Meta and Microsoft are making big moves in opposite directions after earnings

Meta and Microsoft are making big moves in opposite directions after earnings

It’s a tale of two different megacaps so far this earnings season when it comes to artificial intelligence. Meta Platforms surged more than 8% after showing signs that AI investments are boosting the bottom line, while Microsoft shares dropped as the company struggled to justify recent spending plans to investors and showed a slowdown in … Read more

S&P 500 touches record 7,000 level, but gain fades as Fed keeps rates on hold: Live updates

S&P 500 touches record 7,000 level, but gain fades as Fed keeps rates on hold: Live updates

A television station broadcasts the Federal Reserve’s decision to hold rates after a Federal Open Market Committee (FOMC) meeting on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Jan. 28, 2026. Bloomberg | Bloomberg | Getty Images The S&P 500 reached a milestone level on Wednesday, hitting 7,000 … Read more

Megacap earnings next week could lift a stock market that’s broadening out. Here’s what’s ahead

Megacap earnings next week could lift a stock market that’s broadening out. Here’s what’s ahead

Megacap earnings results next week could lift a stock market that’s broadened out to include a larger number of winners. Earnings kick into high gear next week, with four of the so-called Magnificent Seven companies set to report: Meta Platforms , Microsoft , and Tesla report Wednesday, while Apple posts Thursday. But the group isn’t … Read more

S&P 500 is little changed as Wall Street tries to end week on a strong note: Live updates

S&P 500 is little changed as Wall Street tries to end week on a strong note: Live updates

Traders work on the floor of the New York Stock Exchange. NYSE The S&P 500 was relatively unchanged on Friday as Wall Street attempted to end the week on a high note. The broad market index traded around the flatline, while the Dow Jones Industrial Average fell 100 points, or 0.2%. The Nasdaq Composite gained … Read more

These 5 infrastructure stocks have more than tripled this year on the AI trade

These 5 infrastructure stocks have more than tripled this year on the AI trade

Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI … Read more

AI was behind over 50,000 layoffs in 2025 — here are the top firms to cite it for job cuts

AI was behind over 50,000 layoffs in 2025 — here are the top firms to cite it for job cuts

Sad female worker carrying her belongings while leaving the office after being fired Isbjorn | Istock | Getty Images Layoffs have been a defining feature of the job market in 2025, with several major companies announcing thousands of job cuts driven by artificial intelligence. In fact, AI was responsible for almost 55,000 layoffs in the … Read more

Forget AI spending — the biggest risk to this stock market is speculative junk

Forget AI spending — the biggest risk to this stock market is speculative junk

Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while, you realize there isn’t a simple phrase to capture the linkages between alternative investments that cloud the landscape of money-making opportunities. What kind of alternative investments am I alluding to? They could be any number of things: … Read more