Three mega-cap tech companies reported earnings on Wednesday, and the market's verdict was swift and brutal for one company while two Magnificent 7 members received stamps of approval. ...

Truist analyst Youssef Squali raised the firm’s price target on Meta Platforms (META) to $900 from $875 and keeps a Buy rating on the shares. The firm is citing the company’s stronger Q4 results and impressive Q1 guide reflecting robust ad demand fueled by AI improvements across ad recommendations, monetization and user engagement, the analyst tells investors in a research note. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s bes ...

QLTY's 37% Tech Allocation Was A Tailwind; Now It's A Liability - 24/7 Wall St.[S&P 5006,943.60 -0.39%] [Dow Jones48,866.90 -0.30%][Nasdaq 10025,735.60 -0.61%][Russell 20002,629.12 -0.78%][FTSE 10010,227.60 +0.01%][Nikkei 22553,698.20 +0.63%][Stock Market Live January 30, 2026: S&P 500 (SPY) Deep in the Red][Investing]# QLTY's 37% Tech Allocation Was A Tailwind; Now It's A Liability### Quick ReadGMO U.S. Quality ETF (QLTY) attracted $3B since November 2023. QLTY returned 20.5% and beat the S&P 500 by 500 ba ...

Why investors are suddenly nervous about Microsoft and newly confident in Meta - Fast Company[Try our mini crossword with a business twist: Play Fast Company Mini Crossword]LOGIN[SUBSCRIBE]- [INNOVATION FESTIVAL]- [Video]- [Podcasts]- [Games]- [Work Life]- [Leadership]- [News]- [Design]- [Tech]- [Premium]|[Custom Studio]- [Texas A&M University]- [IBM]BY [Taylor Hatmaker]Listen to this Article [More info]0:00 / 0:00Microsoft stock just suffered its biggest single day drop since 2020. Meanwhile, Meta stock po ...

Core Insights - Both Meta and Microsoft emphasize the need for significant capital spending in the AI sector, which is seen as disciplined and demand-driven rather than reckless [1][8]. Meta - Meta's CFO highlighted a trade-off between increased infrastructure investment and profitability, expecting 2026 operating income to exceed 2025 levels despite potential pressure on operating margins [2]. - The company projects 2026 capital expenditures of approximately $115–$135 billion, a significant increase from $72 billion in 2025, positioning it among the largest capex spenders in the AI and hyperscaler sectors [3]. - Meta's confidence is primarily based on its advertising business, which generated $59.89 billion in revenue for Q4, surpassing estimates and contributing to over $200 billion in annual revenue [4]. Microsoft - Microsoft reported a capital expenditure of about $37.5 billion in Q2 FY26, an increase from $34.9 billion in the previous quarter, reflecting a focus on AI and data-center build-outs [5][6]. - The investment strategy is centered on meeting sustained demand and optimizing asset capacity, with a strong cloud demand indicated by Microsoft Cloud exceeding $50 billion in quarterly revenue and Azure growing approximately 39% year-over-year [6][7]. - Microsoft achieved $81.3 billion in revenue for the quarter, a 17% year-over-year increase, although there were concerns about Azure's growth rate compared to previous quarters [7]. Overall Industry Perspective - The combined messages from Meta and Microsoft suggest that while AI-driven capital expenditures are increasing, a disciplined investment approach focused on monetization is expected to support sustainable growth and profitability [8].

策略快报 美股前瞻 01.30：今晚将公布新任主席， AI 硬切软或尚需时日 2026 年 01 月 30 日 【大盘概述】 昨晚市场对微软巨额 AI CapEx 的未来 ROIC 恐慌引发其股价重挫近 10%，创下自 2020 年以来最大单日跌幅，拖累整个软件板块及美股大 盘，而 Meta 因稳健的业绩展望缓解了市场对其 CapEx 计划的担忧， 大涨超 10%。美伊紧张局势支撑供应风险叙事，原油三连涨，日内涨 3%，币圈则遭重挫，比特币大跌 6%至两个月低点。昨晚黄金涨势逆 转，金价在逼近 5600 美元历史高位后反转，较日高暴跌近 9%，随后 跌幅收窄不足 1%。截至收盘纳指跌 0.72%，费城半导体指数收涨 0.15%，M7 跌 0.90%，标普 500 跌 0.13%，道指涨 0.11%，罗素 2000 收跌 0.05%。 【核心观点】 挖掘价值 投资成长 东方财富证券研究所 证券分析师：陈果 证书编号：S1160525040001 证券分析师：殷明伦 《美股前瞻 01.22：特朗普 TACO 速度再 超预期，风偏回暖半导体新高》 2026.01.22 《美股前瞻 01.21：格陵兰争端叠加日债 抛 ...

The fourth quarter earnings season kicked into high gear this week, with Big Tech results from Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL) headlining the earnings calendar. An optimistic consensus is forming: As of Jan. 23, 13% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 8.2% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of an ...

Its planned capital spending of up to $135 billion represents a significant acceleration, but the company's ad business is keeping pace. ...

Core Viewpoint - Global Energy Metals Corporation announces the resignation of Mr. Peter Reynolds from its Board of Directors, effective January 31, 2026, with no disagreements reported regarding company operations [1][3]. Company Developments - The Board and management express gratitude for Mr. Reynolds' contributions since the company's inception and wish him well in future endeavors [2]. - The company will continue to evaluate opportunities to strengthen its Board composition in alignment with strategic objectives [4]. Strategic Focus - Global Energy Metals is focused on the critical mineral sector, recognizing the importance of securing supplies of battery metals such as cobalt, nickel, copper, and lithium to support the global electrification movement [6]. - The company employs a disciplined strategy of consolidation, partnership, and investment to advance a portfolio of strategically significant battery metal assets [6][8]. Project Portfolio - The company is involved in projects across Canada, Australia, Norway, and the United States, prioritizing assets located in established mining jurisdictions and close to end-use markets [7]. - Global Energy Metals aims to minimize logistical and processing risks to accelerate project development and entry into the battery supply chain [8]. Market Opportunity - The company views the electrification movement as a generational investment opportunity, emphasizing the importance of securing minerals that power the eMobility revolution [9].

▲ Meta Quest 3 头显 参考IT之家先前报道，Meta 旗下 Reality Labs 部门在 2025 年第四季度录得 60.2 亿美元（IT之家注：现汇率约合 418.54 亿元人民币）经营亏损，全年累计亏 损接近 192 亿美元（现汇率约合 1335.57 亿元人民币），显示出其尖端技术研发仍处于高投入、低回报的阵痛期。尽管该部门第四季度实现销售额 9.55 亿美 元（现汇率约合 66.43 亿元人民币），但持续亏损态势未改。 IT之家 1 月 30 日消息，在 Meta 本周举行的 2025 年第四季度财报电话会议中，有德意志银行分析师提问，Meta 旗下 Reality Labs 部门未来是否会把重心收 窄，对此 Meta 首席财务官 Susan Li 表示，公司对 VR 的未来"依然保持乐观"，并确认仍在"打造未来的头显产品"。 Susan Li 称，尽管消费者对 VR 的整体接受度增长速度确实慢于可穿戴设备，不过 Meta 仍然着眼于相应产业，当下公司正在重新平衡 Reality Labs 的业务布 局，对 Horizon"元宇宙"生态内容进行削减，同步加大对智能眼镜等可穿戴设备投资 ...