Good morning.
The Fast Five → Fed holds interest rates steady, S&P breaches 7,000 pts for the first time, Tesla plots $20B spending spree, Gold soars above $5,400, and Coinbase rolls out prediction markets to all US customers…
📌 AI cannot run without critical minerals - and America just secured the largest untapped supply of them on Earth. One under-the-radar company is positioned at the center of it - which is why Dylan Jovine believes this could be the #1 AI stock for 2026. (ad)
Calendar: Full Calendar »
Today:
Unemployment Claims, 8:30A
Tomorrow:
Core PPI m/m, 8:30A
Your 5-minute briefing for Thursday, Jan 29:
BEFORE THE OPEN
As of market close 1/28/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 43.17% for Week of JAN 22 2026
Previous week: 49.50%
Market Wrap:
Futures dipped S&P -0.1%, Dow -139, Nasdaq near flat
Gold topped $5,500 up about 2% as the dollar fell
Meta +7% after hours and Microsoft -6% on slower cloud
The Fed held 3.5% to 3.75% and two cuts are still priced for 2026
S&P briefly hit 7,000 and closed near flat with Nasdaq +0.2%
Today brings Apple plus Mastercard, Caterpillar, Lockheed & jobless claims
EARNINGS
Here’s what we’re watching this week:
Today: Blackstone $BX ( ▼ 5.24% ), Mastercard $MA ( ▼ 0.84% )
Apple $AAPL ( ▼ 0.2% ) - EPS of $2.67 (+11.3% YoY) on $138.45B revenue (+11.8% YoY)
FRI: Chevron $CVX ( ▲ 2.3% ), Exxon Mobile $XOM ( ▲ 3.85% ), Verizon $VZ ( ▲ 3.68% )
Alert: Huge Tesla Shift Ahead?
Tesla could be on the verge of its biggest change ever.
Insiders are warning of a coming "critical inflection point" that could have ripple effects across the entire stock market.
Do NOT buy or sell Tesla stock until you see this.
- a sponsored message from Altimetry -
HEADLINES
The US Federal Reserve on Wednesday held interest rates steady, taking a breather after three straight cuts last year.
The massive planned capital expenditure, announced during the EV maker’s conference call, underscores Tesla’s ambitions to refocus its business.
S&P breaches 7,000 points for the first time, lifted by AI optimism (more)
Here’s what changed in the new Fed statement (more)
Bessent touts a strong dollar after Trump brushed off its drop (more)
Dollar jumps as Bessent comments halt slump' (more)
JPMorgan, BofA announce $1,000 Trump account match (more)
Dollar slides as Trump says he's not concerned with decline (more)
Gold soars above $5,400 after Trump's dollar comments (more)
Oil prices hover around four-month high (more)
Meta surges after earnings beat as it plans $135B AI spending spree (more)
Tesla posts earnings beat, updates on Optimus plans (more)
Carvana shares fall 14% following short-seller accusations (more)
Microsoft drops amid slowing cloud growth, record spending (more)
Samsung profit triples to record high as AI boom exacerbates chip shortage (more)
Amazon to cut 16,000 jobs in latest round of layoffs (more)
Coinbase rolls out prediction markets to all US customers (more)
DEALFLOW
M+A | Investments
Eli Lilly signs $1.12B deal with private gene-editing firm Seamless
Puratos acquires Vör Foods
Sense receives strategic investment from Analog Devices
Exxat receives minority growth investment from Accel-KKR
Kore.ai receives investment from AllianceBernstein
VC
Cellares, an IDMO, raised $257M in Series D funding
Snout, a pet healthcare financing platform, raised over $110M in total capital
Rogo, an AI platform purpose-built for finance, raised $75M in Series C funding
Gyde, an AI-native brokerage platform, raised $60M in funding
Eliyan Corporation, a company specializing in connectivity products for AI and computing systems, raised $50M in strategic funding
Outtake, a digital trust platform for AI-driven impersonation protection, raised $40M in Series B funding
Phia, a shopping agent service, raised $35M in Series A funding
Adaptive6, a company specializing in cloud cost governance, raised $28M in Series A funding
Slice Global Equity, an AI-native global equity compliance platform for, raised $25M in Series A funding
BoldVoice, an AI-powered voice coaching platform, raised $21M in Series A funding
CraniUS Therapeutics LLC, a privately held neurotechnology company, raised $20M in Series B funding
Datatruck, an AI operating system for North American long-haul carriers, raised $12M in Series A funding
Curate, a hospitality platform empowering mobile ordering and loyalty experiences, raised $10M in new funding
Limy, an infrastructure platform for optimizing brand performance in the Agentic Web, raised $10M in funding
Elysium Therapeutics, a biopharma company developing treatments designed to prevent overdoses, raises $7.5M SAFE Round
Tenbin, a tokenization protocol, raised $7M in Seed funding
Emobi, an EV charging company, raised $3.4M in Seed funding
Oro, a social fintech platform helping employers offer homeownership as employee benefits, raised $3M in funding
Scholé AI, an AI learning platform built for the workforce, raised $3M in funding
Origin, a provider of whole-body musculoskeletal care for women, raised an undisclosed amount in Series B funding
Stellular Bio, a regenerative biologic (PRB) therapeutics company, raised an undisclosed amount in Series 1 funding
CRYPTO
BULLISH BITES
📊 Trump keeps TACOing. What if markets stop caring?
💵 The dollar is losing buoyancy.
☄️ AI reveals 800 never-before-seen ‘cosmic anomalies’ in old Hubble images.
😎 Paul Newman’s trademark oversized pilot sunglasses, courtesy of Oliver Peoples.
DAILY SHARES
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