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Source document· January 26, 2026

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

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq inch higher with big week of Big Tech earnings, Fed meeting ahead US stocks nudged higher on Monday, signaling cautious optimism on Wall Street as pressure built on the dollar ahead of a big week filled with a Federal Reserve rate decision and Big Tech earnings reports…
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  • Meta boosted spending projections from a range of $66 billion-$72 billion to between $70 billion and $72 billion

    80% confidence

  • Intel expects losses to continue into the first quarter

    80% confidence

  • The share of people citing an 'AI bubble' is falling

    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

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

    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
Ce que nous savons · l'intelligence derrière cette page
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Ce que nous observons
AI Boom Hits a Fork: Slowdown Calls Clash with Capex Confidence as Markets Get Nervous
Dario Amodei's repeated calls for a global slowdown in frontier AI development, echoed by Microsoft's new humanist AI code of conduct and FTC antitrust caution, are being publicly rejected by Nvidia and Meta leadership even as hyperscaler spending draws fresh skeptical scrutiny (Wachter's analysis, Burry-style overbuilding worries) and weak guidance from Adobe and a post-slowdown-comment selloff in GE Vernova signal investor jitters. Meanwhile wealth and security effects of the AI race keep compounding — Zhang Yiming's fortune surging on AI-driven ByteDance value, a Chinese hacking firm weaponizing AI against stolen government secrets, and low-quality AI-generated products (an AI sitcom, a spam-flooding agent platform) fueling backlash even as adoption races ahead.
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Signaux que nous suivons
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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Là où les sources divergent
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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