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for: Wednesday, January 28, 2026



(LEAD) Samsung Electronics posts record operating profit in Q4 amid AI boom

Kang Yoon-seung / co - SEOUL, Jan. 29 (Yonhap) -- Samsung Electronics Co. on Thursday said it has poste...

#ai #semiconductors #chips #samsung #earnings #business #asia #technology

Samsung Leans on AI Memory Boom to Drive Revenue

5 wks / pymnts / PYMNTS

Samsung Becomes The Largest Maker Of Memory Solutions With $26 Billion In Revenue In Q4 2025, Fab Profits Surge 5x

5 wks / wccftech / Rohail Saleem

Samsung profits surge 200% as AI server demand triggers memory chip shortage

5 wks / dataconomy / Kerem Gülen

Top chipmakers to boost capital spending amid AI-driven supply squeeze

5 wks / ft

SK Hynix overtakes Samsung in annual profit for the first time as AI reshapes rivalry

5 wks / cnbc

(4th LD) Samsung Electronics posts record operating profit in Q4 amid AI boom

5 wks / co / Kang Yoon-seung

(PR) Samsung Electronics Announces Fourth Quarter and FY 2025 Results

5 wks / techpowerup

(3rd LD) Samsung Electronics posts record operating profit in Q4 amid AI boom

5 wks / co / Kang Yoon-seung

Samsung’s fourth-quarter profit triples, beating estimates as AI chip demand fuels memory shortage

5 wks / cnbc

(2nd LD) Samsung Electronics posts record operating profit in Q4 amid AI boom

5 wks / co / Kang Yoon-seung

(LEAD) Samsung Electronics posts record operating profit in Q4 amid AI boom

5 wks / co / Kang Yoon-seung

Back to Top / Wednesday, January 28, 2026, 11:21 pm / permalink 18519 / 11 stories in 5 wks


IBM stock soars after-hours on strong revenue performance

Paul Gillin / siliconangle - Nearly five years to the day after being named chief executive of IBM Corp., Arvind Krishna joined Chief Financial Officer James Kavanaugh in taking a victory lap today as the company posted strong fourth-quarter and full-year results, driven primarily by…

#ai #cloud #enterprise #genai #stockmarket #earnings #business #technology

IBM says AI is insane in the mainframe as z17 sales surge

5 wks / theregister / Joe Fay

IBM Stock Gains as AI Revenue Drives Massive Earnings Beat

5 wks / parameter / Trader Edge

IBM (IBM) Stock: Flat After Volatile After-Hours as Wall Street Eyes AI Growth, Fed Exposure

5 wks / parameter / Newton Kitonga

IBM stock soars after-hours on strong revenue performance

5 wks / siliconangle / Paul Gillin

(PR) IBM Releases Fourth-Quarter 2025 Results

5 wks / techpowerup

IBM jumps 8% on earnings beat

5 wks / cnbc

IBM beats Q4 earnings expectations, stock rises

5 wks / sherwood / Matt Phillips

Back to Top / Wednesday, January 28, 2026, 7:20 pm / permalink 18514 / 7 stories in 5 wks


ServiceNow falls 6% despite better-than-expected fourth-quarter results

cnbc - ServiceNow announced an expanded partnership with Anthropic about a week after it inked a similar deal with competitor OpenAI.

#ai #cloud #saas #enterprise #anthropic #openai #genai #stockmarket #earnings #business

ServiceNow CEO on the stock’s swoon: “You can give us back the market cap”

5 wks / sherwood / Luke Kawa

ServiceNow and Anthropic ink multi-year deal to integrate Claude models

5 wks / dataconomy / Kerem Gülen

ServiceNow’s stock slides on iffy subscription revenue forecast

5 wks / siliconangle / Mike Wheatley

ServiceNow partners with Anthropic just a week after announcing a partnership with OpenAI as the company takes a multi-model approach.

5 wks / bsky / @techcrunch.com / techcrunch.com

ServiceNow boasts about years of sweat equity that went into making its AI agents smarter

5 wks / theregister / O'Ryan Johnson

ServiceNow falls 6% despite better-than-expected fourth-quarter results

5 wks / cnbc

ServiceNow slips despite beating Q4 earnings expectations

5 wks / sherwood / Matt Phillips

ServiceNow inks another AI partnership, this time with Anthropic

5 wks / techcrunch / Rebecca Szkutak

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18508 / 8 stories in 5 wks


Meta Platforms (META) Stock: Gains Momentum on Earnings Beat as Ottawa Moves to Restore News Access

Yasmin Werner / parameter - TLDR Meta stock jumps after earnings as Canada reopens talks on news access Canada restarts talks with Meta as earnings boost stock momentum Meta rallies after earnings beat amid Canada news access negotiations Strong Meta earnings fuel stock surge as Can…


Aggressive AI spending plans

Meta leans on improved ad business to fuel massive AI spending

5 wks / techxplore

Zuckerberg Shrugs Off Wall Street Fears and Pledges Up to $135B for AI

5 wks / pymnts / PYMNTS

Meta's Mark Zuckerberg gets green light from Wall Street to keep pouring money into AI

5 wks / cnbc

Meta crushed the quarter, then sounded a $135 billion alarm

5 wks / qz / Shannon Carroll

Meta Forecasts Spending of at Least $115 Billion This Year

5 wks / nytimes / Eli Tan and Mike Isaac

Meta says spending could nearly double to $135bn in AI investment boom

5 wks / ft


Meta vs. Microsoft showdown

Meta rises 8%, Microsoft sinks 11% as megacap tech stocks diverge after earnings

5 wks / cnbc

Why Meta is ripping higher after earnings while Microsoft craters

5 wks / sherwood / Luke Kawa

Meta Overshadows Microsoft by Showing AI Payoff in Ad Business

5 wks / wsj / Dan Gallagher

Meta and Microsoft continue going big on AI Spending. Here's how bitcoin miners could benefit

5 wks / coindesk / Helene Braun


Regulatory & news access developments

Meta still making a motza, but ‘legal and regulatory headwinds’ will impact 2026

5 wks / mumbrella / Nathan Jolly

Meta Platforms (META) Stock: Gains Momentum on Earnings Beat as Ottawa Moves to Restore News Access

5 wks / parameter / Yasmin Werner


Strong earnings & record sales

Meta’s stock surges on strong earnings, revenue and bullish guidance

5 wks / siliconangle / Mike Wheatley

Meta Stock Jumps 4% After Q4 Revenue of $59.89B Beats Estimates

5 wks / parameter / Maxwell Mutuma

Meta Reports Record Sales, Massive Spending Hike on AI Buildout

5 wks / wsj / Meghan Bobrowsky

Meta rises after sales, earnings beat and Q1 revenue guidance exceeds expectations

5 wks / sherwood / Rani Molla


All Other Stories

Cheers to @duncanweldon.bsky.social @peark.es & @vkmacro.bsky.social for the posting-to-publishing pipeline: sherwood.news/markets/why-... $MSFT $META

5 wks / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

what a time to be alive Meta says spending could nearly double to $135bn in AI investment boom www.ft.com/content/d1e5...

5 wks / bsky / @iankmsmith.ft.com / iankmsmith.ft.com

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18507 / 18 stories in 5 wks


Tesla hits a grim milestone: its second straight year of decline

Andrew J. Hawkins / theverge - Tesla just reported its second consecutive year of declining revenue and profits, further complicating Elon Musk's $1 trillion effort to transform his company into a leader in AI and robotics. Meanwhile, the global EV market continues to grow, seemingly i…


Bleak numbers: deep revenue drops and profit declines

With Tesla Revenue and Profits Down, Elon Musk Plays Up Safety

5 wks / gizmodo / Mike Pearl

Tesla’s profit tanked — and its stock is climbing

5 wks / qz / Shannon Carroll

Tesla: 2024 was bad, 2025 was worse as profit falls 46 percent

5 wks / arstechnica / Jonathan M. Gitlin

Tesla profit tanked 46% in 2025

5 wks / techcrunch / Sean O'Kane

Tesla beats on EPS and revenue, even as it posts first annual revenue drop

5 wks / sherwood / Rani Molla

Tesla hits a grim milestone: its second straight year of losses / The automaker has lost the lead to its Chinese competitors as its business continues to contract.

5 wks / reddit / /u/MarvelsGrantMan136

Tesla hits a grim milestone: its second straight year of decline

5 wks / theverge / Andrew J. Hawkins


Pivoting to AI: scrapped models and robot ambitions

Tesla (TSLA) Stock: Earnings Beat Can’t Prevent First Annual Revenue Decline

5 wks / parameter / Trader Edge

Tesla revenue falls for first time as Musk bets big on robots and autonomy

5 wks / theregister / Carly Page

Tesla scraps models in pivot to AI as annual revenue falls for first time

5 wks / ft

Tesla sees first annual revenue drop as it shifts to AI and robots

5 wks / bbc

Tesla profits slumped 46% last year, as it lost its crown as the top EV seller

5 wks / npr / Camila Domonoske


All Other Stories

With Tesla Revenue and Profits Down, Elon Musk Plays Up Safety https://gizmodo.com/tesla-earnings-down-musk-plays-up-safety-2000714870

5 wks / bsky / @gizmodo.com / gizmodo.com

Elon Musk focuses on robotics as Tesla profits slumped 46% last year www.npr.org/2026/01/28/n...

5 wks / bsky / @bluessister91.bsky.social / bluessister91.bsky.social

Image post - please click to view at origin

5 wks / bsky / @arstechnica.com / arstechnica.com

Image post - please click to view at origin

5 wks / bsky / @milesklee.bsky.social / milesklee.bsky.social

Oy vey arstechnica.com/cars/2026/01...

5 wks / bsky / @iheartnoise.bandcamp.com / iheartnoise.bandcamp.com

lol oh noes arstechnica.com/cars/2026/01...

5 wks / bsky / @cfidd.bsky.social / cfidd.bsky.social

Tesla profit tanked 46% in 2025 https://techcrunch.com/2026/01/28/tesla-earnings-profit-q4-2025/

5 wks / bsky / @mm-hacker-news.bsky.social / mm-hacker-news.bsky.social

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18506 / 19 stories in 5 wks


(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

techpowerup - Microsoft Corp. today announced the following results for the quarter ended December 31, 2025, as compared to the corresponding period of last fiscal year:Revenue was $81.3 billion and increased 17% (up 15% in constant currency)Operating income was $38.3 …


AI & Cloud Investment Milestones

Microsoft Cloud Hits $50B Milestone as OpenAI Drives Growth

5 wks / winbuzzer / Markus Kasanmascheff

Microsoft, Meta report AI-driven growth

5 wks / semafor / Tom Chivers

Microsoft’s AI Growth Drives Both Revenue and Massive Capital Expenditure

5 wks / pymnts / PYMNTS

Microsoft Continues to Spend Big on A.I. While Profit Jumps 60 Percent

5 wks / nytimes / Natallie Rocha


Earnings Highlights

(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

5 wks / techpowerup

Microsoft’s latest earnings show how high the AI bar has risen

5 wks / qz / Shannon Carroll

Microsoft’s Earnings Surge, Elevated by Cloud Business

5 wks / wsj / Sebastian Herrera

Microsoft Revenues Up 17 Percent to $81.3 Billion

5 wks / thurrott / Paul Thurrott

Microsoft profits jump as AI services demand boosts cloud sales

5 wks / ft

Microsoft reports strong cloud earnings in Q2 as gaming declines

5 wks / theverge / Tom Warren

Microsoft earnings: Cloud growth and capex numbers in focus for Q2

5 wks / cnbc


Gaming and Hardware Decline

Microsoft Reports a 9% Overall Drop in Xbox Revenue for Q2/FY26, Hardware Down 32%

5 wks / wccftech / David Carcasole


Investor Concerns

Microsoft (MSFT) Stock: Why Beating Estimates Wasn’t Enough For Wall Street

5 wks / parameter / Trader Edge

Microsoft just delivered a big blow to Michael Burry’s AI bear case

5 wks / sherwood / Luke Kawa

Microsoft’s AI offensive clashes with investors’ patience

5 wks / techzine / Mels Dees

Microsoft investors sweat cloud giant's OpenAI exposure

5 wks / theregister / Tobias Mann

Microsoft’s stock declines after Azure cloud growth dips below 40%

5 wks / siliconangle / Mike Wheatley

Microsoft beats Q2 earnings and revenue, but stock falls on ballooning capex

5 wks / sherwood / Jon Keegan


All Other Stories

Microsoft Q2 2026 - Gaming revenue down 9% - Xbox content + services revenue down 5% - Hardware revenue down 32% YoY www.theverge.com/news/869493/...

5 wks / bsky / @knoebel.bsky.social / knoebel.bsky.social

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18505 / 19 stories in 5 wks


ASML bookings nearly double expectations on AI demand

Erik van Klinken / techzine - ASML reported record quarterly bookings of 13.2 billion euros in Q4 2025, nearly doubling analyst predictions. The Dutch chip equipment maker’s results highlight once more that the AI infrastructure buildout shows no signs of slowing down. The Veldhoven-b…

#ai #semiconductors #chips #genai #stockmarket #earnings #business #supplychain #manufacturing #technology

ASML slashes 1,700 jobs even as demand for chipmaking machines hits record highs

5 wks / techspot

ASML’s record orders show chipmakers are still betting big on AI data centers.

5 wks / bsky / @techcrunch.com / techcrunch.com

Wall Street thinks the next bottleneck in AI is chip equipment

5 wks / sherwood / Matt Phillips

The AI infrastructure boom shows no sign of slowing down

5 wks / techcrunch / Russell Brandom

ASML Holding (ASML) Stock: Record Orders Smash Forecasts as AI Demand Soars

5 wks / parameter / Trader Edge

(PR) ASML Reports €32.7 Billion Total Net Sales and €9.6 Billion Net Income in 2025

5 wks / techpowerup

ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs

5 wks / techxplore

ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs

5 wks / go

ASML rises on revenue beat and rosy topline outlook, outweighing slightly softer margins

5 wks / sherwood / Luke Kawa, David Crowther

ASML bookings nearly double expectations on AI demand

5 wks / techzine / Erik van Klinken

ASML forecasts bumper sales on back of AI boom

5 wks / ft

Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues

5 wks / cnbc

Back to Top / Wednesday, January 28, 2026, 3:21 am / permalink 18476 / 12 stories in 5 wks


SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat

cnbc - South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, to beat estimates.

#ai #semiconductors #chips #samsung #earnings #business #supplychain #skhynix #technology #memory

SK Hynix Stock: Memory Chipmaker Posts Record Earnings on AI Surge

5 wks / parameter / Trader Edge

SK Hynix Plans to Establish a Dedicated US-Focused Wing, Ironically Called the “AI Company,” to Capitalize on Memory Demand

5 wks / wccftech / Muhammad Zuhair

Micron rises after rival SK Hynix posts record sales and profits

5 wks / sherwood / Claire Yubin Oh

(PR) SK hynix to Establish U.S. Arm Specialized in AI Solutions

5 wks / techpowerup

SK hynix to launch new U.S.-based AI solution firm

5 wks / co / Kang Yoon-seung

South Korea's SK Hynix to establish a special ‘AI Company’ in the U.S.

5 wks / cnbc

SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat

5 wks / cnbc

(3rd LD) SK hynix posts record earnings for 2025, beats Samsung Electronics

5 wks / co / Kang Yoon-seung

(2nd LD) SK hynix posts record earnings for 2025, beats Samsung Electronics

5 wks / co / Kang Yoon-seung

(PR) SK hynix Announces FY25 Financial Results, Posts Record-High Results and Delivers Highest Shareholder Returns

5 wks / techpowerup

(LEAD) SK hynix sets record operating profit in 2025 amid AI boom

5 wks / co / Kang Yoon-seung

SK hynix sets record operating profit of 47.2 tln won in 2025

5 wks / co / Kang Yoon-seung

Back to Top / Wednesday, January 28, 2026, 3:20 am / permalink 18475 / 12 stories in 5 wks


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More Top Stories...

SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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