Stocks

SpaceX is in early talks to merge with xAI and has also weighed a broader combination that could involve Tesla, according to Reuters. The discussions tie into a potential public listing expected later this year, while prediction market odds imply roughly a 50% chance of a SpaceX–xAI deal by mid‑2026 versus about 16% for a Tesla–xAI combination.

On Thursday, crypto analyst Benjamin Cowen said Bitcoin is likely to keep losing ground versus the stock market, warning that hopes for a rotation from gold and silver into crypto may be misplaced. Gold and silver hit all-time highs of $5,608.33 and $121.64, and Citi on Tuesday forecast silver could reach $150 within three months. Bitcoin traded at $82,859, down 7.78% over seven days, according to CoinMarketCap.

Securitize filed a registration statement with the U.S. SEC on Wednesday to advance a SPAC merger with Cantor Equity Partners II, backed by Cantor Fitzgerald. The filing reported $55.6 million in revenue for the first nine months of 2025, up 841% year over year, and $18.8 million for 2024. Cantor Equity Partners II rose 4.4% late Thursday.

On Thursday, Microsoft shares slid 10%, erasing $357 billion in market value and closing with a $3.22 trillion market cap, down from just under $3.6 trillion. The selloff followed its earnings release, with Azure growth at 39% versus 39.4% expected and guidance for the More Personal Computing segment set at $12.6 billion.

Strategy’s shares fell more than 9% in the past 24 hours as Bitcoin declined about 6% to around $82,300, bringing the coin within less than $10,000 of the firm’s average cost. The move tightened the buffer on its large Bitcoin treasury and renewed scrutiny of the stock’s valuation premium and risk profile.

On January 30, 2026, Donald Trump said he would announce the next Fed chair Friday and effectively pointed to Kevin Warsh, whom he considered eight years earlier. Warsh worked at Morgan Stanley (1995–2002), served in the White House (2002–2006), was the youngest Fed governor (2006–2011), criticized prolonged stimulus, and resigned in 2011.

Michael Saylor, Strategy's founder and chairman, rejected claims the firm buys "paper BTC," asserting it acquires real Bitcoin and audits custodians. The company holds 712K BTC, with more than 110K said to be untraceable across custodians, and invested about $20B in 2024, $23B in 2025, and close to $4B in 2026. MSTR slipped about 2% to $157.45.

On January 29, 2026, Visa posted Q1 FY2026 results for the quarter ended December 31, 2025. GAAP net income rose 14% to $5.9 billion ($3.03 per share) and revenue increased 15% to $10.9 billion, while non-GAAP net income reached $6.1 billion ($3.17). The company also returned $5.1 billion via buybacks and dividends.

India's Economic Survey for 2026 was presented in Parliament on January 29, 2026, outlining how the economy performed in 2025 and its projected trajectory for 2026. The report anticipates GDP growth of 7.4%, driven by strong consumption and investment, alongside robust expansion in services and manufacturing. It also highlights historically low inflation of 1.33% in December 2025 and notes recent credit rating upgrades that underscore India's improving fiscal credibility.

In 2021, brokers restricted buying in meme stocks such as GameStop; in June 2025, Robinhood launched tokenized access for European users with 24/5 trading. According to CEO Vlad Tenev, the firm now aims for 24/7 onchain trading, near-real-time settlement, and optional self-custody, positioning tokenization as a way to reduce clearing risks while U.S. rules evolve.