Amazon plans its largest-ever capital budget-$200 billion-for 2026, mostly aimed at growing AWS with new data centers, custom chips, and AI models.
Why it matters
That kind of spending can reshape Amazon's cost structure and influence cloud prices and competition.
The big picture
This massive investment signals AWS will be a top story for cloud and enterprise tech this week.
Federal Reserve Governor Christopher Waller said that the chance of a rate cut in March is about a 50-50 bet, citing unexpectedly strong January jobs numbers.
Why it matters
Interest-rate decisions affect mortgage, loan, and 401(k) returns - uncertainty means more volatility ahead.
The big picture
This week's Fed guidance could shape bond yields and sector rotation in your 401(k).
Renault announced it will buy out the remaining stakes held by Volvo Group and CMA CGM in their joint electric-van venture, Flexis, consolidating full ownership.
Why it matters
This move signals Renault's renewed push in electric mobility, impacting the auto industry's shift toward green transport.
The big picture
This kickstarts the business week with a clear signal on auto-sector consolidation and EV strategy.
The push for the Clarity Act - a crypto-friendly regulation - is losing momentum, with odds of passage this year dropping to about 50%, as Bitcoin trades below $65,000.
Why it matters
If the bill stalls, crypto stays risky and volatile - something worth knowing if you're dabbling.
The big picture
Without clearer rules this week, crypto likely stays on shaky ground, so stay cautious.
President Trump prepares his State of the Union address as tensions rise over his use of executive power, with critics warning of eroding checks and balances.
Why it matters
It matters because the balance between executive action and Congressional oversight shapes how laws are made and how citizen rights are protected.
The big picture
This speech kicks off the week and frames the policy debate at a critical moment.
U.S. stocks dropped sharply after President Trump raised global tariffs to 15%, up from 10%, following a Supreme Court ruling striking down his earlier tariff plan. Major indices fell: S&P 500 down ~1.2%, Dow lost ~800-835 points, Nasdaq off ~1.3%.
Why it matters
Higher tariffs raise import costs and weigh on companies relying on global supply chains, affecting your retirement accounts.
The big picture
This Tuesday sets the tone: tariffs reshape corporate profit outlooks and could slow equity gains this week.