Wall Street Today in the Buzz

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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks. Stay ahead of the curve with our comprehensive market coverage.
 

•  27 Jan 2026
 

•   AAL  
   
  -0.51%
•   AMZN  
   
  +0.30%
•   BA  
   
  +0.97%
•   CRWV  
   
  -2.53%
•   CVS  
   
  -0.51%

Wall Street closed with moderate gains across most major indices as the technology sector once again carried the torch of optimism, offsetting weak macro data and brewing political uncertainty. While the S&P 500 edged closer to a fresh record high with a 0.5% gain and the Nasdaq jumped 1%, the broader market remained hyper-focused on the Federal Reserve’s latest meeting and a looming wave of mega-cap earnings.

$AMZN advanced as Bank of America projected a 20% upside, citing cloud demand that continues to outstrip supply. Analysts expect the retail and cloud giant to beat fourth-quarter expectations with $213 billion in revenue, driven by an acceleration in AWS growth to 22%. This bullishness comes even as $UPS announced plans to cut up to 30,000 jobs to streamline operations following a reduction in shipping volumes from Amazon.

$MSFT investors are closely watching massive commitments to AI and cloud infrastructure, with RPO expected to jump following major contracts with OpenAI and Anthropic, despite capacity constraints at Azure.

$UNH plummeted nearly 20%, dragging the Dow lower after issuing a 2026 revenue forecast that signals its first annual decline since 1989. The healthcare sector faced a broader rout as $HUM cratered over 21% and $CVS dropped 9.4% following a government proposal for Medicare Advantage rates that fell significantly short of industry expectations.

$PINS fell nearly 10% on news it will lay off 15% of its workforce to pivot resources toward AI investments, while $AAPL saw a 1.1% lift after J.P. Morgan raised its price target, citing strong anticipation for the iPhone 17.

$BA defied a history of recent setbacks by crushing expectations on both its top and bottom lines, reporting fourth-quarter revenue of $23.95 billion. The aerospace leader posted a surprising net profit of $8.22 billion, a stark contrast to the heavy losses recorded in the same period last year.

$NOC reported a solid earnings beat but saw cautious trading due to a 2026 outlook that slightly lagged analyst estimates.

$GM surged over 8% as it impressed the market with strong profit margins in its traditional truck business and a significant dividend increase, successfully navigating the turbulent transition to electric vehicles.

$MU rose following the company's announcement of a $24 billion investment in Singapore to expand production capacity for high-demand memory chips. This move provided a lift to the semiconductor secto.

$CRWV jumped over 10% after securing an additional $2 billion investment from NVDA, highlighting the massive scale-up of AI computing capacity planned through 2030.

$AAL managed to climb despite a bottom-line miss caused by government-related disruptions, as investors focused on a record $14 billion in revenue and an optimistic 2026 outlook. The airline noted a clear recovery in bookings for early 2026, boosting confidence in its annual profit guidance. As the market prepares for imminent reports from Meta and other tech titans, all eyes are on whether the massive capital expenditures in AI will finally begin to translate into the explosive top-line growth the "Buzz" has been promising.

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