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NASDAQ:MSFT 30 January 2026 - 1 February 2026

Nvidia stock, OpenAI and the AI trade: what to watch before Alphabet and Amazon earnings

Nvidia stock, OpenAI and the AI trade: what to watch before Alphabet and Amazon earnings

Nvidia CEO Jensen Huang called reports of a rift with OpenAI “nonsense” and confirmed plans for a major investment in the company, despite earlier doubts reported by the Wall Street Journal. Nvidia shares closed down 0.7% Friday. Amazon is also in talks to invest up to $50 billion in OpenAI, which is seeking $100 billion in funding. Microsoft, Alphabet, and Amazon shares all ended lower ahead of key earnings reports next week.
1 February 2026
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Microsoft stock price in focus after AI spending jolt: what to watch before Monday’s open

Microsoft stock price in focus after AI spending jolt: what to watch before Monday’s open

Microsoft shares closed at $430.29 on Friday, down 0.7% after a 10% plunge Thursday that wiped out nearly $360 billion in market value. The selloff followed news that Microsoft’s quarterly capital expenditures soared 66% to $37.5 billion, raising concerns about AI infrastructure costs outpacing revenue. A $750 million Azure deal with Perplexity was confirmed. U.S. economic data releases may face delays due to a partial government shutdown.
1 February 2026
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Microsoft stock (MSFT) heads into Monday with AI spending bill still in focus

Microsoft stock (MSFT) heads into Monday with AI spending bill still in focus

Microsoft shares fell 0.8% to $430.29 Friday, extending losses after a 10% drop Thursday that erased $360 billion in market value. Investors questioned heavy AI and data-center spending, with nearly half of Microsoft’s backlog tied to OpenAI. Tech stocks lagged, pulling the Nasdaq down 0.7%. Alphabet and Amazon earnings, plus U.S. jobs data, are due next week.
1 February 2026
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Palantir Technologies co-founder Peter Thiel ditched Nvidia for Apple and Microsoft — here’s what the filings show

Palantir Technologies co-founder Peter Thiel ditched Nvidia for Apple and Microsoft — here’s what the filings show

Thiel Macro LLC reported no Nvidia shares in its latest U.S. stock filing, after holding 537,742 at end-June 2025. The fund listed stakes in Tesla, Apple, and Microsoft as of September 2025, with U.S. equity holdings dropping to $74.4 million from $212 million three months earlier. The portfolio shift is drawing attention as investors reassess AI exposure before Monday’s market open.
1 February 2026
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Bitcoin tumbles under $80,000 as Warsh Fed pick shakes altcoin season hopes

Bitcoin tumbles under $80,000 as Warsh Fed pick shakes altcoin season hopes

Bitcoin fell below $80,000 on Saturday, dropping 6.53% to $78,719.63 after Kevin Warsh was named the next Federal Reserve chair. Ether slid 11.76% to $2,387.77. Major exchanges saw $1.53 billion in crypto futures liquidations over 24 hours, according to Binance. Traders cited tighter U.S. liquidity and risk control concerns as key factors behind the selloff.
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

Nasdaq fell 0.94% Friday, led by a 4.1% drop in semiconductor ETFs and losses in major tech stocks after a hotter-than-expected PPI report. The 10-year Treasury yield hovered near 4.25%. Apple projected strong March-quarter revenue growth, while Tesla rose 3.3% against declines in Meta and Nvidia. Investors now await earnings from Alphabet, Amazon, and AMD, plus the Feb. 6 U.S. jobs report.
31 January 2026
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Cloud computing stocks: SKYY ETF slides as Alphabet, Amazon earnings and jobs data loom

Cloud computing stocks: SKYY ETF slides as Alphabet, Amazon earnings and jobs data loom

Cloud computing stocks fell Friday, with the First Trust Cloud Computing ETF down 2.0% and WisdomTree’s fund off 1.3%. Microsoft slipped 0.8%, Amazon dropped 1.0%, Oracle lost 2.6%, and Snowflake fell 3.3%. Alphabet reports earnings Feb. 4, Amazon on Feb. 5, and the U.S. jobs report is due Feb. 6.
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 the company will make a “huge” investment in OpenAI but denied plans for a $100 billion deal. Amazon is in early talks to invest up to $50 billion in OpenAI, while SoftBank has discussed an additional $30 billion, sources told Reuters. Tech stocks fell Friday after Trump named Kevin Warsh as his Fed pick and producer prices rose. Tesla gained nearly 5% on SpaceX merger speculation.
31 January 2026
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Bitcoin price breaks below $80,000 as ETF outflows and Fed shake-up hang over week ahead

Bitcoin price breaks below $80,000 as ETF outflows and Fed shake-up hang over week ahead

Bitcoin fell 5.1% to $78,638 Saturday, dropping below $80,000 as crypto markets extended their slide. U.S.-listed spot bitcoin ETFs saw $509.7 million in outflows Jan. 30, led by BlackRock’s iShares Bitcoin Trust. Donald Trump named Kevin Warsh as his pick for next Fed chair, raising speculation about tighter policy. The U.S. government entered a likely short shutdown after Congress missed a funding deadline.
31 January 2026
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Microsoft stock heads into Monday on the back foot after Azure jitters and AI spend fears

Microsoft stock heads into Monday on the back foot after Azure jitters and AI spend fears

Microsoft shares fell 0.74% to $430.29 on Friday after a nearly 10% drop the previous day. The company reported $81.3 billion in quarterly revenue, with Azure cloud services up 39%, but capital expenditures surged to $37.5 billion. Investors are watching rising AI infrastructure costs and Microsoft’s exposure to OpenAI. Alphabet and Amazon report earnings next week.
31 January 2026
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Microsoft stock heads into Monday under a cloud after post-earnings slide

Microsoft stock heads into Monday under a cloud after post-earnings slide

Microsoft shares fell 0.7% to $430.29 Friday, extending losses after a 10% plunge Thursday—their steepest drop since March 2020. The selloff followed concerns over slowing cloud growth and heavy reliance on OpenAI contracts. Microsoft reported quarterly revenue of $81.27 billion, with cloud sales up 26%. Investors await earnings from Alphabet and Amazon next week.
31 January 2026
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Coinbase stock slips after hours as bitcoin hits a two-month low — what COIN investors watch next

Coinbase stock slips after hours as bitcoin hits a two-month low — what COIN investors watch next

Coinbase shares fell 2.2% to $194.74 in after-hours trading Friday as Bitcoin hit a two-month low, dropping 2.5% to $82,300. The declines followed speculation over Federal Reserve leadership and tighter liquidity. Coinbase’s new prediction markets drew regulatory attention, with the CFTC withdrawing a proposal to ban political and sports event contracts. The White House plans crypto policy talks with industry leaders next week.
31 January 2026
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Dow Jones today: 179-point drop on Fed-chair shakeup, hot PPI — what investors watch next

Dow Jones today: 179-point drop on Fed-chair shakeup, hot PPI — what investors watch next

The Dow fell 179.09 points to 48,892.47 after Donald Trump named Kevin Warsh as his pick for Federal Reserve chair and December producer prices rose 0.5%. The S&P 500 lost 0.43% and the Nasdaq dropped 0.94%. Microsoft shares slid 10% on disappointing cloud revenue, while Apple beat forecasts. The Warsh nomination moves to the Senate as the Fed holds rates steady.
30 January 2026
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Microsoft stock extends post-earnings slide as AI spending debate heats up

Microsoft stock extends post-earnings slide as AI spending debate heats up

Microsoft shares fell 0.9% to $429.73 Friday, extending a sharp selloff that erased over $350 billion in value after disappointing cloud and spending updates. The company reported $81.3 billion in quarterly revenue and a 66% jump in capital spending, with two-thirds spent on chips. Microsoft also announced a $750 million, three-year AI deal with Perplexity AI to run on Azure.
30 January 2026
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AI stocks today: Microsoft wobbles, Nvidia slips and Sandisk jumps on storage demand

AI stocks today: Microsoft wobbles, Nvidia slips and Sandisk jumps on storage demand

Microsoft shares fell 0.5% to $431.15 and Meta dropped 3.1% after earnings, while Sandisk jumped 10.2% on strong forecasts and a renewed Kioxia deal. Microsoft reported $37.5 billion in quarterly capex, up 66%, and confirmed a $750 million Azure deal with Perplexity. Nvidia slipped 0.9% amid China licensing uncertainty. The iShares Semiconductor ETF lost 3.5% as chip stocks broadly declined.
30 January 2026
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XRP price drops today as Fed-chair shake-up rattles crypto — what traders watch next week

XRP price drops today as Fed-chair shake-up rattles crypto — what traders watch next week

XRP fell about 3.5% to $1.75 Friday amid a broader risk-off move after President Trump named Kevin Warsh to lead the Federal Reserve. U.S. senators advanced a crypto oversight bill, but passage in the full Senate remains uncertain. About $61.7 million in XRP futures were liquidated in 24 hours. Bitcoin dropped to a two-month low near $82,300.
30 January 2026
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Stock Market Today

  • Piper Sandler Lowers Alkermes Price Target Amid Earnings Miss
    March 24, 2026, 9:45 AM EDT. Alkermes (NASDAQ:ALKS) saw its price target cut by Piper Sandler from $45.00 to $43.00, indicating a 55.18% upside despite a cautious outlook. The biotech firm's recent earnings missed expectations with a $0.29 EPS against the forecasted $0.43, while revenue slightly exceeded estimates at $384.55 million but declined 10.6% year-over-year. Analyst ratings vary, with a consensus "Moderate Buy" and an average target price near $43.93. Alkermes stock opened Tuesday at $27.71, near its 52-week low, reflecting market concerns after mixed signals from multiple brokerages. Insider selling was noted, as EVP Craig Hopkinson offloaded 9,000 shares at $29.72 each. The company projects negative EPS for fiscal 2026, pressure that tempers investor enthusiasm.
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