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Technology News News 29 January 2026 - 30 January 2026

Nvidia stock price slips before the bell as China weighs DeepSeek’s H200 chip buys

Nvidia stock price slips before the bell as China weighs DeepSeek’s H200 chip buys

Nvidia shares fell 1.2% to $190.28 in premarket trading after China conditionally approved DeepSeek’s purchase of H200 AI chips, pending regulatory details. The move follows reports of U.S. lawmakers raising concerns over Nvidia’s technical support to Chinese firms. Investors are also watching potential OpenAI funding rounds involving Nvidia and others. Nvidia’s earnings report is scheduled for Feb. 25.
AI stocks split before Wall Street opens as Microsoft sinks and Meta jumps

AI stocks split before Wall Street opens as Microsoft sinks and Meta jumps

Microsoft fell about 10% premarket after reporting a 66% jump in capital spending, unsettling investors. Meta rose roughly 10% on strong ad revenue and a bullish first-quarter forecast, despite higher spending plans. Nvidia edged up, while Broadcom and AMD slipped. Traders awaited U.S. producer price data due at 8:30 a.m. ET.
Apple stock (AAPL) ticks higher before the bell after iPhone-driven outlook — but supply risks loom

Apple stock (AAPL) ticks higher before the bell after iPhone-driven outlook — but supply risks loom

Apple shares rose 0.6% in premarket trading after reporting quarterly revenue of $143.8 billion and earnings per share of $2.84. The company raised its revenue outlook but warned of supply constraints and higher memory costs. Nikkei Asia reported Apple may delay the standard iPhone 18 to 2027, focusing on premium models. Wearables sales lagged due to AirPods Pro 3 supply issues.
TechCreate Group stock leaps again in premarket after 889% surge; TCGL says it sees no fresh news

TechCreate Group stock leaps again in premarket after 889% surge; TCGL says it sees no fresh news

TechCreate Group shares jumped 118% to $188.42 in premarket trading Friday, after soaring 889% the previous day. The Singapore-based company said it is unaware of any undisclosed material information behind the surge. Trading volume remained below 5 million shares as the market cap neared $1.8 billion. Traders expect heightened volatility at the U.S. open.
Uber stock snaps a five-day slide as Waabi robotaxi pact draws focus ahead of earnings

Uber stock snaps a five-day slide as Waabi robotaxi pact draws focus ahead of earnings

Uber shares rose 2.4% to $81.70 Thursday, ending a five-day slide, and held steady after hours. Waabi announced an exclusive robotaxi deal with Uber, targeting a rollout of 25,000 vehicles, with funding tied to project milestones. Uber will report fourth-quarter and full-year earnings on Feb. 4. Trading volume topped 26.7 million shares, above the 50-day average.
Lam Research stock climbs as upbeat outlook keeps chip-tool rally in play

Lam Research stock climbs as upbeat outlook keeps chip-tool rally in play

Lam Research shares rose 3.6% to $248.17 in after-hours trading after the company beat quarterly estimates and issued stronger-than-expected guidance. Lam projected March-quarter revenue of $5.7 billion and adjusted earnings of $1.35 per share, topping analyst forecasts. CEO Tim Archer expects industry spending on wafer fab equipment to reach $135 billion in 2026, with demand likely “second-half weighted.”
Salesforce stock slides in software rout on AI fears — here’s what investors watch next

Salesforce stock slides in software rout on AI fears — here’s what investors watch next

Salesforce shares fell 6.1% to $214.08 in after-hours trading Thursday, deepening a sector-wide software selloff sparked by weak forecasts from SAP and ServiceNow. Investors cited fears that AI could disrupt subscription software models. Microsoft and Salesforce weighed on the Dow. Traders await Friday’s inflation data and Salesforce’s Feb. 25 earnings report.
Google stock (GOOG) flat after hours as Alphabet heads into earnings week, new cloud security deal in focus

Google stock (GOOG) flat after hours as Alphabet heads into earnings week, new cloud security deal in focus

Alphabet’s Class C shares (GOOG) rose 0.7% Thursday, then held steady after hours at $338.66. Google agreed to a $135 million settlement over alleged unauthorized data collection, pending court approval. PwC and Google Cloud announced a $400 million, three-year AI security partnership. Alphabet reports earnings Feb. 4, with investor focus on AI spending and ad revenue.
Oracle stock drops after hours as AI data-center funding fears bite again

Oracle stock drops after hours as AI data-center funding fears bite again

Oracle shares fell 2.2% to $169.01 in after-hours trading Thursday after dropping as much as 6.5% earlier, as investors focused on rising costs tied to its Michigan data-center project. Blackstone is considering a larger stake in funding the site, while Bank of America is seeking $14 billion in debt financing. Blue Owl Capital is reportedly out of final equity talks. Oracle’s market value has dropped over 50% since September.
AI stocks whipsaw after Microsoft sinks 10% and Meta jumps 10% on AI spending signals

AI stocks whipsaw after Microsoft sinks 10% and Meta jumps 10% on AI spending signals

Microsoft fell about 10% in after-hours trading Thursday after reporting a 66% jump in capital spending to $37.5 billion, with nearly half its $625 billion cloud backlog tied to OpenAI. Meta rose 10% on strong ad revenue and a bullish 2026 AI outlook, projecting up to $135 billion in capital expenditures. Nvidia gained 0.5% as CEO Jensen Huang said H200 chip licensing deals in China are close to finalization.
Apple stock ticks higher after hours as “staggering” iPhone 17 demand drives earnings beat

Apple stock ticks higher after hours as “staggering” iPhone 17 demand drives earnings beat

Apple shares rose 0.7% to $260.22 in after-hours trading after reporting record iPhone sales of $85.3 billion and $25.5 billion in Greater China revenue for the holiday quarter. Net income reached $42.1 billion. Apple confirmed the $1.6 billion acquisition of Israeli AI startup Q.ai. A $0.26 per share dividend will be paid Feb. 12.
Amazon stock slips after report of a mega OpenAI check — what AMZN investors watch next

Amazon stock slips after report of a mega OpenAI check — what AMZN investors watch next

Amazon shares closed down 0.5% at $241.74 Thursday as reports surfaced of multibillion-dollar investment talks with OpenAI. The company confirmed plans to cut 16,000 corporate jobs, about 10% of its white-collar workforce. CEO Andy Jassy is reportedly leading negotiations with OpenAI’s Sam Altman. Neither company has commented publicly on the potential deal.
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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