Microsoft Corporation

Microsoft faces a shortage of available capacity to meet demand

Microsoft's stock posted its worst drop since 2020. What's wrong with the business?

U.S. stocks fell sharply in trading on January 29. The Nasdaq Composite index, dominated by technology companies, fell by 2.5%. The S&amp;P 500 index fell by 1.5%, while the Dow Jones index fell by 0.7%.

The Nasdaq index fell 2.5 percent. Bigtech investors are worried about the payback on AI spending

Meta Platforms, Inc.

Alphabet Inc.

The 2026 FIFA World Cup could be a major source of revenue for ticket resellers, travel services and a number of technology companies from the so-called Magnificent Seven. However, these valuations depend on fans being able to travel freely and the tournament being able to take place without political and regulatory crises, Barron's <a href="https://www.barrons.com/articles/world-cup-soccer-stock-winners-stubhub-d9b24f47?mod=RTA">writes</a>.

J.P. Morgan named the companies that will benefit from the World Cup-2026. What are the risks for investors?

Antofagasta plc

Glencore plc

BHP Group Limited

Rally boosts investor interest in defensive assets amid inflation and geopolitical risks

Copper price soars 9%, gold continues to rise. Who benefits from the rally?

Apple Inc.

NVIDIA Corporation

Amazon.com, Inc.

The $2.2 trillion fund reduced its investments in U.S. companies, including Nvidia and Microsoft

The world's largest sovereign fund has cut stakes in U.S. bigtechs

Major tech companies are discussing large-scale investments in OpenAI: According to The Information and Financial Times, Nvidia, Amazon and Microsoft could invest tens of billions of dollars in the ChatGPT developer as part of a funding round in which OpenAI expects to raise $100 billion.

Nvidia, Amazon and Microsoft discuss tens of billions investment in OpenAI - media outlet

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

In the first month of 2026, the gold price rose more than 27%. The rally continues even in the absence of hot geopolitical news, which traditionally support geopolitical risks. Valery Emelyanov, an analyst at <a href="https://movchans.com/ru?utm_source=web&amp;utm_medium=referal&amp;utm_campaign=oninvest&amp;utm_content=Andrey_view">Movcchan's</a> Group of Investment Management Companies, discusses what is really behind such a rapid growth.

Gold has risen more than $1000 since the start of the year: who is behind the rally?

This is how investors reacted to Trump's threats against Iran - the US President demanded the Islamic Republic to conclude a nuclear deal. Otherwise, Trump warned, Tehran should be ready for a military solution to the issue

Oil broke through the $70 mark for the first time since September. Analysts expect more growth

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

Getty Realty Corp.

DiamondRock Hospitality Company

Addus HomeCare Corporation

Envista Holdings Corporation

Waystar Holding Corp.

Doximity, Inc.

Boot Barn Holdings, Inc.

Boyd Gaming Corporation

BILL Holdings, Inc.

ESAB Corporation

BofA Securities has <a href="https://www.barrons.com/articles/10-small-cap-stocks-poised-to-break-out-11afcafe?mod=RTA">identified</a>&nbsp;10 small- and mid-cap companies that investors should pay attention to as the segment tries to extend its recent rally. BofA screened for stocks that delivered better-than-expected earnings and sales in the third quarter, and for which its analysts’ fourth-quarter estimates exceed Wall Street consensus forecasts, <i>Barron's </i>reports.

BofA picks 10 smid-cap stocks that may beat Wall Street's 4Q expectations

Tesla, Inc.

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