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Source document· January 29, 2026

Stock market today: S&P 500, Nasdaq fall as Microsoft leads tech lower with Apple earnings on deck

View original at finance.yahoo.com
Stock market today: S&P 500, Nasdaq fall as Microsoft leads tech lower with Apple earnings on deck US stocks fell Thursday but pulled back from a steeper tech-driven sell-off, as investors came away from megacap tech earnings fretting about AI spending…
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  • We are now seeing a major AI acceleration

    80% confidence

  • We're starting to see agents really work. This will unlock the ability to build completely new products and transform how we work.

    80% confidence

  • Meta has seen a 30% increase in productivity from engineers due to adoption of AI coding tools since beginning of 2025

    80% confidence

  • The labor market had stabilized after a period of gradual cooling

    80% confidence

  • The fourth quarter capped an incredible year for us, as strong demand for our vacation experiences, coupled with strong execution by our teams, resulted in happy guests and robust financial results

    80% confidence

  • Power users of AI coding tools have seen their output increase by 80%

    80% confidence

  • AI is really an industrial story. As this data center rollout has happened, it's created structural demand for industrial-grade power solutions, and no company is really as well situated to drive that supply than Caterpillar

    80% confidence

  • The continued surge across metals, especially gold and silver, is entering a dangerous phase. The problem is volatility feeding on itself. As price swings intensify, liquidity thins.

    80% confidence

  • We expected Brent below $60/BBL by now and trending towards the low $50 range. Instead, geopolitical risk premium and physical supply losses have created a strong floor

    80% confidence

  • We're really moving into a future that is based on autonomy

    80% confidence
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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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Signals we're tracking
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.
Patterns we're watching ›
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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