CNBC's Jim Cramer on Thursday sees a crucial takeaway in the post-earnings swings for Microsoft and Meta Platforms stocks. His message to investors is simple: Do not give up on hyperscalers after a single quarter.Shares of Microsoft fell nearly 10% Thursday while Meta jumped roughly 10% after earnings reports from both tech giants Wednesday evening. In the case of Microsoft, investors were concerned after the software maker posted slowing cloud growth and management gave a weak response to questions about A ...

WE WERE LISTENING TO GAVIN NEWSOM, THE TWO-TERM GOVERNOR OF THE STATE OF CALIFORNIA, THE MOST POPULOUS STATE, THE LARGEST ECONOMY, $4 TRILLION ECONOMY, WIDELY PRESUMED TO BE A CANDIDATE FOR PRESIDENT IN THE 2028 ELECTION. THAT IS YOUR POLITICAL COVERAGE FOR THE TIME BEING. WILL GET BACK TO THE MARKET COVERAGE.ROMAINE BOSTICK ALONGSIDE KATIE GREIFELD, WITH A CHECK ON THE MARKETS. WE CAME INTO THIS YEAR, A LOT OF BULLISHNESS IN THE MARKET. THE LAST FEW DAYS WE'VE SEEN A BIT MORE CAUTION, SOME OF IT TIED TO TH ...

纳斯达克金龙中国指数收涨0.35%，热门中概股中，蔚来初步收涨3.8%，百胜中国涨1%，腾讯、新东方、理想、小米、美团至多涨超0.9%，阿里跌0.7%， 网易跌1.3%，文远知行跌4.5%，小马智行跌7.9%。 美股三大指数收盘涨跌不一，纳指跌0.72%，标普500指数跌0.13%，道指涨0.11%。科技股涨跌互现，微软下跌10%，市值蒸发3570亿美元；特斯拉跌超 3%，甲骨文跌超2%，Meta涨超10%，IBM涨超5%。 ...

记者丨曾静娇 编辑丨刘雪莹 美东时间周四，美股三大指数收盘涨跌不一，科技股走势分化，Meta大涨10%，微软重挫10%；中概在 线教育股多数上涨，好未来涨超18%；黄金白银深夜巨震，盘中跳水一度回吐所有涨幅，而后探底回 升；加密货币全线重挫，超22万人被爆仓。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49071.56 | 23685.12 | 6969.01 | | +55.96 +0.11% | -172.33 -0.72% | -9.02 -0.13% | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 66474.27 | 4465.93 | 7919.48 | | -544.13 -0.81% | +7.05 +0.16% | +27.47 +0.35% | 具体来看，大型科技股走势分化，英伟达涨0.52%，走出三连阳；谷歌涨0.71%，收于历史新高；Meta 涨近10%，2025Q4业绩超预期。 下跌方面，微软跌超10%，2026财年Q2云业务增速放缓，资本支出创新高。特斯拉跌超3%，其全年营 收首次出现下滑。 微软的暴跌重创软件 ...

来源：喜娜AI 一、市场: ●1月30日收盘：美股涨跌不一 微软重挫10%拖累纳指走低 北京时间1月30日凌晨，美股收盘涨跌不一。交易员消化科技股财报与美联储利率决议，苹果将在收盘 后公布业绩。道指、纳指、标普500指数均下跌，微软因云业务增长放缓、业绩指引疲软重挫约10%， 抑制大盘涨幅；Meta因强于预期的销售预测股价涨10.4%。投资者权衡美联储货币政策影响，市场下调 降息预期。此外，特朗普与民主党就避免政府停摆谈判接近民主党要求但未达成协议。贵金属价格大幅 波动，现货白银、黄金盘中先涨后跌。 [1] ●1月30日美股成交额前20：微软市值蒸发近3600亿美元 周四美股成交额前 20 中，多只股票表现各异。微软收跌 9.99%，市值蒸发近 3600 亿美元，因其难以证 明支出计划合理性、云业务增长放缓及依赖少数大客户等因素。Meta Platforms 收高 10.40%，市值增加 1760 亿美元，人工智能投资提振盈利获投资者认可。特斯拉收跌 3.45%，虽财报超预期，但宣布调整 产品线支持机器人业务。苹果收高 0.72%，完成对以色列 AI 初创企业收购且财报营收高于预期。此 外，闪迪、埃克森美孚等 ...

this time its spending plans once again blowing away expectations but the stock is higher. >> Yeah, I mean spending is through the roof. It's it's bonkers how much this company is going to spend uh you know 100 billion plus in 2026 fiscal 2026 and so you know they basically said uh in in the prior quarter we're going to see meaningful uh growth when it comes to spending and they certainly delivered on that. uh they spent 72 billion in the the last year and so that's a pretty huge jump nearly doubling what t ...

Core Insights - Meta Platforms reported strong Q4 results, showcasing significant revenue growth and earnings beat, while providing optimistic guidance for future performance [1][3][9] Financial Performance - Q4 sales reached $59.89 billion, a nearly 24% increase from $48.38 billion in the same quarter last year, surpassing estimates of $58.59 billion by 2% [3] - Q4 EPS was $8.88, up 11% from $8.02 a year ago, beating expectations of $8.21 by 8% [3][4] Capital Expenditures - Meta announced a significant increase in capital expenditures (CapEx), expecting it to be between $115-$135 billion in 2026, up from $72.22 billion last year and more than 200% from $37.26 billion in 2024 [7] - The increase in CapEx is aimed at scaling AI infrastructure, including data centers and the "Meta Superintelligence Labs" [4][6] AI Impact - AI has been a primary contributor to Meta's growth, enhancing ad targeting, driving higher engagement, and strengthening advertiser demand [2][6] - The robust growth in Meta's family of social media apps, higher ad impressions, and improved ad pricing were key factors in the strong Q4 performance [2] Future Guidance - Meta provided positive revenue guidance for Q1 2026, expecting sales between $53.5-$56.5 billion, exceeding Wall Street's expectations of $51.38 billion [9][10] - Year-over-year growth estimates for the upcoming quarters indicate a strong outlook, with anticipated growth rates of 21% for the current quarter and 18.6% for the next quarter [10] Return on Invested Capital (ROIC) - Meta's ROIC stands at 27%, indicating a strong ability to convert invested capital into profits, which is favorable compared to the S&P 500 average of 15% [11] Valuation - Meta is positioned as one of the most attractively priced high-growth tech stocks, with a forward P/E valuation of 22X, which is lower than its peers in the Mag 7 [13] - Despite a high stock price of over $700, the valuation presents a discount compared to other major tech companies [13] Market Position - Following the strong Q4 report, Meta stock holds a Zacks Rank 3 (Hold), with potential for a buy rating due to favorable guidance, valuation, and ROIC [15] - Anticipated EPS revisions for FY26 and FY27 could further catalyze upside in Meta stock, with double-digit growth expected [16]

January Strength Signals Potential New HighsJanuary looks likely to confirm a bullish reversal on the monthly chart with a close at a three-month high, above $711. Once confirmed, the chance to eventually rise above the record high at $796.25. During January’s ascent, the 10-month average was reclaimed, a sign of strength.Remaining above the 10-month average may lead to a similar advance as seen following the 2022 low. In February 2023, the 10-month average was reclaimed and a strong rally followed, with it ...

that do not rely heavily on technology. A significant portion of assets will be concentrated in securities in related industries, and may be similarly affected by adverse developments and price movements in such industries. A significant portion of assets may be invested in securities of companies in related sectors, and may be similarly affected by economic, political, or market events and conditions and may be more vulnerable to unfavorable sector developments. Investing in companies of small and medium c ...

Over the last few months I have mentioned multiple times my intention to pile up some cash, and this is what I did. I don’t think there are currently many opportunities to seize; therefore, I am waiting on the sidelines. However, as the cash pile getsPassionate about geopolitics and macroeconomics, I express my opinion through my articles and enjoy engaging with all of you. I also write about companies that catch my attention, particularly those in my portfolio. For me, Seeking Alpha is a way to expand my k ...