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Source document· January 28, 2026

Stock market today: S&P 500 slips from record as Fed stands pat, Nasdaq rises before Big Tech earnings flurry

View original at finance.yahoo.com
Stock market today: S&P 500 slips from record as Fed stands pat, Nasdaq rises before Big Tech earnings flurry US stocks were little changed on Wednesday after the Federal Reserve held interest rates unchanged in its first policy decision of the year…
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  • Powell attending Supreme Court hearing was a mistake because it politicizes Fed

    80% confidence
  • Agentic AI means the stage is set for sustained increase in data generated and stored for inferencing

    80% confidence
  • ASML customers have started to really believe in sustainability of AI demand

    80% confidence
  • Trump not concerned about recent slide in US dollar

    80% confidence
  • If Fed loses independence, it would be hard to restore credibility

    80% confidence
  • US always has a strong dollar policy

    80% confidence
  • Trump could announce Powell's successor any day now

    80% confidence
  • Amazon should operate like the world's largest startup

    80% confidence
  • Nothing to share on DOJ probe today

    80% confidence
  • Every advanced economy and democracy has independent central banking

    80% confidence
  • The Lisa Cook case is 'perhaps the most important legal case in the Fed's 113-year history'

    80% confidence
  • Amazon layoffs are not the beginning of recurring reductions every few months

    80% confidence
  • Fed has not lost independence and will not lose it

    80% confidence
  • Amazon has not created distinctive customer experience with right economic model for physical grocery stores

    80% confidence
  • US is absolutely not intervening to support the yen

    80% confidence
  • US is not losing credibility about inflation expectations despite gold rally

    80% confidence
  • Amazon cuts are intended to reduce layers, increase ownership, and reduce bureaucracy

    80% confidence
  • Fed credibility on inflation expectations is right where it needs to be despite gold rally

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts represent the same entity (JPMorgan Chase & Co.), same attribute (EPS), and same observation date (2025-12-31), which aligns with FY 2025 year-end reporting. Fact A explicitly states FY 2025 with EPS of 20.02 USD/share. Fact B has an unspecified fiscal period (N/A) but reports 4.63 USD, a significantly different value (4.3x lower). Given identical observation dates and the same metric, both facts appear intended to represent FY 2025 annual EPS. The conflicting values (20.02 vs 4.63) constitute a direct contradiction. The N/A period in Fact B suggests incomplete or corrupted metadata rather than legitimate time-period variation.
We flag conflicts openly ›
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