Power Grid Stock Beta Signals Consistent Market Behavior
**GLOBAL MARKET BRIEF: JANUARY 29, 2026**
**Fed Holds Steady, S&P 500 Flirts with 7,000**
Markets are digesting a pivotal 24 hours driven by the Federal Reserve's latest policy decision and a mixed bag of mega-cap earnings. The **Federal Open Market Committee (FOMC)** voted 10-2 to keep interest rates unchanged at **3.50%–3.75%**. Chair Jerome Powell signaled that while labor/inflation tension has eased, economic uncertainty remains "elevated," defying political pressure for deeper cuts.
**Indices & Sentiment**
Wall Street is pausing for breath after a historic session where the **S&P 500** briefly crossed the **7,000** threshold for the first time before closing fractionally lower. The tech-heavy **Nasdaq** outperformed, adding **0.3%**, while the **Dow Jones Industrial Average** finished flat, edging up just **0.08%**.
Volatility is simmering under the surface. The **CBOE Volatility Index (VIX)** ticked up to **16.38**, reflecting trader caution as they re-price risk following the Fed’s "higher for longer" stance.
**Tech Earnings: The "Mag 7" Divergence**
The earnings spotlight produced a sharp divide in Big Tech fortunes post-market:
* **Meta Platforms** surged **~7%** in after-hours trading. The social giant delivered a blowout quarter with revenue hitting **$59.9 billion** (+24% YoY) and EPS of **$8.88**, crushing the $8.23 estimate.
* **Tesla** defied skeptics, jumping **3-4%**. Elon Musk’s EV maker posted Q4 revenue of **$24.9 billion** and EPS of **$0.50**, comfortably beating the $0.40 forecast despite broader auto sector headwinds.
* **Microsoft** stumbled, falling **~7%**. Despite beating top-line estimates with **$81.3 billion** in revenue, investors punished the stock over decelerating growth in its Azure cloud division, signaling potential fatigue in the AI infrastructure trade.
**Commodities & Crypto Surge**
Safe-haven assets are rallying aggressively. **Gold** futures shattered records, climbing over **6%** to surpass **$5,300** per ounce. **Silver** staged a massive breakout, surging over **10%** to trade near **$117**.
Energy markets remain firm, with **WTI Crude** up **1.5%** to **$63.35** per barrel. In the digital asset space, **Bitcoin** continues to hold high ground, trading steadily around **$89,400**.
**Corporate Moves**
Beyond earnings, **Amazon** announced a fresh round of cuts, eliminating **16,000** roles to streamline operations. Meanwhile, **UnitedHealth** led the Dow gainers (+4%), contrasting with **Amgen**, which slipped **2.6%**.
**Summary of Key Levels**
* **S&P 500:** ~6,971
* **Nasdaq:** ~23,806
* **Dow Jones:** ~49,042
* **10-Year Yield:** 4.25%
* **Bitcoin:** ~$89,400
* **Gold:** ~$5,385