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 ...

Good morning. During earnings calls this week, the CFOs of big tech companies, Meta and Microsoft, delivered a similar message: the AI race requires unprecedented capital spending, but that spending is disciplined, demand-driven, and ultimately margin-accretive rather than reckless.The companies urged investors to look past headline numbers and focus instead on utilization, long-term economics, and visible revenue traction.Meta: Spending big, signaling profitMeta CFO Susan Li emphasized the trade-off betwee ...

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. ...

 Vancouver, BC - TheNewswire - January 30, 2026 - Global Energy Metals Corporation (TSXV:GEMC | OTCQB:GBLEF | FSE:5GE1) (“Global Energy Metals”, the “Company” and/or “GEMC”), a multi-jurisdictional, multi-commodity critical mineral exploration, development and project generating company focused on growth-oriented projects supporting the global transition to the new energy economy,  announces that Mr. Peter Reynolds has resigned from the Company’s Board of Directors, effective January 31, 2026. The Board an ...

▲ 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 ...

以下文章来源于字母AI ，作者小金牙 字母AI . 聚焦前沿科技，抢先看到未来。 来源 | 字母AI （ID:faceaibang） 作者 | 小金牙 同一晚，两份财报，两种情绪。 Meta财报一出，股价在盘后一路拉升。 几乎与此同时，微软却在下跌。 账面数字并没有那么悬殊，真正拉开差距的，是市场对"未来"的态度。 扎 克 伯 格 真 给 大 家 钓 成 翘 嘴 了 Meta这次的财报是真的猛。 2025财年第四财季，Meta： · 营收598.93亿美元，同比增幅达到24%，显著高于华尔街预期。 · 净利润227.68亿美元，同比增长6%。 · 稀释后每股收益8.88美元，同比增长11%。 其中营收大头依然由广告业务贡献，第四季度Meta广告营收581.37亿美元，占总营收的97%。其他业务收入虽少，但同比增长54%。 从运营角度来看，Meta应用家族日活跃用户（DAP）平均值为35.8亿人，同比增长7%。 第四季度应用家族上的广告展现量分别同比增长18%，每条广告的平均价格分别同比增长6%；2025年这两个增幅分别为全年12%、9%。 Meta向来把广告业务的积极变化归功于AI的加持，因为有AI的帮助，广 ...

Core Viewpoint - Meta Platforms is facing a trial initiated by the state of New Mexico, which accuses the company of exposing children and teenagers to sexual exploitation on its platforms and profiting from such activities [1] Group 1 - The lawsuit claims that Meta Platforms has knowingly allowed harmful content to proliferate, thereby endangering minors [1] - The state of New Mexico is seeking accountability for the alleged exploitation and is pushing for changes in how Meta operates its platforms [1] - This legal challenge highlights ongoing concerns regarding the safety of social media platforms for younger users [1]