Palantir Technologies Inc.

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

RBC warns of Palantir's problems, expects shares to fall 70%. Is it worth selling?

Alibaba Group Holding Limited

NVIDIA Corporation

Tencent Holdings Limited

Beijing has allowed shipments of the latest chips from US company Nvidia to Chinese customers for the first time since an initial ban. According to Reuters <a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/">sources</a>, Beijing has for the first time approved major imports of Nvidia H200 chips for ByteDance, Alibaba and Tencent, allowing the country's top IT giants to purchase more than 400,000 semiconductors. Another<a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/"> source</a> said the approvals come with restrictions, with one of the conditions being a requirement to purchase a certain proportion of domestic chips in conjunction with the H200.

Beijing has granted permission for Chinese companies to buy Nvidia's latest H200 chips

SoftBank Corp.

SoftBank Group Corp.

The possible deal could be part of OpenAI's massive funding round, which could bring the ChatGPT developer's valuation to about $830 billion, Reuters writes

SoftBank wants to invest up to $30 billion more in developer ChatGPT. Will the bet pay off

Amazon.com, Inc.

Amazon <a href="https://www.aboutamazon.com/news/company-news/amazon-layoffs-corporate-jan-2026">announced</a> plans to cut about 16 thousand employees worldwide. This was part of the largest wave of layoffs among corporate staff in the history of the company, <a href="https://www.barrons.com/articles/amazon-job-cuts-stock-2a2a6398?mod=RTA">writes</a> Barron's. Thus, the company expects to "optimize the management structure and eliminate bureaucracy," <a href="https://www.aboutamazon.com/news/company-news/amazon-layoffs-corporate-jan-2026">according to the</a> message of Amazon's senior vice president for human resources and technology Beth Galetti.

Amazon is laying off 16,000 employees. This is part of the largest optimization in its history

ASML Holding N.V.

Lasertec Corporation

Tokyo Electron Limited

ASML order book dynamics - one of the key indicators of demand for AI technologies 

ASML surprised the market with record order volume. Shares hit a new high

Pinterest, Inc.

Cutting hundreds of employees will allow Pinterest to increase funding for AI development

Pinterest decided to cut up to 15% of its staff due to its focus on AI. What happened to its stock?

Dario Amodei believes that superintelligence holds dangers for which the world is not yet prepared

'It's time for humanity to wake up': seven major AI risks from Anthropic head's essay 

Cloudflare, Inc.

Cloudflare's free infrastructure proved essential to the suddenly popular AI agent Moltbot

Cloudflare shares soar thanks to the success of Alien AI assistant. Is it worth buying them?

Microsoft Corporation

Alphabet Inc.

Maia 200 is the highest performing chip among hyperscaler solutions, claims Microsoft

Microsoft has released a new AI chip. It will help reduce dependence on Nvidia

CoreWeave, Inc.

Nvidia has invested an additional $2 billion in CoreWeave, a cloud services provider for developing and training AI models. With the help of this deal, Nvidia expects to accelerate the realization of plans to build more than 5 gigawatts of computing power for artificial intelligence by 2030, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-26/nvidia-invests-another-2-billion-in-coreweave-offers-new-chip">writes</a>.

Nvidia to invest another $2 billion in cloud services provider CoreWeave, its stock jumped

Walmart Inc.

On January 15, China's Alibaba <a href="https://www.alibabagroup.com/en-US/document-1948497434959151104">announced</a> that it has begun integrating its online shopping and travel services into its Qwen AI app to create a unified platform for its 100 million users. The new features are available for public testing in China. The company has also launched an invitation-only "task assistant" feature for more complex tasks such as booking trips or building web applications.

How Amazon, Walmart and others are incorporating AI agents into their businesses

According to the Financial Times, Nvidia was expecting more than 1 million orders from Chinese customers

Artificial intelligence (AI)