Wall Street Breakfast Megacaps vs. the Fed this week
14 snips
Jan 25, 2026 Big-tech earnings take center stage with Apple, Microsoft and Meta set to report and AI-driven growth in focus. A pivotal Fed decision and a White House probe into Powell add political and market suspense. A massive winter storm snarls travel for millions. Trade tensions and rapid workplace AI adoption round out the week’s major headlines.
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Mega-Caps Will Drive Market Tone
- Mega-cap earnings from Apple, Microsoft, and Meta will likely set the tone for markets this week.
- Microsoft is eyed for AI-driven Azure growth while Apple's iPhone strength may drive its biggest revenue jump in four years.
AI And iPhone Strength Underpin Returns
- Microsoft is technically near oversold heading into earnings, supported by AI and cloud investments.
- Apple is expected to post its largest year-over-year revenue jump in four years despite China tensions.
Fed Decision Focuses On Powell Probe
- The Fed is almost certain to keep rates steady, shifting focus to Powell's comments on a White House criminal probe.
- Analysts view the investigation as an unprecedented escalation since the Fed's founding in 1913.