Stock market today: Dow, S&P 500, Nasdaq mixed as Tesla, Meta, Microsoft diverge after earnings

6 days ago 6

Updated Thu, January 29, 2026 astatine 8:44 AM CST 2 min read

US stocks opened Thursday connected mixed footing arsenic investors digested the latest megacap tech net up of Apple's report, portion golden (GC=F) and lipid (BZ=F) rallied amid fears of US subject strikes connected Iran.

The S&P 500 (^GSPC) picked up astir 0.1%, portion the tech-heavy Nasdaq Composite (^IXIC) moved the different mode to shed astir 0.5%. The bluish chip-heavy Dow Jones Industrial Average (^DJI) roseate 0.3% pursuing Wednesday's muted performance.

SNP - Free Realtime Quote USD

6,956.24 -21.79 (-0.31%)

As of 9:50:12 AM EST. Market Open.

^GSPC ^DJI ^IXIC

The S&P 500 (^GSPC) is trying to again apical 7,000 arsenic Meta (META) shares surged implicit 9% aboriginal successful the session, acknowledgment to a amazingly beardown quarterly gross outlook. The archetypal of the "Magnificent Seven" megacaps to study net besides plans to walk up to $135 cardinal connected its information halfway build-out this year, a boost to its propulsion to triumph the AI race.

While that AI ambition was welcomed, Microsoft (MSFT) banal slid implicit 10% contempt its higher-than-anticipated superior spending arsenic investors reacted to a slowdown successful quarterly unreality income growth.

Meanwhile, Tesla (TSLA) flipped to a nonaccomplishment astatine the open, arsenic a strategy displacement from EVs to robots and a quarterly net bushed came with its first-ever diminution successful yearly revenue. Investors are present gearing up for Apple’s (AAPL) quarterly earnings, owed aft the closing bell.

The tech moves took absorption amid an escalation successful US-Iran tensions, stoked by President Trump's informing to Iran that it indispensable hold to a atomic woody rapidly oregon beryllium deed with subject strikes. Crude lipid futures climbed to physique connected Tuesday's four-month precocious arsenic US ships massed successful the region. Gold surged, concisely topping a grounds $5,500 an ounce, arsenic a declining dollar (DX-Y.NYB) added to the unreserved for shelter.

Wall Street is besides digesting the Federal Reserve's archetypal monetary argumentation determination of 2026, successful which it kept involvement rates unchanged. Eyes are connected updates connected play jobless claims, durable goods orders, and wholesale inventory figures connected Thursday for clues to the system to provender argumentation expectations.

Markets are pricing successful 2 quarter-point complaint cuts by year-end, per CME FedWatch, but an easing whitethorn not travel earlier the extremity of Jerome Powell's tenure successful May. The ticker is present connected for an announcement from Trump of his prime arsenic the adjacent Fed chair, which helium has said volition travel soon.

LIVE 13 updates

  • Jake Conley

    US stocks diverge arsenic Thursday trading opens

    US stocks began Thursday's league trading mixed arsenic the marketplace reacted to the latest megacap tech earnings, with Apple's (AAPL) study to travel aft the bell.

    Meanwhile, golden (GC=F) and lipid (BZ=F) some picked up gains arsenic President Trump hardened his code against Iran, portion the dollar (DX-Y.NYB) slid.

    The tech-heavy Nasdaq Composite (^IXIC) shed astir 0.6%, portion the blue-chip benchmark Dow Jones Industrial Average (^DJI) picked up astir 0.4%. The S&P 500 (^GSPC) hovered close supra flat.

    Nasdaq GIDS - Free Realtime Quote USD

    23,650.91 -206.54 (-0.87%)

    As of 9:50:08 AM EST. Market Open.

    ^IXIC ^GSPC ^DJI

    Investors volition beryllium watching to spot whether the S&P 500 tin transverse 7,000 again aft Meta (META) shares surged implicit 8% successful the archetypal minutes of trading, acknowledgment to a amazingly beardown quarterly gross outlook.

  • Jake Conley

    Oil prices leap successful Iran hazard premium, tighter than expected US commercialized reserves

    Oil prices jumped much than 3% successful greeting trading connected Thursday arsenic investors priced successful the hazard of imaginable escalations successful Iran and the Strait of Hormuz, the important shipping way Iran mostly controls.

    Futures connected Brent crude (BZ=F), the planetary pricing benchmark, flirted with $70 a barrel, portion those connected the US benchmark West Texas Intermediate (CL=F) crude gained to commercialized supra $65.

    The gains adhd to a run-up implicit the past period that has seen lipid prime up astir 15% arsenic geopolitical hazard premiums and acold upwind person buoyed prices adjacent arsenic planetary onshore crude stocks person remained elevated.

    "We expected Brent beneath $60/BBL by present and trending towards the debased $50 range. Instead, geopolitical hazard premium and carnal proviso losses person created a beardown floor," Macquarie Group planetary vigor strategist Vikas Dwivedi wrote successful a caller enactment to clients.

    Recent moves by the US subject to presumption adjacent Iran naval vessels and different instrumentality susceptible of striking wrong the state person kept worries live astir imaginable disruptions to the Strait of Hormuz. The strait sees astir 20 cardinal barrels of oil, oregon a afloat 4th of planetary maritime lipid trade, transverse its waters each day. disruptions would person wide ripple effects connected proviso and pricing.

    On apical of the geopolitical risk, US commercialized crude inventories successful the US for the week ended Jan. 23 decreased by 2.3 cardinal barrels from the erstwhile week, according to information released Wednesday by the Energy Information Administration. Analysts astatine Macquarie had expected a maturation of 900,000 barrels.

  • Weekly jobless claims autumn somewhat to 209,000

    US applications for unemployment benefits decreased modestly to 209,000 for the week ending Jan. 24, information from the Labor Department showed Thursday. Economists surveyed by Bloomberg expected jobless claims to autumn to 205,000.

    Continuing claims, a proxy for the full fig of radical receiving benefits, fell by 38,000 to 1.82 million, bringing the four-week moving mean of continuing claims lower, to 1.86 million.

    The information comes a time aft the Federal Reserve held involvement rates dependable and Fed Chair Jerome Powell made the lawsuit that the labour marketplace had "stabilized" aft a play of gradual cooling.

    While occupation gains person remained low, the unemployment complaint has changed small successful caller months, Powell said.

  • Caterpillar banal rises arsenic powerfulness instrumentality income assistance profits

    Caterpillar (CAT) banal roseate 1.5% successful premarket trading aft its net showed it's inactive a beneficiary of the AI information halfway build-out, but besides that it expects to instrumentality different large deed from tariffs successful 2026.

    The operation and mining instrumentality shaper reported an adjusted nett of $5.16 per stock for the quarter, up from $5.14 ⁠per stock a ‌year earlier. Revenue roseate to $19.1 cardinal from $16.2 billion. Those figures were supra Wall Street's expectations of $4.71 net per stock and gross of $17.7 billion, according to S&P Global Market Intelligence.

    The results were boosted by income of powerfulness procreation instrumentality to AI information halfway developers. Sales successful Caterpillar's powerfulness and vigor conception roseate 23% twelvemonth implicit twelvemonth to $9.4 billion.

    "I deliberation what often gets overlooked is that AI is truly an concern story," Gabelli Funds portfolio manager Brian Sponheimer told Yahoo Finance. "As this information halfway rollout has happened, ... it's created structural request for industrial-grade powerfulness solutions, and nary institution is truly arsenic good situated to thrust that proviso than Caterpillar."

    However, Caterpillar is inactive facing headwinds from higher tariffs. Reuters reported that Caterpillar warned of a $2.6 cardinal tariff interaction successful 2026. In the 4th quarter, operating nett fell 9%, mostly owed to unfavorable manufacturing costs.

  • Jenny McCall

    Comcast sheds much broadband customers arsenic wireless contention mounts

    Media radical Comcast (CMCSA) reported a nonaccomplishment successful broadband customers successful its 4th fourth net connected Thursday. The diminution missed analysts' estimates and was driven by competitors offering consumers much cost-effective, assertive offers.

    The banal edged higher earlier the doorbell connected Thursday.

    Reuters reports:

    Read much here.

  • Jenny McCall

    Premarket trending tickers: Las Vegas Sands, Royal Caribbean and Whirlpool

    Las Vegas Sands (LVS) banal fell arsenic overmuch arsenic 10% during premarket trading. The casino operator's adjusted net fell abbreviated of expert expectations.

    Royal Caribbean (RCL) banal roseate 6% earlier the doorbell connected Thursday aft the cruise operator's 2026 net guidance bushed Wall Street estimates.

    Whirlpool (WHR) stock sank 10% during premarket hours contiguous aft reporting an unexpected diminution successful sales.

  • Jenny McCall

    SAP shares plunge aft unreality backlog, guidance disappoint

    SAP (SAP) banal fell 15% earlier the doorbell connected Thursday aft reporting a unreality backlog and posting disappointing guidance.

    The German steadfast said its unreality preorders reached $25 billion, but it missed analysts' estimates by astir 1%. The hold has been blamed connected a fewer "mega deals" that are taking longer to get up and running.

    Reuters reports:

    Read much here.

  • Microsoft banal slips aft Q2 net beat, unreality gross tops $50 billion

    Microsoft (MSFT) shares fell astir 7% earlier the doorbell arsenic a coagulated quarterly net bushed inactive near investors disappointed.

    NasdaqGS - Nasdaq Real Time Price USD

    431.94 -49.69 (-10.32%)

    As of 9:50:13 AM EST. Market Open.

    Yahoo Finance's Daniel Howley reports:

    Read much here.

  • Meta banal climbs aft Zuckerberg says: 'We are present seeing a large AI acceleration'

    Shares successful Meta (META) surged successful premarket, up implicit 7% arsenic investors invited raised guidance for this year's spending plans amid a Big Tech AI spending spree.

    NasdaqGS - Nasdaq Real Time Price USD

    719.07 +50.34 (+7.53%)

    As of 9:50:13 AM EST. Market Open.

    “We are present seeing a large AI acceleration," Mark Zuckerberg stated connected Meta's net telephone precocious Wednesday.

    That taxable was accordant passim Meta's net call, arsenic the CEO touted caller AI models and products that the institution is moving on.

    Zuckerberg said that since the opening of 2025, Meta has seen a 30% summation successful productivity from its engineers owed to the adoption of AI coding tools. The powerfulness users of those tools person seen their output summation by 80%, Zuckerberg said.

    “We’re starting to spot agents truly work," helium added. "This volition unlock the quality to physique wholly caller products and alteration however we work.”

    Read much here. connected Meta's net bushed from Yahoo Finance's Daniel Howley.

  • IBM banal surges arsenic bundle gross maturation accelerates

    International Business Machines (IBM) banal surged 8% successful premarket trading connected Thursday aft maturation successful the company's bundle concern drove 12% gross maturation for the 4th quarter.

    Revenue accrued to $19.69 billion, beating forecasts of $19.21 billion, according to Bloomberg statement estimates. Software gross was up 14% successful the quarter, Consulting gross accrued 3%, portion Infrastructure gross roseate 21%.

    IBM has focused connected its Hybrid Cloud and Red Hat bundle platforms, which person been superior drivers of the stock's 30% summation implicit the past year.

    Earnings per stock came successful astatine $4.52, compared to estimates of $4.32.

    Read much from Reuters.

  • Oil climbs from four-month precocious arsenic Trump ramps up Iran threats

    Oil roseate for a 3rd day, gathering connected historical highs aft President Trump told Iran it would look US subject attacks if it failed to hold a atomic deal.

    Brent crude futures (BZ=F), the planetary benchmark, moved up 2.4% to astir $69 a barrel, coming disconnected the highest adjacent since September connected Wednesday, Meanwhile, US benchmark West Texas Intermediate futures (CL=F) jumped 2.6% to supra $64.

    From Bloomberg:

    Read much here.

  • Asian shares mixed container arsenic portion reacts to American Fed rate

    Reuters reports:

    Read much here.

  • Gold holds supra $5,500 arsenic dollar sinks

    Yahoo Finance's Ines Ferre reports:

    COMEX - Delayed Quote USD

    5,563.30 +223.10 (+4.18%)

    As of 9:40:13 AM EST. Market Open.

    Read much here.


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