Apple Inc.

Microsoft Corporation

Meta Platforms, Inc.

Amazon.com, Inc.

Alphabet Inc.

NVIDIA Corporation

Amid bigtechs increasing capital expenditures on AI, Amazon, Google and Microsoft could collectively lose $900 billion in market capitalization since the release of their quarterly reports

"Staggering" $660 billion in AI spending by bigtechs has heightened market anxiety about a bubble

Snowflake Inc.

Salesforce, Inc.

The scale of the selloff in software vendor stocks is perplexing to one of Wall Street's top "technobulls"

Wall Street's chief techno-optimist names 5 stocks to buy in the "soft-apocalypse"

Microsoft's cloud service revenue growth slowed to 39%, while Alphabet's rose to 48%

Microsoft received a rare stock downgrade. What worries Stifel analysts?

Adobe Inc.

One tool for lawyers has the market questioning the future of the entire Microsoft and Salesforce business model

Minus nearly $1 trillion in capitalization in a week: three questions about the "software apocalypse"

Forgent Power Solutions, Inc.

Preliminary trading in shares of Forgent Power Solutions started in the trading system for Freedom clients. The company manufactures power distribution equipment for data centers and industrial enterprises. Its IPO will test investor appetite for such manufacturers amid the boom in artificial intelligence, <a href="https://www.reuters.com/business/energy/electrical-equipment-maker-forgent-power-plans-raise-much-162-billion-us-ipo-2026-01-26/">notes</a> Reuters. Later on Feb. 5, the company's securities will appear on the NYSE exchange under the ticker <a href="https://tap.freedom24.com/to/quote/FPS.US?utm_source=stocks&amp;utm_medium=FPS.US&amp;utm_campaign=pfu15559075">FPS</a>. Click on the <a href="https://tap.freedom24.com/to/quote/FPS.US?utm_source=stocks&amp;utm_medium=FPS.US&amp;utm_campaign=pfu15559075">FPS</a> ticker to participate.

IPO Forgent Power: shares of data center equipment maker begin trading

At the end of January, Microsoft and Meta synchronously reported their quarterly results. Both companies performed well, showing revenue and profit growth, but the market reacted in a radically opposite way: Meta's shares rose by about 10%, while Microsoft's securities, on the contrary, investors staged the largest sell-off since 2020, in which a record $357 billion of capitalization <a href="https://www.cnbc.com/2026/01/29/microsoft-market-cap-earnings.html">evaporated</a> at once. Since the release of the reports, its quotations have lost almost 14%.

At the center of the SaaS apocalypse: why did investors stage a sell-off in Microsoft stock? 

Anglo American plc

Freeport-McMoRan Inc.

Antofagasta plc

The price of copper rose nearly 80% from its low in April 2025 to its peak in January 2026. This metal has been one of the beneficiaries of the AI boom. Its price may continue to rise. Independent analyst Mikhail Zavaraev discusses how investors can capitalize on this.

How an investor can capitalize on copper price growth 

Sony Group Corporation

HP Inc.

Dell Technologies Inc.

Acer Incorporated

ASUSTeK Computer Inc.

Silver collapsed after a speculative rally and tighter margin requirements. Alphabet shares sagged amid record plans to invest in AI infrastructure. These and other topics - in our review of key events by the morning of February 5.

Highlights for this morning: silver collapsed, PC makers ponder memory from China

That's about one-sixth of current U.S. GDP

"The need for capital will be huge": Musk's data center in space estimated to cost $5 trillion a year

Microsoft shares haven't looked as cheap for eight years as they do now, argue Matrix Asset Advisors

'Best bet on AI': Piper Sandler urged clients to buy back Microsoft after collapse

MediaTek Inc.

Nvidia's Taiwanese partner in the AI supercomputer project has been forced to increase costs due to increased pressure on the supply chain - and will now "adjust" its prices

Nvidia partner announces price hike amid increased workload due to AI boom

PayPal Holdings, Inc.

The market is gripped by fear that plug-ins from Anthropic will displace traditional enterprise software

Artificial intelligence (AI)