Stock Market Summary – January 26, 2026

Contrary to popular belief, the most significant driver of U.S. GDP growth in 2025 was consumption, rather than artificial intelligence (AI) investment. AI-related capital expenditures were the second biggest contributor to GDP growth, according to a January report from MRB Partners U.S. economic strategist Prajakta Bhide.

Megacap companies Meta Platforms, Microsoft, and Apple are predicted to have positive earnings reports this week, with their stocks showing favorable technical setups. These developments may influence the broader market due to their large market capitalizations.

Shares of Zoom grew by 11% after Baird analysts predicted that the company’s investment in AI startup Anthropic could yield between $2 billion to $4 billion.

Jim Cramer highlighted key developments in the stock market, including a massive snowstorm impacting retailer stocks and propelling natural gas prices. Eaton, Nvidia, and Apple have received upbeat assessments from analysts ahead of earnings reports. In other news, Minneapolis tensions and a major winter storm hit the U.S., impacting markets and industries.

The market performance of specific companies varied. For instance:

– GameStop saw an almost 7% increase following investment from Michael Burry.
– Video conferencing company Zoom’s shares increased by 11% due to its investment in AI startup Anthropic.
– Sarepta Therapeutics surged by 10% following positive results from its Duchenne muscular dystrophy study.
– Bank of Hawaii’s shares rose almost 3% after its fourth-quarter earnings exceeded predictions.
– Texas-based refiner CVR Energy’s shares plummeted nearly 20% after it booked a Q4 loss.

Overall, the stock market continues to be influenced by a myriad of factors, including major earnings reports, current events, and analyst predictions.