Stocks Close Lower, Amazon Boosts Spending Far Ahead of Estimates, More

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What are the latest trends in stock market performance?

Unknown 0:00
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Amy Morris 0:28
News when you want it with Bloomberg News Now. I'm Amy Morris. There's your closing bill for this Thursday on Wall Street where stocks were hit by a software route and Bitcoin continues to tumble. Let's take a look at those closing numbers. We bring them to you every day here at Bloomberg. The S&P 500 lost to 85 points. NASDAQ down 364 points. The Dow down 593 points. The 10-year Treasury yield at 4.19%. The two-year yield at 3.46%. Amazon's first quarter outlook came in below consensus and fourth quarter earnings below estimates. Amazon shares 11% lower now on higher than expected CapEx forecast for 2026. Bitcoin slide continues. Traders gaming out how low it can go. Right now, the cryptocurrency is down 12.3%, hovering around $64,000.
Amy Morris 1:25
Bitcoin is at its lowest level since November 2024 and down about 45%, now more than 45% from its October high. A knockoff version of Novo Nordisk's weight loss pill is already on the market. It was launched by telehealth firm Hims and Hers Health. HIMS will offer its copycat pill starting at $49 for the first month. Novo's shares down nearly 8% in regular trading. Eli Lilly shares down nearly 8% in regular trading, its biggest full-day retreat in six months. Qualcomm CEO Cristio Aman discusses the impact of memory constraints on the company's outlook after the largest maker of smartphone processors gave a tepid revenue forecast for the current quarter.
Cristiano Amon 2:06
In one hand, I'm incredibly happy with the business. Everything is going well, but then the industry is now defined by the availability, the memory that is going to be available for consumer electronics.
Amy Morris 2:19
Qualcomm CEO Cristiano Amon on Bloomberg Tech shares of Qualcomm down 8.5% in the regular session. And the week-long sell-off in technology stocks and cryptocurrencies shows no signs of slowing down. Wedbush Securities Managing Director Dan Ives.
Dan Ives 2:34
I'm hearing from clients I haven't heard from in a decade. They're that slow. panicked and nervous not to explain some of these sell-offs. This is one, it is a massive, it's a structural sell-off in software that's unlike anything in terms of just core structural that I've ever seen.

How is Amazon's spending impacting its stock value?

Amy Morris 2:52
Dan Ives with Wedbush Securities on Bloomberg Surveillance. And Anthropic is releasing a new version of its AI model, Claude Opus 4.6, designed to carry out financial research and other work-related functions. The release of Opus 4.6 has also caused shares of financial services companies to slump. The outplacement firm Challenger Gray & Christmas has released its job report on job cut notices, and it's pretty grim, as we hear from Bloomberg's Michael McKee.
Michael McKee 3:20
108,435 job cuts announced in the month of January. That is the highest January total since 2009. As far as the numbers go, it's up 205 percent from December. There were 5,306 employers announcing hiring plans, and that is the lowest January total since 2009 as well.
Amy Morris 3:45
Bloomberg's Mike McKee says about half the layoff notices came from three companies, Amazon, UPS, and Dow. We saw a big jump in jobless claims last week to 231,000, well over estimates. The number could reflect seasonal adjustment challenges around the weather and the Dr. King holiday. And Jolt's data came in lower than expected, while the layoffs level was higher than forecast. U.S. job openings fell to the lowest level in more than five years, to 6.5 million in December, the lowest since September 2020. Turning now to Capitol Hill, Democratic leaders have presented their list of demands for reform of immigration enforcement. Congressman Brendan Boyle sees little likelihood of compromise.
Brendan Boyle 4:26
Reining in ICE and having it act like a normal law enforcement agency is the appropriate policy. Now the question is, will the Trump White House back down and accept that?

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