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News articleYahoo Finance· January 26, 2026

Stock market today: Dow, S&P 500, Nasdaq rise to kick off key week with Big Tech earnings, Fed decision

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq rise to kick off key week with Big Tech earnings, Fed decision US stocks climbed on Monday as gold rallied to lead in a big week filled with a Federal Reserve rate decision and earnings reports from Big Tech's heaviest hitters…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Investors can't not consider risks of bottomless AI spending and sky-high valuations

    80% confidence
  • Not betting on a short squeeze to get value from GameStop stock

    80% confidence
  • Trump would send border czar Tom Homan to Minnesota to manage ICE operations after fatal shooting of protester

    80% confidence
  • Tech sector issued nearly $700 billion in investment-grade debt over past quarter, approaching financial sector's $800 billion

    80% confidence
  • Intel expects losses to continue into first quarter

    80% confidence
  • Share of people citing an AI bubble is falling

    80% confidence
  • Microsoft would spend more in 2026 than the $88.2 billion spent in 2025

    80% confidence
  • Sees long-term value in GameStop and CEO Ryan Cohen

    80% confidence
  • Trump could name his choice of replacement for Powell as soon as this week

    80% confidence
  • Meta boosted spending projections from $66-72 billion range to $70-72 billion

    80% confidence
  • Burry owns GameStop shares and has been buying recently

    80% confidence
  • Opportunity to continue growing franchise across asset and wealth management is a core strategic objective for the firm

    80% confidence

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What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
Our read on the data ›
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
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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