latest news in companies
Investors Pivot to Software and Specialized Semiconductors as Magnificent Seven Dominance Wanes
New York, Sunday, 25 January 2026.
As the reporting season accelerates, a critical rotation is emerging within the technology landscape. Strategists are increasingly favoring specialized semiconductor and software firms over the established “Magnificent Seven,” anticipating these overlooked sectors will drive the next phase of returns. With technology earnings projected to surge 31% in 2026, the market focus is transitioning from initial AI training infrastructure to inference and application utility. This week’s disclosures from industry titans like Microsoft and Apple, alongside the Federal Reserve’s interest rate decision, will determine the durability of this broadening investment thesis.
Alphabet Confirms February 4 Earnings Call as AI and Cloud Momentum Builds
Mountain View, Sunday, 25 January 2026.
Alphabet Inc. has officially scheduled its fourth-quarter 2025 earnings call for February 4, 2026, setting the stage for a pivotal market update. Beyond the logistics, this report is expected to validate the company’s aggressive AI integration, with analysts projecting revenue to surpass $111 billion and earnings per share to rise by 23%. The most compelling narrative for investors, however, is whether Google Cloud’s surging profitability and the deployment of the Gemini model can finally bridge the valuation gap with Nvidia, potentially reshaping the leaderboard of the world’s most valuable companies.
State Privacy Laws Trigger TikTok's Immigration Data Disclosure
Los Angeles, Saturday, 24 January 2026.
Legal experts attribute TikTok’s “immigration status” clause to mandatory compliance with US state privacy laws, classifying citizenship as sensitive personal information requiring explicit disclosure.
Microsoft Confirms Compliance in Surrendering Cloud-Stored Encryption Keys to Federal Agencies
Redmond, Saturday, 24 January 2026.
Microsoft has confirmed it provides BitLocker recovery keys to law enforcement upon valid legal request, a capability facilitated by default Windows 11 cloud backups. Unlike competitors utilizing zero-knowledge architectures, Microsoft retains access to user keys and processes approximately 20 federal requests annually, exposing a significant privacy distinction in consumer-grade security.
