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Source document· January 26, 2026

Stock market today: Dow, S&P 500, Nasdaq inch higher to kick off big week of Big Tech earnings, Fed meeting

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq inch higher to kick off big week of Big Tech earnings, Fed meeting US stocks nudged higher on Monday, as pressure built on the dollar and gold rallied to lead in a big week filled with a Federal Reserve rate decision and Big Tech earnings reports…
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  • Share of people citing an 'AI bubble' is falling

    80% confidence
  • Tech sector issued nearly $700 billion in investment-grade debt over the past quarter, closing in on the just-over $800 billion in issuance by the financial sector

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

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

    80% confidence
  • Investors can't not consider the risks of bottomless spending and sky-high valuations

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

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

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
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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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
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.
We flag conflicts openly ›
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