News 29 January 2026

AI stocks: AMD stock price jumps on Meta chip pact as Nvidia earnings loom
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AI stocks: AMD stock price jumps on Meta chip pact as Nvidia earnings loom

AMD shares jumped over 6% Tuesday after announcing Meta will deploy up to 6 gigawatts of AMD Instinct GPUs for AI, with Meta receiving warrants to buy up to 10% of AMD if purchase milestones are met. The deal, valued at up to $60 billion over five years, includes performance-based warrants for 160 million shares at $0.01 each. Initial shipments are set for the second half of 2026.
February 24, 2026
Tesla’s $2B xAI bet puts Tesla Cybercab robotaxi and Musk mega-pay back in focus
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Tesla’s $2B xAI bet puts Tesla Cybercab robotaxi and Musk mega-pay back in focus

Tesla will invest $2 billion in Elon Musk’s AI startup xAI and says Cybercab robotaxi production is on track for 2026. CFO Vaibhav Taneja projects 2026 capital spending will exceed $20 billion. Tesla’s 2025 revenue fell about 3% to $94.83 billion, while its energy storage division posted record quarterly revenue of $3.84 billion. The company will stop selling Model S and Model X to focus on robotics.
January 29, 2026
SAP and ServiceNow rattle Wall Street — U.S. software stocks slide on AI disruption fears
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SAP and ServiceNow rattle Wall Street — U.S. software stocks slide on AI disruption fears

U.S. software stocks fell sharply Thursday after SAP’s cloud outlook and a post-earnings plunge in ServiceNow shares. The S&P 500 Software and Services Index dropped 6.5%. SAP lost 15% in Frankfurt, erasing over 40 billion euros in value after its 2026 cloud forecast missed estimates. ServiceNow’s stock slid despite raising its 2026 subscription revenue target and announcing a $5 billion buyback.
January 29, 2026
US threatens to hold back Gavi cash unless it drops mercury preservative thimerosal
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US threatens to hold back Gavi cash unless it drops mercury preservative thimerosal

The U.S. is withholding a $300 million pledge to Gavi unless the group starts phasing out thimerosal-containing vaccines, officials said. Gavi confirmed the request but said changes require board approval and must align with scientific consensus. Experts warn a rapid shift from multi-dose vials could raise costs and disrupt immunization efforts in low-income countries.
January 29, 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
Nvidia dragged into DeepSeek military row as U.S. lawmaker urges tougher chip controls
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Nvidia dragged into DeepSeek military row as U.S. lawmaker urges tougher chip controls

House China committee chair John Moolenaar accused Nvidia of helping Chinese AI firm DeepSeek develop technology later used by China’s military. Nvidia denied the claim, saying China’s military does not rely on U.S. chips. CEO Jensen Huang said China is still finalizing an import license for Nvidia’s H200 chip. The Commerce Department and DeepSeek declined to comment.
January 29, 2026
Ukraine turns to Elon Musk’s SpaceX after Russian drones are found using Starlink
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Ukraine turns to Elon Musk’s SpaceX after Russian drones are found using Starlink

Ukraine is working with SpaceX to block Russian drones from using Starlink satellite internet, officials said Thursday. Defense adviser Serhiy Beskrestnov reported “hundreds” of Russian drone attacks using Starlink gear. Kyiv relies on Starlink for its own battlefield communications and drone control. SpaceX said it responded quickly after Ukraine raised the alarm.
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
Webb Breaks the Cosmic Distance Record With MoM-z14, Seen Just 280 Million Years After the Big Bang
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Webb Breaks the Cosmic Distance Record With MoM-z14, Seen Just 280 Million Years After the Big Bang

NASA’s James Webb Space Telescope has identified MoM-z14, the most distant galaxy yet confirmed, seen as it was 280 million years after the Big Bang. The agencies measured a redshift of 14.44, placing the galaxy at the edge of current observational limits. Researchers say MoM-z14 is part of a surprisingly bright group of early galaxies, challenging existing models of the universe’s first billion years.
January 29, 2026
Open-source AI “guardrails” stripped off as hackers eye exposed models, researchers say
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Open-source AI “guardrails” stripped off as hackers eye exposed models, researchers say

Researchers identified over 175,000 internet-exposed open-source AI systems, with hundreds lacking safety guardrails and vulnerable to exploitation, according to SentinelOne and Censys. Nearly half of the hosts enabled tool-calling features, and about 30% were based in China, 20% in the U.S. Most ran versions of Meta’s Llama or Google’s Gemma models.
January 29, 2026
Google tightens Android Theft Protection, adding new locks for banking apps and remote controls
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Google tightens Android Theft Protection, adding new locks for banking apps and remote controls

Google expanded “Identity Check” to more apps using biometrics and added an optional security question for Remote Lock. Theft Detection Lock and Remote Lock will be enabled by default on new Android devices in Brazil. Android 16 devices now feature stricter Failed Authentication Lock controls, including longer lockouts after repeated wrong sign-in attempts.
January 29, 2026
AI in schools: A teacher goes “analog” as educators warn about Pinterest-style classroom clutter
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AI in schools: A teacher goes “analog” as educators warn about Pinterest-style classroom clutter

A Fort Worth high school English teacher has banned generative AI and requires nearly all assignments to be handwritten, rejecting school-issued laptops. Chanea Bond said students relied on AI for thesis statements and weren’t engaging with literature. Some students said the shift felt strange but made them think more. Other districts, including Miami-Dade, are expanding official access to AI tools.
January 29, 2026
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