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Source document· January 28, 2026

Stock market today: Dow, S&P 500, Nasdaq waver as Fed holds rates steady, Big Tech earnings loom

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq waver as Fed holds rates steady, Big Tech earnings loom US stocks wavered Wednesday after the Federal Reserve held interest rates unchanged in its first policy decision of the year…
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  • While Amazon has seen encouraging signals in Amazon-branded physical grocery stores, they haven't yet created a truly distinctive customer experience with the right economic model needed for large-scale expansion

    80% confidence
  • The US always has a strong dollar policy

    80% confidence
  • This is not part of a larger reduction to Amazon's workforce, emphasizing plans to continue to hire and invest in strategic areas and functions that are critical to the future

    80% confidence
  • The US is absolutely not intervening to support the yen

    80% confidence
  • Amazon should operate like the world's largest startup

    80% confidence
  • The rise of agentic AI means the stage is set for a sustained and meaningful increase in data generated and stored that will support inferencing

    80% confidence
  • ASML's customers have started to really believe in the sustainability of the AI demand

    80% confidence
  • Trump said he wasn't concerned about the recent slide in the US currency

    80% confidence
  • The cuts are intended to reduce layers, increase ownership, and reduce bureaucracy

    80% confidence
  • Trump said he could announce Powell's successor any day now

    80% confidence

Data points we hold from this source

Board of Governors of the Federal Reserve System · interest rate range3.5-3.75 percent
What we know · the intelligence behind this page
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What we're seeing
AI Chip Boom Lifts Semiconductors as Export-Control Gaps Persist
AI infrastructure demand is fueling a broad semiconductor rally — Broadcom's AI chip revenue and Q4 guidance, Amazon's custom silicon crossing a $25B annual run rate, and bullish analyst calls on Micron and Sandisk tied to a memory chip boom underestimated even by bulls — with ASML rallying on sympathy. That momentum runs alongside unresolved US-China tech tensions: Belgium's arrest of a suspect for stealing chip technology for China and a blacklisted Chinese firm still acquiring Nvidia's top AI chips show export-control enforcement lagging the pace of AI chip demand.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
JPMorgan Chase & Co.
Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.
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