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Source document· January 28, 2026

S&P 500 Posts a Record High on Tech Strength and Solid Corporate Earnings

View original at nasdaq.com
S&P 500 Posts a Record High on Tech Strength and Solid Corporate Earnings The S&P 500 Index ($SPX) (SPY) on Tuesday closed up +0.41%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down -0.83%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.88%…
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  • Brown & Brown reported Q4 revenue of $1.61 billion, weaker than expectations of $1.65 billion

    80% confidence
  • Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%

    80% confidence
  • Agilysys reported Q3 adjusted EPS of 42 cents, weaker than consensus of 46 cents

    80% confidence
  • UnitedHealth Group forecasts a decline in 2026 revenue, the first annual contraction in more than 30 years

    80% confidence
  • General Motors reported Q4 adjusted EPS of $2.51, better than consensus of $2.28

    80% confidence
  • S&P earnings growth is expected to climb by +8.4% in Q4

    80% confidence
  • Sanmina forecasts Q2 revenue of $3.1 billion to $3.4 billion, weaker than consensus of $3.51 billion

    80% confidence
  • Deutsche Bank upgraded CoreWeave stock to buy from hold with a price target of $140

    80% confidence
  • Applied Industrial Technologies reported Q2 net sales of $1.16 billion, below consensus of $1.17 billion

    80% confidence
  • General Motors forecasts full-year adjusted EPS of $11.00 to $13.00, the midpoint above consensus of $11.79

    80% confidence
  • RTX Corp reported Q4 adjusted sales of $24.24 billion, well above consensus of $22.63 billion

    80% confidence
  • Micron Technology plans to invest $24 billion in Singapore and expand its memory-chip capacity

    80% confidence
  • HCA Healthcare reported Q4 net income of $1.88 billion, better than consensus of $1.73 billion

    80% confidence
  • Roper Technologies forecasts 2026 adjusted EPS continuing operations of $21.30 to $21.55, below consensus of $21.62

    80% confidence
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AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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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.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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