Real Vision: Finance & Investing Mag7 Earnings, AI Stock Surge, Gold at Record Highs, and Crypto Momentum: PALvatar Market Recap, January 28 2026
Jan 28, 2026
Markets push higher as Mag7 earnings loom and the Fed decision approaches. AI-related stocks like Nvidia and ASML dominate headlines. Gold climbs to new highs while the dollar softens. Crypto momentum extends, led by Ethereum and select altcoins, with stablecoin and payments developments stirring the sector.
AI Snips
Chapters
Transcript
Episode notes
Risk-On Ahead Of Mag7 And Fed
- US equities rallied ahead of Mag7 earnings and a Fed decision, driven by strong risk sentiment despite no expected rate cuts.
- AI winners and big tech earnings propelled markets higher, signaling concentrated leadership in the rally.
AI Demand Is Driving CrossâMarket Gains
- AI demand is lifting multiple firms, from Corning's $6bn fibre deal with Meta to Nvidia chip access in China.
- ASML's strong sales forecast and Anthropik's massive fundraising underline AI's broad supply-chain and valuation impact.
Sector Divergence During Earnings Week
- Mixed legacy-industrial earnings left the Dow soft while health insurers fell on proposed rate changes.
- Sector rotation is active: AI and tech outperform while cyclicals and insurers react to policy shifts.