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.
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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 MoreTesla Stock Dips as Investors Weigh Its Fourth-Quarter Results: Is This a Buying Opportunity?
As Robotaxi ramps up, Tesla’s active self-driving software subscriptions are soaring.
Initially, when electric-car maker Tesla (TSLA 3.36%) released its fourth-quarter results, the stock popped. But shortly after the market opened on Thursday, the stock’s return for the day turned negative. This has added to the stock’s weakness in recent weeks.
The Burst
I Finally Found an 8% Yielder
Real estate, REITs, dividend stocks, you name it. I’m always looking for new ways to make my money work while I sleep. And one stock I found that’s super interesting for passive income is Main Street Capital (NASDAQ: MAIN).
It has the hallmarks of being one of the best passive income machines I’ve seen,
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Read MoreThe Ivy
Why Bitcoin’s Path to $1 Million May Be More Realistic Than You Think
With a market cap north of $2.2 trillion, more than half the value of every cryptocurrency combined, Bitcoin is a financial phenomenon.
But one of its most outspoken champions, Strategy co-founder Michael Saylor, doesn’t think Bitcoin’s story has even started. In fact, his latest forecast makes today’s price tag look like pocket change.
» Read more about: Why Bitcoin’s Path to $1 Million May Be More Realistic Than You Think »
Read MoreThe Spotlight
Up 94% Will This Semi Stock Keep Soaring?
Semiconductor and data infrastructure company Marvell Technology (NASDAQ:MRVL) absolutely trounced the market last year by a factor of over 3x, delivering a trailing 12-month return of almost 94%.
While the stock was rising gradually all year, the company’s shares soared in early December and finished the year extremely strong.
Why are Marvell shares rising,
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