Business 23 January 2026 - 29 January 2026

Report: Nvidia, Microsoft and Amazon weigh up to $60 billion OpenAI investment
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Report: Nvidia, Microsoft and Amazon weigh up to $60 billion OpenAI investment

Nvidia, Microsoft, and Amazon are in talks to invest up to $60 billion in OpenAI, The Information reported. SoftBank is separately negotiating an additional $30 billion investment, according to Reuters. Microsoft shares fell 11% in early U.S. trading, while Nvidia and Amazon dropped about 1.5% each. OpenAI’s funding round could value the company at around $830 billion.
January 29, 2026
Microsoft’s $37.5B AI splurge: Azure beats, stock drops after earnings
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Microsoft’s $37.5B AI splurge: Azure beats, stock drops after earnings

Microsoft shares fell about 6.5% in after-hours trading after reporting record $37.5 billion in capital expenditures and slower cloud growth. Azure revenue rose 39%, while Microsoft 365 Copilot reached 15 million annual users. Quarterly revenue hit $81.3 billion, up 17%, with net income at $38.5 billion. CFO Amy Hood said capital spending will dip next quarter, but higher memory-chip prices may pressure margins.
January 29, 2026
Tesla’s $20B spending surge: Musk to end Model S/X and pour cash into robotaxis, robots
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Tesla’s $20B spending surge: Musk to end Model S/X and pour cash into robotaxis, robots

Tesla will spend over $20 billion on capital expenditures in 2026, more than double last year’s total. Elon Musk said production of the Model S and Model X will end as the company shifts focus to robotaxis and humanoid robots. Tesla reported a 61% drop in quarterly net income and a 3% decline in annual revenue. The company also invested $2 billion in Musk’s AI startup xAI.
January 29, 2026
House probes Ford’s CATL battery pivot as data-center storage plans widen
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House probes Ford’s CATL battery pivot as data-center storage plans widen

House committee chair John Moolenaar is pressing Ford for details on its licensing deal with China’s CATL as the company shifts U.S. battery plants to LFP cells and grid storage. Ford says its batteries meet tax credit criteria and will boost U.S. jobs. A CATL-licensed LFP battery plant in Marshall, Michigan, is scheduled to start production in 2026. Moolenaar also questioned any potential Ford joint venture with China’s BYD.
January 28, 2026
Google’s $135 Million Android Data Settlement: Who Could Get Paid and What Changes Next
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Google’s $135 Million Android Data Settlement: Who Could Get Paid and What Changes Next

Google agreed to pay $135 million to settle claims it collected Android users’ cellular data without consent, according to a court filing Tuesday in San Jose. The deal requires judicial approval and would cap user payouts at $100 each. New rules would mandate explicit consent and easier data controls during Android setup. Plaintiffs’ lawyers may seek up to $39.8 million in fees.
January 28, 2026
Snap creates “Specs Inc” to lure investors and take on Meta’s AI smart glasses
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Snap creates “Specs Inc” to lure investors and take on Meta’s AI smart glasses

Snap spun off Specs Inc as a wholly owned subsidiary focused on AR smart glasses, allowing for minority outside investment. Meta paused the international rollout of its Ray-Ban Display glasses, citing supply shortages and long waitlists. Google and Warby Parker plan to launch AI-powered glasses in 2026. IDC estimates Meta held 70% of the smart glasses market last year.
January 28, 2026
Texas Instruments stock jumps on AI data-center boom — and a Q1 forecast it hasn’t made since 2010
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Texas Instruments stock jumps on AI data-center boom — and a Q1 forecast it hasn’t made since 2010

Texas Instruments forecast first-quarter revenue of $4.32–$4.68 billion and EPS of $1.22–$1.48, both above analyst estimates. Shares jumped nearly 9% after the company reported a 70% surge in data-center revenue for Q4 and said it will break out that segment separately. Q4 revenue reached $4.42 billion, with net income at $1.16 billion. Analysts cautioned that high capital spending and weak electronics demand could weigh on recovery.
January 28, 2026
Texas bans Temu and Shein on state devices as Abbott expands China tech blacklist to 26 firms
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Texas bans Temu and Shein on state devices as Abbott expands China tech blacklist to 26 firms

Texas has added 26 China-linked companies, including Alibaba, Shein, and Temu’s parent PDD, to its banned technologies list for state devices and networks. The update, led by Texas Cyber Command, covers hardware, software, and AI tools. Governor Greg Abbott cited threats from hostile foreign actors. Companies named did not respond to requests for comment.
January 27, 2026
Micron’s $24 billion Singapore chip bet: 1,600 jobs and NAND output pencilled in for 2028
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Micron’s $24 billion Singapore chip bet: 1,600 jobs and NAND output pencilled in for 2028

Micron will invest $24 billion to build a new NAND flash memory wafer fab in Singapore, with production set to begin in the second half of 2028 and about 1,600 jobs to be created. The facility will add 700,000 square feet of cleanroom space to Micron’s existing complex. Analysts warn tight memory supply may persist through 2027, despite increased output from Samsung and SK Hynix.
January 27, 2026
EU tightens screws on Google: Brussels moves to open Gemini features and Search data to rivals
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EU tightens screws on Google: Brussels moves to open Gemini features and Search data to rivals

The European Commission opened two proceedings against Google on Tuesday to enforce the Digital Markets Act, focusing on Android interoperability for third-party AI and access to Google Search data on FRAND terms. Preliminary findings are expected in three months, with the process set to conclude in six. Google says it already complies, while EU officials stress equal access for rivals.
January 27, 2026
Fritz-Kola Says “No Price Hike” as Regenerative Sugar Beet Pilot Cuts CO2 — FritzBox Maker Faces Fibre Shift
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Fritz-Kola Says “No Price Hike” as Regenerative Sugar Beet Pilot Cuts CO2 — FritzBox Maker Faces Fibre Shift

fritz-kola said it will not raise prices as it shifts some sugar sourcing to regenerative farming, after a pilot project cut emissions by 1,534 tonnes of CO2 and yielded 1,449 tonnes of sugar. CEO Mirco Wolf Wiegert said climate measures are already included in pricing, despite higher costs for growers. The company partnered with start-up Klim and six German farms for the project.
January 26, 2026
US set for $1.6 billion USA Rare Earth stake deal as Washington chases homegrown magnets
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US set for $1.6 billion USA Rare Earth stake deal as Washington chases homegrown magnets

The U.S. government will acquire a 10% stake in USA Rare Earth as part of a $1.6 billion debt-and-equity deal focused on a Texas mine and Oklahoma magnet plant, sources told Reuters. A separate $1 billion private investment is also expected to be announced Monday. The deal involves 16.1 million shares and warrants for another 17.6 million, both priced at $17.17 each. USA Rare Earth declined to comment.
January 25, 2026
Nvidia CEO Jensen Huang in Shanghai as China weighs H200 AI chip entry after customs block
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Nvidia CEO Jensen Huang in Shanghai as China weighs H200 AI chip entry after customs block

Nvidia CEO Jensen Huang arrived in Shanghai Saturday as the company awaits Beijing’s approval to sell its H200 AI chip in China, sources said. Chinese customs have instructed agents not to allow the H200 into the country. Some domestic tech firms have been warned to limit Nvidia chip purchases and prioritize local alternatives. Nvidia has not commented on Huang’s visit.
January 24, 2026
Pegatron’s Texas factory deadline: Apple supplier targets end-March finish as AI server push heats up
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Pegatron’s Texas factory deadline: Apple supplier targets end-March finish as AI server push heats up

Pegatron will complete its first U.S. factory in Texas by the end of March, with trial production of AI servers using Nvidia chips set for late March or April. CEO Kuang-Chih Cheng said the plant marks Pegatron’s first U.S.-operated facility. The company expects triple-digit growth in AI server revenue this year and has secured orders for custom ASIC-powered servers.
January 23, 2026
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Stock Market Today

  • Valuing CBA Shares Using Dividend Yield and PE Ratio
    May 23, 2026, 12:29 AM EDT. Commonwealth Bank of Australia (CBA) shares trade at $165.67 with a price-to-earnings (PE) ratio of 29.4 times, above the banking sector average of 18 times. Calculating fair value by multiplying CBA's earnings per share ($5.63) by the sector PE suggests a valuation near $102.50, indicating current shares may be overvalued relative to peers. The bank's steady dividend payments, common among Australian banks, support dividend discount model (DDM) approaches to valuation, which factor in expected dividends for estimating intrinsic share price. Investors should consider sector comparisons and stable dividend histories when assessing CBA share investment potential.