Key Takeaways MSFT & META - two core hyperscalers - report this week. Sales and EPS revisions have largely remained stable for both. Both stocks have lagged the S&P 500 in a big way over the past three months. A major week of earnings results is upon us, with several hyperscalers – Meta Platforms (META) and Microsoft (MSFT) – on the docket. Both stocks have underperformed the S&P 500 by a notable margin over the last three months, as shown below.Image Source: Zacks Investment ResearchWhile the performance h ...

欧盟负责科技事务的专员Henna Virkkunen表示："未经同意针对女性和儿童进行的深度伪造色情内容， 是一种暴力且不可接受的贬损形式。"该案件将受到欧盟的网络内容监管框架《数字服务法》管辖。该 法案针对网络上的有害和非法内容设置了严格的防护栏。 第3名苹果收高2.97%，成交140.45亿美元。苹果公司即将公布财报。摩根大通上调苹果目标价，预测其 iPhone 17强劲需求与成本控制将推动业绩超预期。 摩根大通表示，iPhone需求好于预期以及运营支出下降，可能推动苹果业绩超出市场预期。该行重申对 这家科技巨头的"增持"评级，并将目标价从305美元上调至315美元。苹果将于周四公布26财年第一季度 业绩报告。 分析师Chatterjee称："我们认为，与iPhone 17系列强劲需求相关的积极数据信号，被投资者对前所未有 的存储器成本上涨对毛利率的影响、iPhone需求可能存在的价格弹性问题，以及季度内部分App Store服 务增长数据偏软的温和担忧所掩盖。" 周一美股成交额第1名英伟达收跌0.64%，成交231.68亿美元。据报道，微软发布最新人工智能芯片，旨 在减少对英伟达依赖。 微软公司推出第二 ...

Markets will receive quarterly reports from two of the top software and hardware companies this week resptively, with Microsoft (MSFT)  set to release results for its fiscal second quarter on Wednesday, January 28, and Apple (AAPL)  reporting results for its fiscal first quarter on Thursday, January 29.Microsoft’s standout software successes are overwhelmingly in cloud infrastructure and AI-optimized services with respect to its Azure Cloud Platform, enterprise support services, and Microsoft 365 office app ...

Hello and welcome to Market Domination. I'm Jared Blickery in for Josh Lipton live from our New York headquarters. There's just an hour to go until the closing bell and stocks are edging higher and that's after two weeks of downdraft.So let's check out the Dow here which is up about 320 points or 2/3 of a percent and I'll show you the intraday price action. We are pretty close to the highs of the day. Notched about an hour or two ago.NASDAQ Composite been kind of treading water over the last few hours, but ...

A Microsoft Corporation (NASDAQ:MSFT) analyst highlights the key items to watch for in the company's second-quarter financial results on Wednesday after market close, as skeptics could be growing.Microsoft Analyst Maintains Outperform Rating Wedbush analyst Dan Ives maintained an Outperform rating on Microsoft with a price target of $625.AI Growth Still In Early Innings for Microsoft Ives said Microsoft should report another strong quarter on Wednesday, with growth from Azure leading the way."We expect to s ...

Following the mixed performance seen during last Friday's session, stocks moved mostly higher during trading on Monday. With the upward move, the major averages further offset the steep drop seen last Tuesday.The major averages moved to the downside going into the end of the day but remained in positive territory. The Dow advanced 313.69 points or 0.6 percent to 49,412.40, the Nasdaq rose 100.11 points or 0.4 percent to 23,601.36 and the S&P 500 climbed 34.62 points or 0.5 percent to 6,950.23.The strength ...

With only 13% of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 8.2%The tech sector continues to dominate, Despite a significant earnings-related slide from Intel, the Information Technology sector remained the market’s primary engine, lifted by an ongoing “AI supercycle” and strong results from names like Meta and NetflixPotential earnings surprises this week: Union Pacific, NextEra Energy, Texas Instruments, UnitedHealth Group, American Express and Regeneron Pharmaceuti ...

Market Overview - U.S. equities are showing a modest advance as investors navigate a busy week with crucial corporate earnings reports and a Federal Reserve meeting [1] - Major U.S. market indexes are trending positively, with the S&P 500 up 0.6%, the Dow Jones Industrial Average increasing by 170 points (0.3%), and the Nasdaq Composite also gaining 0.6% [2] Sector Performance - A shift in sector performance is noted, with a rotation towards energy, materials, staples, and industrials, which had previously lagged behind technology and communications stocks [3] - The technology sector is projected to contribute 60% of total earnings per share (EPS) growth in 2026, driven by AI infrastructure buildout, while the financials sector is also expected to be a strong contributor [4] Industry News - The airline sector faced declines due to widespread flight cancellations from a winter storm, with United Airlines down 0.9% and Southwest Airlines up 0.5% [5] - Natural gas futures surged by 4.5% due to cold weather following the winter storm [5] Upcoming Events - The Federal Reserve's FOMC meeting is set for January 27, with interest rate decisions expected to maintain the current range of 3.50-3.75% [7] - Earnings season is intensifying, with 103 S&P 500 companies reporting this week, including major tech firms like Apple, Microsoft, Meta Platforms, and Tesla [8][9] Economic Data - November durable goods orders increased by 5.3%, indicating a resilient economy, which may temper expectations for immediate Fed rate cuts [11] - The U.S. Conference Board Consumer Confidence Index for January is due for release, along with updates to the Producer Price Index (PPI) [11] Stock Movements - CoreWeave shares jumped 9.7% after Nvidia invested $2 billion in the company, while USA Rare Earth shares rose 11.4% following U.S. government investment commitments [13] - Microsoft stock gained 1.5%, while Nvidia slipped 0.5%. Apple is noted as the worst performer among the "Magnificent Seven" in 2026 [14] - Intel shares fell approximately 6% after a poor outlook, and Capital One Financial Corporation slid 7.6% after a profit miss [14] Geopolitical Influences - Geopolitical developments, including tariff threats and potential government shutdowns, are contributing to market uncertainty [15]

Sector Performance - Communications Services sector leads with a gain of 1.77%, followed by Technology at 1.01% and Materials at 0.77% due to a surge in gold prices above $5100 [1] - Consumer Staples, Energy, and Consumer Discretionary sectors are trading lower [1] Market Sentiment - It is perceived as a stock picker's day, with investors positioning ahead of upcoming megacap earnings reports [2] - Major contributors to the S&P 500 Index include Apple and Meta, both up over 2%, while Alphabet, Broadcom, and Microsoft rose over 1.5% each [2] Megacap Earnings - Key companies reporting mid-week include Apple, Meta, Microsoft, and Tesla, with a focus on the impact of AI on earnings results [3] - The upcoming earnings reports are expected to influence sentiment around the AI trade and the tech sector, alongside the Federal Reserve's announcement [3] Earnings Performance - As of Friday, 79.7% of the 64 S&P 500 companies that reported earnings exceeded analyst expectations [4] Market Movers - Notable losers include Intel, which experienced a 5% decline today following a 17% drop on Friday [5] - Airline stocks are facing challenges due to weather disruptions, with United Airlines down 1.2% and JetBlue down 2.8% [5]

Trade risk rises as earnings loom for mega capsTariff Anxiety Returns to the TapeRenewed fears around a potential Canada-China deal are reviving concerns about additional U.S. tariffs. The issue is not confirmed policy, but positioning, markets remain sensitive to anything that reopens the trade front just as growth expectations stabilize. Even incremental headlines are enough to reprice risk across globally exposed sectors.The sequencing matters. Trade narratives tend to surface when markets are extended, ...