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 MoreWhat Could Send Apple Stock To New All-Time Highs?
Apple stock (NASDAQ:AAPL) boasts a solid history of rapid growth, featuring above 30% increases in under two months during multiple years, including 2010, 2019, and 2024. Notably, there were two instances where the gains surpassed 50% in around two months, specifically in 2012 and 2020. If historical trends continue, forthcoming catalysts may elevate Apple shares to new significant peaks,
» Read more about: What Could Send Apple Stock To New All-Time Highs? »
Read MoreThe Burst
1 Overlooked AI Monster
Most investors think they need to hunt down small, speculative companies to ride the artificial intelligence wave. But the truth is, one of the best AI plays has been sitting in plain sight all along, Alphabet.
AI is here to stay, and Alphabet may be the most complete way to gain exposure.
Key Points
-
Alphabet builds chips,
» Read more about: 1 Overlooked AI Monster »
Read MoreThe Ivy
Bill Ackman Keeps Buying This 1 Stock
When billionaire investor Bill Ackman adds to a position quarter after quarter, investors pay attention.In Q2, his fund Pershing Square bought another 156,000 shares of Brookfield Corporation (NYSE: BN), extending a buying streak that’s now five quarters long.
Brookfield isn’t your typical conglomerate. It’s a $70 billion global powerhouse with interests spanning renewable energy,
» Read more about: Bill Ackman Keeps Buying This 1 Stock »
Read MoreThe Spotlight
Vanguard’s Hidden Opportunity in a Beaten-Down Sector
Vanguard is known for its low-cost, no-fuss ETFs and when it comes to equity investing, they offer a lineup of about 50 stock-focused funds that make it easy to diversify with a single ticker.
One of the more cyclical areas of the market is consumer discretionary and it’s been getting hit hard in 2025.
» Read more about: Vanguard’s Hidden Opportunity in a Beaten-Down Sector »