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NASDAQ:MSFT 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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Bitcoin price slides under $85,000 as Fed pause, ETF outflows and Washington rules test crypto nerves

Bitcoin price slides under $85,000 as Fed pause, ETF outflows and Washington rules test crypto nerves

Bitcoin fell 5.6% to $84,487 Thursday, dropping below key support as U.S. spot bitcoin ETFs posted two days of net outflows totaling $167 million. The decline followed the Federal Reserve’s signal to hold rates steady, pressuring risk assets. Global stocks slipped and oil prices jumped on geopolitical concerns. The Senate Agriculture Committee advanced a crypto oversight bill, but it faces hurdles before a full vote.
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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Microsoft stock price tumbles 12% as record AI spending and Azure outlook rattle Wall Street

Microsoft stock price tumbles 12% as record AI spending and Azure outlook rattle Wall Street

Microsoft shares fell 12% to $423.78 Thursday as investors reacted to soaring AI spending and questions over cloud growth. Quarterly revenue rose 17% to $81.3 billion, while capital spending jumped 66% to $37.5 billion, mostly on chips. The sell-off followed Microsoft’s disclosure that 45% of its cloud backlog is tied to OpenAI. CFO Amy Hood cited AI chip constraints as a limit on Azure growth.
29 January 2026
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Salesforce stock dives as software selloff deepens on AI disruption fears — what investors watch next

Salesforce stock dives as software selloff deepens on AI disruption fears — what investors watch next

Salesforce shares fell 6.5% to $213.12 Thursday amid a broad software selloff after weak results from SAP and ServiceNow. The S&P 500 Software and Services index dropped 8.7%, hitting a nine-month low. Investors cited concerns over Big Tech’s AI spending and slower cloud growth. SAP and ServiceNow both issued forecasts that failed to lift sector sentiment.
29 January 2026
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Dow Jones today: DJIA edges up near 49,000 as AI spending scrutiny deepens

Dow Jones today: DJIA edges up near 49,000 as AI spending scrutiny deepens

The Dow rose 47.89 points, or 0.10%, to 49,063.49 in early trading Thursday, while the S&P 500 fell 0.35% and the Nasdaq dropped 0.93%. Microsoft shares slid after warning of record AI expenses; IBM jumped on strong AI-driven software demand. Initial jobless claims fell to 209,000. The U.S. trade deficit nearly doubled in November to $56.8 billion amid a surge in capital goods imports.
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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Microsoft stock slides 10% after earnings beat as Azure outlook, AI bill unsettle Wall Street

Microsoft stock slides 10% after earnings beat as Azure outlook, AI bill unsettle Wall Street

Microsoft shares fell about 10% Thursday after the company reported record AI-driven capital spending and forecast strong Azure growth. Quarterly revenue rose 17% to $81.3 billion, with cloud revenue up 39%. Investors focused on soaring costs, which climbed nearly 66% year-over-year. Apple is set to report earnings later Thursday.
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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Microsoft stock drops in premarket after record AI spend puts Azure payoff in focus

Microsoft stock drops in premarket after record AI spend puts Azure payoff in focus

Microsoft shares fell 5.7% to about $454 in premarket trading Thursday after its quarterly report highlighted a 66% jump in capital spending, mainly for AI infrastructure. Revenue rose 17% to $81.3 billion, with cloud sales up 26%. Investors expressed concern over rising costs outpacing sales growth and potential pressure on cloud margins from higher chip prices.
29 January 2026
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Microsoft shares slide after Q2 earnings as AI spending hits record and Azure growth barely clears forecasts

Microsoft shares slide after Q2 earnings as AI spending hits record and Azure growth barely clears forecasts

Microsoft reported fiscal Q2 revenue of $81.3 billion, up 17%, and Azure cloud revenue rose 39%. Capital spending reached a record $37.5 billion, with two-thirds spent on data-center chips for AI. Cloud backlog surged to $625 billion, with 45% tied to OpenAI. Shares fell after hours as investors questioned the pace of AI returns.
29 January 2026
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Microsoft stock price whipsaws after earnings as Azure grows 39% and AI capex hits record

Microsoft stock price whipsaws after earnings as Azure grows 39% and AI capex hits record

Microsoft shares rose 0.2% to $481.63 in after-hours trading Wednesday after swinging more than 7% following fiscal Q2 results. Azure revenue jumped 39%, topping estimates, while capital spending hit a record $37.5 billion, up nearly 66% from a year earlier. Investors focused on cloud growth and surging AI infrastructure costs, awaiting management’s outlook on spending and demand.
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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Microsoft beats Azure in Q2, but MSFT stock drops after earnings as AI spending stays in focus

Microsoft beats Azure in Q2, but MSFT stock drops after earnings as AI spending stays in focus

Microsoft reported Azure cloud revenue up 39% in its fiscal second quarter, narrowly beating estimates, but shares fell over 7% in after-hours trading. Total revenue reached $81.3 billion, with Microsoft Cloud topping $50 billion for the quarter. Gross margin slipped due to heavy AI infrastructure spending. Net income received a $7.6 billion boost from the company’s OpenAI stake.
28 January 2026
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Dow Jones flattens near 49,000 as S&P 500 hits 7,000; Fed and Big Tech earnings loom

Dow Jones flattens near 49,000 as S&P 500 hits 7,000; Fed and Big Tech earnings loom

The Dow rose 49.62 points to 49,053.03 by midday Wednesday as the S&P 500 briefly topped 7,000 before retreating. Intel jumped 11.3%, while UnitedHealth plunged nearly 20% after the Trump administration proposed a 0.09% Medicare Advantage rate hike for 2027. The Fed is expected to hold rates steady. Seagate surged 19.3% on earnings.
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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Microsoft stock edges up as earnings near, with Azure growth and AI costs under the microscope

Microsoft stock edges up as earnings near, with Azure growth and AI costs under the microscope

Microsoft shares rose 0.4% to $482.31 early Wednesday ahead of its earnings report, with options traders pricing in a 5% move either way. Analysts expect $3.91 per share on $80.3 billion revenue, as Azure growth slows and AI spending tops $500 billion this year. The S&P 500 opened higher, while investors await the Fed’s rate decision this afternoon.
28 January 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.02.2026

8 February 2026
LIVEMarkets rolling coverageStarted: February 8, 2026, 12:00 AM ESTUpdated: February 8, 2026, 12:25 AM EST Nearly 20% of FTSE 100 CEOs Reside Outside the UK February 8, 2026, 12:25 AM EST. Almost a fifth of CEOs leading FTSE 100 companies live outside the United Kingdom, marking a significant shift in corporate leadership geography. This trend reflects the increasing globalization of Britain's top businesses. The FTSE 100, representing the 100 largest companies listed on the London Stock Exchange, has seen growing international executive influence. Analysts point to this as evidence of the UK's evolving corporate landscape post-Brexit. The presence of foreign-resident
Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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