Market Morning Brief

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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks
 

•  30 Jan 2026
 

•   AAPL  
   
  +0.14%
•   AMD  
   
  -5.60%
•   AMZN  
   
  -0.82%
•   META  
   
  -3.20%
•   MSFT  
   
  -1.40%

$AMD Advanced Micro Devices is riding a wave of optimism as AI computing power is projected to skyrocket 100-fold in the next five years. Today, the stock remains in a solid uptrend after Keefe Bruyette raised the price target for Riot Platforms following a data center lease deal involving AMD hardware.

$NVDA Nvidia is navigating competitive waters as Alibaba unveils its own AI chip to challenge the grip on the Chinese market. Despite this, CEO Jensen Huang highlighted during his Taiwan trip that memory needs are rising alongside computing power, keeping the stock in an uptrend as investors evaluate its current valuation.

$AAPL Apple is seeing a 38% surge in revenue from Greater China fueled by record-breaking iPhone 17 demand, yet the stock remains in a downtrend. Investors are currently looking past the staggering holiday quarter results, demanding more concrete evidence of AI substance to drive the next leg of growth.

$TSLA Tesla shares are moving sideways as the market reacts to a mix of news, including a potential xAI and Tesla tie-up ahead of a SpaceX IPO. While the company secured a battery supply deal with Samsung SDI, concerns remain regarding autonomous driving efforts following recent industry setbacks.

$SNDK Sandisk Corporation is the star of the morning session, with shares surging 22.38% in overnight trading following a stellar earnings report. Analysts at Mizuho have responded by aggressively raising the price target to $600, citing massive NAND pricing tailwinds.

$MSFT Microsoft is currently in a downtrend despite its commercial backlog soaring to $625 billion. The long-term outlook remains positive as the company secures massive infrastructure deals, including a recent $9.7 billion partnership to bolster its cloud capabilities.

$META Meta Platforms is jumping 10.4% today after announcing a massive capital expenditure plan of up to $135 billion for AI this year. The market is cheering the aggressive pivot, viewing it as a primary winner in the hypergrowth AI sector.

$XOM Exxon Mobil is holding its uptrend today after beating earnings estimates with a reported revenue of $82.31 billion. Shareholders are also focusing on the declared $1.03 dividend, reflecting the strong cash flow and operational stability.

$AMZN Amazon is reportedly in discussions for a $50 billion investment in OpenAI, which has kept the stock in an uptrend. While the company faces reports of friction with the Pentagon over AI safeguards, the market is focused on its massive commitment to leading the AI transition.

$VZ Verizon is in focus as it reports quarterly earnings that beat estimates. The company provided a steady outlook for the remainder of 2026, helping the stock maintain a stable sideways position as investors digest the latest financial data.

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