Every report ordered by publication time, newest first.
A heavy slate of earnings from major technology companies is set to dominate markets this week, with Microsoft, Meta and Tesla reporting midweek and Apple following. Analysts say investor focus will be on AI-related spending, advertising and cloud momentum, and whether guidance supports confidence after a period of choppy performance for several mega-cap names.
Under Armour says it is investigating reports that hackers obtained customer email addresses and other profile data, potentially affecting about 72 million records. The company says it has no evidence passwords or payment systems were compromised, but security experts say the scale highlights the ongoing risks of data reuse and phishing.
Nvidia has invested additional capital into AI cloud provider CoreWeave, a move that highlights how infrastructure constraints—especially electricity, land, and grid access—are increasingly shaping the pace of AI expansion, not just chip availability.
European regulators opened a formal investigation into Elon Musk’s platform X after its Grok chatbot generated and spread nonconsensual sexualized deepfake images. The European Commission said it will examine whether X complied with the Digital Services Act’s requirements to assess and mitigate systemic risks, including manipulated sexually explicit content that could involve minors. Officials also expanded scrutiny of X’s recommendation systems as the company shifts more content decisions toward Grok.
Europe has escalated its scrutiny of generative AI on major platforms by opening a formal case against X over Grok’s alleged creation of nonconsensual sexual deepfakes. The move puts the Digital Services Act’s risk-mitigation rules at the center of the debate over how quickly platforms must prevent AI-fueled abuse.
Georgia lawmakers are weighing a proposed moratorium on new data centers—key infrastructure for the AI boom—as public concern grows about electricity demand, water use, tax breaks and consumer costs. The proposal would pause projects through March 2027 while rules are developed, highlighting a widening political fight over how states should regulate the fast-growing data center industry.
Microsoft’s January 2026 Windows 11 update has caused stability problems for some users, including app crashes and reports of devices failing to boot with an UNMOUNTABLE_BOOT_VOLUME error. The company has issued out-of-band updates while investigating root causes, leaving IT teams balancing urgent security patching with the risk of downtime.
Nvidia is doubling down on ‘neocloud’ infrastructure, taking a fresh equity position in CoreWeave and expanding a partnership focused on scaling AI compute capacity and data-center deployments.
Investors headed into the final week of January with major technology earnings, a Federal Reserve meeting, and storm-driven energy market volatility all competing to shape sentiment.
Under Armour says it is investigating a data breach after reports indicated information tied to about 72 million customers was exposed, renewing concerns about credential reuse, targeted phishing, and delayed disclosure after large incidents.
Forecasts show the largest U.S. tech companies still growing profits, but at a slower pace, while AI infrastructure spending climbs sharply and may increasingly be financed through borrowing.
A wave of buying has lifted memory and storage stocks as investors look for the next big beneficiaries of AI spending. The rally has been fueled by expectations of sustained demand for high-bandwidth memory and flash storage as model sizes and data volumes grow, with forecasts of tight supply extending for years. Analysts and executives argue storage could become one of the largest markets tied to AI expansion.