Markets

Kevin Warsh speaking at a policy event as markets weigh the implications of his nomination for the future direction of the Federal Reserve.

Kevin Warsh's Fed Nomination Signals Balance Sheet Focus

Trump's selection of the former crisis-era governor suggests a central bank recalibration toward quantitative tightening and structural discipline, even as rate policy remains fluid.

Tech IconsJan 30, 2026Federal ReserveInterest RatesUS Monetary Policy

Apple earnings Q1 2026 showing iPhone 17 growth, China revenue rebound, Services expansion, and evolving AI strategy

Apple Posts Record Quarter with $144B in Revenue Growth

The company's record-breaking fiscal first quarter reveals strategic depth beyond headline numbers, with iPhone 17 momentum and China's rebound offsetting measured AI positioning.

Tech IconsJan 30, 2026Earnings SeasonMagnificent 7Services Revenue

SAP's Cloud Gains Meet Stubborn Market Expectations

Strong cloud growth, a €77 billion backlog, and aggressive AI investment failed to reassure investors as modest forward deceleration triggered a sharp valuation reset.

Tech IconsJan 29, 2026Cloud ComputingEarnings SeasonEnterprise Software

UK Prime Minister Keir Starmer visiting the Forbidden City in Beijing during official China trip

Starmer’s Beijing Trip Marks a Quiet Shift in Britain’s China Policy

Britain's first prime ministerial visit to China in eight years yields $15 billion pharmaceutical investment, signaling strategic shift toward pragmatic engagement in life sciences and emerging technologies.

Tech IconsJan 29, 2026GeopoliticsTechnology DiplomacyUK-China Relations

Capital View

Meta posts record advertising revenue as AI capital expenditures surge

Meta's $60B Quarter Reveals the True Cost of AI Leadership

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Microsoft earnings highlight cloud growth and rising AI infrastructure costs

Microsoft's AI Bet Collides With Investor Patience

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Tesla reports mixed quarterly results amid AI and robotics pivot

Tesla's Autonomy Bet Meets Reality Check in 2025 Results

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The Federal Reserve signals a cautious policy reset as inflation remains above target and economic growth stays resilient

Fed Pauses Rate Cuts as Inflation Persists and Growth Holds Firm

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ASML’s latest earnings highlight record bookings and accelerating demand for EUV lithography as AI reshapes global chip manufacturing

ASML Reports Record Quarter as AI Reshapes Chip Industry

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AT&T’s fourth-quarter results highlight accelerating fiber broadband growth and sustained 5G adoption across its mobility business.

AT&T Posts Strong Quarter as Fiber Push Offsets Wireless Churn

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U.S. markets suffer whipsaw volatility as Trump tariff threats spark sell-offs, tech earnings disappoint, Intel plunges, and geopolitical risk drives investor sentiment.

Markets Navigate Volatility as Sell-Off Collides With Tech Earnings

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Larry Fink Put Davos Back at the Center of Global Power

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Shou Zi Chew, Chief Executive Officer of TikTok, as ByteDance restructures TikTok’s U.S. business through an Oracle-led joint venture, preserving scale while addressing national security pressure.

How TikTok Solved Its American Problem Without Leaving

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Disney’s $1B OpenAI Deal Tests Entertainment’s AI Future

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Warner Bros. Studios, now part of Netflix’s $72 billion acquisition, bringing century-defining franchises onto one global platform.

Netflix Acquires Warner Bros. Studio and HBO Max for $72 Billion

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