Market Sentiment - The CNN Money Fear and Greed index showed a decline in overall market sentiment, with a current reading of 63.3, down from 65.2, indicating a shift within the "Greed" zone [1][4]. Stock Performance - U.S. stocks settled mixed, with the Nasdaq Composite gaining approximately 0.2% ahead of significant earnings reports, while the S&P 500 fell by 0.01% to 6,978.03 [1][3]. - The Dow Jones closed higher by around 12 points at 49,015.60, while the Nasdaq Composite gained 0.17% to 23,857.45 during the session [3]. Sector Performance - Most sectors on the S&P 500 closed negatively, with real estate, consumer staples, and health care stocks experiencing the largest losses. Conversely, energy and information technology stocks closed higher [3]. Company Highlights - Memory and storage stocks surged after Seagate Technology Inc. exceeded Wall Street expectations and raised its full-year guidance, attributing this to a worsening global supply crunch and high demand driven by AI [2]. - Starbucks Corp. reported better-than-expected first-quarter sales results, contributing positively to market sentiment [2]. Economic Data - The volume of mortgage applications decreased by 8.5% from the previous week during the week ending January 23 [2].

Core Insights - The European chip maker has returned to year-over-year growth driven by increased demand for chips across various sectors including personal electronics, communications, computer peripherals, and industrial machinery [1] Industry Summary - The demand for chips in personal electronics has contributed significantly to the growth of the European chip maker [1] - The communications sector has also shown a strong need for chips, aiding in the company's recovery [1] - Growth in the computer peripherals and industrial machinery markets has further supported the chip maker's positive performance [1]

U.S. stock futures are in the red on Wednesday evening after the Federal Reserve decided to leave interest rates unchanged during its January FOMC meeting. The tech earnings cycle was off to a mixed start, led by Microsoft Corp. (NASDAQ:MSFT) and Meta Platforms Inc. (NASDAQ:META) . The S&P 500 Futures are down 0.26%, or 18 points, trading at 6,989.00, followed by Nasdaq Futures at 26,098.50, down 0.22%, or 55.75 points and finally Dow Futures, trading at 49,025.00, down 142 points, or 0.29%, on late Wednesd ...

Core Insights - Norway's $2.2 trillion sovereign wealth fund has reduced its stakes in major US tech firms, including Nvidia, Apple, Microsoft, and Alphabet, by the end of 2025 [1][2] Group 1: Investment Adjustments - The fund cut its stake in Nvidia from 1.32% to 1.26% and in Microsoft from 1.35% to 1.26%, while still maintaining these companies among its top five investments [2] - The total number of companies held by the fund decreased to 7,201, having exited over 1,000 companies in the last six months of 2025 [3] Group 2: Portfolio Strategy - The fund's strategy includes simplifying its portfolio, which led to exiting stock markets in Moldova, Iceland, Croatia, and Estonia, while adding investments in Jordan and Panama [3] - Approximately 53% of the fund's investments are concentrated in the US across all asset classes, with significant holdings in US Treasuries, Japanese government bonds, and German bunds [3] Group 3: Geopolitical Considerations - An advisory panel has indicated that the fund needs to enhance its preparedness for increasing geopolitical risks, including tariffs and financial sanctions [4] - The fund faced criticism from US Republican lawmakers for its decision to sell out of Caterpillar Inc. last year [4] Group 4: Fund Overview - Norges Bank Investment Management, which manages the fund, operates under a benchmark index set by Norway's finance ministry, limiting its scope for active investment moves [5] - The fund's investment portfolio includes equities, fixed income, real estate, and renewable infrastructure, all outside of Norway [5]

The S&P 500 briefly hit 7,000 on Wednesday, marking a new intraday milestone, before closing slightly down at 6,978.03, the Dow Jones Industrial Average added 12.19 points, or 0.02%, finishing at 49,015.60, while the Nasdaq Composite outperformed with a 0.17% gain, ending the session at 23,857.45, as per a report.US Stock Market Today Ends Mixed After Fed Holds Interest Rates SteadyInvestors were digesting the Federal Reserve’s latest decision to keep interest rates unchanged at a target range of 3.5% to 3 ...

Core Insights - Apple is expected to report its fiscal first-quarter earnings, with traders anticipating a significant stock movement of about 4% in either direction following the results [1][6] - Current stock price is approximately 11% below early December highs, influenced by positive signals in the global smartphone market and demand for the iPhone 17 [2] - Analysts predict record revenue of $138.11 billion and earnings per share of $2.67, both reflecting an 11% year-over-year increase [4] Market Expectations - Strong iPhone sales during the holiday season could positively impact Apple's stock performance, with many investors looking for updates on Apple's AI initiatives [3] - Analysts from JPMorgan, UBS, and Morgan Stanley express concerns about potential margin impacts due to an ongoing memory chip shortage, although they believe the effect on Apple may be limited [4] Analyst Sentiment - Wall Street analysts show a bullish outlook on Apple's stock, with four out of eight analysts recommending a buy, three neutral, and one sell [5] - The average price target for Apple is around $291, suggesting a 14% upside from the current stock level [5]

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So for some more insight on just expectations into these reports and I'd like to welcome in Daniel Rabbino, editor and chief of Windows Central. Daniel, always appreciate you joining us, especially as we're on the heels of so many news catalysts for big tech as well as just the overall market, but wanted to start off your your thoughts here on Microsoft, of course, the the earnings before Apple. How crucial is AI momentum for this earnings event and really what will you be watching to gauge the real-time mo ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Key Takeaways AAPL expects double-digit iPhone sales growth in fiscal Q1, led by strong iPhone 17 demand. Services revenues are estimated at $30B, up 14% Y/Y, boosted by Apple TV and installed base. Mac sales are projected to rise just 0.9% Y/Y, while iPad revenues are expected to grow 5%. Apple’s (AAPL) first-quarter fiscal 2026 results, to be reported on Jan. 29, are expected to have benefited from strong iPhone 17 sales. The company expects iPhone sales to grow in double digits year over year in the to-b ...