Morgans AM - Tuesday, 27 January 2026

US equity markets advanced as investors eyed a busy week of fourth quarter results and the Federal Reserve’s first-interest rate decision of 2026 – Dow rose +314-points or +0.64%. Cisco Systems Inc (up +3.24%) was the leading component in the 30-stock index. Nvidia Corp eased -0.64% after investing US$2B in CoreWeave Inc (up +5.73%) stock, reflecting its "confidence in CoreWeave's business, team and growth strategy as a cloud platform built on NVIDIA infrastructure, “according to the world’s most valuable public company. Nvidia climbed +1.53% last Friday (23 January) after CNBC reported that Chief Executive Officer (CEO) Jensen Huang is planning to visit China in the coming days.