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NASDAQ:META News 28 January 2026 - 29 January 2026

Microsoft stock dives 12% on AI spending jitters as Meta jumps — AI stocks split today

Microsoft stock dives 12% on AI spending jitters as Meta jumps — AI stocks split today

Microsoft shares fell nearly 12% after cloud growth and AI spending figures disappointed, dragging down other AI stocks. Meta jumped about 10% on strong ad sales and a higher 2026 capex forecast. Nvidia slipped 0.6%, Amazon lost 1.6%, and Apple was flat ahead of its earnings report. Traders are also watching reported OpenAI funding talks involving Microsoft, Nvidia, and Amazon.
29 January 2026
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Dow Jones slips as Microsoft earnings jolt the AI trade; Apple results loom

Dow Jones slips as Microsoft earnings jolt the AI trade; Apple results loom

By 1:31 p.m. EST, the Dow Jones Industrial Average had dropped 143.74 points to 48,871.86, while the S&P 500 and Nasdaq fell 0.73% and 1.46%. Microsoft plunged 12.2% after weak cloud revenue, pulling the Dow lower. Oil prices rose over 2% amid concerns about a possible U.S. strike on Iran. Apple is set to report its strongest iPhone sales growth in four years after the bell.
29 January 2026
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Corning (GLW) stock slips as Meta deal rally cools; traders hunt the next catalyst

Corning (GLW) stock slips as Meta deal rally cools; traders hunt the next catalyst

Corning shares fell 2% to $102.18 by midday Thursday after sharp swings earlier in the week. The stock surged to $113.99 Tuesday following a supply deal with Meta Platforms worth up to $6 billion, then slid 5% Wednesday. Corning reported Q4 core sales of $4.41 billion, up 14% year-over-year, and forecast Q1 core sales above analyst estimates. Investors are watching for details on Meta order timing and margins.
29 January 2026
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Microsoft stock dives as AI spending bites; Nvidia steady, Meta jumps in split AI trade

Microsoft stock dives as AI spending bites; Nvidia steady, Meta jumps in split AI trade

Microsoft fell 10.7% to $429.87 after reporting record AI spending and slower cloud growth, triggering a broader dip among AI stocks. Meta rose 7.9% on a higher 2026 capex forecast, betting ad revenue will fund its AI push. Reports surfaced that Big Tech could invest up to $60 billion more in OpenAI, intensifying scrutiny of AI costs.
29 January 2026
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Meta stock jumps about 9% as Zuckerberg bets big on “superintelligence” spending

Meta stock jumps about 9% as Zuckerberg bets big on “superintelligence” spending

Meta shares rose 9.3% to $731.18 in early U.S. trading after reporting Q4 revenue up 24% to $59.89 billion and issuing a strong revenue forecast. The company raised its 2026 capital spending target to as much as $135 billion, citing major investments in AI. Costs jumped 40%, cutting operating margin to 41%. Meta projects full-year 2026 expenses up to $169 billion, warning of legal and regulatory risks.
29 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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Meta stock price jumps after earnings — but $135 billion AI capex is the new battleground

Meta stock price jumps after earnings — but $135 billion AI capex is the new battleground

Meta shares surged nearly 7% in early Frankfurt trading after the company reported a 24% jump in Q4 revenue to $59.89 billion and issued a strong Q1 forecast. Meta raised its 2026 capital expenditure guidance to $115–$135 billion, citing increased investment in AI infrastructure. Operating margin fell to 41% from 48% a year earlier. Investors weighed robust ad sales against rising costs and regulatory pressures.
29 January 2026
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Dow Jones closes flat after Fed; Microsoft drops, IBM jumps in after-hours ahead of Apple earnings

Dow Jones closes flat after Fed; Microsoft drops, IBM jumps in after-hours ahead of Apple earnings

Microsoft fell nearly 4% after hours as AI capital spending jumped 66%. IBM rose 6% on strong revenue, Meta gained 4% after forecasting up to $135 billion in 2026 capex, and Tesla advanced 2% with a $2 billion xAI investment. The S&P 500 briefly topped 7,000. The Fed held rates steady at 3.50%-3.75%.
28 January 2026
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AI stocks swing after hours: Nvidia ticks up on China H200 nod as Microsoft, Meta and Tesla turn volatile

AI stocks swing after hours: Nvidia ticks up on China H200 nod as Microsoft, Meta and Tesla turn volatile

Nvidia rose 1.6% in after-hours trading after China approved H200 chip sales to ByteDance, Alibaba, and Tencent, sources said. Texas Instruments and Intel jumped nearly 10% and 11%, respectively, on strong data center demand. Microsoft, Meta, and Tesla shares fluctuated after earnings, with Microsoft’s cloud spending up sharply. The S&P 500 slipped 0.01% after the Fed held rates steady.
28 January 2026
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Meta’s $135B AI Spending Forecast Overshadows a Strong Q4 Beat at Facebook Parent

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

Meta projected 2026 capital spending of $115 billion to $135 billion, up sharply from $72.2 billion in 2025, as it expands AI infrastructure. Fourth-quarter revenue rose 24% to $59.9 billion, with diluted EPS at $8.88. Shares dipped in after-hours trading. Reality Labs revenue fell 12% to $955 million, with operating losses widening to $6.02 billion.
28 January 2026
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Corning stock slides as traders digest Q1 outlook and Meta’s $6 billion fiber deal

Corning stock slides as traders digest Q1 outlook and Meta’s $6 billion fiber deal

Corning shares fell 3.2% to $106.18 by late morning Wednesday after volatile trading. The company reported fourth-quarter core sales up 14% to $4.41 billion and expects first-quarter core sales of $4.2–$4.3 billion, above estimates. Corning and Meta announced a U.S. data-center supply deal worth up to $6 billion, driving expansion in North Carolina.
28 January 2026
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Dow Jones today: Dow hovers near 49,000 as Fed decision and mega-cap earnings loom

Dow Jones today: Dow hovers near 49,000 as Fed decision and mega-cap earnings loom

The Dow Jones hovered near 49,000 Wednesday morning, dipping 3.56 points to 48,999.85 as UnitedHealth’s sharp fall continued to weigh on the index. The S&P 500 briefly topped 7,000, boosted by chip stocks after upbeat results from ASML and SK Hynix. The Federal Reserve’s policy decision is due at 2 p.m. EST. Meta, Microsoft, Tesla, and IBM report earnings after the bell.
28 January 2026
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Meta stock price barely moves near $673 as earnings and AI spend take center stage

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

Meta shares slipped 0.03% to $672.75 in early Wednesday trading ahead of quarterly results due after the bell. Options markets signal a possible 6% move post-earnings as investors focus on 2026 spending. Meta signed a supply deal with Corning worth up to $6 billion. The EU has designated WhatsApp’s channels feature as a “very large platform,” triggering new regulatory requirements.
28 January 2026
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Wall Street’s Fed Day: US stock futures rise as traders eye today’s economic calendar and Big Tech earnings

Wall Street’s Fed Day: US stock futures rise as traders eye today’s economic calendar and Big Tech earnings

S&P 500 E-minis rose 0.36% and Nasdaq 100 E-minis gained 0.9% premarket, led by chipmakers after Texas Instruments’ upbeat outlook. Nvidia, Intel, and Seagate advanced. Tuesday, the S&P 500 closed at a record high while health insurer stocks slumped on weak Medicare payment news. The Fed is expected to hold rates steady later Wednesday.
28 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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Corning stock pops again on Meta’s $6B fiber deal as earnings hit before the bell

Corning stock pops again on Meta’s $6B fiber deal as earnings hit before the bell

Corning shares rose about 6% premarket after a $6 billion fiber-optic supply deal with Meta Platforms, following a 15.6% surge Tuesday. Corning will report fourth-quarter results at 8:30 a.m. ET, while Meta’s earnings are due after the close. Investors seek details on margins, spending, and the timeline for the Meta contract. The deal includes expanded manufacturing in North Carolina through 2030.
28 January 2026
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Corning stock (GLW) jumps 16% on Meta’s up to $6 billion fiber deal ahead of earnings

Corning stock (GLW) jumps 16% on Meta’s up to $6 billion fiber deal ahead of earnings

Corning shares jumped 15.6% to $109.74 in after-hours trading Tuesday after announcing a multiyear supply deal with Meta Platforms for fiber-optic products serving AI data centers. The agreement includes Meta as anchor customer for expanded cable manufacturing in North Carolina. Meta will pay Corning through 2030, with spending capped at $6 billion. Corning reports Q4 earnings Wednesday morning.
28 January 2026
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Stock Market Today

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

7 February 2026
Digital Realty, Equinix, and Vertiv shares surged Friday, with Vertiv up 10% and Digital Realty rising 4.1%, as investors rotated back into AI-linked data center stocks. The move followed Amazon’s $200 billion and Alphabet’s $175–185 billion 2026 capex targets. Digital Realty set 2026 core FFO guidance at $7.90 to $8.00 per share. Wall Street ended the week broadly higher, led by chipmakers.
Quantum computing stocks bounce hard: IonQ, Rigetti, D‑Wave rally as traders reset for a data-heavy week

Quantum computing stocks bounce hard: IonQ, Rigetti, D‑Wave rally as traders reset for a data-heavy week

7 February 2026
IonQ, Rigetti, D‑Wave, and Quantum Computing Inc shares surged 15–21 percent Friday, erasing losses from the previous session. The rebound followed a Wall Street rally that sent the Dow above 50,000 for the first time. IonQ remains under scrutiny after a short-seller report questioned its Pentagon contract revenue. Investors await delayed U.S. jobs and inflation data next week.
Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

7 February 2026
U.S. space and defense stocks rose Friday, with sector ETFs gaining up to 4.8% and Lockheed Martin up 2.4%. Investors are awaiting a Pentagon list that could restrict buybacks and dividends at underperforming contractors under a Trump executive order. Companies named would have 15 days to submit remediation plans. Lockheed’s board approved a $3.45 per share dividend for Q1 2026.
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