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.
 

•  28 Jan 2026
 

•   AMZN  
   
  +0.00%
•   APH  
   
  -1.54%
•   ASML  
   
  +0.12%
•   CRWV  
   
  +1.37%
•   FFIV  
   
  -0.96%

Wall Street traded in volatile fashion as the S&P 500 briefly touched the 7,000 level before pulling back, reflecting a market caught between record highs and growing caution. Investors are balancing anticipation around major tech earnings with the Federal Reserve first rate decision of the year. The Fed held rates steady at 3.5%-3.75% in a 10-2 vote, and attention now shifts to Chair Jerome Powell comments for clues on when rate cuts might resume. Market pricing currently points to two cuts by the end of 2026, keeping monetary policy firmly in focus.

$APH delivered a record quarter and topped expectations, yet the stock plunged about 10%. After rallying more than 140% over the past year, expectations were stretched, and even strong guidance was not enough to calm concerns about a potential slowdown in AI infrastructure growth. For traders, this is a reminder that when positioning is crowded, valuation risk can outweigh fundamentals.

$AMZN is getting a bullish push from Bank of America, with analysts suggesting as much as 20% upside as cloud demand continues to exceed supply. Fourth-quarter revenue is projected at $213 billion with operating income of $26 billion, and AWS growth is expected to accelerate to 22%. At the same time, Amazon announced another 16,000 job cuts, bringing total reductions close to 10% of its corporate workforce. Investors see a mix of strong AI-driven demand and tighter cost control, a combination that could support margins even if overall growth moderates.

$MSFT heads into earnings with investors focused on massive AI-related commitments and cloud backlog. Remaining performance obligations are expected to jump sharply following large contracts with OpenAI and Anthropic. Azure growth is projected around 38.4%, slightly below the prior quarter, while capacity constraints and record infrastructure spending remain key issues. For the market, Microsoft results often set the tone for enterprise software and AI spending trends.

$META is approaching earnings with analysts projecting 34% upside and a $900 price target after upgrades to Buy. Wall Street expects strong year-over-year growth, but investors are less concerned with headline numbers and more focused on clarity around AI investment levels, timelines, and long-term returns. In a market trading near highs, guidance and capital allocation discipline will be critical.

$STX surged after beating revenue and profit expectations, with management pointing to strong demand from AI-driven data centers. The results lifted the broader storage and memory segment, reinforcing the idea that AI spending is flowing through the entire hardware ecosystem.

$WDC moved higher in sympathy with Seagate results, reflecting improving sentiment in storage. $SNDK, spun off last year, also gained sharply as investors rotated into names leveraged to data center demand. $MU benefited from the same momentum in memory, rising as the sector outlook improved on the back of solid reports.

$NVDA climbed after reports that China approved initial purchases of its advanced H200 AI chip for data centers. Given geopolitical sensitivities and regulatory scrutiny, this approval is viewed as a meaningful signal. It strengthens confidence in Nvidia international demand outlook and reinforces the broader AI infrastructure narrative.

$TXN rose despite a slight earnings miss, as its first-quarter guidance came in above expectations. Management pointed to signs of recovery in industrial markets and continued strength from data centers. For cyclical semiconductor investors, this suggests that the downturn may be stabilizing.

$ASML reported record fourth-quarter sales and orders well above forecasts. As a key supplier of chip manufacturing equipment, ASML is widely seen as a barometer for semiconductor capital spending. Strong bookings support the view that AI-driven investment cycles remain intact.

$FFIV jumped after beating earnings and revenue expectations and raising full-year guidance. Investors rewarded the company for pairing solid execution with cautious optimism, reinforcing confidence in multi-cloud demand resilience.

$QRVO fell sharply despite beating earnings estimates, as its forward guidance disappointed. The weakness spilled over to $SWKS, which is in the process of merging with Qorvo, making it one of the weakest names in early trading. The reaction underscores how forward outlooks can dominate short-term price action.

$UNH is stabilizing after a near 20% drop triggered by weaker-than-expected quarterly revenue, soft full-year guidance, and a government proposal to keep Medicare Advantage rates nearly unchanged in 2027. The entire healthcare sector remains sensitive to policy risk, and investors are recalibrating exposure accordingly.

$TSLA edged higher ahead of earnings despite expectations for lower revenue and profit due to weaker vehicle deliveries. The stock is down about 4.2% year to date, yet traders appear more focused on updates related to robotaxis, AI-driven robotics, and long-term strategy than on near-term margins.

$CRWV surged after securing a $2 billion investment from Nvidia to expand computing capacity by more than 5 gigawatts by 2030. Nvidia purchased shares at $87.20, signaling strong strategic alignment. The deal highlights the scale of capital flowing into AI infrastructure and reinforces the broader theme driving much of today market action.

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