Sandisk Corporation

The memory deficit and AI boom have made the stock one of the most popular in the S&amp;P 500 lineup

Sandisk's earnings forecasts impressed the market. Its shares have gained 1400% in almost a year

Microsoft Corporation

Amazon.com, Inc.

The three-year agreement will allow Perplexity to expand its cloud infrastructure beyond AWS amid a legal battle with Amazon

Perplexity strikes cloud deal with Microsoft amid conflict with Amazon

Tesla, Inc.

According to Bloomberg, a merger with Tesla is also a possibility

Musk wants to merge SpaceX and xAI into one company before IPO - Reuters

Apple Inc.

Apple has bought Israeli startup Q.ai, which develops technologies for reading facial movements and understanding silent communications, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-29/apple-buys-israeli-ai-startup-that-interprets-facial-movements">reported</a>. The terms of the deal Apple did not disclose and did not specify exactly how Q.ai technology will be used, <a href="https://www.reuters.com/business/apple-acquires-audio-ai-startup-qai-2026-01-29/">noted</a> Reuters. According <a href="https://www.ft.com/content/49f4e2e4-3a68-4842-be67-879409d06aa1">to</a> Financial Times sources, the deal values the startup at nearly $2 billion.

Apple has bought an AI startup that reads facial movements. Earlier, a similar deal resulted in FaceID

NVIDIA Corporation

Oracle Corporation

Oracle Corp. shares are down more than 50% from last year's all-time high. Investors, concerned about the huge spending on artificial intelligence and the investment cycle within the AI sector, are selling their shares.

Oracle's capitalization has halved from its 2025 peak. Are investors turning away?

Inuvo, Inc.

Shares of Inuvo, a small-cap provider of AI-based marketing technology, <a href="https://finance.yahoo.com/quote/INUV/">sank</a>&nbsp;more than 26% in early trading on Thursday, January 29, after the company released two pieces of news: a sharp year-over-year&nbsp;<a href="https://inuvo.com/inuvo-reports-unaudited-preliminary-fourth-quarter-2025-revenue-results/">decline</a>&nbsp;of 47%&nbsp;in fourth-quarter revenue, on preliminary numbers, and a <a href="https://inuvo.com/inuvo-appoints-rob-buchner-as-chairman-and-chief-executive-officer/">change at CEO</a>.

Shares of AI ad company Inuvo sink 26% on preliminary 4Q plunge in revenue

Samsung Electronics Co., Ltd.

SK hynix Inc.

Analysts consider the shares of both companies attractive and the likelihood of a market redistribution is low due to the huge deficit

Samsung has lost to SK Hynix for the first time in terms of annual profits

Existing suppliers are unable to supply Tesla with the volumes it needs, Musk claims

Musk announced Tesla's plans to get into chip manufacturing. How will this affect the market?

Meta Platforms, Inc.

BYD Company Limited

Gold and silver are hitting all-time highs amid geopolitical risks, debt and liquidity flow. The Fed is taking a pause in rate cuts, recognizing stronger economic growth and persistent inflation around 3%. On these and other topics - in our review of key events for the morning of January 29.

Highlights of the morning: Fed kept rates on hold, gold and silver hit records

The revenue forecast for Meta Platforms - the owner of Facebook and Instagram - for the beginning of 2026 was significantly higher than analysts' consensus. The company <a href="https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx">expects</a> sales in the first quarter of 2026 to be between $53.5 billion and $56.5 billion, while Wall Street had anticipated $51.41 billion, CNBC <a href="https://www.cnbc.com/2026/01/28/meta-q4-earnings-report-2025.html">reported</a>. Meta shares were up 10% at the moment in evening trading on Jan. 28 after the release of its fourth-quarter earnings.

Meta gave a strong revenue outlook. Shares jumped 10%

Microsoft's capex in the quarter was up 66% year-on-year

Microsoft increased spending on AI hardware to a new record. The stock fell

Palantir Technologies Inc.

A portion of Palantir's customers are reconsidering long-term involvement in the company's ecosystem, says RBC

Artificial intelligence (AI)