分组1 - The Federal Reserve has indicated no immediate changes in monetary policy, with a focus on the economy and dual mandate [2][6][7] - Large-cap tech earnings are in focus, with notable movements in stocks like Microsoft, Meta, and Tesla [2][3][5] - Analysts are optimistic about Microsoft, with price targets set at $600 by Key Bank and $530 by Wolf Research, suggesting a buying opportunity [4][5] 分组2 - The unemployment rate has shown signs of stabilization, dropping from 4.6% to 4.4%, alleviating some fears regarding the labor market [6][8][9] - Jobless claims remain strong, with 210,000 revised claims and 209,000 first-time filers, indicating a resilient labor market [10][11][12] - The labor market is adapting to the effects of AI, showing stability but not significant growth [11]

Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively before fees and 658% after fees, since its inception 26 years ago, compared to the S&P 500 Index’s total return of 639%. The strate ...

Time now for Options Corner. Joining us to take a deeper look at the chart is Rick Dukat, lead market technician. All right, Rick, let's get into this chart.What trends do you notice for Apple. >> Yes, Apple a bit of a lagard uh uh versus its tech sector peers. You can see tech outperforming the S&P in green here, but Apple up uh relatively modest 7.1% versus the S&P 15%.When we look at Apple versus its peers in the MAG 7, once again an underperformer here. You can see the broader group up about 13% during ...

Group 1 - Major reports are expected from Mastercard Incorporated, Caterpillar Inc., and SAP SE before the market opens on Thursday [1] - Tech companies Apple Inc. and Visa Inc. will report their earnings after the market closes on Thursday [1] - Energy companies Exxon Mobil Corporation and Chevron Corporation are set to report before the market opens on Friday [1] Group 2 - A busy day for healthcare reporting is anticipated next Wednesday, with Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S scheduled to release their earnings [1] - Alphabet Inc. will report its earnings after the market closes on the same day [1] - The week will conclude with Amazon.com Inc. reporting after the market closes next Thursday [1]

Core Viewpoint - Apple Inc. is expected to report strong earnings for its first quarter, with a significant increase in both earnings per share and revenue compared to the previous year [1]. Financial Performance - Analysts predict Apple will report earnings of $2.67 per share, an increase from $2.40 per share in the same quarter last year [1]. - The consensus estimate for Apple's quarterly revenue is $138.42 billion, up from $124.3 billion a year earlier [1]. - The company has consistently exceeded analyst estimates for earnings per share for 11 consecutive quarters [1]. Stock Performance - Apple shares experienced a slight decline of 0.7%, closing at $256.44 on Wednesday [2].

Company Earnings - Meta Platforms (META) reported better than expected fourth quarter results and forecast first quarter revenues above analyst estimates, leading to a 9.2% spike in pre-market trading [2] - IBM Corp. (IBM) also exceeded expectations on both top and bottom lines in its fourth quarter results, resulting in a sharp increase in pre-market trading [2] - Tesla (TSLA) reported better than expected fourth quarter results, which may contribute to an upward movement in its stock [2] Market Reactions - Microsoft (MSFT) shares dropped by 6.3% in pre-market trading after reporting slowing cloud computing growth and disappointing third quarter operating margin guidance [3] - Major U.S. stock indexes ended the previous session mixed, with the S&P 500 down 0.57 points, the Dow up 12.19 points, and the Nasdaq up 40.35 points [4] - Gold stocks surged by 2.7% to a new record closing high amid rising gold prices, while computer hardware stocks also saw a 2.6% increase [8][9] Economic Indicators - The U.S. trade deficit widened significantly to $56.8 billion in November from a revised $29.2 billion in October, driven by a 5.0% spike in imports and a 3.6% drop in exports [26][27] - Initial jobless claims decreased to 209,000, down 1,000 from the previous week's revised level, while the four-week moving average increased to 206,250 [25][26]

Futures are higher, led by tech, after the first batch of Mag7 earnings with gold breaking new record highs again, rising as high as $5600. As of 8:00am ET, S&P futures are up 0.2% while the Nasdaq if barely in the green; pre-mkt it's a mixed picture with META (+7.9%) rising on higher than expected capex forecast, while MSFT (-6.6%) tumbles on... higher than expected capex forecast; TSLA is also modestly in the green, up +2.8%; AAPL reports today today then AMZN / GOOG next week. Cyclicals are trading highe ...

智通财经1月29日讯（编辑 夏军雄）周四，美股股指期货小幅走高，投资者正在权衡多家大型科技公司 发布的财报，以及美联储最新的利率决定。欧洲主要指数普遍上涨。 （来源：英为财情） 据报道，英伟达、亚马逊与微软正在商讨向OpenAI投资高达600亿美元，英伟达投资至多300亿美元， 融资前OpenAI估值可能达7300亿美元。 Meta在盘前交易中大涨9%，此前该公司给出了好于预期的一季度销售指引。同为"科技七巨 头"（Magnificent Seven）成员的特斯拉股价也上涨2%，其第四季度业绩超出市场预期。 不过，微软股价下跌近7%，限制了大盘涨幅。微软报告称，第二财季云业务增长放缓，同时对第三财 季的营业利润率给出了偏弱的指引。 目前，投资者将目光转向苹果，该公司计划于周四美股收盘后公布财报。 在其他财报方面，卡特彼勒盘前股价上涨逾1%，这家工业巨头公布的第四季度业绩大幅好于华尔街预 期。 美联储周三维持利率不变，符合市场预期。联邦公开市场委员会（FOMC）表示，多项指标显示"经济 活动正以稳健的步伐扩张"，失业率"已显现出一定的稳定迹象"。 根据芝商所美联储利率观察工具，市场目前仍预计今年会有两次幅度为2 ...

极低温下的耐用问题待解 2025年1月6日，上述博主在小红书上配图提醒说，去哈尔滨的朋友慎带折叠屏手机。她透露，其折叠屏 手机冻坏了；维修店说是因为温差，导致内屏漏液，买了碎屏险，还要服务费499元。当时这条内容分 享引发了上万网友关注、7000多条评论。 折叠屏手机的全球出货量今年预计将达到2500万部左右。 近日，折叠屏在东北变成"碎碎冰"的话题登上热搜榜。第一财经记者发现，其中一张热图是来自一位小 红书博主一年前的分享。 尽管折叠屏不抗冻的话题隔了一年"又火了"，调研机构预测，受苹果将入市等因素影响，折叠屏手机今 年出货量仍将增长，全球、中国出货量有望分别达2500万部和1300万部左右。而折叠屏手机在极低温下 的耐久问题仍有待超薄玻璃等材料的进步。 "（这个话题）又火了"，这位博主在1月28日告诉第一财经记者，她的折叠屏手机已修好，正常用没问 题。她是浙江人，去年到东北是参加别人的婚礼。她建议，折叠屏手机不要在那么低温的环境下拿出 来，回屋以后，暖和一下，再"掰开"用。 至于多少摄氏度以下不能用，这位博主说，其实也有概率问题。她后来在评论区看到，说明书上是有写 的。对于说明书是否有写0摄氏度或者多少摄 ...

On Tuesday, Apple Inc. (NASDAQ:AAPL) CEO Tim Cook faced renewed criticism over the company's artificial intelligence strategy. Investor Ross Gerber Calls For Tim Cook's Exit Over AI Strategy Ross Gerber, co-founder of investment firm Gerber Kawasaki, took to X and criticized Apple's leadership. He argued that the tech giant has fallen behind in AI race. "It’s time for Tim Apple to resign. He hasn’t done a thing really in years," Gerber wrote, adding that Apple "completely missed the AI boat" and now "need ...