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Meta rises 8%, Microsoft sinks 11% as megacap tech stocks diverge after earnings

by CNBC Markets | January 29, 2026 9:19 pm | US Markets

Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

Software stocks enter bear market on AI disruption fear with ServiceNow plunging 11% Thursday

by CNBC Markets | January 29, 2026 9:16 pm | US Markets

The iShares Expanded Tech-Software Sector ETF is on pace for its biggest one-day decline since April 4 during the tariff-triggered downturn.

Trade balance soared 94% in November and was higher than a year ago, despite tariff efforts

by CNBC Markets | January 29, 2026 9:16 pm | US Markets

The U.S. deficit with its global trading partners nearly doubled in November as the shortfall with the European Union swelled.

Homan: ICE and CBP crafting ‘drawdown plan’ in Minnesota, admits ‘improvements’ needed

by CNBC Markets | January 29, 2026 9:15 pm | US Markets

President Donald Trump sent border czar Tom Homan to Minneapolis after federal agents killed a second U.S. citizen in the city.

Starbucks to reintroduce tiers to loyalty program to encourage more visits

by CNBC Markets | January 29, 2026 8:06 pm | US Markets

Starbucks is bringing back its tiered loyalty program.

GM is epitomizing the U.S. auto industry’s profit, politics balancing act under Trump

by CNBC Markets | January 29, 2026 8:05 pm | US Markets

GM’s ability to walk such a tightrope has been easier to do when it can fall, if needed, onto $21.7 billion in cash to end 2025.

S&P 500 futures rise after Meta soars on earnings, but Microsoft dive limits gain: Live updates

by CNBC Markets | January 29, 2026 7:20 pm | US Markets

“Magnificent Seven” companies Meta Platforms, Microsoft and Tesla posted earnings results after Wednesday’s close.

‘Climate of fear’: ICE violence in Minnesota forces CEOs to weigh the risks of speaking out against Trump

by CNBC Markets | January 29, 2026 7:19 pm | US Markets

Minneapolis has become the testing ground for when and how far corporate leaders will wade into escalating political tensions.

Oil prices rise more than 2% as Trump weighs strikes on Iran

by CNBC Markets | January 29, 2026 7:18 pm | US Markets

Multiple sources told Reuters that Trump is weighing targeted strikes on Iranian security forces and leaders to inspire protestors.

Government shutdown: Republicans consider escape hatch as Congress careens toward deadline

by CNBC Markets | January 29, 2026 7:17 pm | US Markets

Much of the U.S. government is poised to shut down early Saturday morning unless Congress approves spending measures.

Here are Thursday’s biggest analyst calls: Nvidia, Meta, Tesla, IBM, Starbucks, Microsoft, Disney & more

by CNBC Markets | January 29, 2026 7:17 pm | US Markets

Here are the biggest calls on Wall Street on Thursday.

Starbucks to unveil long-term outlook at investor day, as Niccol says turnaround is just beginning

by CNBC Markets | January 29, 2026 6:10 pm | US Markets

Starbucks is expected to release a long-term forecast and share more details about how it plans to hit those financial targets at an investor presentation.

Denmark lauds constructive talks with U.S. over Greenland: ‘Now we are back on track’

by CNBC Markets | January 29, 2026 3:11 pm | US Markets

Danish Foreign Minister Lars Lokke Rasmussen on Thursday welcomed constructive high-level talks over Greenland’s future.

China and the UK are attempting to reset their relationship — here’s how

by CNBC Markets | January 29, 2026 12:16 pm | US Markets

U.K. Prime Minister Sir Keir Starmer said he hopes to build “more sophisticated” ties with China as the two nations look to revive their bilateral relationship.

Meta’s Mark Zuckerberg gets green light from Wall Street to keep pouring money into AI

by CNBC Markets | January 29, 2026 7:04 am | US Markets

Meta’s stock pop following the company’s latest earnings beat is a sign that investors are OK with hefty AI spending as long as the core business stays strong.

Tesla tops estimates for quarter, but wraps up first annual revenue drop on record

by CNBC Markets | January 29, 2026 5:01 am | US Markets

Tesla’s earnings report comes weeks after Elon Musk’s automaker reported another decline in vehicle deliveries.

Government shutdown: Republicans open door to escape hatch as Congress careens toward shutdown

by CNBC Markets | January 29, 2026 5:00 am | US Markets

Much of the U.S. government is poised to shut down early Saturday morning unless Congress approves spending measures.

Immigrant released from detention after judge threatens ICE chief with contempt ruling

by CNBC Markets | January 29, 2026 4:06 am | US Markets

Minneapolis has become a focal point of immigration enforcement actions by the Trump administration, whose agents have killed two U.S. citizens there.

Carvana shares fall 14% following short-seller accusations

by CNBC Markets | January 29, 2026 4:05 am | US Markets

Carvana shares closed Wednesday at $410.04, down 14.2% following short-seller accusations of the online used retailer overstating earnings.

Tesla to invest $2 billion in xAI, Elon Musk’s OpenAI competitor

by CNBC Markets | January 29, 2026 4:05 am | US Markets

In its earnings report on Wednesday, Tesla said it invested $2 billion in xAI, Elon Musk’s artificial intelligence startup.
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