Stocks Lower as Microsoft Revives AI Spending Angst | Bloomberg Businessweek Daily 01/29/2026

On today’s episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec speak with Angelo Zino of CFRA Research about Meta and Microsoft’s earnings results, including how both tech giants are stoking both optimism and fear about AI capital expenditures. Then, host of ‘The Big Take’ Podcast David Gura joins to discuss President Trump’s administration looking to dial back ICE operations in Minnesota. (Source: Bloomberg)