Wall Street Today in the Buzz

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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  
   
  +1.70%
•   AMD  
   
  -2.32%
•   AMZN  
   
  -1.06%
•   AXP  
   
  +1.20%
•   DECK  
   
  +3.62%

$SNDK is the standout leader of the session, surging nearly 10% following an exceptional earnings report that highlighted the massive demand for memory in the AI era. After its independent re-listing in 2025, the stock has become the S&P 500 top performer, gaining roughly 166% in 2026 alone. Analysts at Raymond James have fueled the fire by raising their price target to $725, noting that SanDisk BiCS8 technology and its critical role in data centers for giants like OpenAI and Oracle position it for a projected 22% further upside.

$TSLA climbed over 3.5% as Elon Musk signaled a radical transformation of the core business. By announcing the end of Model S and X production to convert the Fremont factory into a dedicated facility for the Optimus humanoid robot, Tesla is betting its future on robotics and autonomy rather than traditional luxury EVs. Despite a staggering 2026 capital expenditure target exceeding $20 billion, investors are focused on the long-term goal of producing 1 million robots annually and the potential of the high-margin FSD (Full Self-Driving) subscription model.

$AAPL experienced a cautious session, trading mostly sideways despite reporting a 23% jump in iPhone sales and total revenues of $143.8 billion. The market primary concern isn't demand, but rather the memory cloud the rising cost of storage components like those produced by SanDisk, which threaten to eat into Apple premium profit margins. While the AI-enhanced iPhone 17 is a hit, investors are weighing the costs of maintaining hardware dominance in a supply-constrained environment.

$NVDA saw a slight pullback of 1.37%, though it remains the center of gravity for the year biggest narrative: OpenAI potential Q4 IPO. Reports suggest OpenAI is targeting a $100 billion capital raise at a valuation of $830 billion, with Nvidia and Amazon both considering massive multi-billion dollar stakes. This IPO supercycle is keeping the spotlight on Nvidia chips, even as regulatory scrutiny over AI military applications and political shifts at the Federal Reserve introduce new volatility.

$AMD fell nearly 4% during the session following reports of production delays for its next-gen MI450 AI accelerators. However, the stock saw a late-day recovery attempt after Wells Fargo refuted the rumors, maintaining an Overweight rating and a $345 price target. The bank analysis suggests that AMD 2nm process at $TSMC is actually on track, with volume ramp-ups expected by the fourth quarter for major clients like Oracle and OpenAI.

$U faced a devastating 25% crash today, leading a broader earthquake in the gaming sector. The catalyst was the launch of Google Project Genie a revolutionary AI world-model from DeepMind that allows users to create interactive virtual environments from simple prompts. This direct threat to traditional game engines also dragged down $RBLX, which fell 14%, and $TTWO, which dropped over 9%, as traders price in a future where AI-generated content bypasses established development platforms.

$DECK provided a rare bright spot for consumer retail, soaring nearly 19% after delivering a beat and raise quarter. By hitting record highs in revenue and profit and lifting its full-year guidance, the Hoka parent company proved that brand strength can still outperform even in a tech-heavy market. The move highlights a growing divergence in the market: while AI drives speculative growth, tactical execution in physical goods is still earning massive premiums from institutional investors.

$AMZN is reportedly in the final stages of a massive $50 billion investment in OpenAI, a move that would solidify its position against Google recent AI breakthroughs. This aggressive spending spree comes as the Magnificent Seven stop moving in a uniform block; while Amazon and Meta find favor for accelerating revenue through AI, others like $MSFT have struggled under the weight of high costs. Microsoft itself saw a slight recovery attempt today after shedding $357 billion in market cap yesterday due to Azure growth concerns.

$AXP shares dipped 3% as the financial giant navigated a mixed earnings landscape. While consumer spending remains resilient and credit quality is high, American Express reported a 10% jump in expenses to $14.5 billion, largely due to marketing costs and a slowdown in new card acquisitions. For traders, this highlights the tension between a strong economy and the rising operational costs that are currently plaguing even the most established financial players.

$WDC and $MU remain highly sensitive to the memory cycle, with Western Digital falling over 14% despite a 25% revenue jump. The sharp drop reflects a sell the news reaction following a period of vertical gains, as investors worry the NAND flash cycle might be nearing a peak. Meanwhile, $V and $SOFI also faced selling pressure despite strong underlying numbers, as the market recalibrates for a potentially stronger dollar and shifting interest rate expectations under the new Fed leadership.

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