiasm faces $145 billion investment trial
Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

OpenAI, the maker of ChatGPT, is unsatisfied with some of Nvidia’s latest AI chips and has looked for alternatives since last year, eight sources familiar with the matter said, potentially complicating investment talks between two of the most visible names in the AI boom. The concern centers on “inference” — when a model answers a user — as opposed to training, the heavy-lift phase that has powered Nvidia’s rise in graphics processing units.
3 February 2026
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Bitcoin drops below $80,000 as ChatGPT and Grok spit out 2026 crypto picks

Bitcoin drops below $80,000 as ChatGPT and Grok spit out 2026 crypto picks

Bitcoin dropped 6.5% to $78,719 on Saturday afternoon, slipping under the $80,000 mark amid concerns over tighter liquidity following President Donald Trump’s choice of former Federal Reserve Governor Kevin Warsh as the next Fed chair. Brian Jacobsen, chief economist at Annex Wealth Management, cautioned that price declines can “feed on themselves” and suggested further selling might occur in the coming days.
2 February 2026
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Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

U.S. tech stocks face a busy start to February: Alphabet announces earnings on Feb 4, with Amazon set to follow on Feb 5. The U.S. jobs report lands on Feb 6. Advanced Micro Devices and Qualcomm are also scheduled to report this week, providing fresh insight into demand for data-center chips and devices.
1 February 2026
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Communication Services stocks: Verizon surge lifts Communication Services Select Sector SPDR Fund as Alphabet, Walt Disney earnings loom

Communication Services stocks: Verizon surge lifts Communication Services Select Sector SPDR Fund as Alphabet, Walt Disney earnings loom

Telecom stocks pushed communication services higher to close out the week, lifting the Communication Services Select Sector SPDR Fund roughly 0.3% to $120.08 on Friday. Verizon surged 11.8% to $44.52, while AT&T and T-Mobile US climbed 4.3% and 4.2%, respectively. Meta Platforms, however, dropped nearly 3%.
31 January 2026
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Tech stocks face a Monday test after Trump taps Warsh for Fed as Big Tech earnings line up

Tech stocks face a Monday test after Trump taps Warsh for Fed as Big Tech earnings line up

U.S. tech stocks head into February with the focus back on interest rates after Donald Trump picked Kevin Warsh to lead the Federal Reserve. A hotter-than-expected Producer Price Index report — which measures what businesses charge and pay — dragged the Nasdaq down 0.94% on Friday. The 10-year Treasury yield hovered near 4.251%. Terry Sandven of U.S. Bank Asset Management noted investors are repeatedly zeroing in on “the profitability of the massive capex levels” — with capex referring to capital spending.
31 January 2026
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Big Tech stocks brace for Monday as Nvidia CEO vows ‘huge’ OpenAI investment and Apple’s iPhone rebound shows up

Big Tech stocks brace for Monday as Nvidia CEO vows ‘huge’ OpenAI investment and Apple’s iPhone rebound shows up

Nvidia CEO Jensen Huang said on Saturday the chip designer will make a “huge” investment in OpenAI, rejecting a The Wall Street Journal report that talks on an earlier plan for up to $100 billion had stalled. Speaking in Taipei, Huang was asked whether it would be over $100 billion and replied: “No, no, nothing like that.”
31 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 shares held steady on Friday morning, though the broader AI sector showed signs of strain. Investors are grappling with rising data-center costs amid cloud growth that’s failing to accelerate as expected. By 10:03 a.m. ET, Microsoft was up 0.6% at $436.11. Nvidia dipped 0.4%, AMD dropped 4.1%, and the Nasdaq-100 ETF QQQ slipped 0.6%.
30 January 2026
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