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Group 1: Amazon - Amazon is cutting 16,000 corporate jobs to streamline operations and eliminate middle management, aiming to increase ownership among employees [3][23][24] - This job cut is part of a larger trend, with a total of 30,000 jobs eliminated recently, marking one of the largest layoffs in Amazon's history [26][27] - The company's stock has shown volatility, recently down by 0.7% following the announcement of these layoffs [3][23] Group 2: ASML - ASML plans to cut 1,700 roles as part of a strategy to streamline its organization, despite reporting record bookings driven by AI demand [4][6] - The company reported earnings of $13 billion in a single quarter, indicating strong growth and demand from clients like Micron and SK Hynix [6][10] - Analysts predict that 2026 will be a significant year for ASML, with expectations of continued strong revenue growth [6][8] Group 3: SoftBank and OpenAI - SoftBank is in discussions to invest up to $30 billion more into OpenAI, reinforcing its position as a major backer in the AI sector [37][39] - OpenAI is reportedly targeting a valuation between $750 billion and $850 billion in its current funding round [41][42] - The investment landscape for OpenAI includes potential contributions from sovereign wealth funds in the Middle East [41] Group 4: Texas Instruments - Texas Instruments has provided a robust forecast for the first quarter, indicating that customers are returning to purchase analog chips after working through inventory [17][19] - The company is viewed as a bellwether for the economy, with its performance reflecting broader trends in industrial and automotive sectors [18][20] - Despite some concerns about consumer electronics, Texas Instruments is seeing improvements in orders and overall business conditions [21][19] Group 5: Market Trends and Economic Indicators - The S&P 500 briefly surpassed the 7,000 mark, reflecting momentum in AI and technology sectors, but there is nervousness surrounding upcoming Federal Reserve meetings [2][46] - Capital expenditures in the tech sector are expected to remain stable or increase, with significant investments anticipated in AI and related technologies [58][60] - Analysts are closely monitoring the impact of geopolitical tensions and trade relationships, particularly between the U.S. and South Korea, on the tech industry [30][31]

RT Bloomberg Opinion (@opinion)@keds_economist @JonathanJLevin @AllisonSchrager The Fed has left interest rates unchanged and pointed to improvements in the US economy.Tune in for analysis with @JonathanJLevin, @keds_economist and @AllisonSchrager: https://t.co/YmtYSFDa1d ...

Fed officials left interest rates unchanged and pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments https://t.co/eeGXvGDZrY ...

Group 1 - GE Vernova raised its 2026 and 2028 earnings outlook following the release of its fourth-quarter earnings [1] - The company reported diluted earnings of $13.39 per share, a significant increase from $1.73 per share a year ago [1] - Despite a 4% rally in stock price prior to the earnings report, GE Vernova's stock fell before the market opened [1] Group 2 - The stock market is currently facing a Federal Reserve meeting, a federal funding deadline, and a heavy earnings slate [1] - GE Vernova's stock was previously considered a losing trade, but it is not viewed as a bad trade overall [1] - The company is part of a week filled with earnings reports from major companies, including Tesla and Boeing [1]

Market Overview - The market is starting slow but is expected to pick up pace throughout the day, particularly with large-cap tech earnings after the bell [1] - Mortgage applications data has come in soft, with a notable decline of 8.5% in overall applications, driven by rising mortgage rates [2][3] Mortgage Applications - The 10-year yield has fluctuated from 6.13% to 6.3% and back to 6.25% over the last 10 days, impacting 30-year mortgage rates which rose from 6.16% to 6.24% [2] - Refinances have seen a significant drop of 15.7%, indicating sensitivity to rising mortgage rates [2] Technology Sector - Positive news from Nvidia and China is expected to boost stocks like Nvidia, AMD, and Broadcom [3] - Memory stocks are also showing upward movement, contributing to a generally positive sentiment in the tech sector [4] Currency Impact - The US dollar is at four-year lows, which may benefit multinational companies by making US goods and services cheaper for foreign buyers [4][5] - Historical context shows that the dollar has traded lower in previous years, suggesting that a weaker dollar can have positive implications for exports [6][7] Earnings Reports - Major earnings reports from companies such as Microsoft, Meta Platforms, Tesla, and IBM are anticipated, with Microsoft showing a rally leading into its report [9][10] - There are questions surrounding Meta Platforms' spending and Tesla's future beyond electric vehicles, including potential developments in full self-driving and other technologies [11][12]

Company Performance - ASML reported strong revenue of $11.4 billion, exceeding street expectations of $11.1 billion, although adjusted earnings per share of $8.61 missed expectations [5] - The backlog of orders was notably high at $15.7 billion, which is double the analyst expectations, indicating strong future revenue potential [5][6] - Seagate's revenue came in at $2.83 billion, surpassing the expected $2.75 billion, with adjusted earnings per share of $3.11 also exceeding expectations [14] - G Vernova's revenue reached $10.96 billion, exceeding the expected $10.21 billion, driven by a 35% year-over-year growth in electrification [20] Market Trends - The technology sector, particularly companies like Microsoft and Apple, is showing strong performance, contributing to the upward movement of the S&P 500 [3] - Demand for memory chips and data center spending is driving growth in the semiconductor industry, with ASML being a key player in this space [8][16] - The overall market is experiencing a rotation from broadening trades to a more focused market, which is seen as a positive sign for aggressive growth [3] Industry Insights - The AI data center buildout is significantly boosting demand for ASML's products, although sales to China are decelerating due to export restrictions [6][7] - Seagate's business is heavily reliant on data centers, with 87% of shipments related to this sector, indicating a healthy market for hard drives [16] - G Vernova is experiencing strong demand in electrification, with $2 billion in orders signed for data centers, although wind generation is facing challenges due to policy shifts [21][22]

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Core Insights - The article discusses the implications of the upcoming Federal Reserve meeting and the earnings reports from major technology companies, highlighting the potential impact on market trends and investor sentiment [1] Group 1: Federal Reserve Meeting - The Federal Reserve is expected to make key decisions regarding interest rates, which could influence economic growth and inflation [1] - Analysts are closely monitoring the Fed's stance on monetary policy, particularly in light of recent economic data [1] Group 2: Big Tech Earnings - Major technology companies are set to release their earnings reports, which are anticipated to show varying performance metrics amid changing market conditions [1] - Investors are particularly interested in revenue growth and profit margins, as these will provide insights into the companies' resilience and future prospects [1]

Market Overview - The S&P 500 and Nasdaq experienced early gains driven by strong performance in Big Tech, while the Dow struggled [2][3] - Major tech companies such as Apple and Microsoft saw significant increases, with Apple rising nearly 2% and Microsoft adding 1.3% [3] - Over 90 S&P 500 companies are set to report earnings this week, including Meta, Microsoft, Tesla, and Apple [3] Sector Performance - Health insurers faced substantial declines, with Humana dropping 18% and CVS Health falling 10% due to a minimal proposed increase of 0.09% in Medicare Advantage payments for 2027 [3] - Precious metals saw a surge, with gold reaching a new high above $5,100, while silver recovered to the $110 level [5] Federal Reserve and Economic Indicators - The upcoming Federal Reserve meeting is a focal point, with expectations for interest rates to remain steady in the 3.5%–3.75% range, while markets are looking for hints on future rate cuts [4] - Futures markets are pricing in approximately two quarter-point reductions by the end of 2026 [4] Trend Tracking Indexes - The S&P 500 reached a new all-time high intraday but could not maintain above the 7,000 level [8] - The domestic Trend Tracking Index (TTI) closed at +7.40% above its moving average, while the international TTI closed at +11.45% above its moving average [9]