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Source document· January 26, 2026

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

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq inch higher to kick off big week of Big Tech earnings, Fed meeting US stocks nudged higher on Monday, as pressure built on the dollar and gold rallied to lead in a big week filled with a Federal Reserve rate decision and Big Tech earnings reports…
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  • Trump hinted he could name his choice of replacement for Powell as soon as this week

    80% confidence

  • Intel expects losses to continue into the first quarter

    80% confidence

  • Meta boosted spending projections from a range of $66 billion-$72 billion to between $70 billion and $72 billion

    80% confidence

  • Investors can't not consider the risks of bottomless spending and sky-high valuations

    80% confidence

  • Microsoft would spend more in 2026 than the $88.2 billion it spent in 2025

    80% confidence

  • Share of people citing an 'AI bubble' is falling

    80% confidence

  • Tech sector issued nearly $700 billion in investment-grade debt over the past quarter, closing in on the just-over $800 billion in issuance by the financial sector

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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Stock market today: Dow, S&P 500, Nasdaq inch higher to kick off big week of Big Tech earnings, Fed meeting — Source | Via News | ViaNews EU