Real Vision: Finance & Investing Fed Holds Steady, Big Tech Earnings Diverge, and Commodities Surge: PALvatar Market Recap, January 29 2025
18 snips
Jan 29, 2026 Markets rally as the Fed holds rates and signals a pause. Big tech earnings diverge with AI leaders in the spotlight. Commodities surge on geopolitical tension and a softer dollar. Crypto sees gains and fresh stablecoin and regulation headlines.
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Fed Pauses But Markets Expect Cuts
- The Fed held rates at 3.5–3.75% and signaled an extended pause, calming markets for now.
- Traders still price a June cut, showing markets expect easing despite the pause.
Earnings Reactions Driven By Messaging
- Mag7 earnings produced divergent stock reactions despite similar AI spending narratives.
- Investor interpretation of CEO messaging drove big differences in market responses.
Big Tech Faces Growth Versus AI Spend Tradeoff
- Tesla's revenue fell for the first time as it pivots toward AI and robotics, including Optimus investments.
- Microsoft posted record profits but fell on investor worry about rising AI spending and slower cloud growth.