Stock indexes are mixed, with the S&P 500 and Nasdaq 100 at highs. ASML Holding NV reported record Q4 bookings, boosting AI infrastructure. The Fed halted rate cuts, met expectations. Dollar index rises after Trump comments on weak dollar. Trump’s Iran comments push gold and oil higher.

US MBA mortgage applications drop, 30-year fixed rate rises. Threats to stocks and dollar persist. Potential government shutdown looms over ICE funding. FOMC expected to hold rates steady, facing Trump threats. New tariffs and CR funding in focus this week.

Earnings season strong, with tech companies beating expectations. Market expects Fed to keep rates unchanged. Overseas markets mixed, Euro Stoxx 50 down. Interest rates drop, T-notes demand decreases. European bond yields mixed, German bund down.

Stock movers include chip makers, AI infrastructure stocks rallying. Seagate Technology and Texas Instruments report strong earnings. AT&T, PPG Industries, MSCI Inc. report positive results. Starbucks, F5 Inc., and Elevance Health see gains. Amphenol, Textron, Qorvo, Otis Worldwide, Danaher, PayPal down.

Earnings reports today include Amphenol Corp, ASML Holding NV, AT&T Inc, Microsoft, Meta Platforms, Tesla, Starbucks, and more. Market monitoring FOMC meeting, tariffs, and CR funding. Earnings growth expected in Q4. ECB unlikely to hike rates in February.

Read more at Yahoo Finance: Stocks Mixed After the Fed Pauses Rate Cuts