Group 1: Market Overview - US stocks opened on mixed footing with the S&P 500 rising approximately 0.1%, while the Nasdaq Composite fell around 0.5% and the Dow Jones Industrial Average increased by 0.3% [1] - The S&P 500 is attempting to surpass 7,000, driven by a more than 9% surge in Meta shares due to a strong quarterly revenue outlook [2] - Microsoft stock declined over 10% despite higher-than-expected capital spending, attributed to a slowdown in quarterly cloud sales growth [3] Group 2: Company-Specific Developments - Meta plans to invest up to $135 billion in data center build-out this year to enhance its AI capabilities [2] - Tesla reported a quarterly earnings beat but experienced its first-ever decline in annual revenue, leading to a shift in strategy from electric vehicles to robotics [3] - Investors are anticipating Apple's quarterly earnings report, which is expected after the market closes [3] Group 3: Economic Context - The Federal Reserve maintained interest rates unchanged in its first monetary policy decision of 2026, with market participants looking for economic indicators such as jobless claims and durable goods orders [5] - Markets are pricing in two quarter-point rate cuts by year-end, although easing may not occur before the end of Jerome Powell's tenure in May [6]

19,305,444-$47.929.95%$433.71[First Solar][FSLR]• Vol: 956,495-$24.759.92%$224.67[ServiceNow] [NOW]• Vol: 8,185,764-$12.399.56%$117.23[Las Vegas Sands][LVS]• Vol: 2,183,217-$5.859.55%$55.41[United Rentals][URI]• Vol: 154,938-$79.068.75%$824.13 Mega Cap Stocks Just Keep Winning, And Pushing PWB Higher and Higher - 24/7 Wall St.[S&P 5006,977.90 -0.25%][Dow Jones49,276.80 +0.53%][Nasdaq 10025,902.00 -1.01%][Russell 20002,667.12 +0.47%][FTSE 10010,288.20 +1.08%][Nikkei 22553,530.70 -0.60%][Stock Market Live Jan ...

Core Insights - Meta Platforms reported impressive fourth-quarter earnings, alleviating concerns regarding its artificial intelligence strategy [1] Financial Performance - The fourth-quarter earnings report showcased strong financial results, indicating robust performance in the face of previous uncertainties [1]

周四，Meta Platforms(META.US)盘前走高，截至发稿，该股涨近10%，报734.5美元。昨日收盘后公布 的财报显示，该公司去年第四季度营收和今年第一季度营收指引均超出分析师预期；全年资本支出预期 区间也高于分析师预期。Meta第四季度营收为598.93亿美元，高于分析师预期584.2亿美元；2025全年 为483.85亿美元，同比增长24%。预计2026年第一季度总营收将在535亿至565亿美元之间，高于分析师 预期512.7亿美元。该公司预计2026全年资本支出将在1,150亿美元至1,350亿美元之间，高于分析师平均 预期的1,106亿美元。 ...

智通财经APP获悉，周四，Meta Platforms(META.US)盘前走高，截至发稿，该股涨近10%，报734.5美 元。昨日收盘后公布的财报显示，该公司去年第四季度营收和今年第一季度营收指引均超出分析师预 期；全年资本支出预期区间也高于分析师预期。Meta第四季度营收为598.93亿美元，高于分析师预期 584.2亿美元；2025全年为483.85亿美元，同比增长24%。预计2026年第一季度总营收将在535亿至565亿 美元之间，高于分析师预期512.7亿美元。该公司预计2026全年资本支出将在1,150亿美元至1,350亿美元 之间，高于分析师平均预期的1,106亿美元。 ...

U.S. stock index futures edged higher on Thursday, January 29, 2026, as investors continued to digest a flurry of tech earnings and the Federal Reserve's latest monetary policy decision. The premarket session saw mixed signals, with some tech giants experiencing significant movements, while broader market sentiment remained cautious following the Fed's widely anticipated decision to hold interest rates steady. This dynamic landscape underscores a market increasingly responsive to corporate performance, part ...

Core Viewpoint - Meta's stock has shown a slight decline of 1% over the past year, but a recent earnings report has led to a 10% increase in pre-market trading, indicating positive investor sentiment following better-than-expected financial results [2][3]. Financial Performance - Meta reported a 24% revenue growth in Q4 2025, reaching approximately $60 billion, which exceeded expectations by about $1.5 billion. The earnings per share were $8.88, 8% above consensus estimates. The forecast for Q1 2026 is around $55 billion, which is $4.6 billion more than previous estimates [3]. - Analysts project a 26% rise in Meta's stock, with an average 12-month price target of $845.76 based on insights from 44 analysts [3]. AI and Future Outlook - Meta's CEO Mark Zuckerberg expressed confidence in the company's future, highlighting the rebuilding of their AI program's foundations and the upcoming release of new models and products [4]. - The company plans to nearly double its AI spending to as high as $135 billion by 2026, aiming to enhance its core advertising business, which is valued at $200 billion [5][11]. Challenges and Risks - Despite the optimism, there are concerns regarding Meta's ability to successfully commercialize AI, especially after the struggles faced with the Metaverse initiative, which has resulted in significant losses [6][9]. - Meta's Reality Labs has incurred losses nearing $80 billion since 2020, with a recent quarter showing a $6 billion operating loss against $955 million in revenue [7][8]. Advertising Revenue and AI Integration - AI has been a significant contributor to Meta's advertising revenue growth, with a reported return of $4.52 for every dollar spent by advertisers. The Advantage+ AI advertising tools generated nearly three times more revenue in Q3 2025 compared to Q1 2025, reaching a $60 billion annualized run rate [10]. - The integration of AI is expected to boost user engagement by 20% among Meta's 350 million Threads active users, potentially leading to additional revenue growth from WhatsApp ads [15]. Analyst Sentiment - Analysts remain largely bullish on Meta's prospects, with a focus on the company's ability to drive growth in revenue and profit through AI, despite the significant capital expenditures [18][19]. - Investors are willing to overlook the high spending on AI infrastructure, anticipating that it will lead to better-than-expected growth in the core advertising business [19].

Core Insights - Schroders is engaging in high-level discussions regarding potential partnerships to accelerate the growth of its private capital business [1] Company Developments - The discussions are aimed at enhancing the capabilities and market position of Schroders' private capital segment, which is a strategic focus for the company [1] - Schroders has a long history of 222 years, indicating its established presence in the financial services industry [1] Industry Context - The move reflects a broader trend in the financial services industry where firms are seeking to expand their private capital offerings through strategic alliances [1] - The private capital market is becoming increasingly competitive, prompting firms like Schroders to explore partnerships to enhance growth and service offerings [1]

Quick Read Stanley Druckenmiller’s family office holds concentrated positions in Microsoft (MSFT), Nvidia (NVDA), Google (GOOGL), Amazon (AMZN) and Meta (META). Amazon Q3 operating margin reached 11.1% as AWS profitability scales. Amazon net income grew 36.4% to $21.19B. Nvidia trades at a 0.70 PEG ratio despite Q3 revenue growing 62.5% to $57.01B with 107.4% ROE. Investors rethink 'hands off' investing and decide to start making real money Stanley Druckenmiller never had a losing year in three d ...

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]