Insights

Weekly Market Commentary – 30th January 2026

30 January 2026

This week technology companies mostly kept up with lofty investor expectations. In recent months, tech stocks have experienced several episodes of selling as some investors questioned whether AI-linked stocks can continue to grow revenues fast enough to justify very high valuations. With two notable exceptions, all the tech companies delivering stock market updates this week have exceeded already ambitious revenue growth forecasts. This has been true not only among mega‑cap names such as Apple and Meta, but also across many second‑tier US tech firms.