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Stock Market News 29 January 2026

Western Digital stock slides ahead of earnings after Seagate rally — what’s next for WDC shares?

Western Digital stock slides ahead of earnings after Seagate rally — what’s next for WDC shares?

Western Digital shares fell 2.8% to $271.81 in early Thursday trading, paring Wednesday’s 10.7% rally ahead of its fiscal second-quarter results due after the U.S. market closes. Investors are watching for guidance on cloud storage demand and pricing. Seagate and Micron also slipped. Western Digital’s stock is up nearly 400% since November 2024.
29 January 2026
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GOOG stock drops from a record high as Alphabet faces an AI reality check before earnings

GOOG stock drops from a record high as Alphabet faces an AI reality check before earnings

Alphabet’s non-voting GOOG shares fell 2.5% to $328.00 after reaching a session high of $342.91. Google agreed to pay $135 million to settle a lawsuit over Android data collection, pending court approval. Microsoft shares plunged nearly 12% as Big Tech stocks slid on concerns about rising AI-related costs. Alphabet will report earnings on Feb. 4.
29 January 2026
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Oracle stock slides as Microsoft rout rattles software names; traders eye what’s next for ORCL

Oracle stock slides as Microsoft rout rattles software names; traders eye what’s next for ORCL

Oracle shares fell 5.6% to $163.09 Thursday, deepening a sector-wide selloff after Microsoft’s earnings stoked doubts about AI and cloud returns. The Nasdaq dropped 1% as software stocks slid. Oracle launched a new AI data platform for life sciences and secured a major cloud deal with IHG Hotels. A recent data center outage also disrupted TikTok users in the U.S.
29 January 2026
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Amphenol stock price tries to find a floor after earnings shock as “organic” growth comes under the microscope

Amphenol stock price tries to find a floor after earnings shock as “organic” growth comes under the microscope

Amphenol shares rose 0.8% to $147.19 Thursday, rebounding after a 12% plunge on earnings. The company posted record quarterly sales of $6.4 billion, up 49% year-over-year, with 37% organic growth. Investors remain cautious, focusing on the sustainability of growth and the impact of the CommScope CCS acquisition. First-quarter sales are forecast at $6.90–$7.00 billion.
29 January 2026
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Seagate (STX) stock price slips after record rally on AI-driven outlook — what to watch next

Seagate (STX) stock price slips after record rally on AI-driven outlook — what to watch next

Seagate shares fell 1.1% to $438.09 by late morning Thursday, after a 19% surge to a record high on strong earnings and AI-driven storage demand. The company projected March-quarter revenue of $2.90 billion and adjusted EPS of $3.40, beating analyst estimates. Nearline capacity is fully allocated through 2026, with pricing set to follow demand. The board declared a $0.74 dividend, payable April 8 to holders as of March 25.
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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UnitedHealth stock price today: UNH slips as Medicare Advantage rate shock still bites

UnitedHealth stock price today: UNH slips as Medicare Advantage rate shock still bites

UnitedHealth Group shares fell 1.2% to $290.50 Thursday after regulators proposed a 0.09% Medicare Advantage rate hike for 2027, far below expectations. The company warned of possible benefit cuts and a $1.6 billion charge tied to a cyberattack. UnitedHealth stock plunged 19% Tuesday after executives called the proposal “disappointing.” CMS will issue final rates by April 6.
29 January 2026
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Broadcom (AVGO) stock price drops nearly 2% as chip shares slide ahead of Apple earnings

Broadcom (AVGO) stock price drops nearly 2% as chip shares slide ahead of Apple earnings

Broadcom shares fell 1.9% to $326.92 in early New York trading Thursday, tracking declines across the semiconductor sector as investors weighed Big Tech’s AI spending against the Fed’s decision to keep rates elevated. Nvidia slipped 1.3%, Marvell dropped 4%, and chip ETFs lost about 1.6%. Apple’s earnings, due after the close, remain a key focus for Broadcom investors.
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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Sandisk stock price rises ahead of earnings as AI storage trade stays in focus (SNDK)

Sandisk stock price rises ahead of earnings as AI storage trade stays in focus (SNDK)

Sandisk shares rose 1% to $532.99 Thursday morning ahead of its fiscal Q2 results due after market close. Seagate and Western Digital also gained, while Micron slipped. Analysts expect Sandisk to report $2.7 billion in revenue and $3.62 adjusted EPS. Investors are focused on the company’s outlook for NAND pricing and data-center demand.
29 January 2026
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Nvidia stock rises as CEO flags China H200 licence progress; NVDA earnings date set

Nvidia stock rises as CEO flags China H200 licence progress; NVDA earnings date set

Nvidia shares rose 1.6% to $191.52 after CEO Jensen Huang said China is still finalizing a license for its H200 chip. Reuters reported China approved ByteDance, Alibaba, and Tencent to buy over 400,000 H200 chips, but no orders have been placed. Chip stocks opened higher, with Intel up 11% and Micron up 6%. Nvidia is also reportedly in talks to invest up to $30 billion in OpenAI.
29 January 2026
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Micron stock jumps again as DRAM squeeze talk returns — and Feb. 11 is the next test

Micron stock jumps again as DRAM squeeze talk returns — and Feb. 11 is the next test

Micron shares jumped 6% to $435.28 in early U.S. trading Thursday after Samsung and SK Hynix warned of tightening DRAM supply. Both companies said chipmakers are shifting production toward AI-focused memory, leaving PC and smartphone makers struggling to secure DRAM. Micron executives are set to speak at a Wolfe Research conference on Feb. 11. The Federal Reserve held rates steady Wednesday, offering no guidance on future cuts.
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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Stock Market Today

Montage Technology Class A stock slides — traders now fixate on its Hong Kong debut

Montage Technology Class A stock slides — traders now fixate on its Hong Kong debut

8 February 2026
Montage Technology’s Shanghai-listed shares fell 2.74% to 163.54 yuan Friday, extending losses before its Hong Kong debut. The company priced its H-share sale at HK$106.89, raising about HK$6.90 billion. Hong Kong’s public tranche was 707 times subscribed. In grey market trading, shares traded around HK$152.5, 43% above the offer price.
Suzhou TFC Optical (300394.SZ) stock: 3 signals to watch before China’s short, pre-holiday week

Suzhou TFC Optical (300394.SZ) stock: 3 signals to watch before China’s short, pre-holiday week

8 February 2026
Suzhou TFC Optical closed up 0.4% at 252.97 yuan Friday after heavy trading and sharp swings, ranking as the No. 2 most-traded Shenzhen stock via Stock Connect. Margin financing and securities lending fell, with net margin selling of 419 million yuan. Shanghai and Shenzhen markets will close Feb. 16–23 for the Spring Festival. The company expects 2025 net profit to rise 40–60% year-on-year.
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