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Wall Street Roundup: Big Name Earnings
Seeking Alpha· 2026-01-30 18:50
Earnings Reports - Microsoft and Meta both beat expectations, with Meta increasing its CapEx spending to $17 billion, a 41% growth from last year [4] - Microsoft stock fell 10% post-earnings, while Meta's stock rose 10%, indicating differing market reactions despite similar news [5] - Meta's average revenue per user reached $16.56, up 16% year-over-year, marking 10 consecutive quarters of double-digit growth [9] - Microsoft continues to see solid growth in its cloud segment, but concerns arise about reaching a peak [10] - Tesla's earnings report showed declines in deliveries and production, with the stock initially rising but then fading [12] - Apple reported record sales with iPhone revenue exceeding $85 billion and services revenue surpassing $30 billion, but the stock declined due to perceived lack of investment in AI [16] Health Insurance Sector - UnitedHealth's stock dropped 20% after projecting a revenue decline in 2026, the first such decline in decades, influenced by proposed minimal increases in payment rates [18] - Other health insurance stocks also fell, with Humana down 21%, CVS down 14%, and Molina Healthcare down 8% [19] Travel and Leisure Industry - Royal Caribbean's stock rose 19% following stronger-than-expected guidance, indicating double-digit growth in revenue and earnings [21] - Southwest Airlines also saw a 19% increase in stock price, projecting a 300% rise in EPS for 2026 compared to 2025 [22] - The performance of these companies suggests underlying demand in the travel and leisure sector [23] Upcoming Earnings - Anticipation builds for Amazon and Alphabet's earnings reports, with a focus on Amazon's AWS performance and Alphabet's investment strategies in AI [24][27] - Other notable companies reporting include Uber, Qualcomm, and several pharmaceutical firms [28] Macro Economic Insights - The upcoming jobs data is expected to be significant, with previous reports showing only 50,000 jobs added, raising concerns about potential negative revisions [36] - Consumer confidence remains low, attributed to persistent inflation and rising prices affecting daily life [39][40] - The political landscape may further influence consumer perceptions of the economy, especially with midterm elections approaching [43]
Apple Bear Weighs In on iPhone Maker's Record Results
Yahoo Finance· 2026-01-30 17:50
Apple's quarterly sales record and upbeat outlook are being overshadowed by rising component costs. Tim Long, a Barclays senior equity research analyst who has an underweight rating on Apple, joins "Bloomberg Open Interest" to discuss the company's results. ...
AI Monetization Is the Story for Apple in 2026: Dan Ives
Youtube· 2026-01-30 17:49
Numbers are phenomenal. Let's just start with the numbers themselves. When asked if that growth in China comes from.I mean, look, that's you know, it's pent up demand and they're having success. I mean, I found 17 it's kind of you know, it's been sleepy but actually pretty huge upgrade cycle. And then you see in the numbers you know obviously the stock reaction look I'd say it's it's a yawner because investors are just so laser focused on A.I. writing in other words, like how they're going to monetize. What ...
These Stocks Are Today’s Movers: Apple, Verizon, SoFi, Sandisk, Western Digital, Unity Software, Exxon, and More
Barrons· 2026-01-30 21:42
Core Viewpoint - Stocks were falling on Friday following President Donald Trump's nomination of Kevin Warsh as the next chair of the Federal Reserve and the release of U.S. producer price inflation data for December, which was higher than expected [1]. Group 1: Market Movements - Major stocks mentioned include Apple, Sandisk, SoFi, Verizon, Amex, Western Digital, KLA Corp., and Exxon, indicating a broad market impact [1]. - The market reaction was influenced by macroeconomic factors, particularly the Federal Reserve chair nomination and inflation data [1].
Apple stock under pressure, plus a look at Kevin Warsh, Trump's nominee for Fed Chair
Youtube· 2026-01-30 17:19
分组1: Federal Reserve Leadership - President Trump has appointed Kevin Worsh to lead the Federal Reserve, ending speculation about the successor to Jerome Powell [8] - Worsh, a former Fed governor, has historically been seen as a hawk but may adopt a more pragmatic approach as chair [3][10] - Market reactions indicate a cautious optimism, with expectations that Worsh may not be as hawkish as previously thought [4][15] 分组2: Apple Earnings - Apple reported a record-breaking 16% increase in first-quarter revenue, driven by a 23% year-over-year rise in iPhone sales [30] - Despite strong sales, concerns about margins persist, particularly due to rising memory chip prices [31][34] - Analysts remain optimistic about Apple's ability to manage supply chain challenges and maintain pricing power [36][37] 分组3: Energy Sector Performance - Chevron and Exxon reported their narrowest profits since 2021, impacted by lower oil prices, with Brent averaging $64 per barrel compared to $75 a year ago [96][97] - Both companies are focusing on higher return, lower cost projects to sustain operations amid pricing headwinds [98][100] - The long-term outlook for oil demand remains positive, prompting both firms to plan capital expenditures with a view towards 2035 and beyond [101][102] 分组4: Industrials Sector Outlook - The industrials sector has shown strong performance, up more than 6% in early 2026, driven by optimism around capital spending and data center buildouts [50][51] - Analysts note that while there is a recovery, it is relatively sluggish outside of data center-related growth [56][57] - Companies in the sector are expected to continue growing earnings significantly, with some trading at attractive multiples despite recent market skepticism [58][60]
Apple earnings beat, iPhone strength drives optimism despite memory cost concerns
Proactiveinvestors NA· 2026-01-30 17:08
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]
Gold Tumbles Over 6%; Apple Posts Upbeat Earnings - Apple (NASDAQ:AAPL), Brand Engagement Network (NASDAQ:BNAI)
Benzinga· 2026-01-30 17:05
Group 1: U.S. Stock Market Performance - U.S. stocks traded lower, with the Dow Jones index falling more than 400 points, down 0.87% to 48,646.87 [1] - The NASDAQ decreased by 0.88% to 23,476.27, and the S&P 500 dropped 0.65% to 6,923.38 [1] - Consumer staples shares gained by 0.3%, while materials stocks fell by 1.7% [1] Group 2: Apple Inc. Financial Results - Apple Inc. reported fiscal first-quarter revenue of $143.76 billion, exceeding analyst estimates of $138.42 billion [2] - The company reported earnings of $2.84 per share, surpassing analyst expectations of $2.66 per share [2] Group 3: Commodity Market Updates - Oil prices increased by 0.4% to $65.66, while gold prices decreased by 6.6% to $5,001.80 [3] - Silver prices fell by 18.7% to $93.01, and copper prices dropped by 3.2% to $6.0045 [3] Group 4: European Market Performance - European shares showed positive performance, with the eurozone's STOXX 600 rising 0.60% [4] - Spain's IBEX 35 Index increased by 1.64%, London's FTSE 100 rose by 0.37%, Germany's DAX gained 1.02%, and France's CAC 40 rose by 0.81% [4] Group 5: Asian Market Performance - Asian markets closed lower, with Japan's Nikkei falling by 0.1%, Hong Kong's Hang Seng Index dipping by 2.08%, China's Shanghai Composite down by 0.96%, and India's BSE Sensex decreasing by 0.36% [5] Group 6: Economic Indicators - U.S. producer prices increased by 0.5% month-over-month in December, marking the largest rise in three months and exceeding market expectations of 0.2% [6] - The Chicago PMI rose to 54 in January from 42.7 in the previous month, surpassing market estimates of 44 [6]
Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Benzinga· 2026-01-30 17:05
• Apple stock is under selling pressure. Why are AAPL shares declining?The Apple AnalystsWedbush analyst Dan Ives maintained an Outperform rating on Apple with a price target of $350.Rosenblatt analyst Barton Crockett maintained a Neutral rating and increased the price target from $250 to $267.Goldman Sachs analyst Michael Ng maintained a Buy rating and raised the price target from $320 to $330DA Davidson analyst Gil Luria maintained a Neutral rating with a price target of $270JPMorgan analyst Samik Chatte ...
Dow Jones Today: Stock Indexes Drop But Are Poised for Monthly Gains; Trump Taps Warsh for Next Fed Chair; Gold, Silver Futures Sink
Investopedia· 2026-01-30 17:00
January 30, 2026 09:52 AM EST The Stock Price of Hoka and UGG Maker Deckers Outdoor Is Soaring Today. Here's Why FROM 23 minutes ago A shoemaker's stock is running to its highest point in months Friday. Deckers Outdoor (DECK) shares surged 11% in early trading after the parent company of Hoka running shoes and UGG boots reported better fiscal third quarter results than expected. Entering Friday's session, Deckers Outdoor stock had lost more than half of its value over the past 12 months. Justin Sulliv ...
Stock Market Today: Dow Sinks On Inflation, Fed News; Gold, Silver Stocks Plunge (Live Coverage)
Investors· 2026-01-30 21:59
Stock Market Today: Dow Falls On Surprise Inflation Data; Gold Stocks Crater (Live) | Investor's Business DailyBREAKING: [Trump Names Warsh New Fed Chairman]---Losses for the Dow Jones Industrial Average and other major stock indexes mounted at midday Friday, as Wall Street reacted to surprisingly hot inflation data and the nomination of a new Federal Reserve chairman. Gold stocks were pressured as the commodity fell along with silver. Among earnings movers on the stock market today were Apple (AAPL) and Ch ...