Microsoft Corporation

The Dow Jones even managed to end a challenging day in the green zone

The Nasdaq fell for the first time in seven days because of Microsoft. But the sell-off was avoided

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

Alphabet Inc.

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

Caterpillar Inc.

Honeywell International Inc.

Mastercard Incorporated

Visa Inc.

Meta Platforms, Inc.

Tesla, Inc.

International Business Machines Corporation

ServiceNow, Inc.

Joby Aviation, Inc.

Stride, Inc.

Intel Corporation

Textron Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: giants' reports in the spotlight

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

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

SK hynix Inc.

Shares of SK Hynix, a supplier of dynamic RAM and semiconductors,<a href="https://finance.yahoo.com/quote/000660.KS/"> rose</a> by 8.7% at the end of trading on the Korea Exchange on January 27, reaching an all-time high. This is how investors, among other things, reacted to reports that the company is the only supplier of advanced memory for the new chip of artificial intelligence from Microsoft, <a href="https://www.bloomberg.com/news/articles/2026-01-27/sk-hynix-shares-eye-record-high-on-microsoft-supply-deal-report">writes</a> Bloomberg.

SK Hynix shares hit all-time high after Microsoft contract

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

The market is gripped by anxiety ahead of reports from major tech companies, according to Evercore ISI strategist Julian Emanuel. Why does he think this is good news and which stocks does he suggest adding to a portfolio?

'Not today': analyst saw reason for optimism in market anxiety over bigtechs 

Circle Internet Group

Broadcom Inc.

ARK Invest has published a big report on technologies that could change the global economy