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Stock Market News 29 January 2026

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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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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Aviva share price climbs as gilt yields hit a two-month high — what to watch before March results

Aviva share price climbs as gilt yields hit a two-month high — what to watch before March results

Aviva shares rose 0.5% to 637.8p in early London trading as ten-year gilt yields hit 4.569%, their highest since November. The Office for National Statistics will begin using supermarket checkout data for inflation from February, potentially trimming CPI by 0.03 points. Aviva’s full-year results are due March 5. The insurer expects a further update on its Solvency II capital model at that time.
29 January 2026
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Babcock share price today: BAB slips after fresh buyback filing, March year-end in focus

Babcock share price today: BAB slips after fresh buyback filing, March year-end in focus

Babcock shares slipped 0.3% to 1,484 pence after the company disclosed a new buyback, acquiring 6,657 shares at an average 1,502 pence each. Chief People Officer Louise Atkinson sold 24,749 shares for £367,523 after exercising an award. The buyback program has repurchased 7.94 million shares since July, totaling £88.6 million.
29 January 2026
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Sage stock hits one-year low as SGE.L slides again, with broker cut and buyback in play

Sage stock hits one-year low as SGE.L slides again, with broker cut and buyback in play

Sage Group shares fell 2% on Thursday, touching a one-year low of 967 pence before recovering slightly to 975.2 pence by 0942 GMT. The drop followed a Deutsche Bank price target cut and news of an ongoing share buyback. Sage reported 10% revenue growth for the quarter, reaffirming guidance. The AGM is set for Feb. 5, with a final dividend vote scheduled.
29 January 2026
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Antofagasta stock price jumps 6% as gold outlook rises and costs fall, despite copper miss

Antofagasta stock price jumps 6% as gold outlook rises and costs fall, despite copper miss

Antofagasta shares jumped 6% in early London trading after the miner reported a 9% rise in fourth-quarter copper output and lower net cash costs. Full-year copper production slipped 1.6% to 653,700 tonnes, while gold and molybdenum output rose sharply. The company kept its 2026 copper forecast and set capital spending at $3.4 billion. Non-executive director Andrónico Luksic Craig resigned, with Andrónico Luksic Lederer joining the board in March.
29 January 2026
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SSE share price slips in London as UK wealth fund spotlights the power grid; Feb update looms

SSE share price slips in London as UK wealth fund spotlights the power grid; Feb update looms

SSE shares slipped 0.2% to 2,408 pence by 0924 GMT, trailing the FTSE 100’s 0.5% gain. The UK National Wealth Fund confirmed a financial guarantee for SSEN Transmission’s grid upgrades as part of a new five-year strategy. SSE will pay its interim dividend on Jan. 30 and report third-quarter results on Feb. 4. The stock remains near a 52-week high after gaining 52% in the past year.
29 January 2026
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Vodafone share price today: VOD edges up near a 52-week high as Centrica deal and buyback keep focus on Feb 5 update

Vodafone share price today: VOD edges up near a 52-week high as Centrica deal and buyback keep focus on Feb 5 update

Vodafone shares rose 0.1% to 106.45 pence in early London trading, near a 52-week high, after announcing a four-year UK enterprise deal with Centrica and a new subsea fibre project in Greece. The company repurchased 2.52 million shares on Jan. 27. Investors await Vodafone’s third-quarter trading update and interim dividend schedule on Feb. 5.
29 January 2026
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Ashtead share price slides nearly 5% as Sunbelt NYSE listing countdown begins

Ashtead share price slides nearly 5% as Sunbelt NYSE listing countdown begins

Ashtead shares fell 4.9% in early London trading after the company set a timetable for its planned U.S. primary listing. Sunbelt Rentals filed a Form 10 with the SEC, triggering a 30-day countdown, with trading in New York and London targeted for March 2. Ashtead continued its buyback, purchasing 73,921 shares on Jan. 28. The interim dividend will be paid Feb. 6 at 37.5 U.S. cents or 27.60 pence per share.
29 January 2026
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Diageo share price pops as spirits mood turns — here’s what traders watch next

Diageo share price pops as spirits mood turns — here’s what traders watch next

Diageo shares rose 1.9% to 1,653.5 pence in early London trading Thursday, after swinging sharply earlier in the week. The stock remains 36.5% below its 52-week high. Analysts at JPMorgan and Bernstein warned of margin pressures and inventory risks, with Diageo’s next results due Feb. 25. The company expects flat or slightly declining sales for fiscal 2026.
29 January 2026
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SAP earnings: shares sink on cloud backlog doubts despite €10 billion buyback

SAP earnings: shares sink on cloud backlog doubts despite €10 billion buyback

SAP shares fell 11% Thursday, their steepest drop since 2020, after a cloud backlog update missed expectations. Fourth-quarter revenue matched forecasts at 9.7 billion euros, with cloud revenue slightly above estimates. SAP announced a new two-year, 10 billion euro share buyback. The decline weighed on Germany’s DAX, which slipped 0.9% in early trading.
29 January 2026
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Stock Market Today

RELX share price slides again as AI fears linger, results next week in focus

RELX share price slides again as AI fears linger, results next week in focus

7 February 2026
RELX closed down 4.6% at 2,145 pence in London on Friday, capping a volatile week ahead of its Feb. 12 full-year results. The company bought back 465,361 shares even as selling continued amid investor concerns over AI risks and pricing power. Peers Wolters Kluwer and Thomson Reuters also faced pressure. Markets await RELX’s outlook for 2026 trading.
Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

7 February 2026
Rio Tinto’s U.S. shares closed up 2.5% at $93.37 Friday after the company ruled out a merger with Glencore, triggering a six-month “no-bid” lockout under UK takeover rules. Both companies cited disagreements over valuation. Attention now turns to Rio’s Feb. 19 results and iron ore prices, which fell below $100 a tonne amid weak Chinese demand.
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