AI Stocks Pick Up Steam—and the Nasdaq Tests Records—Ahead of Big Tech Earnings
Key Takeaways
- The Nasdaq Composite approached a fresh record high Wednesday as semiconductor stocks rallied following strong results from chip manufacturing equipment supplier ASML Holdings.
- The Nasdaq last closed at a record in late October, right before Big Tech earnings reports fueled debate on Wall Street about an AI bubble.
» Read more about: AI Stocks Pick Up Steam—and the Nasdaq Tests Records—Ahead of Big Tech Earnings »
Read MoreBig Tech Earnings Live: Meta and Tesla Shares Surge on Strong Results; Microsoft Drops Despite Beating Estimates
January 28, 2026 05:34 PM EST
Backlog Concentration, Cloud Growth Weigh on Microsoft
FROM 54 minutes ago
Jefferies analyst Brent Thill said the decline in Microsoft stock is likely due to Azure’s cloud platform revenue growth slowing and coming close to just in line with estimates,
US Fed holds interest rates and defends independence
Two Fed officials voted in favour of an interest rate cut – Stephen Miran, who is on leave from his post at the White House where he leads Trump’s Council of Economic Advisers, and Christopher Waller, a Trump appointee whose name has been floated as contender to succeed Powell.
» Read more about: US Fed holds interest rates and defends independence »
Read MoreSocial Security Makes Big Change That Could Disrupt Service for Millions
© Andrea Piacquadio from Pexels and JJ Gouin from Getty Images
There are millions of Americans today who rely heavily on Social Security to make ends meet. And it’s not just seniors who get benefits from the program. As such, you’d think the Social Security Administration (SSA) would be adding to its staff.
» Read more about: Social Security Makes Big Change That Could Disrupt Service for Millions »
Read MoreLive: Will Tesla Beat Q4 Earnings Tonight After the Bell?
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Read MoreThe Burst
Why Rivian’s Stock Is Suddenly Popping
Shares have ripped higher recently, and the reason has less to do with flashy announcements and more to do with something far more fundamental, Rivian is fixing the hardest part of the EV business.
On the surface, Rivian Automotive looked like it was catching its breath in 2025. No new models. No headline-grabbing unveilings.
» Read more about: Why Rivian’s Stock Is Suddenly Popping »
Read MoreThe Ivy
What’s Buffett Doing With Google Now?
Berkshire Hathaway stunned the market this quarter by initiating a multibillion-dollar position in Alphabet just months before Warren Buffett steps down as CEO.
While Berkshire trimmed its long-held Apple stake yet again, it bought almost 18 million Class A shares of Alphabet at just north of $200 per share, now worth over $5.5 billion.
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Read MoreThe Spotlight
Costco’s Secret Profit Engine
Beneath the surface, Costco isn’t just about cheap gas, hot dogs, and fancy electronics, but the financial engine is far less obvious, and far more powerful than most casual shoppers realize.
If you’re thinking about buying Costco stock, understanding these three fundamentals could change how you see the company’s long-term investment case.
Key Points
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Annual fees generate the majority of net income,