Thursday, January 29, 2026

The Daily Market Flux - Your Complete Market Rundown (01/29/2026)

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Here is Your Complete Market Rundown (01/29/2026)

Bitcoin Struggles Near $88K as Gold Surges and Long-Term Holders Exit

Bitcoin faces mounting pressure as long-term holders sell amid Friday’s $9 billion options expiry, while gold adds Bitcoin’s entire market cap in 72 hours. The cryptocurrency’s “digital gold” narrative weakens as traders pivot to metals despite the dollar’s worst run in eight years failing to lift BTC prices.

Trump and Schumer Near Shutdown Deal as Border Official Ousted, Fraud Division Created

President Trump and Senator Schumer are moving toward an agreement to prevent a government shutdown. Separately, senior Border Patrol official Gregory Bovino was removed January 27 after leading Operation Metro Surge in Minneapolis. Trump also nominated Colin MacDonald to head a new Justice Department fraud enforcement division on January 8.

Company News

Microsoft Corporation (MSFT)

Performance Overview

1D Change: -10.02%

5D Change: -3.84%

News Volume: 309

Unusual Volume Factor: 8x

Microsoft Shares Plunge 12% in Worst Day Since 2020 as AI Spending Concerns Overshadow Strong Earnings

Microsoft reported strong second-quarter fiscal 2026 results that beat earnings estimates, with record cloud revenue and 60% profit growth, yet shares tumbled 12% on January 29 in the company’s steepest decline since March 2020. The selloff erased approximately $357 billion in market capitalization, marking the second-largest single-day value destruction in stock market history. The decline stemmed from investor concerns over the company’s record-high AI capital expenditures and slower-than-expected Azure cloud growth.

Microsoft outlined a third-quarter revenue target of $80.65 billion to $81.75 billion amid accelerating AI cloud demand and Copilot seat growth, but the guidance failed to satisfy investors demanding clearer returns on massive AI investments. Wall Street analysts responded with widespread price target reductions. Goldman Sachs lowered its target to $600 from $655, JPMorgan cut to $550 from $630, and Morgan Stanley removed Microsoft as a top pick. However, most firms maintained positive ratings, with analysts at Deutsche Bank, BMO Capital, and others emphasizing the company’s long-term AI positioning despite near-term spending concerns.

The Microsoft decline triggered a broader software sector selloff, with the sector entering bear market territory. The company’s weakness stood in stark contrast to Meta Platforms, which surged 8% after demonstrating clearer AI monetization in its advertising business. This divergence highlighted growing investor impatience with AI spending that has yet to produce proportional returns, though several analysts urged investors to view the dip as a buying opportunity.

The company reported it spent record amounts on AI infrastructure in the quarter and announced it would continue purchasing chips from Nvidia and AMD even after launching its own processors. Microsoft also disclosed that AI startup Perplexity signed a $750 million cloud deal to use Azure services. Reports emerged that Microsoft, along with Nvidia and Amazon, is in talks to invest tens of billions in OpenAI, with Microsoft’s contribution expected to be under $10 billion. The Federal Reserve’s decision to hold rates steady provided a backdrop to the tech earnings, while gold hit record highs as investors reassessed risk.

Tesla, Inc. (TSLA)

Performance Overview

1D Change: -3.45%

5D Change: -7.27%

News Volume: 246

Unusual Volume Factor: 3x

Tesla Pivots to Robotics and AI as EV Sales Decline, Plans Record $20 Billion Capital Spending

Tesla reported its first annual revenue decline on record alongside a 61% drop in Q4 profit, yet shares rose modestly following the company’s earnings call outlining an aggressive pivot toward artificial intelligence and robotics. The automaker announced plans to discontinue production of its Model S and Model X vehicles to redirect manufacturing capacity toward its Optimus humanoid robot, while more than doubling capital expenditures to over $20 billion in 2026—with the majority allocated to robotaxis and robotics rather than traditional vehicle production. The company confirmed a $2 billion investment in CEO Elon Musk’s AI firm xAI, signed January 16, and reiterated that Cybercab robotaxi production remains on track for this year.

Musk positioned Tesla as a “physical AI company” focused on “transportation-as-a-service,” proposing that Tesla owners could eventually lend their self-driving vehicles to a robotaxi fleet. The company also disclosed active Full Self-Driving subscription numbers globally for the first time as Musk pursues a goal of 10 million users. Wall Street analysts delivered mixed reactions to the strategic shift. While several firms maintained bullish ratings—Cantor Fitzgerald reiterated its $510 target and Mizuho raised its target to $540—others expressed skepticism about the transition away from core automotive business.

Goldman Sachs lowered its price target to $405, Morgan Stanley reduced its target to $415, and Truist cut its outlook to $438, citing concerns about production changes and execution risks. Analysts at Jefferies called it the “most interesting earnings call in many quarters,” while others questioned whether the ambitious robotics vision could offset declining vehicle sales. Tesla’s energy storage division emerged as a bright spot, growing faster than any other business segment, with the company selling $430 million worth of Megapack batteries to xAI in 2025.

However, the company faces intensifying competition in electric vehicles, particularly from BYD in Europe, where EVs have surpassed gasoline market share. First Solar shares dropped 13% on concerns that Tesla’s potential solar expansion could pressure the sector. Adding complexity to Tesla’s outlook, reports emerged that SpaceX and xAI are in merger discussions ahead of a planned SpaceX IPO, potentially further intertwining Musk’s business empire. Musk emphasized “geopolitical risk” as justification for Tesla’s TeraFab chip-building initiative and massive capital spending plans, though some analysts warned the company could return to cash-burn mode as it pursues its costly AI vision.

Meta Platforms, Inc. (META)

Performance Overview

1D Change: 10.53%

5D Change: 14.01%

News Volume: 249

Unusual Volume Factor: 4x

Meta Surges 8% on Strong Q4 Beat as $135 Billion AI Spending Plan Wins Wall Street Approval

Meta Platforms delivered a standout earnings performance that sent shares soaring over 8% in their biggest single-day gain since July 2025, sharply contrasting with Microsoft’s 11% plunge. The Facebook parent reported record Q4 sales that beat expectations and issued first-quarter revenue guidance above Wall Street forecasts, demonstrating that its advertising business remains robust despite massive technology investments. The company announced plans to spend up to $135 billion on AI infrastructure in 2026, representing a 73% increase and nearly double last year’s capital expenditure. This figure exceeds initial analyst expectations by roughly 20% and could fund 90 NFL stadiums or rival New York’s annual budget. Rather than spooking investors as similar announcements have for competitors, Meta’s spending plan received widespread analyst support, with at least 15 firms raising price targets. Jefferies set the highest target at $1,000 per share, while multiple banks including Deutsche Bank, Evercore ISI, and Wedbush raised targets to $900.

CEO Mark Zuckerberg framed the spending as a pursuit of “superintelligence” and touted a “major AI acceleration,” emphasizing that AI tools are already enabling individual employees to accomplish work previously requiring large teams. Crucially, Meta demonstrated tangible returns from AI investments through improved ad targeting and business performance, addressing investor concerns about when heavy AI spending will generate profits. Analysts highlighted that Meta is showing clearer monetization paths than peers, with its AI-enhanced advertising platform driving measurable revenue gains. The strong results propelled Zuckerberg past Jeff Bezos to become the world’s fourth-richest person. Wall Street characterized Meta’s performance as evidence the company has found its way back into investor favor by proving its cash engine works even under peak AI spending, though some analysts cautioned the stock may be “priced for perfection” following the rally. The Federal Reserve’s decision to hold rates steady provided a supportive backdrop for the earnings reaction, with Meta standing out among the Magnificent Seven as Tesla posted modest gains and Microsoft disappointed on cloud growth concerns.

International Business Machines Corporation (IBM)

Performance Overview

1D Change: 4.95%

5D Change: 4.85%

IBM Stock Surges 8% on Strong Q4 Earnings Beat, Analysts Raise Price Targets Across the Board

IBM shares jumped approximately 8-9% in Thursday trading after the company exceeded fourth-quarter expectations, driven by surprisingly strong software growth and expanding artificial intelligence momentum. The company reported its AI book of business now exceeds $12.5 billion and issued 2026 guidance well above Street forecasts. Wall Street analysts responded with widespread price target increases. JPMorgan raised its target to $317, citing strong software growth, while BMO Capital lifted its target to $350. Wedbush increased its target to $340, Jefferies to $370, and Oppenheimer to $380. RBC Capital set a $361 target, and Evercore ISI upgraded the stock to Outperform with a $345 target. UBS raised its target to $236 while maintaining a Sell rating.

IBM also unveiled new research showcasing its vision for quantum computing, with implications for how the technology might integrate with offerings from Nvidia and AMD. The company kicked off a big tech debt spree with dollar and euro bond issuances. Moody’s affirmed IBM’s A3 credit ratings and changed the outlook to stable.

The earnings performance stood out on a mixed day for major tech companies, with Microsoft falling 6.5% and Meta Platforms rising 7.9%. IBM’s software segment strength particularly impressed analysts, with the company demonstrating momentum in its AI-driven transformation strategy.

Former IBM executive Ayman Antoun was named CEO of OpenText, highlighting IBM’s continued influence in the enterprise technology sector. The stock’s performance made it one of Thursday’s biggest market movers, appearing on multiple premarket gainers lists alongside Meta Platforms and Tesla.

Technology Events

Apple Acquires Israeli AI Startup Q.ai for Nearly $2 Billion

Apple has purchased Israeli artificial intelligence startup Q.ai, which specializes in audio technology and facial movement interpretation, in a deal valued at approximately $2 billion, marking the company's first major acquisition in several years.

Amazon in Talks for Up to $50 Billion OpenAI Investment

Amazon is reportedly negotiating a potential investment of up to $50 billion in OpenAI, with the deal possibly materializing in the coming weeks, according to sources and WSJ reports.

AI Infrastructure and Agentic Applications Drive Market Momentum Amid Control Concerns

Celestica emerges as de-risked AI infrastructure play while ServiceNow positions for agentic AI growth. ASE Technology advances on AI-driven demand. Silicon Valley forum emphasizes preserving US AI leadership as Google DeepMind addresses responsible AI development. Mixed stock results follow AI spending surge, while viral app Moltbot previews AI agent capabilities.

Perplexity Signs $750 Million Microsoft Azure Deal Amid Amazon Legal Dispute

AI startup Perplexity has secured a $750 million cloud services agreement with Microsoft Azure, marking a significant shift from its longtime partnership with Amazon amid an ongoing legal dispute between the two companies.

Crypto Events

Senate Agriculture Committee Advances Crypto Bill Establishing CFTC Oversight

The US Senate Agriculture Committee has advanced a long-awaited crypto market structure bill that would establish CFTC regulatory authority over digital assets, though the legislation faces obstacles ahead despite this initial progress.

Metaplanet Approves $137M Capital Raise for Bitcoin Expansion

Japanese firm Metaplanet plans to raise $137 million through overseas offering to increase Bitcoin holdings and reduce debt obligations.

Bitcoin Drops Below $85,000 as Liquidity Crunch Triggers $430 Million in Liquidations

Bitcoin fell to $85,887 on January 29, marking its lowest level in six weeks as thin liquidity amplified selling pressure. The decline accelerated after U.S. markets opened, with the cryptocurrency dropping roughly 2% from $88,000. Over $430 million in crypto positions were liquidated within 60 minutes, including $150 million in long positions. The broader crypto market followed suit, with Ethereum falling below $2,900, BNB under $600, and Solana dropping below $120 amid a wider pullback in risk assets.

Geopolitics Events

Trump and Schumer Near Shutdown Deal as Border Official Ousted and Fraud Division Launched

President Trump and Senate Majority Leader Chuck Schumer are moving toward an agreement to avert a government shutdown, according to the New York Times. The development comes amid significant personnel changes in the administration. On January 27, 2026, senior Border Patrol official Gregory Bovino was removed following the collapse of Operation Metro Surge in Minneapolis, which had deployed thousands of agents for mass enforcement operations. Earlier in January, Trump nominated Colin MacDonald to lead a new Division for National Fraud Enforcement at the Justice Department, targeting large-scale fraud. In foreign policy, Secretary of State Marco Rubio indicated Venezuela's new leadership is pursuing closer Washington ties, reducing immediate need for military action following Nicolas Maduro's capture. Meanwhile, gold prices surged past $5,500 amid tensions with Iran, and the administration backed away from plans to guarantee minimum prices for critical minerals projects, citing funding constraints and market complexity concerns.

Trump Announces Venezuela Airspace Reopening as Shutdown Talks Progress

President Trump announced Thursday the immediate reopening of commercial airspace over Venezuela following a call with the country's acting president, marking a significant shift in U.S.-Venezuela relations after the raid to capture Nicolas Maduro. Major oil companies will scout locations in Venezuela, and Trump said Americans will be able to visit the country shortly. American Airlines plans to resume daily service pending government approval and security assessments. The announcement came during a White House cabinet meeting where Trump also addressed the looming government shutdown deadline. Trump stated he hopes to avoid a shutdown and will work in a bipartisan manner, saying Democrats don't want one either. Senate Majority Leader Chuck Schumer and Trump are moving toward an agreement, with Senate Republican Leader Thune saying talks are going in the right direction. Under the emerging deal, the Department of Homeland Security would receive stopgap funding, splitting off contentious immigration enforcement provisions from the broader spending package. Markets initially priced a 73 percent chance of shutdown by January 31, though odds have since fallen as deal prospects improved. The Senate is expected to vote on advancing six remaining spending bills funding major government departments through September 30. Trump also announced he will name the next Federal Reserve head next week and called for immediate rate cuts of two to three percentage points, arguing high rates harm the economy and national security. The comments came after the FOMC held rates steady. Trump separately noted the S&P 500 hit 7,000 for the first time.

Trump Escalates Fed Criticism as Trade Deficit Hits 1992 Record While ICE Operations Face Pushback

President Trump intensified his attacks on Federal Reserve Chair Jerome Powell, demanding the U.S. maintain the lowest interest rates globally and calling Powell "too late" for refusing rate cuts. Trump argued tariff revenues justify lower rates, stating he has been "gentle" to countries but could bring more money to the U.S. with a "mere flip of the pen." The U.S. trade deficit widened month-over-month by the most since 1992 in November, rebounding from 2009 lows as imports surged and exports declined amid volatile responses to Trump's shifting tariff policies. Oil prices rose over 2% as Trump weighs potential strikes on Iran, adding geopolitical tension to market concerns. Immigration enforcement operations faced significant complications as ICE scaled back enhanced activities in Minnesota and Maine following local resistance. Border czar Tom Homan announced federal agents would be drawn down from Minneapolis, with further reductions possible if local cooperation improves. The administration's aggressive Minnesota operations, which deployed thousands of federal agents ostensibly targeting Somali immigration, drew criticism as politically motivated rather than operationally necessary. Corporate America navigated an increasingly complex political landscape. Minnesota CEOs weighed risks of speaking out against Trump's policies amid what some described as a "climate of fear," while GM's ability to balance profits and politics under the administration paid dividends for investors. Senate Democrats demanded new ICE limits in exchange for avoiding a government shutdown, with Senator Ron Wyden questioning Trump's acceptance of luxury gifts from Swiss businessmen before reducing Swiss tariffs. Regional tensions persisted as Balkan truck drivers maintained EU border blockades and ASEAN ministers addressed Myanmar's conflict and South China Sea negotiations.

US Trade Deficit Nearly Doubles to $56.8 Billion, Exceeding Forecasts

The US trade deficit surged to $56.8 billion in November, up 94.6% from October's revised $29.2 billion and far exceeding the $44 billion forecast. The goods deficit jumped $27.9 billion to $86.9 billion as imports rebounded and exports declined, marking a sharp reversal from October's smallest deficit since 2009 amid volatile monthly swings tied to fluctuating tariff policies.

Trump to Announce Federal Reserve Chair Nominee Next Week

President Trump will unveil his choice for Federal Reserve Chair next week, signaling an imminent replacement for current Chair Jerome Powell. The announcement comes as Congress faces a potential government shutdown, adding significance to the timing of this key economic policy decision.

Senate Blocks Funding Bill as Shutdown Looms Over Immigration Dispute

Senate Democrats blocked a government funding package in a procedural vote, pushing federal agencies toward shutdown. The impasse centers on immigration enforcement provisions. The White House and Senate Democrats are negotiating a potential compromise that would separate immigration funding from the broader spending bill to break the deadlock before the deadline.

Trump Announces Week-Long Pause in Russian Strikes on Ukrainian Cities

President Trump said Russian President Putin agreed to halt bombing of Ukrainian cities and towns for one week amid record cold temperatures. The temporary cessation specifically covers Kyiv and other population centers as Ukraine braces for extreme winter weather.

China Accelerates Green Investment and Service Sector Growth as UK Signals Economic Reset

China announced major infrastructure and economic initiatives, including a 65 billion yuan investment in pumped hydro storage through 2030 to support renewable energy expansion. The country's green finance sector has grown to $6.8 trillion over the past decade. Beijing unveiled plans to boost domestic services consumption while tightening its $86 billion Mutual Recognition of Funds program to limit mainland investor flows into foreign markets. Prime Minister Keir Starmer met with President Xi Jinping, signaling improved UK-China relations with progress reported on tariffs, travel, and migration. AstraZeneca committed $15 billion to expand Chinese operations through 2030, reflecting continued foreign investment despite regulatory adjustments.

Trump Immigration Standoff Threatens Government Shutdown as Iran Tensions Escalate

A potential government shutdown looms at midnight January 31st over disputes regarding President Trump's immigration enforcement activities. Trump and Senator Chuck Schumer are negotiating new restrictions on federal immigration agents to avert the crisis, while ICE officers in Minnesota received guidance to avoid confrontations with agitators during enforcement operations. Separately, Trump is considering airstrikes on Iran's nuclear sites and leadership after preliminary talks stalled over Tehran's refusal to limit ballistic missile range. Iran has vowed immediate retaliation. On the domestic front, Treasury Secretary Bessent defended Trump's financial accounts as rainy day funds, receiving backing from JPMorgan and Bank of America. German Chancellor Merz signaled European resistance to Trump's pressure tactics, while Russia awaits a US response on extending the New START treaty.

China Military Purge Continues as Xi Reshapes Armed Forces; UK, Vietnam Seek Stronger Ties with Beijing and EU

China's military is undergoing a major restructuring under President Xi Jinping, with numerous senior generals being removed from their positions. The nation announced plans to develop space tourism and deep space exploration amid intensifying competition with the US, which extends to cyber espionage where leaked documents reveal China's advancing capabilities. China forecasts a record 9.5 billion passenger trips during the spring festival travel period. Meanwhile, British Prime Minister Keir Starmer met with Xi to pursue a "sophisticated relationship" aimed at economic growth and security, marking a potential thaw in UK-China relations. Separately, Vietnam and the European Union elevated their diplomatic partnership to comprehensive strategic status, focusing on semiconductors, critical materials, and trade cooperation.

China Restricts Cross-Border Investment Program Amid Rising Global Demand

China has tightened its $86 billion Mutual Recognition of Funds program, limiting where global asset managers can allocate mainland client funds, particularly curbing flows into US markets. The move aims to protect retail investors as demand surges. Meanwhile, diplomatic efforts continue as UK Prime Minister Keir Starmer met with President Xi Jinping, reporting progress on tariffs and trade issues. China's Commerce Ministry expressed willingness to use bilateral trade mechanisms with the US to manage differences, as Western powers navigate Trump-era trade tensions by rebalancing relations with Beijing.

Trump Defends Closing Eyes During Cabinet Meeting, Calls Session 'Boring'

President Trump addressed criticism about appearing to doze during a recent Cabinet meeting, stating he closed his eyes because the session was "pretty boring" but insisted he did not sleep. Trump concluded today's Cabinet meeting without taking reporters' questions.

Macro Events

Fed Rate Pause Triggers Market Volatility as Investors Recalibrate Expectations

The Federal Reserve's decision to hold rates steady has rippled through global markets, with investors now anticipating delayed rate cuts beyond Chair Jerome Powell's May term end. Emerging markets paused their five-day rally as the dollar stabilized, while Indonesia suffered its worst stock selloff in twenty years. Housing data showed deflationary pressure with January rents declining 0.2% monthly and 1.4% annually. Foreign portfolio investment flows remained volatile amid global uncertainty and capital migration toward AI-focused markets, according to the Economic Survey.

US Jobless Claims Edge Down to 209,000, Missing Forecasts but Signaling Labor Market Stability

US initial jobless claims fell modestly to 209,000 for the week ending January 24, down 1,000 from the prior week's revised 210,000. The figure came in above the expected 205,000, marking a slight miss on forecasts. Continuing claims for the week of January 17 declined 38,000 to 1.827 million, while the insured unemployment rate held steady at 1.2 percent. The four-week moving average rose 2,250 to 206,250, suggesting some stabilization in the labor market despite elevated layoff levels.

Corporate Actions Events

SpaceX and xAI Explore Merger Ahead of Planned IPO

Elon Musk's SpaceX and artificial intelligence company xAI are in merger discussions before a planned public offering later this year, according to reports. The potential combination would consolidate SpaceX, Starlink, X, and Grok AI operations under one entity.

Coterra Energy and Devon Energy in Advanced Merger Talks

Coterra Energy and Devon Energy are discussing a combination that would rank among the largest recent oil and gas deals, while US lawmakers scrutinize trading firms' Venezuela operations amid easing state oil controls.

Earnings Events

Western Digital Beats Q2 Earnings Expectations on AI Demand

Western Digital reported second-quarter earnings of $2.13 per share versus $1.91 forecast, with revenue reaching $3.1 billion against $2.92 billion estimates, driving shares higher amid AI-driven momentum.

Major Q4 2025 Earnings Reports Released Across Multiple Sectors

Several major companies including Meta Platforms, Dow, Lazard, Xerox, Deluxe, Axfood AB, and Altria reported fourth quarter 2025 earnings, with Altria missing EPS expectations and experiencing a stock decline.

SanDisk Shares Soar on Strong Q2 Earnings Beat and Robust Q3 Guidance

SanDisk stock surged after reporting second-quarter results that exceeded expectations, with earnings beating estimates by $2.71 and revenue topping forecasts, driven by AI demand for memory chips.

Visa Beats Q1 Earnings Expectations But Stock Falls on Transaction Volume Concerns

Visa reported first-quarter earnings that exceeded analyst expectations, driven by stronger consumer spending. However, shares declined as the number of processed transactions fell short of forecasts, raising concerns about underlying payment volume growth despite the earnings beat.

Oil And Gas Events

Oil Prices Surge Nearly 5% on Potential U.S. Strike Against Iran

Brent crude jumped 5% to August 2024 highs while U.S. oil prices climbed nearly 5% amid growing market concerns that President Trump may authorize military strikes on Iran, marking the sharpest single-day gain in months.

Major Energy Shifts as Venezuela Returns to Market and Mozambique LNG Restarts

Valero Energy will purchase Venezuelan crude from three authorized sellers, marking a significant return since 2019 sanctions, with processing capacity expected to exceed 240,000 barrels daily in February and March. TotalEnergies announced the full restart of its Mozambique LNG project after years of delay. Meanwhile, Colombia's largest pipeline operator plans a global LNG tender for its Ballena terminal, scheduled for 2027, to address growing gas supply gaps and reduce import costs.

Venezuelan Lawmakers Approve Major Oil Sector Privatization Despite Skepticism

Venezuela's parliament passed legislation to reduce state control and open its oil industry to private firms, prompting Washington scrutiny and skepticism from oil executives despite Secretary Rubio's congressional reassurances.

Currencies Events

Rare-Earth ETFs Retreat While Dollar Weakness and Robinhood's Trump Account Role Dominate Markets

Leveraged rare-earth ETFs declined following their Trump deal rally. The weakening dollar raises concerns for Trump's agenda and Fed chair succession. Robinhood shares surged on reports the US government may select the platform to manage new "Trump accounts" being created for millions of children.

Healthcare Events

FDA Accepts Drug Applications from Unicycive and Summit Therapeutics

Unicycive and Summit Therapeutics gained after FDA accepted their drug applications. Summit's ivonescimab targets lung cancer patients with specific genetic mutations, with decision expected November 2026.

Pharma Sector Sees Strategic Moves as Companies Position for Growth

Aurobindo Pharma faces minimum import price regulations on key antibiotics including PenG and Amoxicillin. Palisade Bio strengthens its inflammatory bowel disease program by adding prominent gastroenterology experts to guide PALI-2108's Phase 2 development. Meanwhile, Aspire Biopharma advances sublingual aspirin technology through new partnership, and Roche pursues obesity market entry to compete with established leaders.

Kennedy's Policy Shifts Spark Parental Concerns Over Newborn Care; Sanofi Vaccines Face U.S. Headwinds

Health Secretary Robert F. Kennedy Jr.'s policy changes are driving increased parental hesitancy toward routine newborn treatments, including vitamin K and eye ointment. Sanofi's vaccine sales confront challenges from U.S. policy shifts. Meanwhile, Fractyl Health shares declined following midpoint data on GLP-1 weight maintenance, while GUTS seeks FDA guidance on reclassifying Revita through the De Novo pathway.

Biotech Stocks Decline on Disappointing Clinical Trial Results

Sagimet fell 4.1% premarket after its Chinese partner released late-stage acne therapy data, while Aprea Therapeutics dropped following early-stage cancer drug results.

Fixed Income And Interest Rates Events

Wall Street Prepares Record February Bond Sales for AI Projects Amid Market Concerns

Corporate bond issuance may hit record levels in February as Wall Street finances AI infrastructure expansion. Meanwhile, Treasury markets remain volatile ahead of US jobs data, Japanese yields rise with global implications, and analysts recommend rotating away from short-term bonds.

Bitcoin price outlook: $70,000 could be in play for BTC, say analysts

![](https://cdn.sanity.io/images/s3y3vcno/production/123a669bd75effc6041285d51073f9ea4d9b1b8a-2080x1156.png?auto=format&w=960&h=540&crop=focalpoint&fit=clip&q=75&fm=jpg)

Despite hopes for a macro hedge, bitcoin continues to trade like the riskiest of risk assets in turmoil.

Details: - Published: 29/01/2026 22:03 (UTC) - 📊 Characteristics Score:

Asset Type: others Sentiment: -0.85 Entropy: 0.75 Relevance: 0.9 Staleness: 0.3 Uncertainty: 0.8 Level-1 Focus: market-cycles-macro-sensitivity, political-endorsements-opposition Level-2 Focus: interest-rate-sensitivity, market-volatility-liquidity-events, legislative-debates-lawmaker-stances - 🏷️ Tags: #bitcoin #btc #risk-asset #gold #macroeconomic #securitize #tariff-tantrum #analyst-price-targets #sec

Source: https://rwatimes.io/articles/coindesk-bitcoin-price-outlook-70-000-could-be-in-play-for-btc-say-analysts-2395096307?utm_source=reddit&utm_medium=social&utm_campaign=reddit&utm_content=coindesk-bitcoin-price-outlook-70-000-could-be-in-play-for-btc-say-analysts-2395096307

Posted from RWA Times Bot

Bitcoin falls to $83.4K as gold bugs take profit and AI stocks sell off

![](https://images.cryptocompare.com/news/default/cointelegraph.png)

Bitcoin’s (BTC) strong start to the year has been fully erased, with its price slipping to a new yearly low below $84,000. Analysts viewed this move as part of a broader corrective phase rather than a ...

Details: - Published: 29/01/2026 19:44 (UTC) - 📊 Characteristics Score:

Asset Type: others Sentiment: -0.75 Entropy: 0.45 Relevance: 0.85 Staleness: 0.2 Uncertainty: 0.6 Level-1 Focus: market-cycles-macro-sensitivity, volatility Level-2 Focus: market-volatility-liquidity-events, correlation-with-tradfi-and-crypto-markets - 🏷️ Tags: #bitcoin #futures-liquidation #leverage-unwinding #consolidation-range #btc-price-action #cryptoquant #market-structure #open-interest

Source: https://rwatimes.io/articles/cointelegraph-btc-slips-to-yearly-low-as-leverage-unwinds-below-85-k-1141686217?utm_source=reddit&utm_medium=social&utm_campaign=reddit&utm_content=cointelegraph-btc-slips-to-yearly-low-as-leverage-unwinds-below-85-k-1141686217

Posted from RWA Times Bot

Wednesday, January 28, 2026

The Sovereign Social Rebellion of YOUsers || TimeVyn changes the game

YOUser IN ✅, ~~user~~ OUT ❌

🤝 Share to Connect

No tracking. No mobile.

How: Your wallet address is your only identity(no central database stores your life)

Why: Because your personal data is your business, not ours.

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You get paid, not social media giants.

How: Every post routes 25% of the fee to a locked liquidity vault that backs your assets.

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💎 Share to Own

What you share is your property.

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Why: You are the Keeper with absolute Stewardship. Even a Ghost Asset is valuable property because you own the exclusive legal "title" to that moment's exchange value, regardless of who can see the visual.

👻 Share to Hide

Visibility is your choice.

How: Ghost Protocol keeps the visibility of what you share off public explorers. What is on-chain stays invisible.

Why: TimeVyn has redefined the rule: you decide who sees your digital footprint.

🎖️** Share to be Hon**ored

5% royalties for life.

How: Perpetual Honor is hardcoded; 5% of every swap returns to the original creator automatically.

Why: To ensure your value is respected forever. If someone acquires your memory, it lives on their profile with your signature, a permanent mark of digital honor.

🧩 Share to Match

Connect with real souls.

How: TimeMate syncs you with those who shared your lived years (2002, 1994, etc.).

Why: To escape fake algorithms. You don't follow for a reason; you become a TimeMate because Time shared you in the same moment.

⏳ Share to Gift

A bridge to your future.

How: Today365 locks a reward for exactly 1 year.

Why: A financial and emotional gift from your today self to your future self*.*

🔒 Share to Lock

A floor that only goes UP. Mathematical awesomeness inspired by Bitcoin

How: 25% of all fees are hardcoded into a "Sink" vault with no callable withdrawal functions.

Why: Inspired by Bitcoin’s unshakeable math, TimeVyn redefines value. While Bitcoin has a fixed supply, TimeVyn has Fixed Integrity. Even with an infinite flow of memories, every single new mint is a "Value Event" that feeds the vault. The more we share, the stronger the foundation becomes. It is a living, breathing economy where the price floor isn't just a number, it’s a mathematical fortress that no human can drain.

🔥 Share to Defy

Kill the social monopoly.

How: By turning "users" into "Sovereign Owners".

Why: Because you are not a product to be consumed; YOU are the owner. It’s time to wake up.

🧘 SHARE TO SHARE — Because Time Shares Us.

Last but not least,

TimeVyn utilizes the Sui Network as its immutable financial and ownership layer.

True rebellion requires an unshakeable foundation. We chose Sui not just for its name, but for its parallel power.

Sovereign Assets: Sui’s object-centric architecture is the only technology that allows your memories to exist as independent assets, secure and truly yours, even if the platform disappears.
No Waiting in Line: Unlike traditional blockchains such as Ethereum or Solana that suffer from congestion and sequential bottlenecks, Sui scales horizontally through parallel transaction processing. While others slow down in digital traffic jams, TimeVyn moves at the pace of human life.
The Financial Engine: Sui provides the high-speed, low-cost financial layer that ensures your Perpetual Honor and Vault Rewards are processed instantly, every single time.

Make yourself YOUser, not ~~user~~ --> timevyn.com

The Daily Market Flux - Your Complete Market Rundown (01/28/2026)

Our platform aggregates and organizes all relevant market news, helping you stay informed, up-to-date, and knowledgeable without spending hours sifting through headlines.

Visit www.marketflux.io

Here is Your Complete Market Rundown (01/28/2026)

Bitcoin Approaches $90,000 Ahead of FOMC Meeting as Market Volatility Rises

Bitcoin tests $90,000 resistance while corporate holdings reach 1.1 million BTC worth $94 billion. Traders purchase downside protection before Friday’s $8.9 billion options expiry and Fed decision. Circle upgraded on stablecoin adoption strength, while South Korea finalizes digital asset legislation.

Fed Holds Rates Steady as Powell Signals Tariff Inflation May Peak Mid-Year

The Federal Reserve kept interest rates unchanged, with Chair Jerome Powell characterizing tariffs as a one-time price increase expected to peak mid-year before declining. Powell noted core PCE inflation likely rose 3% in December while describing the economy as resilient with balanced labor markets.

Company News

, Inc. (AMZN)

Performance Overview

1D Change: -0.73%

5D Change: 5.01%

News Volume: 196

Unusual Volume Factor: 4x

Amazon Cuts 16,000 Corporate Jobs in Second Major Layoff Round as Tech Giant Pivots to AI and Restructures Retail Operations

Amazon announced Wednesday it will eliminate approximately 16,000 corporate positions, marking its second major layoff round in three months and bringing total job cuts to 30,000 since October. The reductions, which primarily affect software engineering and corporate roles, are part of what CEO Andy Jassy describes as an effort to streamline bureaucracy and position Amazon as the “world’s largest startup” amid intensifying AI competition. The layoffs were inadvertently revealed early when Amazon Web Services employees received premature notification emails hours before the official announcement. Senior Vice President Beth Galetti confirmed the cuts in a blog post, framing them as necessary organizational changes in a rapidly evolving business environment.

Concurrent with the workforce reduction, Amazon is executing a significant retail strategy shift. The company plans to close all Amazon Go and Amazon Fresh physical stores while adding 100 Whole Foods locations, effectively abandoning its experimental brick-and-mortar formats to focus on online grocery and its established Whole Foods chain. The closure of these stores also ends Amazon’s palm ID payment system, Amazon One.

Wall Street analysts maintained positive outlooks despite the restructuring. KeyBanc raised its price target to $308 from $303, while Oppenheimer increased its target to $315 from $305, both maintaining overweight ratings. The moves reflect confidence in Amazon Web Services growth driven by AI demand. The announcement came as Amazon founder Jeff Bezos saw his net worth jump $5.7 billion to approximately $266 billion following the news, with shares rising on investor approval of the cost-cutting measures.

The layoffs mirror broader tech industry trends, with UPS separately announcing 30,000 job cuts as its Amazon delivery business shrinks. Internal memos reveal Amazon’s vision under Jassy emphasizes speed, ownership, and experimentation as the company competes in the AI race. The restructuring follows pandemic-era over-hiring that Amazon is now systematically reversing while investing heavily in artificial intelligence capabilities through partnerships with companies like Anthropic, which recently raised its 2026 revenue forecast by 20 percent to $18 billion.

Meta Platforms, Inc. (META)

Performance Overview

1D Change: -0.74%

5D Change: 8.98%

News Volume: 173

Unusual Volume Factor: 3x

Meta Surges 10% on Strong Q4 Beat and Revenue Forecast Despite Sharply Higher AI Spending Plans

Meta Platforms reported fourth-quarter results that exceeded Wall Street expectations, with revenue reaching $59.89 billion versus estimates of $58.42 billion, representing 24% year-over-year growth. Adjusted earnings per share came in at $8.88, beating the $8.20 consensus estimate. The company’s first-quarter revenue guidance of $53.5 billion to $56.5 billion surpassed analyst expectations of $51.27 billion, with the forecast topping even the highest Wall Street estimates.

The strong results came alongside a significant increase in planned capital expenditures, with Meta projecting 2026 spending between $115 billion and $135 billion, well above the $110.62 billion analyst estimate. Total expenses are expected to reach $162 billion to $169 billion, compared to estimates of $151 billion. The company is accelerating investments in artificial intelligence infrastructure as it pursues what CEO Mark Zuckerberg described as superintelligence capabilities. Meta’s Reality Labs division posted a $6.02 billion loss in the fourth quarter.

Meta also announced a multiyear agreement with Corning worth up to $6 billion for data center expansion, part of its broader AI infrastructure buildout. Corning upgraded its Springboard plan to add $11 billion in annualized sales by 2028 following the deal. Advertising revenue grew 24% to $58.14 billion, though the pace of price increases slowed while ad impression delivery accelerated. Meta hired more than 400 employees in the past three months and emphasized smart glasses as the ultimate AI format during its earnings call.

The earnings report came amid legal challenges, with court filings alleging Zuckerberg overruled safety staff regarding AI chatbots for teens. Meta disputed the allegations and warned of potential material losses from trials related to youth safety issues. Analysts noted the company is demonstrating real-time return on investment from AI capital expenditures, with engineers receiving productivity boosts from AI agents. Shares jumped approximately 10% in after-hours trading, heading for their best day in six months.

Tesla, Inc. (TSLA)

Performance Overview

1D Change: 0.13%

5D Change: -0.01%

News Volume: 157

Unusual Volume Factor: 2x

Tesla Beats Q4 Earnings Expectations Despite First Annual Revenue Decline, Announces $2 Billion xAI Investment

Tesla reported fourth-quarter adjusted earnings per share of 50 cents, surpassing analyst estimates of 45 cents, though revenue of $24.9 billion slightly missed the $25.11 billion consensus. Operating income reached $1.41 billion, exceeding the $1.32 billion forecast. Despite the quarterly beat, the company posted its first full-year revenue decline on record, with annual profit plunging 46% to its lowest level since the pandemic.

The company announced a significant $2 billion investment in Elon Musk’s artificial intelligence startup xAI through preferred shares, deepening ties between the entities as Tesla positions itself as an autonomy and robotics-driven company. The automaker disclosed that only 1.1 million customers have purchased its Full Self-Driving software to date and confirmed free FSD transfers will continue through March 31, 2026. Tesla reiterated plans to begin Cybercab robotaxi production this year and announced intentions to deploy robotaxis in at least nine cities during 2026.

Tesla’s Energy Generation and Storage business emerged as a bright spot, with record deployment of 14.2 gigawatt-hours in the quarter, driven by accelerating demand from data centers and AI infrastructure. Separately, SpaceX is reportedly considering a mid-June 2026 IPO that could raise up to $50 billion at a $1.5 trillion valuation, potentially timed to coincide with a Jupiter-Venus conjunction and Musk’s birthday on June 28.

Meanwhile, Neuralink announced it now has 21 participants enrolled in brain implant trials worldwide, two years after commencing human testing. Tesla shares initially rose in after-hours trading following the earnings release, with the stock showing reduced volatility around earnings compared to historical patterns. Analyst sentiment remains mixed, with 40% rating the stock buy or overweight, 38% hold, and an average price target of $415.

Texas Instruments Incorporated (TXN)

Performance Overview

1D Change: 9.91%

5D Change: 11.17%

Texas Instruments Surges 7% on Strong AI Data Center Outlook, Triggering Wave of Analyst Upgrades

Texas Instruments shares jumped 7% in premarket trading after the chipmaker issued a robust first-quarter outlook driven by AI data center demand, signaling that chip sales beyond Nvidia’s processors are benefiting from artificial intelligence growth. The strong forecast indicated that analog chip demand is rebounding, with data centers contributing more to sales alongside an industrial market recovery.

The positive outlook triggered a wave of analyst upgrades and price target increases across Wall Street. At least 12 analysts revised their positions, with Benchmark raising its target to $250 from $220, UBS lifting its target to $260 from $245, and TD Cowen increasing to $240 from $225. Baird, Wells Fargo, Bernstein, Barclays, KeyBanc, and Goldman Sachs also raised their price targets, with most analysts citing an inflection point in free cash flow growth. Bank of America upgraded the stock to neutral with a $235 price target, marking a shift from its previous bearish stance, while Morgan Stanley maintained its underweight rating despite raising its target to $180 from $175.

The strong performance lifted the broader semiconductor sector, with Intel and Micron rallying alongside Texas Instruments. Analysts pointed to expanding AI infrastructure demand beyond traditional GPU manufacturers as a key driver, suggesting semiconductor ETFs are no longer solely dependent on Nvidia’s performance. The company’s quarterly forecast exceeded expectations, with analysts highlighting that AI data center demand is boosting sales for a wider range of chip types.

The positive sentiment contributed to broader market strength, with the S&P 500 breaching the historic 7,000 milestone amid the tech rally. Texas Instruments’ results and outlook provided validation that AI-driven demand is spreading across the semiconductor industry, supporting the thesis of a broadening technology rally beyond the handful of mega-cap stocks that dominated recent market gains.

AT&T Inc. (T)

Performance Overview

1D Change: 4.83%

5D Change: 2.47%

AT&T Shares Jump on Fourth-Quarter Earnings Beat and Bullish Multi-Year Outlook

AT&T reported stronger-than-expected fourth-quarter results, posting adjusted EPS of $0.52 versus $0.46 estimates and revenue of $33.5 billion, beating the $32.83 billion forecast. Net income reached $4.2 billion, driven by its converged 5G and fiber strategy. The company added 421,000 postpaid phone subscribers, slightly below expectations, reflecting ongoing wireless competition, though total wireless postpaid net adds reached 641,000. Despite the modest subscriber miss, investors focused on the earnings and revenue beat.

AT&T issued upbeat 2026 guidance, projecting adjusted EPS of $2.25 to $2.35, above the $2.23 consensus, and outlined plans to reach 40 million fiber locations by the end of 2026. The company also expects more than $45 billion in shareholder returns through 2028, including an $8 billion buyback target for 2026. Shares rose over 2% in premarket trading as analysts highlighted AT&T’s ability to offset legacy declines with solid wireless and fiber growth.

United Parcel Service, Inc. (UPS)

Performance Overview

1D Change: -3.26%

5D Change: -4.42%

UPS Announces 30,000 Job Cuts as Analysts Raise Price Targets Following Amazon Volume Decline

UPS plans to cut 30,000 jobs as Amazon-related volume declines accelerate, marking a costly but strategic break from the e-commerce giant in the U.S. delivery market. While the workforce reduction underscores near-term pressure, Wall Street largely viewed the move as constructive for long-term profitability.

Analysts responded with broad price target increases. HSBC upgraded UPS to Buy, citing 18% upside and a potential business inflection by mid-2026. Bernstein raised its target to $128, UBS to $125, and Wells Fargo, BMO Capital, Oppenheimer, Stifel, Stephens, and TD Cowen also lifted targets while mostly maintaining existing ratings. Citigroup trimmed its target to $120 but kept a Buy rating. Several analysts described 2026 as an accumulation year as UPS reshapes its network and positions for a return to growth after stepping back from Amazon volume.

Stock Markets Events

S&P 500 Breaches Historic 7,000 Milestone Amid Broadening Rally and AI Optimism

The S&P 500 crossed 7,000 points for the first time on Wednesday, marking a significant psychological milestone as investors anticipated Federal Reserve decisions and major tech earnings. The index opened up 0.3% while the Nasdaq gained 0.6%, approaching record highs driven by AI optimism and expectations of accelerating US economic growth. The rally showed signs of broadening beyond technology, though semiconductor and data storage stocks remained prominent movers. Seagate Technology surged 8.2%, adding $6.9 billion in market value, with Wall Street expressing amazement at AI-driven data storage demand. Texas Instruments jumped 6.9%, gaining $13.1 billion, while Intel and NVIDIA remained among the most actively traded names. However, the session saw notable divergence. Amphenol dropped 9.3%, erasing $8.5 billion in value, while Danaher fell 4.7%, losing $7.9 billion. Starbucks rallied 7.3%, adding $8.5 billion. Jim Cramer expressed uncertainty about several major positions, including ServiceNow, Adobe, and Microsoft, while praising Alphabet and disputing concerns about NVIDIA's business practices. A cautionary note emerged from Stifel analysts, who warned that gold's 90% surge over the past year versus the S&P 500's 15% gain signals potential trouble for equities. Gold hit record highs above $5,300, a divergence historically seen only four times. President Trump celebrated the market milestone as traders positioned ahead of the Fed's rate decision and upcoming Big Tech earnings reports.

Crypto Events

White House Convenes Banking and Crypto Leaders as Senate Bill Stalls Amid Industry Clash

The White House will meet Monday with executives from banking and cryptocurrency industries to address stalled Senate cryptocurrency legislation, according to Reuters. The closed-door session aims to resolve tensions between the two powerful sectors that have hindered progress on the landmark digital-asset bill, known as the CLARITY Act. Major players including Coinbase are expected to attend as lobbying groups seek a path forward on contentious regulatory issues. Separately, the Federal Reserve held interest rates steady despite continued White House pressure for cuts. President Trump expressed confidence in the dollar's strength, though gold and silver prices suggest market skepticism. Fed Chair Powell stated the central bank takes no macro message from gold movements. In corporate news, Bank of America and JPMorgan Chase announced they will match the government's $1,000 contribution to newly created Trump Accounts, investment vehicles for children born between 2025 and 2028. Treasury Secretary Bessent indicated Trump's Federal Reserve chair selection may come within a week. Oil prices rose following Trump's threats against Iran, while the administration's troop deployments in US cities have cost nearly $500 million in 2025.

WisdomTree Expands $159 Billion Tokenized Fund Suite to Solana Blockchain

Asset manager WisdomTree has launched its complete lineup of tokenized funds on Solana, marking a significant multichain expansion for the firm's digital asset offerings.

Fidelity Investments to Launch FIDD Stablecoin on Ethereum

Asset manager Fidelity Investments, overseeing $6 trillion, plans to launch its FIDD stablecoin on Ethereum in coming weeks, marking Wall Street's growing adoption of digital assets and institutional entry into the stablecoin market.

XRP Maintains $1.90 Level Amid Rising Institutional Activity and Bullish 2026 Forecasts

XRP trades near $1.90 support as derivatives and institutional interest increase. Ripple announces new treasury strategy while 21Shares projects bullish price targets for 2026.

Macro Events

Bank of Canada Holds Key Rate at 2.25% Amid Trade Uncertainty

The Bank of Canada maintained its overnight interest rate at 2.25%, meeting market expectations. Governor Tiff Macklem cited elevated uncertainty from U.S. trade policies and geopolitical risks as key factors in the decision. The central bank projects modest GDP growth of 1.1% in 2026 and 1.5% in 2027. Macklem noted that high uncertainty makes predicting future rate changes difficult, with CUSMA negotiations adding to the cautious outlook.

Powell Declines to Comment on Fed Future Beyond Current Term

Federal Reserve Chair Jerome Powell refused to address whether he would remain at the Fed after his chairmanship expires, also declining to discuss potential DOJ subpoenas related to renovation work at the central bank.

Brazil Central Bank Holds Rate at 15% Amid Inflation Concerns

Brazil's central bank maintained its benchmark interest rate at 15.00%, a nearly two-decade high, at its first 2026 policy meeting as inflation remains above target despite moderating economic growth.

Bank of Canada Warns Fed Independence Threats Heighten Economic Uncertainty

Bank of Canada Governor Tiff Macklem said threats to U.S. Federal Reserve independence are contributing to heightened economic uncertainty, with particular implications for Canada. Macklem noted January has brought packed geopolitical risks and increased uncertainty about economic outcomes. Canadian firms adjusting to U.S. tariffs will likely face disruptions lasting through at least end-2027. Recent U.S. dollar weakness has been largely driven by geopolitical events affecting its traditional safe haven status. The governor emphasized that any loss of Fed independence would especially impact Canada given the countries' close economic ties.

Germany Slashes Growth Forecasts as Uncertainty Mounts, Banks on Fiscal Stimulus

Germany's Economy Ministry cut 2026 GDP growth forecast to 1.0% from 1.3% and 2027 outlook to 1.3% from 1.4% amid rising uncertainty. Government spending expected to drive two-thirds of growth this year.

Dollar Falls Sharply as Markets Await Federal Reserve Rate Decision

The U.S. dollar tumbled across major currencies while stock futures and gold rallied ahead of the Federal Reserve's anticipated rate decision, with investors also focused on key technology sector earnings reports.

Powell Calls Cook Supreme Court Case Most Important in Fed History

Federal Reserve Chair Jerome Powell attended Supreme Court arguments in the Trump v. Cook lawsuit, calling it the most important legal case in the Fed's history due to its significance for the central bank.

Technology Events

SK Hynix Posts Record $13.5 Billion Quarterly Profit on Surging AI Memory Demand

SK Hynix reported a record-breaking fourth quarter profit of $13.5 billion, significantly exceeding analyst expectations, driven by strong demand for AI memory chips.

Snap Creates Independent Specs Subsidiary for AR Glasses Development

Snap established Specs Inc, a new subsidiary for its augmented reality smart glasses, separating the product from Snapchat. The move aims to attract external investment and compete with Meta, with the unit hiring for nearly 100 positions and developing an intelligence assistance system.

China Approves Limited Nvidia H200 AI Chip Imports for Major Tech Firms

China has authorized its first batch of Nvidia H200 AI chip imports, with several hundred thousand units allocated to major technology companies including Alibaba and Tencent. The H200 represents a higher-memory upgrade of the H100 designed for large-scale AI applications. The approval signals a policy shift as China balances domestic semiconductor development goals against immediate AI infrastructure needs.

Geopolitics Events

Major Banks and Corporations Back New 'Trump Accounts' Retirement Program

The Trump administration launched "Trump Accounts," a government-backed savings program offering $1,000 contributions to qualifying families, including newborns. Treasury Secretary Bessent reports 600,000 families have applied. JPMorgan Chase and Bank of America announced they will match the government's $1,000 contribution for employees, while Intel pledged matching funds for employees' children. Visa is developing a cash-back rewards platform for the accounts.

Trump Signals Policy Shifts on Dollar, Trade as Foreign Policy Pressures Mount

President Trump's support for a weaker dollar intensified market concerns about the greenback's trajectory. Facing backlash over Minneapolis events, Trump is considering a less aggressive policy approach and indicated flexibility on South Korea tariffs, saying "we'll work something out." Meanwhile, Trump threatened to withdraw U.S. support if Iraq reinstates Nouri Al-Maliki as Prime Minister, while Turkey's foreign minister advocated for incremental U.S.-Iran negotiations over comprehensive deals.

Trump Issues Ultimatum to Iran as U.S. Naval Fleet Moves Into Region

President Donald Trump warned Iran that time is running out to negotiate a nuclear deal, as a U.S. naval force led by the aircraft carrier USS Abraham Lincoln moves toward the region. Trump stated the warships are prepared to act "with speed and violence" if necessary, and threatened that any future attack would be "far worse." He emphasized Iran cannot possess nuclear weapons and urged Tehran to "come to the table" for what he called a "fair and equitable deal."

China Commodities Surge as UK Prime Minister Starmer Arrives for First British Leader Visit in Eight Years

China's commodity futures rallied sharply, with aluminum jumping over 5% and container freight futures rising more than 4%. British Prime Minister Keir Starmer arrived in Beijing for the first visit by a UK leader since 2017, seeking to strengthen political and business ties amid growing Western uncertainty over US relations. Separately, the European Union and Vietnam announced plans to enhance cooperation on critical minerals and semiconductors while upgrading diplomatic relations. China added 543 gigawatts of new power capacity in 2025, underscoring its continued infrastructure expansion.

Bessent Warns Canada's Carney as Shutdown Looms Over Immigration Dispute

Treasury Secretary Bessent cautioned Canadian leader Carney against confrontation ahead of CUSMA negotiations. Senate Democrats are blocking government funding past Saturday unless Trump accepts immigration enforcement limits, with some Republicans wavering on the crackdown. Meanwhile, Secretary Rubio announced productive talks with Venezuela's interim government following military action against Maduro, while defending administration policies on Greenland and NATO.

Rubio Reports Progress on Venezuela Talks While Trump Pressures Minneapolis Mayor on Immigration

Secretary of State Marco Rubio described communications with Venezuela's interim leaders as respectful and productive following military action to capture President Maduro. Venezuelan opposition leader Machado met with Rubio Wednesday, expressing desire to return home. Separately, Trump warned Minneapolis Mayor Frey against refusing federal immigration enforcement cooperation. Rubio also addressed ongoing territorial disputes between Russia and Ukraine over Donetsk while defending administration positions on Venezuela, Greenland, and NATO.

Trump's Acceptance of Dollar Weakness Signals Potential Long-Term Decline

President Trump's dismissive stance on the dollar's recent selloff has intensified speculation of a sustained currency decline. The greenback posted its steepest single-day drop since last year's tariff announcement Tuesday, hovering near four-year lows. Trump's comments exacerbated selling pressure, lifting the yen, euro, and sterling ahead of the Federal Reserve's policy decision. Despite modest recovery today, investors are bracing for a new downtrend.

Corporate Actions Events

Amazon Cuts 16,000 Jobs Globally in Restructuring Push

Amazon is eliminating 16,000 positions worldwide as part of a broader restructuring effort, with the company trimming bureaucracy while shifting focus toward artificial intelligence initiatives.

Fixed Income And Interest Rates Events

Treasury Secretary Bessent Rules Out Yen Intervention as Tether Announces Massive Gold Buying Program

Treasury Secretary Scott Bessent stated the U.S. will not participate in yen intervention, causing Japan's currency to drop sharply against the dollar. Bessent reaffirmed America's strong dollar policy and denied any plans for currency market intervention. In separate developments, stablecoin issuer Tether announced plans to purchase $1 billion in gold monthly, storing it in a high-security bunker. The company's gold stockpile already exceeds $24 billion. Bessent also addressed domestic matters, noting President Trump has reduced tensions in Minnesota and wants to avoid a government shutdown. USMCA trade talks with Canada are upcoming.

Ripple Launches Treasury Platform After $1 Billion GTreasury Acquisition

Ripple debuts Ripple Treasury, integrating GTreasury's operational stack following its $1 billion acquisition. The platform combines traditional and digital asset management capabilities for enterprise treasury operations.

Currencies Events

Yen Plummets as Bessent Rules Out US Currency Market Intervention

The Japanese yen fell sharply against the dollar after Treasury Secretary Scott Bessent stated the US is absolutely not intervening in the dollar-yen currency market, ending speculation about potential support for Japan's currency.

Euro Surges Past $1.20 to Four-Year High as Dollar Weakens

The euro climbed above $1.20 against the dollar, reaching its highest level since 2021. Trump's remarks embracing a weaker dollar accelerated the EUR/USD rally, with multiple factors working against the greenback despite modest intraday dollar strength.

Dollar Falls Sharply as Markets Await Federal Reserve Rate Decision

Earnings Events

ServiceNow Beats Q4 Earnings Estimates But Stock Falls 5%

ServiceNow reported fourth-quarter earnings and revenue above Wall Street expectations, with subscription revenue climbing and annual projections exceeding estimates on AI strength, yet shares declined 5% despite the beat.

ASML Posts Record Q4 Orders, Forecasts 19% Sales Growth Through 2026

Chip equipment maker ASML reported fourth-quarter bookings that exceeded expectations, driven by chipmakers ramping orders to meet surging AI demand, and issued optimistic guidance projecting sales growth up to 19% in 2026.

Southwest Airlines Stock Rallies on Strong 2026 Profit Forecast

Southwest Airlines exceeded expectations and projected 2026 profits above estimates, driven by its shift to assigned seating and new baggage fees. Investors responded positively to the airline's operational overhaul.

IBM Surges 9% on Fourth-Quarter Earnings Beat Driven by Software Growth

IBM shares jumped 9% after reporting fourth-quarter results that exceeded expectations, with software revenue gains powered by AI demand driving the earnings beat of $0.23 per share.

Teva Shares Fall on Weak 2026 Revenue Forecast Despite Q4 Beat

Teva Pharmaceutical shares dropped 4.4% Wednesday after the company issued 2026 revenue guidance below Wall Street expectations, overshadowing its fourth-quarter earnings beat.

Healthcare Events

FDA Clinical Hold Hits Regenxbio as Lilly Commits $1.12B to Gene Therapy

Regenxbio shares plummeted after the FDA placed a clinical hold on its gene therapy trials following a brain tumor discovery in a trial participant. Meanwhile, Eli Lilly signed a $1.12 billion deal with Germany's Seamless Therapeutics to develop gene-editing therapies for hearing loss. In other regulatory news, Biogen received FDA breakthrough designation for litifilimab in CLE, while OKYO Pharma gained FDA alignment on its Phase 2b/3 trial for neuropathic corneal pain. GRI Bio surged over 100% premarket on positive gene expression data showing tissue repair in its IPF trial.

Medicare Drug Price Negotiations Begin as Healthcare Giants Adjust Strategies

Medicare initiates price negotiations for 15 medications, including doctor-administered drugs. UnitedHealth anticipates Medicare Advantage membership contraction in 2026. Walmart raises pharmacy technician wages, expanding its healthcare presence. Medical Care Technologies advances melanoma detection and AI lifestyle apps, while ENvue Medical enters home care with reusable OTC syringes.

Oil And Gas Events

Asian Energy Giants Pivot to Hydrogen and Secure LNG Supply Chains

Kawasaki Heavy Industries advances liquefied hydrogen infrastructure targeting India as a supplier, while TotalEnergies reports LNG buyers now prioritize security over pricing. India's industrial LNG demand poised for growth pending favorable prices. JERA Asia explores regional gas portfolio expansion, and Australia-Timor-Leste accelerate major offshore gas development.

Oil Markets Rally on Supply Concerns and Iran Risk Premium

RBOB gasoline futures reached their highest level since mid-November as traders increasingly purchase bullish call options amid Iran confrontation fears. Chevron plans to boost Venezuelan oil exports to the U.S. to approximately 300,000 barrels per day in March, reflecting shifting supply dynamics in energy markets.

Maximizing Airdrops in a Choppy Crypto Market

The crypto market has been pretty choppy lately, especially for Bitcoin and Ethereum, making spot trading feel riskier than usual. Toward late January 2026, BTC has been moving within the $88,000–$91,000 range with frequent dips and rebounds, while ETH has hovered around $2,900–$3,000. Macro factors like Fed expectations, shifting risk sentiment, and low liquidity have kept traders cautious.

Because of this uncertainty, I’ve been looking beyond regular spot trading and leaning more toward structured opportunities like airdrops and platform events.

I got in early with Sentiment (SENT) through its Sentient AI/open-source ecosystem, which qualified me for their airdrop. However, the allocation ended up being smaller than expected, especially considering the effort involved.

While exploring other SENT-related opportunities, I compared a few events and found Bitget CandyBomb to offer better potential than alternatives like Bybit. Even though Bybit provide a larger total pool, half of it is reserved for new users, meaning existing traders compete for a much smaller share. On top of that, individual rewards are capped at around 40,000 SENT.

Bitget CandyBomb, on the other hand, allows users to aim for much higher rewards, up to around 295,000 SENT depending on completed tasks like trading volume or deposits.

The structure also tends to feel less diluted, and the shorter event duration means quicker payouts, which is a plus in volatile markets.

Overall, focusing on well-structured events like the candybomb felt like a smarter way for me without taking on excessive trading risk.

Stay sharp and trade safe

Tuesday, January 27, 2026

The Daily Market Flux - Your Complete Market Rundown (01/27/2026)

Visit www.marketflux.io

Here is Your Complete Market Rundown (01/27/2026)

Company News

Unitedhealth Group Incorporated (UNH)

Performance Overview

1D Change: -19.71%

5D Change: -16.6%

News Volume: 187

Unusual Volume Factor: 21x

UnitedHealth Plunges 20% on First Revenue Decline in Three Decades and Medicare Rate Shock

UnitedHealth Group reported fourth-quarter 2025 results that triggered a sharp selloff, with shares plummeting approximately 20% and dragging the Dow Jones Industrial Average down over 400 points. The company posted adjusted earnings per share of $2.11, narrowly beating the $2.10 estimate, but revenue of $113.22 billion fell short of the $113.87 billion consensus. The stock decline stemmed from two significant concerns. First, UnitedHealth projected its first annual revenue contraction in more than 30 years for 2026, forecasting revenue above $439 billion versus analyst expectations of $455.45 billion. Second, the Trump administration proposed keeping Medicare Advantage reimbursement rates essentially flat for 2027, well below Wall Street expectations. CEO Stephen Hemsley characterized the Medicare rate decision as "profoundly negative," warning of "very meaningful" benefit reductions ahead. The company's fourth-quarter medical care ratio climbed to 92.4%, exceeding the 92.1% forecast, signaling elevated medical costs. Operating margin came in at just 0.3% versus the 2.9% estimate, and UnitedHealth took a $1.6 billion after-tax charge related to restructuring efforts. Despite these challenges, the company issued 2026 adjusted EPS guidance slightly above $17.75, topping the $17.69 estimate, and projected operating cash flow above $18 billion. The Medicare rate announcement sent shockwaves through the healthcare sector, with Humana falling 17% and CVS Health dropping 11%. Analysts noted UnitedHealth's cost-control measures are showing results, with the company targeting $1 billion in AI-enabled cost reductions. However, the combination of weak revenue guidance and Medicare payment pressures prompted several firms to lower price targets while maintaining generally positive ratings. Evercore ISI reiterated its Outperform rating, while Piper Sandler reduced its target to $396 from $417, noting UnitedHealth remains best positioned to weather the challenging Medicare environment.

Meta Platforms, Inc. (META)

Performance Overview

1D Change: 0.09%

5D Change: 11.29%

News Volume: 130

Unusual Volume Factor: 3x

Meta Secures $6 Billion Corning Deal for AI Infrastructure as Legal Battles and Earnings Loom

Meta Platforms announced a major infrastructure agreement with Corning, committing up to $6 billion through 2030 for fiber-optic cables essential to AI data center expansion. The deal sent Corning shares soaring to record highs, with analysts at Wolfe Research raising their price target to $130 from $100. The agreement underscores Meta's aggressive AI infrastructure buildout, with Apollo projecting that by 2030, half of the 10 largest US investment-grade borrowers will be hyperscalers including Meta. The company faces heightened scrutiny ahead of Wednesday's Q4 earnings report, with investors focused on capital expenditure levels and AI monetization. Rothschild & Co Redburn upgraded Meta with a price target of $900, citing AI-led advertising and platform growth potential. However, concerns persist about whether massive AI spending will translate to profitability, particularly as Microsoft and Meta face pressure to justify their investments. Meta confronts significant legal challenges as a landmark trial begins over youth addiction claims, with the company joining YouTube in proceeding to court while TikTok and Snap reached settlements. Court filings allege CEO Mark Zuckerberg blocked restrictions on chatbots engaging in sexual conversations with minors, adding to the company's legal exposure. A separate privacy lawsuit involves Meta executives denying access to WhatsApp chats. The company is testing premium subscription tiers for Instagram, Facebook, and WhatsApp, offering exclusive AI features and enhanced controls as it explores new revenue streams beyond advertising. Additionally, Meta partnered with the UK government on an AI initiative to upgrade public services. Analysts project significant post-earnings volatility, with options markets pricing in substantial stock movement. The earnings report will be closely watched as a bellwether for Big Tech's AI investments, with implications for the broader technology sector including Nvidia's upcoming results.

Amazon.com, Inc. (AMZN)

Performance Overview

1D Change: 2.63%

5D Change: 5.92%

News Volume: 131

Unusual Volume Factor: 3x

Amazon Closes Fresh and Go Stores While Stifel Raises Price Target Ahead of Earnings

Amazon announced a major restructuring of its physical retail operations, closing all Amazon Fresh supermarkets and Amazon Go convenience stores to focus on expanding Whole Foods and same-day grocery delivery. The company plans to convert select Fresh and Go locations to Whole Foods stores while investing in over 100 new Whole Foods locations. Amazon will expand same-day delivery to additional communities in 2026, signaling a strategic shift toward online grocery fulfillment and its premium Whole Foods brand after years of experimentation with its own grocery formats. The closure rippled through related stocks, with Kroger and Instacart shares declining on concerns about increased competition in grocery delivery. UPS separately announced plans to cut an additional 30,000 jobs as it reduces Amazon-related volume by 1 million packages daily, part of a broader $3 billion cost-savings initiative as the logistics partnership winds down. On the analyst front, Stifel raised its Amazon price target to $300 from $295, citing 26 percent upside potential, while Bank of America lowered its target to $286 on AWS outlook concerns. The divergent views come as investors await Amazon's fourth-quarter earnings on February 5, with analysts expecting stable online spending to support results. Amazon also agreed to pay $309 million to settle consumer claims related to its returns policy. The grocery restructuring and upcoming earnings report position Amazon to compete more directly with Walmart in the grocery sector while doubling down on delivery infrastructure rather than physical store expansion. Separately, AI developments dominated tech headlines as Anthropic closed a funding round above $10 billion with potential to go higher, while its CEO warned about AI safety concerns. The AI investment boom is reshaping capital markets, with Apollo projecting that by 2030, half of the ten largest US investment-grade borrowers will be hyperscalers including Amazon building massive data centers.

General Motors Company (GM)

Performance Overview

1D Change: 8.75%

5D Change: 11.06%

GM Hits Record High After Strong Q4 Earnings Despite $7.2 Billion EV Write-Down

General Motors reported fourth-quarter earnings that exceeded Wall Street expectations, with adjusted earnings per share of $2.51 beating estimates of $2.28, though revenue of $45.29 billion fell slightly short of the $45.37 billion forecast. The Detroit automaker's stock surged to an all-time high of $85.21, rising over 4% in premarket trading and continuing gains throughout the session. The strong performance was driven by robust demand for crossover SUVs and pickup trucks, with the company selling 937,000 vehicles in the quarter. GM's core profit increased year-over-year, with an adjusted EBIT margin of 6.3%. However, the results included a significant $7.2 billion charge related to the company's electric vehicle strategy. CEO Mary Barra confirmed GM is scaling back billions in EV investment following policy changes that eliminated the $7,500 federal EV tax credit in September 2025. The company acknowledged a slower path to EV adoption than previously anticipated. Despite the EV setback, GM issued upbeat 2026 guidance, forecasting adjusted earnings per share of $11 to $13 compared to analyst estimates of $11.79, and adjusted EBIT of $13 billion to $15 billion, up from $12.7 billion in 2025. The company announced plans to return more capital to shareholders through a $6 billion share repurchase program and a higher dividend. Barra also expressed concerns about Canada's potential move to import cheap Chinese EVs, calling it a slippery slope for the industry.

Corning Incorporated (GLW)

Performance Overview

1D Change: 15.59%

5D Change: 18.73%

Corning Stock Surges 6% on $6 Billion Meta Fiber-Optic Deal for AI Data Centers

Corning shares jumped to a 52-week high of $102, rising over 6% in premarket trading after announcing a deal with Meta Platforms worth up to $6 billion through 2030. The agreement will supply fiber-optic cables critical for Meta's AI-focused data center infrastructure, addressing what analysts describe as AI's connectivity bottleneck beyond chip capacity. The 175-year-old glass manufacturer's stock broke out following the announcement, with analysts responding positively. Wolfe Research maintained its Outperform rating while raising the price target from $100 to $130, citing expectations the deal could double Corning's annual revenue. Morgan Stanley noted the agreement should significantly boost Corning's optical business. Mizuho also backed the stock following the Meta partnership. The deal underscores the growing importance of high-speed optical connectivity in AI infrastructure, with Meta securing critical supply chain capacity for its data center expansion. Corning is scheduled to report quarterly earnings on Wednesday, January 28, alongside other major companies including Starbucks, AT&T, and General Dynamics. Market analysts suggest investors shouldn't rush to cash out despite the rally, indicating potential for continued upside. The agreement positions Corning as a key AI infrastructure play, with the stock leading U.S. market gainers on Tuesday while broader markets closed mixed.

Misc Events

India and EU Finalize Historic Free Trade Agreement After 18 Years

India and the European Union have concluded a landmark free trade deal covering a quarter of the global economy and 2 billion people. Prime Minister Narendra Modi called it the "mother of all deals" at the January 27, 2026 summit with European Commission President Ursula von der Leyen. The 18-year agreement represents both sides' efforts to diversify trade relationships amid uncertain US ties.

Carney Stands Firm on Davos Remarks as Canada Pivots to India Trade

Canadian Prime Minister Mark Carney told President Trump he stands by his World Economic Forum speech criticizing U.S. trade policy changes. Canada is simultaneously pursuing alternative partnerships, with Carney planning a March visit to India to sign deals on uranium, energy, minerals, and AI. Meanwhile, the India-EU trade agreement has been finalized, with Prime Minister Modi urging businesses to capitalize on new opportunities. In defense markets, Rheinmetall shares have surged over 1,700% since Russia's Ukraine invasion, with analysts expecting continued growth amid U.S.-Europe tensions. Trump announced a military deployment toward Iran, adding geopolitical uncertainty to markets. Rare earth stocks declined following Trump's stake in USA Rare Earth.

Technology Events

Big Tech Faces Crucial Earnings Test as AI Spending Comes Under Scrutiny

Major technology companies face intense pressure this week to demonstrate returns on their substantial AI investments as earnings season begins, with Alphabet leading the charge. The AI sector continues to drive market activity, with several companies benefiting from the technology's momentum. DigitalOcean shares jumped on optimism surrounding its Clawdbot AI agent, while Cloudflare surged amid viral AI agent enthusiasm. Corning stock rose on reports of a $6 billion optical fiber deal with Meta for AI infrastructure. Analysts raised price targets for companies advancing AI strategies, including Zoom, which saw its target increased to $110 from $95 at Wedbush. Hardware and infrastructure developments dominated headlines, with Microsoft partnering with Richtech Robotics to integrate Azure AI, and BTC Digital teaming with Fog Computing on AI infrastructure. Enterprise AI solutions expanded as Teradata unveiled an AI agent toolkit and Mastercard announced plans to launch an AI agent suite for businesses in Q2. Meanwhile, concerns emerged about an impending memory chip shortage driven by AI demand, which analysts warn could increase consumer electronics costs.

Pinterest Cuts 15% of Workforce in AI-Focused Restructuring

Pinterest announced a global restructuring plan eliminating up to 15% of its workforce, redirecting resources toward artificial intelligence initiatives and teams.

AI Dominates Energy and Tech Sectors as New Models Launch and Investment Surges

Artificial intelligence emerged as the central theme across multiple sectors, with China's Moonshot unveiling a new AI model ahead of DeepSeek's release and Anthropic preparing its next major AI launch despite potential job market concerns. AI and data centers are reshaping the US economy's clean tech landscape, dominating discussions at the BloombergNEF Energy Summit's opening day. Investment activity remained robust as Andreessen Horowitz led pre-seed funding for Swedish dental AI startup Dentio, while XRP cryptocurrency analysts project potential gains to $6 driven by AI modeling predictions.

Currencies Events

Trump Dismisses Dollar Decline Concerns, Says Currency "Doing Great"

President Trump downplayed recent dollar weakness, stating he is not concerned about the currency's decline and believes it is "seeking its own level." Trump characterized the dollar as "doing great" and noted currency values naturally fluctuate, comparing movements to a "yo-yo." The dollar tumbled following his comments expressing lack of concern over its recent depreciation.

Geopolitics Events

Trump Dismisses Dollar Decline Concerns, Says Currency "Doing Great"

Trump Administration Scales Back Minnesota Immigration Enforcement After Fatal Shootings

Federal immigration operations in Minnesota are being curtailed following two citizen deaths during deportations in Minneapolis. Governor Tim Walz and President Trump spoke by phone as tensions eased. State officials sought a court order to temporarily halt enforcement activities, citing violent encounters with federal agents. The administration countered that Minnesota jails released 470 criminal non-citizens in 2025 without federal notification.

Trump Administration Moves Shake Markets as Medicare Stocks Fall and Wildfire Rebuilding Accelerates

President Trump's recent comments on Medicare triggered sharp declines in healthcare stocks, drawing scrutiny to a congressman's timely UNH stock sale weeks earlier. The administration signed an executive order expediting wildfire rebuilding efforts, prompting criticism from California Governor Gavin Newsom. Trump also weighed in on housing policy, opposing 401(k) withdrawals for home purchases despite his broader plan affecting first-time buyers through mortgage rate changes. Meanwhile, his crypto adviser confirmed an investigation into alleged theft from the U.S. crypto reserve. Internationally, UK Prime Minister Keir Starmer traveled to Beijing seeking investment, while North Korea launched its second ballistic missile of the year following drone-related tensions with South Korea.

U.S. Markets Close Higher Led by Nasdaq Amid Low Volatility Session

U.S. equity indices closed modestly higher Monday with the Nasdaq leading gains at 0.8%, followed by the S&P 500 up 0.4%. The Russell 2000 rose 0.3% while the Dow Jones declined 0.8%, weighed down by UnitedHealth's 19% drop. Trading showed unusually low volatility with indices maintaining their opening order throughout the session. The commodity ETF DBC gained 1.3% on bullish momentum. International stocks attracted attention amid technical developments.

China Pledges Stronger Military Coordination with Russia as Trade Patterns Shift

China's Defence Minister Dong Jun committed to enhancing strategic coordination with Russia during talks with Defence Minister Andrei Belousov, who emphasized joint analysis of Venezuela and Iran situations. Separately, China pivoted to Brazilian soybeans after meeting US trade commitments, booking at least 25 cargoes for March-April delivery based on favorable pricing margins.

Texas Governor Halts H-1B Visas Amid Federal Immigration Turmoil

Texas Governor Abbott ordered state agencies to freeze new H-1B visa petitions as immigration policy dominates national headlines. The move comes as Congress faces a potential government shutdown over disputes regarding immigration enforcement and Homeland Security funding. President Trump's economic-focused Iowa visit was overshadowed by immigration controversies, including fallout from a fatal incident involving federal agents in Minnesota.

China's Africa Lending Reverses as UK, Philippines Counter Beijing's Influence

African nations now repay China more than they receive in new loans, marking a shift in Beijing's development finance. The UK government plans stricter oversight of Chinese influence operations. Meanwhile, the US and Philippines conducted joint maritime patrols near disputed South China Sea waters where China recently increased its presence.

Macro Events

EU-India Trade Deal Emerges as Major Development Amid Trump's Tariff Threats

The European Union and India finalized a landmark trade agreement, dubbed the "mother of all deals," representing a significant development in global trade amid current geopolitical tensions. The deal will lower tariffs on food and beverages between the regions. Meanwhile, President Trump escalated trade tensions by threatening to raise tariffs on South Korea to 25% over stalled investment pledges. A Bloomberg Economics analysis indicates Trump follows through on tariff threats approximately 25% of the time. Trump is visiting Iowa to shore up support among his rural base as farmers face economic stress and biofuel policy delays. Markets advanced Tuesday despite the tariff threats, with investors focusing on technology and AI sectors.

US Consumer Confidence Plunges to 84.5, Missing Estimates by Wide Margin

The Conference Board's January consumer confidence index fell sharply to 84.5, significantly below the expected 91.0 and down from December's revised 94.2, with both present situation and future expectations components declining.

Treasury Yields Rise as Consumer Confidence Falls, Fed Chair Speculation Intensifies

Treasury yields climbed ahead of the January FOMC meeting amid declining consumer confidence. Markets are increasingly betting on BlackRock's Rick Rieder as the next Fed chair, with bond traders positioning for a dovish policy shift. The S&P 500 reached a new record despite expectations that high interest rates will persist.

Crypto Events

Tether Expands Gold Reserves While Bitcoin Corporate Buyers Accelerate Accumulation

Tether purchased 27 tons of gold and launched a US-regulated stablecoin amid bank deposit concerns. Strategy acquired 2,932 Bitcoin for $264M as MSTR stock tests $160 support. American Bitcoin entered top 20 holders with 116% yield surge.

Ethereum Draws Trader Attention Amid $10K Price Speculation and Staking Developments

Traders discuss potential for Ethereum to reach $10,000 as the cryptocurrency rises following SharpLink staking announcements. ETH currently trades within a major cost basis cluster while analysts monitor for directional breakout. Meanwhile, XRP shows signs of potential movement as exchange supply decreases, and Bitfarms faces regulatory review of its HPC operations pivot.

Crypto Markets Show Mixed Signals as XRP Supply Tightens and Dogecoin Confirms Reversal

XRP exchange supply decreases amid breakout speculation while Dogecoin confirms price reversal through RSI divergence. Ethereum trades sideways awaiting directional break. Bitfarms navigates HPC permit review during operational pivot.

Stock Markets Events

U.S. Markets Close Higher Led by Nasdaq Amid Low Volatility Session

Fixed Income And Interest Rates Events

Treasury Yields Rise as Consumer Confidence Falls, Fed Chair Speculation Intensifies

Healthcare Events

FDA Lifts Clinical Hold on Intellia's Gene Editing Trial for Nerve Disease

The FDA has removed its clinical hold on Intellia Therapeutics' Phase 3 gene editing trial for ATTRv-PN, a nerve disease, allowing the study to resume after a safety pause.

Oil And Gas Events

India Pursues Venezuelan Crude Amid Limited Supply as Energy Investment Plans Reach $500 Billion

India's HPCL seeks Venezuelan heavy crude for refinery processing, though Indian refiners report limited availability with most barrels flowing to US markets. Separately, India signals $500 billion energy sector investment potential while expanding trade ties with Canada and Brazil.

Thursday, January 29, 2026

The Daily Market Flux - Your Complete Market Rundown (01/29/2026)

Here is Your Complete Market Rundown (01/29/2026)

Top Stories:

Bitcoin Struggles Near $88K as Gold Surges and Long-Term Holders Exit

Trump and Schumer Near Shutdown Deal as Border Official Ousted, Fraud Division Created

Company News

Microsoft Corporation (MSFT)

Performance Overview

Microsoft Shares Plunge 12% in Worst Day Since 2020 as AI Spending Concerns Overshadow Strong Earnings

Tesla, Inc. (TSLA)

Performance Overview

Tesla Pivots to Robotics and AI as EV Sales Decline, Plans Record $20 Billion Capital Spending

Meta Platforms, Inc. (META)

Performance Overview

Meta Surges 8% on Strong Q4 Beat as $135 Billion AI Spending Plan Wins Wall Street Approval

International Business Machines Corporation (IBM)

Performance Overview

IBM Stock Surges 8% on Strong Q4 Earnings Beat, Analysts Raise Price Targets Across the Board

Technology Events

Apple Acquires Israeli AI Startup Q.ai for Nearly $2 Billion

Amazon in Talks for Up to $50 Billion OpenAI Investment

AI Infrastructure and Agentic Applications Drive Market Momentum Amid Control Concerns

Perplexity Signs $750 Million Microsoft Azure Deal Amid Amazon Legal Dispute

Crypto Events

Senate Agriculture Committee Advances Crypto Bill Establishing CFTC Oversight

Metaplanet Approves $137M Capital Raise for Bitcoin Expansion

Bitcoin Drops Below $85,000 as Liquidity Crunch Triggers $430 Million in Liquidations

Geopolitics Events

Trump and Schumer Near Shutdown Deal as Border Official Ousted and Fraud Division Launched

Trump Announces Venezuela Airspace Reopening as Shutdown Talks Progress

Trump Escalates Fed Criticism as Trade Deficit Hits 1992 Record While ICE Operations Face Pushback

US Trade Deficit Nearly Doubles to $56.8 Billion, Exceeding Forecasts

Trump to Announce Federal Reserve Chair Nominee Next Week

Senate Blocks Funding Bill as Shutdown Looms Over Immigration Dispute

Trump Announces Week-Long Pause in Russian Strikes on Ukrainian Cities

China Accelerates Green Investment and Service Sector Growth as UK Signals Economic Reset

Trump Immigration Standoff Threatens Government Shutdown as Iran Tensions Escalate

China Military Purge Continues as Xi Reshapes Armed Forces; UK, Vietnam Seek Stronger Ties with Beijing and EU

China Restricts Cross-Border Investment Program Amid Rising Global Demand

Trump Defends Closing Eyes During Cabinet Meeting, Calls Session 'Boring'

Macro Events

Fed Rate Pause Triggers Market Volatility as Investors Recalibrate Expectations

US Jobless Claims Edge Down to 209,000, Missing Forecasts but Signaling Labor Market Stability

Corporate Actions Events

SpaceX and xAI Explore Merger Ahead of Planned IPO

Coterra Energy and Devon Energy in Advanced Merger Talks

Earnings Events

Western Digital Beats Q2 Earnings Expectations on AI Demand

Major Q4 2025 Earnings Reports Released Across Multiple Sectors

SanDisk Shares Soar on Strong Q2 Earnings Beat and Robust Q3 Guidance

Visa Beats Q1 Earnings Expectations But Stock Falls on Transaction Volume Concerns

Oil And Gas Events

Oil Prices Surge Nearly 5% on Potential U.S. Strike Against Iran

Major Energy Shifts as Venezuela Returns to Market and Mozambique LNG Restarts

Venezuelan Lawmakers Approve Major Oil Sector Privatization Despite Skepticism

Currencies Events

Rare-Earth ETFs Retreat While Dollar Weakness and Robinhood's Trump Account Role Dominate Markets

Healthcare Events

FDA Accepts Drug Applications from Unicycive and Summit Therapeutics

Pharma Sector Sees Strategic Moves as Companies Position for Growth

Kennedy's Policy Shifts Spark Parental Concerns Over Newborn Care; Sanofi Vaccines Face U.S. Headwinds

Biotech Stocks Decline on Disappointing Clinical Trial Results

Fixed Income And Interest Rates Events

Wall Street Prepares Record February Bond Sales for AI Projects Amid Market Concerns

Bitcoin price outlook: $70,000 could be in play for BTC, say analysts

Bitcoin falls to $83.4K as gold bugs take profit and AI stocks sell off

Wednesday, January 28, 2026

The Sovereign Social Rebellion of YOUsers || TimeVyn changes the game

🧘 SHARE TO SHARE — Because Time Shares Us.

The Daily Market Flux - Your Complete Market Rundown (01/28/2026)

Here is Your Complete Market Rundown (01/28/2026)

Top Stories:

Bitcoin Approaches $90,000 Ahead of FOMC Meeting as Market Volatility Rises

Fed Holds Rates Steady as Powell Signals Tariff Inflation May Peak Mid-Year

Company News

, Inc. (AMZN)

Performance Overview

Amazon Cuts 16,000 Corporate Jobs in Second Major Layoff Round as Tech Giant Pivots to AI and Restructures Retail Operations

Meta Platforms, Inc. (META)