Market Overview - The NASDAQ 100 has seen a fifth consecutive day of gains, rising approximately 1% [1] - Despite the rally, a majority of stocks are in the red, indicating a narrowing of the rally's breadth [2] - The Bloomberg Dollar Index has decreased by about 0.7%, reflecting a trend of lower dollar value amidst rising equity prices [1][2] Bond Market Insights - The 30-year bond yield in the U.S. is approaching its highest levels in a decade, which is attracting long-term investors [4] - Bond funds are starting to show a steeper curve, indicating renewed interest from portfolio managers [5] - Current market conditions suggest a Goldilocks economic scenario, with expectations for continued growth but uncertainty about future pricing [6] Currency and Inflation Trends - The U.S. dollar's softness is perceived as a potential manipulation by the government, which may welcome a weaker dollar [7][8] - The Federal Reserve's actions, including replacing Treasury bills with reserves, contribute to a narrative of a weaker dollar and inflationary pressures [9] Investment Opportunities - U.S. investors are finding attractive yields in international markets, particularly in countries like New Zealand and Australia, where bond yields are higher than U.S. credit [11] - The luxury goods market is experiencing mixed results, with watches and jewelry showing growth while fashion and spirits face challenges [41][43] Company-Specific Developments - Starbucks is expected to report earnings soon, with a focus on U.S. transaction growth and long-term guidance [30][31] - LVMH's luxury fashion division is struggling, with a noted decline in organic sales growth, particularly in fashion and spirits [41][48] - The company is diversifying its portfolio, with growth in watches and jewelry, indicating a shift in consumer spending behavior [43][44]

Key Takeaways Markets Diverged Today, with UNH Sagging the Dow -400 pointsCase-Shiller Home Prices Were Fairly In-Line, Chicago & NYC LedConsumer Confidence Posted a Large Decline in JanuaryTXN Misses, F5 and STX Beat Quarterly EstimatesTuesday, January 27th, 2026Markets kept flattish along their separate trajectories today, with the Nasdaq and S&P 500 opening the session in the green, the small-cap Russell 2000 riding the zero-balance for most of the day, and the blue-chip Dow, led downward by a -19% loss ...

The Nasdaq led US stock futures higher on Wednesday as AI trade fervor spread ahead of the Federal Reserve’s latest policy decision and earnings from megacap techs. Contracts on the tech-heavy Nasdaq 100 (NQ=F) climbed about 0.9%, while those on the Dow Jones Industrial Average (YM=F) hovered below the flat line. S&P 500 futures (ES=F) moved up 0.3% on the heels of an all-time closing high. Techs are set to buoy markets again as a surprise record surge in orders for ASML's (ASML) chipmaking machines sto ...

CNBC's Jim Cramer said Tuesday that President Donald Trump is a force to be reckoned with in the stock market — but whether he's helping or hurting companies depends on where they sit. "You have to factor in the government as both a positive and a negative, no matter what you do," Cramer said on "Mad Money," after outlining the impact of the president's agenda on five stocks that had notable moves in Tuesday's session. First, Cramer pointed to a group that got crushed on Tuesday: the nation's largest health ...

Market Overview - The S&P 500 closed at a record high, up about 28 points or 0.4%, while the Nasdaq increased by approximately 0.9%. The Dow Jones Industrial Average saw a decline of about 0.8% [7] - Nine sectors in the S&P 500 were in the green, with big tech stocks performing well, up by about 1.4%. The healthcare sector, however, faced a decline of about 1.7% [8] Texas Instruments Earnings - Texas Instruments reported a fourth-quarter EPS of $1.27, missing the Street's estimate of $1.30, and showing a year-over-year decline [10] - Revenue grew by about 10% to $4.42 billion, in line with estimates, with 14% growth in the analog business and 8% growth in embedded processing [11] - The company invested $3.9 billion in R&D and $4.6 billion in CapEx over the past 12 months, returning $6.5 billion to owners [13] Seagate Earnings - Seagate's second-quarter revenue was reported at $3 billion, slightly above estimates of $2.75 billion, with adjusted EPS of $3.11, beating the estimate of $2.83 [20] - Despite positive revenue and EPS results, the stock declined by 3.2% in after-hours trading, likely due to forecast concerns [21] Healthcare Sector Impact - Medicare Advantage payment rates are set to rise by only 0.09% next year, surprising the market and negatively impacting healthcare stocks [9] - UnitedHealthcare, CVS, and Humana saw significant declines, with UnitedHealth down 19.6%, CVS down 14%, and Humana down over 21% [22] Other Notable Stocks - Corning's stock rose by about 16% after announcing a multiyear agreement worth up to $6 billion with Meta for optical fiber and connectivity solutions [17] - HCA Healthcare shares increased by about 7% after better-than-expected guidance eased investor concerns regarding expiring Affordable Care Act subsidies [19] - JetBlue reported a wider loss than expected, leading to a 6.9% decline in its shares [23] - Pinterest announced layoffs of less than 15% of its workforce, resulting in a 9.6% drop in its stock [24]

-- How One Stock Shaved More Than 400 Points Off the Dow on Tuesday [S&P 500 Hits Record High, Dow Slides][What to Expect from Wednesday's Fed Meeting][How Much Traders Expect Tesla to Move After Earnings][Are Investors Buying the Starbucks Turnaround Plan?]- Top StoriesUnitedHealth Group stock plummeted, leading the Dow Jones Industrial Average lower, on Tuesday.Timothy A. Clary / AFP via Getty ImagesClose### Key Takeaways- UnitedHealth stock shaved 422 points off the Dow, accounting for all of the index's ...

UnitedHealth Group (NYSE:UNH), a major provider of health insurance and healtchare services, closed Tuesday at $282.69, down 19.61%. The stock sold off after  Q4 results showed plunging operational earnings, hefty restructuring charges, and weaker‑than‑expected 2026 revenue guidance. Trading volume reached 65.3 million shares, over 640% above its three-month average of 7.5 million shares. UnitedHealth Group IPO'd in 1984 and has grown 195,498% since going public. How the markets moved today The S&P 500 ...

Core Viewpoint - UnitedHealth's disappointing earnings led to a significant decline in its stock price, impacting the healthcare sector and causing the Dow Jones Industrial Average to underperform compared to the S&P 500 and Nasdaq, which reached record highs due to strength in technology and AI stocks [1][2][3]. Company Performance - UnitedHealth Group's stock fell approximately 20% following an earnings-related disappointment, which heavily influenced the Dow's performance due to its status as one of the index's largest holdings [2][3]. - The Dow Jones Industrial Average dropped 0.83% to 49,003.42, primarily driven by UnitedHealth's decline, while the S&P 500 and Nasdaq Composite recorded gains of 0.41% and 0.91%, respectively [1][3]. Industry Trends - Technology and semiconductor stocks, particularly Micron Technology, contributed to the gains in the S&P 500 and Nasdaq, as investors shifted focus towards AI-related investments [4]. - Micron announced plans for a $24 billion memory plant in Singapore, indicating a strong trend towards increased capital expenditure in AI-focused technologies [4]. - Amazon's strategic decision to transition its Fresh and Go grocery stores into Whole Foods was positively received by the market, reflecting a commitment to expanding grocery delivery and enhancing the Whole Foods brand [4].

ORLANDO, Florida, Jan 27 (Reuters) - World stocks and the S&P 500 hit new highs on Tuesday, boosted by a flood of strong U.S. earnings reports, while anxiety over U.S. President Donald Trump's policy direction sent safe-haven gold to fresh peaks and sank ​the dollar to a four-year low. More on that below. In my column today I look at why Japanese authorities might still unilaterally ‌intervene in the FX market to support the yen, even though the chances of joint action with the United States are probably ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe S&P 500 and Nasdaq jumped early, powered by solid gains in Big Tech, as traders positioned for a packed week of earnings reports and the Fed’s first policy meeting on Wednesday. The Dow, however, stumbled out of the gate and stayed under pressure.Big Tech names led the charge: Apple climbed nearly 2%, Microsoft added 1.3%, and the whole sector got a boost from anticipation around upcoming results. More than 90 S&P 500 ...