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for: Wednesday, January 28, 2026



China approves first batch of Nvidia H200 chip imports

J.D. Capelouto / semafor - China began allowing purchases of Nvidia’s powerful H200 chips for the first time, pointing to a nascent US-China rapprochement ahead of a planned visit by President Donald Trump in April.


AI-Powered Wearables Advancements

Meta stock price surges as Mark Zuckerberg predicts most glasses will be AI-powered in ‘several years’

5 wks / fastcompany / Michael Grothaus

Zuckerberg: Meta’s AI glasses are reaching a “smartphone moment”

5 wks / dataconomy / Emre Çıtak


Geopolitics & Regulatory Side Notes

Italy becomes test case for Meta’s third-party AI chatbot pricing model

5 wks / dataconomy / Aytun Çelebi

China approves first batch of Nvidia H200 chip imports

5 wks / semafor / J.D. Capelouto


Meta's Deep AI Investment Drive

Meta Stock: Social Media Giant Posts Earnings Beat, Plans Massive AI Buildout

5 wks / parameter / Trader Edge

Meta to pour the GDP of Kenya into AI infrastructure push in 2026

5 wks / theregister / Dan Robinson

Meta to Nearly Double AI Spending

5 wks / eweek / eWEEK Staff


Zuckerberg's Bold AI Social Shift

Meta's CTO on VR layoffs, glasses, and the next AI model

5 wks / sources / Alex Heath

Zuckerberg Thinks Meta Has an AI Advantage Because It Knows So Much About You

5 wks / cnet / Katelyn Chedraoui

Zuckerberg promises 2026 AI blitz after Meta “rebuilt the foundations”

5 wks / dataconomy / Kerem Gülen

Meta to 'dramatically change' with AI, Zuckerberg says

5 wks / bbc

Mark Zuckerberg is all in on AI as the new social media

5 wks / theverge / Emma Roth

Zuckerberg teases agentic commerce tools and major AI rollout in 2026

5 wks / techcrunch / Russell Brandom

Back to Top / Wednesday, January 28, 2026, 11:21 pm / permalink 18520 / 13 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


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More Top Stories...

U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. 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...


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...


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...


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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