Market News Today — AI-Curated Stock & Crypto Headlines

Unity Software Inc.

Microsoft's stock plummeted 10% after its earnings report showed slowing growth in its key cloud unit, resulting in a $357 billion valuation loss, the largest since Nvidia's $593 billion rout last year.

US software stocks declined after SAP and ServiceNow's earnings reports fueled concerns about AI-related competition, leading to drops in shares of ServiceNow, Salesforce, Adobe, and Datadog.

Lloyds Banking Group expects a £100 million boost from AI investments in 2026, indicating a positive outlook on the technology's impact on their business.

The South Korean won is experiencing its longest winning streak in 13 years, driven by optimism over artificial intelligence and foreign inflows ahead of a key bond index inclusion.

Aspex Management HK Ltd.

Samsung's chip unit saw a significant profit increase of over five-fold in the December quarter, driven by the artificial intelligence boom, and announced a $2.5 billion buyback.

Tesla has invested $2 billion in xAI, Elon Musk's AI startup, a significant move that could impact the AI industry and potentially rival OpenAI.

IBM has exceeded fourth-quarter estimates and forecasted a 5% revenue growth in 2026, driven by its generative artificial intelligence business, which has reached over $12.5 billion in value.

Investors are becoming increasingly concerned about the impact of AI on software companies, leading to a decline in their bond prices.

The S&P 500 index has surpassed the 7,000-point milestone for the first time, driven by optimism in the artificial intelligence sector.

The S&P 500 has broken through the 7,000-point barrier, driven by optimism over AI and strong earnings expectations from tech giants Microsoft and Meta.