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for: Wednesday, January 28, 2026



IBM stock soars after-hours on strong revenue performance

Paul Gillin / siliconangle - Nearly five years to the day after being named chief executive of IBM Corp., Arvind Krishna joined Chief Financial Officer James Kavanaugh in taking a victory lap today as the company posted strong fourth-quarter and full-year results, driven primarily by…

#ai #cloud #enterprise #genai #stockmarket #earnings #business #technology

IBM says AI is insane in the mainframe as z17 sales surge

5 wks / theregister / Joe Fay

IBM Stock Gains as AI Revenue Drives Massive Earnings Beat

5 wks / parameter / Trader Edge

IBM (IBM) Stock: Flat After Volatile After-Hours as Wall Street Eyes AI Growth, Fed Exposure

5 wks / parameter / Newton Kitonga

IBM stock soars after-hours on strong revenue performance

5 wks / siliconangle / Paul Gillin

(PR) IBM Releases Fourth-Quarter 2025 Results

5 wks / techpowerup

IBM jumps 8% on earnings beat

5 wks / cnbc

IBM beats Q4 earnings expectations, stock rises

5 wks / sherwood / Matt Phillips

Back to Top / Wednesday, January 28, 2026, 7:20 pm / permalink 18514 / 7 stories in 5 wks


ServiceNow falls 6% despite better-than-expected fourth-quarter results

cnbc - ServiceNow announced an expanded partnership with Anthropic about a week after it inked a similar deal with competitor OpenAI.

#ai #cloud #saas #enterprise #anthropic #openai #genai #stockmarket #earnings #business

ServiceNow CEO on the stock’s swoon: “You can give us back the market cap”

5 wks / sherwood / Luke Kawa

ServiceNow and Anthropic ink multi-year deal to integrate Claude models

5 wks / dataconomy / Kerem Gülen

ServiceNow’s stock slides on iffy subscription revenue forecast

5 wks / siliconangle / Mike Wheatley

ServiceNow partners with Anthropic just a week after announcing a partnership with OpenAI as the company takes a multi-model approach.

5 wks / bsky / @techcrunch.com / techcrunch.com

ServiceNow boasts about years of sweat equity that went into making its AI agents smarter

5 wks / theregister / O'Ryan Johnson

ServiceNow falls 6% despite better-than-expected fourth-quarter results

5 wks / cnbc

ServiceNow slips despite beating Q4 earnings expectations

5 wks / sherwood / Matt Phillips

ServiceNow inks another AI partnership, this time with Anthropic

5 wks / techcrunch / Rebecca Szkutak

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18508 / 8 stories in 5 wks


(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

techpowerup - Microsoft Corp. today announced the following results for the quarter ended December 31, 2025, as compared to the corresponding period of last fiscal year:Revenue was $81.3 billion and increased 17% (up 15% in constant currency)Operating income was $38.3 …


AI & Cloud Investment Milestones

Microsoft Cloud Hits $50B Milestone as OpenAI Drives Growth

5 wks / winbuzzer / Markus Kasanmascheff

Microsoft, Meta report AI-driven growth

5 wks / semafor / Tom Chivers

Microsoft’s AI Growth Drives Both Revenue and Massive Capital Expenditure

5 wks / pymnts / PYMNTS

Microsoft Continues to Spend Big on A.I. While Profit Jumps 60 Percent

5 wks / nytimes / Natallie Rocha


Earnings Highlights

(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

5 wks / techpowerup

Microsoft’s latest earnings show how high the AI bar has risen

5 wks / qz / Shannon Carroll

Microsoft’s Earnings Surge, Elevated by Cloud Business

5 wks / wsj / Sebastian Herrera

Microsoft Revenues Up 17 Percent to $81.3 Billion

5 wks / thurrott / Paul Thurrott

Microsoft profits jump as AI services demand boosts cloud sales

5 wks / ft

Microsoft reports strong cloud earnings in Q2 as gaming declines

5 wks / theverge / Tom Warren

Microsoft earnings: Cloud growth and capex numbers in focus for Q2

5 wks / cnbc


Gaming and Hardware Decline

Microsoft Reports a 9% Overall Drop in Xbox Revenue for Q2/FY26, Hardware Down 32%

5 wks / wccftech / David Carcasole


Investor Concerns

Microsoft (MSFT) Stock: Why Beating Estimates Wasn’t Enough For Wall Street

5 wks / parameter / Trader Edge

Microsoft just delivered a big blow to Michael Burry’s AI bear case

5 wks / sherwood / Luke Kawa

Microsoft’s AI offensive clashes with investors’ patience

5 wks / techzine / Mels Dees

Microsoft investors sweat cloud giant's OpenAI exposure

5 wks / theregister / Tobias Mann

Microsoft’s stock declines after Azure cloud growth dips below 40%

5 wks / siliconangle / Mike Wheatley

Microsoft beats Q2 earnings and revenue, but stock falls on ballooning capex

5 wks / sherwood / Jon Keegan


All Other Stories

Microsoft Q2 2026 - Gaming revenue down 9% - Xbox content + services revenue down 5% - Hardware revenue down 32% YoY www.theverge.com/news/869493/...

5 wks / bsky / @knoebel.bsky.social / knoebel.bsky.social

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18505 / 19 stories in 5 wks


Amazon Inadvertently Announces Cloud Unit Layoffs In Email To Employees

BeauHD / slashdot - Amazon appears to have prematurely acknowledged layoffs inside AWS after an internal email referencing "organizational changes" and "impacted colleagues" was mistakenly sent to cloud employees. CNBC reports: "Changes like this are hard on everyone," Colle…

#cloud #amazon #business #governance #jobs #layoffs #technology

Amazon (AMZN) Stock: Premature Email Reveals AWS Job Cuts Planned Wednesday

5 wks / parameter / Trader Edge

Amazon confirms 16,000 more layoffs, bringing total cuts since October to 30,000

5 wks / techspot

Amazon Inadvertently Announces Cloud Unit Layoffs In Email To Employees

5 wks / slashdot / BeauHD

Amazon accidentally sends email confirming layoffs

5 wks / bbc

Amazon inadvertently announces cloud unit layoffs in email to employees

5 wks / cnbc

Back to Top / Wednesday, January 28, 2026, 12:21 am / permalink 18473 / 5 stories in 5 wks


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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