What’s News in Markets: AI Bloodbath, Trump and Schwab, UPS Doesn’t Deliver

市场上有什么新闻:AI Bloodbath,Trump和Schwab,UPS无法交付

WSJ What’s News

新闻

2025-02-01

5 分钟
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What do investors make of President Trump’s social-media company Trump Media turning toward finance? And how well did markets survive DeepSeek’s AI shock? Plus, why UPS is pulling away from Amazon. Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them.Sign up for the WSJ's free Markets A.M. newsletter.Further Reading:  Chip Stocks Tumble After China’s DeepSeek AI Models Raise Doubts Over U.S. Tech Dominance  Trump Media Announces New Push Into Finance to Support the ‘Patriot Economy’ UPS Stock Plunges on Plan to Halve Amazon Deliveries  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • With record levels of dry powder available for investment.

  • Find out what's in store for private markets in 2025 and beyond.

  • Listen to Crafting Capital in partnership with ubs@partners.WSJ.com UBS, Spotify and Apple Podcasts.

  • Hey listeners, it's Saturday, February 1st.

  • I'm Francesca Fontana for the Wall Street Journal and this is what's news in Markets.

  • Our look at the biggest stock moves of the week and the news that drove them.

  • Let's, let's get to it.

  • What a way to end January.

  • So this week was wild.

  • We had to juggle looming tariff threats, earnings season, an update from the Fed and a huge panic around AI.

  • You know, I'm sure I'm not alone in feeling like a month has passed since Monday.

  • So where do we start?

  • Maybe let's start with the good.

  • Earnings season kept going strong this week with data showing

  • that nearly 3/4 of S&P 500 companies that have reported have beaten Wall Street's forecasts.

  • The less good we are back to wait.

  • And when it comes to the Fed which hit the pause button on interest rate cuts this week,

  • which weighed on the stock market Wednesday.

  • And of course there was that giant sell off in artificial intelligence stocks and beyond, something called Deep Seek.

  • Don't worry, we will come back to that.