Tech's AI Spending Boosts Stocks; Oil Rises on Trump Iran Threats | Bloomberg Brief 1/29/2026

Posted on 01/29/2026
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US equity futures gain as large tech firms including Meta announce plans to spend more on AI. SAP and Microsoft lag as their cloud businesses disappoint. The dollar weakens amid debasement fears while gold extends its record rally. Oil prices rise as President Trump warns Iran of military strikes if a nuclear deal is not reached soon. Marija Veitmane of State Street and Joel Kulina of Wedbush discuss this earnings season.



Chapters:

00:00:00 - Bloomberg Brief

00:01:59 - First Look Movers

00:08:06 - Marija Veitmane, State Street Bank Head of Equity Research

00:13:46 - Trending on the Terminal

00:19:42 - Front Page News

00:23:04 - First Look Movers

00:29:43 - Trending on the Terminal

00:34:39 - Joel Kulina, Wedbush Managing Director of TMT Trading

00:41:03 - What to Watch

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