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NASDAQ:MSFT News 12 January 2026 - 15 January 2026

Microsoft stock drops as Swiss antitrust probe, Wikipedia AI deals stack up ahead of earnings

Microsoft stock drops as Swiss antitrust probe, Wikipedia AI deals stack up ahead of earnings

Microsoft shares fell 2.4% to $459.38 in early New York trading Thursday after Switzerland’s competition commission opened a preliminary probe into its licensing fees. The Invesco QQQ dropped 1%. Microsoft said it would cooperate with Swiss regulators. Investors are watching for AI-related expenses and new licensing deals ahead of Microsoft’s Jan. 28 earnings report.
Microsoft stock slides as data-center power costs, Trump pressure rattle AI trade

Microsoft stock slides as data-center power costs, Trump pressure rattle AI trade

Microsoft shares fell 2.6% to $458.50 in late trading Wednesday, underperforming broader tech declines as investors weighed rising costs and political pressure over AI data center power use. The drop followed Microsoft’s pledge to cover its own U.S. data center utility costs and replenish water. President Trump said Microsoft would make “major changes” to avoid raising consumer electricity bills.
Microsoft stock slides after Trump pressures tech on data-center power bills

Microsoft stock drops as “pay our way” data-center plan puts costs in focus

Microsoft shares fell 1.4% to $470.67 Wednesday after the company announced plans to address data center power and water use, without disclosing costs. President Trump said Microsoft would make “major changes” to cut power expenses for Americans. Investors reacted to uncertainty over spending as demand for AI infrastructure grows. Microsoft will report quarterly results Jan. 28.
Microsoft stock slides after Trump pressures tech on data-center power bills

Microsoft stock slides after Trump pressures tech on data-center power bills

New York, Jan 13, 2026, 16:04 EST — After-hours Shares of Microsoft (MSFT) slipped 1.8% to $468.44 in after-hours trading Tuesday following the company’s announcement of a new strategy aimed at preventing its rapidly expanding data-center operations from inflating consumer power bills. The shift comes as utilities and state regulators scrutinize who should foot the bill for grid upgrades needed to support artificial intelligence. With data centers consuming large, consistent amounts of power, pushback from local communities has begun to stall some projects in certain markets. For Microsoft, resistance isn’t just a permitting snag anymore. It’s tangled up in the
Microsoft stock dips as new data-center “power bill” pledge lands ahead of earnings

Microsoft stock dips as new data-center “power bill” pledge lands ahead of earnings

New York, January 13, 2026, 09:34 EST — Regular session Microsoft Corp shares slipped in early trading Tuesday following the release of a plan designed to prevent its U.S. data centers from driving up local power costs and to increase transparency on water usage. The stock fell $2.06, or roughly 0.4%, to $477.18. The data-center buildout hits the core of investor concerns about Microsoft: how quickly it can ramp up cloud and AI capacity without ballooning costs or facing pushback from local communities. This matters because the leading players in AI are also the top consumers of power, land, and
Meta stock slides as “Meta Compute” plan spotlights AI spending and power risk

Meta stock slides as “Meta Compute” plan spotlights AI spending and power risk

NEW YORK, Jan 13, 2026, 09:36 EST — Regular session Meta Platforms shares slipped 1.7% to roughly $642 in early New York trading Tuesday following CEO Mark Zuckerberg’s announcement of a new “Meta Compute” initiative aimed at expanding the company’s AI infrastructure. The wider market held firm, with the S&P 500 and Nasdaq indices edging up slightly. The announcement comes as investors remain wary of hefty, long-term spending, even among mega-cap tech giants. Meta’s strategy hinges on scale — ramping up chips, data centers, and power — yet the market is still grappling with the timing and size of expected
Kaiser’s $46 million privacy settlement is live — here’s how to file a claim before March 12

Kaiser’s $46 million privacy settlement is live — here’s how to file a claim before March 12

San Francisco, January 13, 2026, 04:18 PST Kaiser Permanente started sending settlement notices this week after a federal court gave the green light to a $46 million class action settlement. The case involves alleged patient data leaks linked to its websites and mobile apps. Members eligible for compensation must submit claims by March 12 to qualify for a payout, the notice says. https://www.cbsnews.com/sanfrancisco/news/kaiser-permanante-settlement-file-claim-46-million-privacy-patient-data/ The timing is crucial as healthcare groups face lawsuits over “tracking pixels” and similar tech — tiny snippets of code designed to monitor site traffic and target ads. Patients claim these tools secretly shared their data with
Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

New York, Jan 13, 2026, 07:11 EST Alphabet (GOOGL.O) briefly hit a $4 trillion market cap on Monday following news that Apple’s (AAPL.O) upcoming AI models will use Google’s Gemini, cementing a multi-year partnership. Class A shares climbed as much as 1.7% to an all-time high of $334.04 before easing back, fueled by optimism around Google Cloud’s growth: revenue surged 34% in Q3, with backlog hitting $155 billion. Phil Blancato, CEO of Ladenburg Thalmann Asset Management, described Alphabet as “the one name that has surprised us all” within Wall Street’s “Magnificent Seven” — a nickname for seven mega-cap tech giants.
Nebius stock pops near 10% after the close — what traders watch next for NBIS

Nebius stock pops near 10% after the close — what traders watch next for NBIS

New York, Jan 12, 2026, 19:09 EST — After-hours Nebius Group N.V. shares climbed roughly 9.6% to $107.33 in late Monday trading, after moving between $96.32 and $108.64 earlier in the session. Trading volume hit around 16 million shares. This shift is significant because the market has rapidly repriced firms renting out AI computing power — and just as swiftly sold off those stocks. Nebius stands out as a clearer proxy for this trade, lacking other factors to soften the volatility. Monday’s move didn’t come with any new company news. Benzinga suggested the uptick was likely fueled by a stronger
Microsoft stock slips after the bell as Goldman flags “compounding AI cycles” ahead of earnings

Microsoft stock slips after the bell as Goldman flags “compounding AI cycles” ahead of earnings

New York, Jan 12, 2026, 16:21 EST — After-hours Microsoft Corp shares (MSFT) slipped about 0.4% after Monday’s close, landing at $477.22, with intraday moves ranging from $474.45 to $480.88. Goldman Sachs analyst Gabriela Borges resumed coverage, assigning a Buy rating and lifting her 12-month price target to $655 from $630. She noted Microsoft stands out among megacaps to capitalize on “compounding AI product cycles.” The company’s market cap sits near $3.85 trillion. (Finviz) The analyst moves came amid a market still uneasy over interest rates, as investors focused on Tuesday’s U.S. consumer price index (CPI) report—a crucial inflation measure
CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

New York, Jan 12, 2026, 11:43 EST — Regular session. CoreWeave shares jumped nearly 11% on Monday, extending a sharp rebound from early lows as investors latched onto fresh Wall Street coverage and a bullish call on data-center spending. The stock was last up 11% at $88.94, after swinging between $78.48 and $89.87, while the Nasdaq 100 tracker Invesco QQQ was little changed. The move matters because CoreWeave sits at the center of a debate that has rattled AI infrastructure names: how long the spending wave lasts, and whether the debt used to build data centers pays off before the
IREN stock jumps as bitcoin firms up; what traders are watching next

IREN stock jumps as bitcoin firms up; what traders are watching next

New York, Jan 12, 2026, 11:15 EST — Regular session underway. IREN Limited shares jumped Monday, gaining roughly 7.3% to $49.38 as buyers returned to crypto-linked stocks. Early trading saw the price fluctuate between $45.85 and $49.83, with roughly 20.5 million shares changing hands. The move is significant because IREN straddles two worlds: it continues mining bitcoin while also positioning itself as an AI infrastructure player. This dual focus leaves the stock vulnerable to swings from both crypto prices and the pace of data-center expansions. Rate-cut timing remains unclear, rattling investors in high-growth stocks linked to hefty capex. A handful
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Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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