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Source document· January 28, 2026

Stock market today: Dow, S&P 500, Nasdaq waver as Fed holds rates steady, Big Tech earnings loom

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq waver as Fed holds rates steady, Big Tech earnings loom US stocks wavered Wednesday after the Federal Reserve held interest rates unchanged in its first policy decision of the year…
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  • This is not part of a larger reduction to Amazon's workforce, emphasizing plans to continue to hire and invest in strategic areas and functions that are critical to the future

    80% confidence

  • ASML's customers have started to really believe in the sustainability of the AI demand

    80% confidence

  • Trump said he wasn't concerned about the recent slide in the US currency

    80% confidence

  • The US always has a strong dollar policy

    80% confidence

  • Amazon should operate like the world's largest startup

    80% confidence

  • While Amazon has seen encouraging signals in Amazon-branded physical grocery stores, they haven't yet created a truly distinctive customer experience with the right economic model needed for large-scale expansion

    80% confidence

  • The US is absolutely not intervening to support the yen

    80% confidence

  • Trump said he could announce Powell's successor any day now

    80% confidence

  • The rise of agentic AI means the stage is set for a sustained and meaningful increase in data generated and stored that will support inferencing

    80% confidence

  • The cuts are intended to reduce layers, increase ownership, and reduce bureaucracy

    80% confidence

Data points we hold from this source

Board of Governors of the Federal Reserve System · interest rate range3.5-3.75 percent
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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Stock market today: Dow, S&P 500, Nasdaq waver as Fed holds rates steady, Big Tech earnings loom — Source | Via News | ViaNews Market