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January 24, 2026: Stocks Bounce Back In Volatile Week
Summary by Sophic Capital
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January 24, 2026: Stocks Bounce Back In Volatile Week
Last week, Dow Jones fell 0.5%, S&P 500 was down 0.35%, Nasdaq composite lost 0.1%. Stocks bounced back from lows in a very volatile week. Next week, earnings from Microsoft, Meta, Apple will provide investors insight on where we are in the AI trade. Defense, and AI infrastructure remain the clear winners, for now. Thoma Bravo signaled PE appetite to buy quality software assets amidst the ongoing software valuation reset. The defense sector saw …
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