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Source document· January 26, 2026

Here’s what investors want even more than a Fed interest-rate cut this week

View original at finance.yahoo.com
Here’s what investors want even more than a Fed interest-rate cut this week Interest-rate cuts can act as a tailwind for stocks, but the market is showing it’ll be “just fine” without them, one investment strategist said…
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  • The most dangerous time to trade is between 2 and 2:30 p.m. Eastern time on Fed days

    80% confidence
  • There is little reason for the Fed to cut rates right now, especially after cuts at each of the last three meetings

    80% confidence
  • Stock-market volatility could come soon after the next Fed chair takes office midyear, as the market starts to get used to the tone and direction of a new chair

    80% confidence
  • Investors are optimistic the broadening out in the market will continue, and for other sectors to pull some weight as far as returns go

    80% confidence
  • Expects Jerome Powell to tread carefully around the topic of the ongoing investigation during his press conference

    80% confidence
  • Investors would be better served by tuning out some of the noise from Fed announcements

    80% confidence
  • Expectations for more rate cuts later in the year aren't what's driving markets right now

    80% confidence
  • Investors are 97% certain that the Fed will hold rates where they are at the January 2026 meeting

    80% confidence
  • There are other groups that provide economic projections that are just as accurate as the Fed, but investors give extra weight to the central bank because of the Fed's authority

    80% confidence
  • Earnings growth for the rest of the S&P 500 will catch up to the Magnificent Seven stocks in 2026

    80% confidence
  • GDP growth could be better than expected, and valuations could expand modestly if profit margins surprise to the upside

    80% confidence
  • The market doesn't need a cut and can be just fine without a cut for the early part of 2026

    80% confidence
  • The market has been trained to listen closely and hang on every word of Jerome Powell

    80% confidence
  • Lower rates are a tailwind, but not a precondition for markets to go higher

    80% confidence
What we know · the intelligence behind this page
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What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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