Makana 360 Daily Report – January 29, 2026
United States / Iran (Security & Regional Escalation):
Reuters reports that U.S. President Donald Trump is weighing military options against Iran, including targeted strikes intended to reignite domestic protests following a crackdown. While broader attacks on Iran’s missile and nuclear infrastructure are also under discussion, officials warn such actions could backfire, triggering retaliation and wider regional instability. Iran has signaled preparedness for confrontation while keeping diplomatic channels open.
Energy Markets (Oil Prices / Geopolitical Risk):
Oil prices rose more than 1.5% for a third consecutive session, driven by fears of potential U.S. action against Iran that could disrupt Middle East supply. Brent crude reached $69.39 and WTI $64.27, both up roughly 5% since Monday, with Citi estimating a $3–$4 geopolitical risk premium now priced into markets.
Technology (Meta / AI & Capital Expenditure):
Meta announced plans to increase 2026 capital expenditures to $115–$135 billion, largely to expand AI infrastructure targeting “superintelligence.” Spending will focus on data centers, servers, cloud services, and aggressive talent acquisition. The outlook for higher expenses was offset by strong revenue guidance driven by AI-powered advertising tools, pushing Meta shares higher.
Top Digital Trends (Sports / Media Reach):
European football dominated digital engagement, led by S.L. Benfica (9.9M mentions & engagement) following their Champions League playoff run under José Mourinho. Chelsea (6.4M mentions & engagement) followed, driven by record-setting Champions League qualification coverage.