
Stock Market Today: Nasdaq Futures Slip; Bitcoin Steadies
Amazon in focus after huge AI spending increase prompts afterhours selloff
Global economic updates, market sentiment, and financial headlines.

Jim Cramer explains why South Korea is the hottest market in the world. Samsung and SK Hynix listened when Jensen Huang warned about a memory shortage.

Amazon in focus after huge AI spending increase prompts afterhours selloff

East Asia is exposed to the artificial-intelligence selloff, but other parts of the developing world look insulated from those woes.

Following the January FOMC meeting, the Federal Reserve held the policy rate unchanged at 3.50%–3.75%. While the decision itself was widely expected, attention shifted to the nomination of Kevin Warsh as the next Fed Chair, which increased uncertainty around future policy direction and prompted a broad reassessment across markets.

The CNN Money Fear and Greed index showed further decline in the overall market sentiment, while the index remained in the “Fear” zone on Thursday.

South Korean equities extended declines on Friday as investors continue to retreat from tech stocks, while Indonesian shares fell over 2% after Moody's lowered the country's credit rating outlook, the latest blow to Southeast Asia's largest economy.

In an indication of sharp swings in regional benchmark indexes, South Korea's stock-market regulator briefly halted trading on the main exchange.

Tech stocks and the AI trade have powered global markets ever since the bull run began in October 2022. This year's gains, which include record highs from Japan to Europe, have featured a fresh set of leaders.

The coming regime change at the Fed could squeeze excess out of the market. It may be starting with Bitcoin.

Allianz chief economic adviser Mohamed El-Erian and Unleash Prosperity principal Phil Kerpen discuss Kevin Warsh's nomination for Fed chair and how President Donald Trump's policies have impacted economic growth on ‘Kudlow.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #kudlow #economy #federalreserve #interestrates #inflation #markets #growth #politics #political #politicalnews #government #trump #donaldtrump #kevinwarsh #monetary #finance

Once a distant second or third in the AI race, the company is pushing to the front with a focus on caution, coding and business clients.

Indonesian stocks and currency skidded on Friday after Moody's lowered the country's credit rating outlook, the latest jolt in a turbulent start to the year for Southeast Asia's largest economy after an $80 billion rout of its equity market last week.

Diversification and discipline can reduce the risk of being stuck in the wrong place at the wrong time

• VSE stock is holding steady today. What's ahead for VSE stock?

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are BNY Wealth's Sinead Colton Grant, Bob's Discount Furniture's Bill Barton, Raymond James' Wilma Burdis, XPO's Mario Harik, Tapestry's Joanne Crevoiserat, Zacks Investment Management's Brian Mulberry, Atlassian's Mike Cannon-Brookes, Wedbush Securities' Dan Ives, Former Whole Foods' Errol Schweizer, BetMGM's Adam Greenblatt, The Benchmark Company's Mark Palmer, and Tether's William Quigley.

Kevin Warsh's Fed chair nomination triggered a broad market sell-off, but fears of hawkish policy appear overstated. Despite Warsh's reputation as a monetarist, pragmatic policy—lower rates, SLR exemption, and fiscal support—should cushion markets.

The tech sector has an outsize presence in loan portfolios, raising the risk of contagion.

AI concerns have sparked a sell-off in tech and software stocks this week, dragging all three major indexes lower over the past several trading sessions. RBC Capital Markets managing director in software, Rishi Jaluria, sits down with the Asking for a Trend team to discuss why interpreting these AI advancements as the "death of software" is wrong.

U.S. job openings fell to the lowest level in more than five years, another sign that the American labor market remains sluggish.

Capital market leadership is rotating from the overvalued S&P 500 and mega-cap tech to commodities, gold, and non-US equities amid currency debasement and inflationary pressures. Commodities, particularly monetary metals and miners, are positioned for secular outperformance due to supply constraints, central bank gold accumulation, and declining confidence in fiat currencies.

The resignation of Argentina's statistics chief over delays in updating the inflation index has stirred up memories of price meddling.

Hundreds of billions of dollars were wiped off the value of stocks, bonds and loans of companies big and small across Silicon Valley, with software stocks at the epicenter. The spark for the selloff was AI startup Anthropic.

Vanguard is encouraging some clients to consider allocating more than 50% of their portfolios to bonds, according to the mutual fund giant's chief investment officer.

Dan Ives of Wedbush Securities says he's never seen a structural software stock selloff like this in 25 years, but he's still bullish on tech stocks. He speaks on "Bloomberg The Close."

Challenger report shows 205% jump from December as healthcare, transportation and technology companies scale back workforce.

Weak job data and deepening AI anxiety pushed the S&P 500 into the red for the year.

As an investor, it's challenging to stay constructive when markets feel noisy, crowded, or overdue for a pullback. The instinct to brace for what might go wrong is natural.

Republicans on the Senate Banking Committee are raising doubts over the Justice Department's investigation into Federal Reserve Chair Jerome Powell. It's important because Senator Thom Tillis says he'll oppose any Trump Fed Chair nominee until the probe is over.

Reddit stock climbed late Thursday after the social media company reported fourth quarter results that beat expectations.

Tech is ailing while other sectors are holding up. How to stay safe and avoid the AI knife fight.

Mexican officials are evaluating how to send fuel to Cuba to help meet basic needs such as electricity and transportation without triggering reprisals from Washington, which has threatened tariffs against countries supplying fuel to the Caribbean island, four sources familiar with the matter said.

CNBC put the AI threat to software companies to the test by vibe-coding a version of the tools from Monday.com. Silicon Valley insiders say the most exposed software names are the ones that "sit on top of the work" — tools like Atlassian, Adobe, HubSpot, Zendesk and Smartsheet.

Restoring independence and credibility means getting politics out of central banking.

President Trump joked that he may sue his Fed chair nominee, Kevin Warsh, if he doesn't lower rates the way the president wants. In a heated exchange with Senator Elizabeth Warren (D-Mass.

Anthropic, one of the biggest and most influential tech companies in the world, is launching a new model: Claude Opus 4.6.

Wedbush's Dan Ives reveals why he's still bullish on AI despite tech being the worst-performing sector this year, which names he's buying, and why Microsoft could be a generational opportunity. 00:00 Introduction 00:19 AI trade under pressure 01:30 Staying bullish on AI 02:41 Key risks to the rally 03:44 Software stocks selloff 05:16 Buying opportunity or pause 06:04 Big Tech and capex fears 07:02 Best Mag Seven dip 07:40 Navigating tech volatility 08:46 Nasdaq upside outlook 09:16 Rapid fire picks Subscribe | http://t.st/TheStreetTV Earn.

Bullish sentiment decreased 4.7 percentage points to 39.7%. Neutral sentiment increased 6.5 percentage points to 31.3%.

Ahead of the government's delayed January jobs report, a mix of other federal and private data points to a rough start to the new year.

Stock benchmarks now all drag lower after the past few sessions of divergence. With recent Tech sector outflows, risk assets are taking a hit.

“For me, inflation has been too high for too long,” Bostic said.

Anthropic introduces its new Claude Opus 4.6 model as a way to conduct research and build spreadsheets.

Telecom Services, Consumer Non-cyclicals, and Financials sectors each earn an Attractive-or-better rating for 1Q26, signaling strong fundamentals and favorable valuations. My ratings prioritize both business fundamentals and valuation, rewarding funds with quality holdings and low total annual costs.

Under questioning from Sen. Elizabeth Warren, Treasury Secretary Scott Bessent would not rule out the potential for a DOJ investigation into Federal Reserve Chair nominee Kevin Warsh over interest rates.

A major rotation is happening under the surface. The real winners may surprise almost everyone.

Technology startup Anthropic on Thursday launched what it called an improved artificial intelligence model, days after its product advances helped kick-start a selloff of traditional software stocks.

U.S. government debt was getting a bid on apparent safe-haven demand Thursday, driven by fresh concerns about the labor market.

Liquidity is draining from markets, with Bitcoin down ~45% since October and further declines likely as liquidity pressures persist. The Treasury's higher TGA targets and ongoing debt issuance are drawing liquidity from reserves, which now hover at "ample" but low levels.

Major employers including UPS and Amazon announced significant job cuts in January, with transportation and tech sectors leading the nationwide layoffs surge.

Investors who want to buy bonds have an embarrassment of options.