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CNBC TOP STORIES SpaceX and Tesla have high election stakes as Elon Musk pours $366 million into campaigns Neutral THE GUARDIAN WORLD NEWS Christa Pike’s IV team warned vein might be ‘blowing’ before failed execution Pessimistic CBS NEWS Federal prosecutors charge top Virginia Democrat in alleged drug, racketeering scheme Neutral THE VERGE Refurbished PS5 consoles include second controller for an extra $18 Neutral TECHCRUNCH Former OpenAI science lead launches Warp Science to automate wet labs with robots Neutral NEW YORK POST BUSINESS AI agents accessing US bank accounts is budding ‘nightmare’ for banking industry: report Strong Bullish CBS NEWS Iowa State Rep. J.D. Scholten on tight Senate race between Hinson, Turek Bullish MARKET WATCH Moderna’s stock tumbles after reported leak of data for cancer vaccine Neutral ROBOTICS & AUTOMATION Infineon names winners of humanoid robotics startup challenge Strong Bullish THE VERGE Delta can turn the iPhone Duo into your favorite folding handheld Neutral FOREIGN POLICY Europe Is Asking the Wrong Question About Russia’s Hybrid War Bearish THE GUARDIAN US NEWS Video footage of Kohen Wiley shooting released after toddler’s death deemed ‘justified’ Bearish FOX NEWS US Federal authorities charge 15 in massive $1.8B Southern California medical fraud sweep Neutral THE VERGE Mass Effect 5 trailer leaks following BioWare shutdown Bearish FOX NEWS US Accused Philadelphia cop killer Eric Lewis faces new federal gun, robbery charges after d… Bearish THE VERGE Tesla driver using Full Self-Driving struck and killed a man crossing I-80 Pessimistic NORTHERN MINER Boroo signs $140M deal for Yukon Eagle gold mine Neutral WIRED Anker Soundcore Space 2 Are Their Lowest Price Ever Neutral CNBC BUSINESS Elon Musk invests about $1 billion in Skydance Neutral YOUTUBE - YAHOO FINANCE A raise won't get you out of paycheck to paycheck Pessimistic CNBC TOP STORIES SpaceX and Tesla have high election stakes as Elon Musk pours $366 million into campaigns Neutral THE GUARDIAN WORLD NEWS Christa Pike’s IV team warned vein might be ‘blowing’ before failed execution Pessimistic CBS NEWS Federal prosecutors charge top Virginia Democrat in alleged drug, racketeering scheme Neutral THE VERGE Refurbished PS5 consoles include second controller for an extra $18 Neutral TECHCRUNCH Former OpenAI science lead launches Warp Science to automate wet labs with robots Neutral NEW YORK POST BUSINESS AI agents accessing US bank accounts is budding ‘nightmare’ for banking industry: report Strong Bullish CBS NEWS Iowa State Rep. J.D. Scholten on tight Senate race between Hinson, Turek Bullish MARKET WATCH Moderna’s stock tumbles after reported leak of data for cancer vaccine Neutral ROBOTICS & AUTOMATION Infineon names winners of humanoid robotics startup challenge Strong Bullish THE VERGE Delta can turn the iPhone Duo into your favorite folding handheld Neutral FOREIGN POLICY Europe Is Asking the Wrong Question About Russia’s Hybrid War Bearish THE GUARDIAN US NEWS Video footage of Kohen Wiley shooting released after toddler’s death deemed ‘justified’ Bearish FOX NEWS US Federal authorities charge 15 in massive $1.8B Southern California medical fraud sweep Neutral THE VERGE Mass Effect 5 trailer leaks following BioWare shutdown Bearish FOX NEWS US Accused Philadelphia cop killer Eric Lewis faces new federal gun, robbery charges after d… Bearish THE VERGE Tesla driver using Full Self-Driving struck and killed a man crossing I-80 Pessimistic NORTHERN MINER Boroo signs $140M deal for Yukon Eagle gold mine Neutral WIRED Anker Soundcore Space 2 Are Their Lowest Price Ever Neutral CNBC BUSINESS Elon Musk invests about $1 billion in Skydance Neutral YOUTUBE - YAHOO FINANCE A raise won't get you out of paycheck to paycheck Pessimistic
Market Watch · Jan 27, 2026 12:50 PM EST AIMarkets

This earnings number is the only one that matters as a gut check on Big Tech’s AI spending

S&P 500 index-fund investors are locked into a big bet that AI capital expenditures will pay off.

This earnings number is the only one that matters as a gut check on Big Tech’s AI spending
Image Market Watch

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