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Bloomberg News Now

Fed Keeps Rates Unchanged, Tesla's $2B Investment in xAI, More

28 Jan 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.824 - 18.146 Amy Morris

news when you want it. With Bloomberg News Now, I'm Amy Morris. The Federal Reserve pushed the pause button on its interest rate cuts, voting 10 to 2 to hold rates steady, leaving the door open for future cuts. Fed Chair Jay Powell explained why they took out language on downside risks to rising employment.

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Chapter 2: What decision did the Federal Reserve make regarding interest rates?

18.186 - 33.527 Unknown

It used to say that judges that downside risks to employment rose in recent months, and so we thought that was no longer an accurate description of the data. In addition, The outlook for economic activity has clearly improved since the last meeting.

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33.627 - 47.687 Amy Morris

Powell says if they see an impact from tariffs, they can loosen Fed policy. The Fed chair also spoke to the case before the Supreme Court on the attempted ousting by President Trump of Fed Governor Lisa Cook. Powell attended that hearing and said that only made sense.

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47.787 - 56.599 Unknown

Paul Volcker went to a Supreme Court case famously in, I guess, 1985 or so. So it's precedented, and I thought it was an appropriate thing, and I did it.

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56.849 - 59.313 Amy Morris

Powell also had some advice for the next Fed chair.

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Chapter 3: What insights did Fed Chair Jay Powell share about employment risks?

59.393 - 78.486 Unknown

I will tell whoever it is, you're about to meet the most qualified group of people you not only have ever worked with, you will ever work with. And when you meet Fed staff, and not everybody's perfect, but there isn't a better cadre of professionals more dedicated to the public well-being than work at the Fed.

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78.837 - 96.34 Amy Morris

Powell's term ends in May, but he is eligible to stay on the board through 2028. The Fed decision drew some modest reaction on Wall Street. Stocks and bonds edging lower. We do check those markets for you all day long here at Bloomberg. S&P lost a fraction. NASDAQ gained 40 points. The Dow up 12 points.

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96.607 - 119.593 Amy Morris

The 10-year Treasury yield at 4.23 percent, the two-year yield at 3.56 percent, and the Bloomberg Dollar Spot Index is a tenth of a percent higher. Mega cap earnings after the closing bell, Tesla revealing plans to invest $2 billion into XAI, that's CEO Elon Musk's artificial intelligence company. Bloomberg's Ed Ludlow says this investment shows where that company's focused.

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119.573 - 131.473 Ed Ludlow

This could not be more clear. The bread and butter legacy business of selling EVs to consumers, even the high-flying energy storage business, is now kind of secondary to this focus of Tesla becoming a physical AI company.

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131.723 - 154.614 Amy Morris

The company's fourth quarter adjusted earnings beat estimates. Tesla shares are now more than 3% higher in the post market. Microsoft spending surged to a record high in the last three months of 2025, sending the shares down amid investor concerns that it will take longer than expected for that company's AI investments to pay off. Microsoft shares now down more than 5%. in the post market.

155.055 - 182.132 Amy Morris

Meta says first quarter sales will beat the average analyst estimate. Meta says its robust advertising business is making it possible for that company to invest at record levels on AI this year. Meta shares now more than 8% higher in the post market. And IBM shares up more than 9% in the post market after posting quarterly sales that topped analyst estimates on strong growth for its software unit.

182.112 - 196.116 Amy Morris

Southwest Airlines reported results topping analyst estimates, signaling the fruits of a turnaround after a challenging year as the carrier works to cut costs and boost profit. Shares of Southwest Airlines are up 7 percent in the post market. Two U.S.

196.156 - 212.713 Amy Morris

Border Patrol agents involved in the fatal shooting of Alex Preddy have been placed on administrative leave as scrutiny intensifies over the Trump administration's immigration enforcement operations in Minnesota. Customs and Border Patrol officials say the move is standard protocol after an officer-involved shooting.

213.094 - 236.548 Amy Morris

The development came as the White House escalated warnings to Minneapolis Mayor Jacob Fry over his refusal to cooperate with federal immigration enforcement. FBI agents have also executed a search warrant at the Fulton County Elections Office near Atlanta. That search comes as the FBI is pursuing political grievances of President Trump, including investigating multiple perceived adversaries.

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