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NASDAQ:META 26 January 2026 - 29 January 2026

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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Meta stock holds near $673 as $6 billion Corning deal lands and earnings loom

Meta stock holds near $673 as $6 billion Corning deal lands and earnings loom

Meta shares closed up 0.1% at $672.98 after announcing a supply deal with Corning worth up to $6 billion for AI data-center fiber. The agreement comes ahead of Meta’s earnings, with options markets pricing in a 6% post-report move. A New Mexico court filing raised scrutiny over Meta’s AI chatbot policies. Corning stock jumped 15.7% on news of the deal.
27 January 2026
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Nebius stock price jumps nearly 8% as Nvidia-CoreWeave deal steadies AI infrastructure trade

Nebius stock price jumps nearly 8% as Nvidia-CoreWeave deal steadies AI infrastructure trade

Nebius Group N.V. shares jumped 7.6% to $98.44 Tuesday, trading on heavy volume ahead of the Federal Reserve’s rate decision. The Dutch data center operator, which recently signed major AI infrastructure deals with Microsoft and Meta, reported a $100 million loss last quarter as it spent nearly $1 billion on capital. Nebius will report earnings around Feb. 18.
27 January 2026
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Meta stock jumps on $6 billion Corning AI cable deal as earnings loom

Meta stock jumps on $6 billion Corning AI cable deal as earnings loom

Meta shares rose about 2% to $672.36 early Tuesday after the company agreed to pay Corning up to $6 billion for fiber-optic cables supporting AI data centers. Corning will expand production in Hickory, North Carolina, with payments running through 2030. The deal comes ahead of Meta’s earnings report Wednesday, as investors focus on rising infrastructure costs. The EU set a mid-May 2026 compliance deadline for WhatsApp channels under new digital rules.
27 January 2026
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Meta stock pops on a fresh $900 bull call as earnings near — here’s what investors are watching

Meta stock pops on a fresh $900 bull call as earnings near — here’s what investors are watching

Meta shares rose about 2% Monday after Rothschild & Co Redburn upgraded the stock to “buy” and raised its price target to $900 ahead of earnings. Bank of America kept its buy rating and $810 target, projecting Meta will top Q4 estimates. Investors are focusing on Meta’s 2026 AI spending guidance, with capital expenditures expected to reach $117 billion. Meta reports results after Wednesday’s close.
27 January 2026
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Dow Jones today: Apple, Cisco lift the index as Fed decision and Big Tech earnings loom

Dow Jones today: Apple, Cisco lift the index as Fed decision and Big Tech earnings loom

The Dow Jones rose 0.6% to 49,403 Monday afternoon, led by Apple and Cisco, while UnitedHealth and 3M lagged. Gold and silver hit new records as the dollar weakened. The Federal Reserve begins a two-day meeting Tuesday, with rates expected to hold steady. Investors await earnings from major tech firms and the Fed’s decision Wednesday.
26 January 2026
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Stock Market Today

  • Avino Silver & Gold Mines Added to S&P/TSX Index Amid Diverging Valuation and Momentum
    March 24, 2026, 8:28 AM EDT. Avino Silver & Gold Mines (TSX:ASM) has been included in the S&P/TSX Capped Composite Index, a key Canadian equity benchmark. The stock trades near CA$7.89, about 11.9% below the analyst consensus target of CA$8.95, but at a 584.7% premium over estimated fair value, indicating significant overvaluation. Despite a strong 210.6% return over the past year, ASM's recent short-term momentum turned weak, with a 36.5% decline in 30 days. Inclusion in the index could boost liquidity and visibility as passive funds adjust holdings. Investors should monitor trading volumes, ownership changes, and volatility. The company's price-to-earnings ratio of 36.2 far exceeds the metals and mining sector average of 16.3, underscoring elevated risk. Careful entry price discipline is advised amid mixed signals on valuation and stock performance.
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