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.
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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.
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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.
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Read MoreOptions Chain Components and What They Mean
Options greeks are a group of variables that affect option positions. They are typically referred to as delta, gamma, theta, vega, and Rho in the options market. These variables indicate how changes …
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Read MoreThe Burst
Is Monday THE Operating System for Work?
Monday.com sits right in the middle of this transformation, and if management gets its way, it won’t just be a participant. It wants to be the work operating system for the modern enterprise.
For companies running cross-functional projects, think engineering, sales, marketing, and operations all under one roof, Monday offers a centralized dashboard where tasks can be assigned automatically,
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Read MoreThe Ivy
Billionaire Doubles Down on This AI Powerhouse
Lately, billionaire Philippe Laffont has been making bold moves. During the second quarter, Laffont sold part of his Amazon stake, trimming it by about 5% and turned his attention to a name most retail investors barely know, CoreWeave, a company that sits at the center of the AI infrastructure explosion.
Key Points
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Laffont slightly reduced Amazon after strong gains,
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Read MoreThe Spotlight
Can Ray Dalio’s All-Weather Blueprint Shield Your Portfolio?
When storms hit the financial markets, most investors scramble for cover. But what if you could build a portfolio designed to weather any storm, one that doesn’t flinch when stocks sink, inflation spikes, or economic growth stalls?
That was the question billionaire Ray Dalio sought to answer when he created his now-famous All Weather portfolio,
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