Tech Stocks Lead Charge Toward Record | Bloomberg Tech 1/27/2026
Bloomberg Technology
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January 27, 2026 at 10:17 PM UTC
Bullish
90% Confidence
Watch on YouTube
Key Points
- Tech stocks are driving the market to near record highs, with the Nasdaq 100 up almost 1% despite broader economic concerns.
- Northwood secured $100 million in Series B funding to modernize space infrastructure, including a $49.8M contract with the Space Force.
- Micron plans a $24 billion investment in a Singapore NAND plant, while SK Hynix shares hit a record high due to a Microsoft supply deal for AI chips.
- Amazon is closing its physical Go and Fresh stores, focusing on delivery, which led to drops for competitors like Walmart, Uber, and DoorDash.
- Gatik, an autonomous trucking company, secured a $600 million deal over five years, reaching a commercial driverless delivery milestone.
AI Summary
The video highlights tech stocks leading the market towards record highs ahead of Magnificent Seven earnings. Key discussions include Northwood's $100M funding for space infrastructure, Gatik's $600M autonomous trucking deal, and Sequoia's focus on specialized AI, alongside broader market sentiment and regulatory developments.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bullish | 90% |
| Consensus | Bullish | 90% |