Group 1 - Microsoft Corporation (MSFT) has experienced a notable lag in performance compared to other stocks in the Magnificent Seven, with shares up more than 8% from a year ago, but significant gains were lost following market fluctuations [1] - The market capitalization of Microsoft is reported at $3.6 trillion, indicating its substantial size within the tech industry [1] Group 2 - The article emphasizes the importance of analyzing stock market sectors, economic data, and broad market conditions to identify potential investment opportunities [1] - It highlights the role of empirical data in creating evidence-based narratives that can effectively communicate financial insights [1]

US stocks sank in mid-morning trading on Thursday on a tech-driven selloff as investors came away from megacap tech earnings fretting about AI spending. The tech-heavy Nasdaq Composite (^IXIC) led losses, shedding roughy 2.6% amid an over 10% plunge from Microsoft (MSFT). The S&P 500 (^GSPC) and Dow Jones Industrial Average (^DJI) followed the tech sector down, shedding 1.5% and 0.8%, respectively, following Wednesday's muted performance. Microsoft's slide deepened Thursday, after its earnings report spo ...

Group 1: Market Overview - US stocks experienced a significant decline, particularly in the tech sector, with the Nasdaq Composite falling approximately 1.8% due to a tech-driven selloff and a notable drop of over 10% in Microsoft shares [1] - The S&P 500 and Dow Jones Industrial Average also saw losses of 0.7% and 0.2%, respectively, following a lackluster performance the previous day [1] Group 2: Company-Specific Developments - Microsoft reported higher-than-expected capital spending and a slowdown in cloud sales growth, leading to a deeper decline in its stock price [2] - Meta's shares rose over 7% following a strong quarterly revenue outlook, with plans to invest up to $135 billion in data center expansion to enhance its AI capabilities [2] - Tesla's stock fell more than 1.5% as the company shifted focus from electric vehicles to robotics, despite beating quarterly earnings expectations; however, it reported its first annual revenue decline [3] Group 3: Commodities and Economic Factors - Gold prices surged, briefly exceeding $5,500 per ounce, while crude oil futures climbed, with Brent crude surpassing $70 per barrel amid rising US-Iran tensions [4] - The Federal Reserve's recent decision to keep interest rates unchanged is influencing market expectations, with projections for two quarter-point rate cuts by year-end [5]

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]

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分组1 - The Federal Reserve has indicated no immediate changes in monetary policy, with a focus on the economy and dual mandate [2][6][7] - Large-cap tech earnings are in focus, with notable movements in stocks like Microsoft, Meta, and Tesla [2][3][5] - Analysts are optimistic about Microsoft, with price targets set at $600 by Key Bank and $530 by Wolf Research, suggesting a buying opportunity [4][5] 分组2 - The unemployment rate has shown signs of stabilization, dropping from 4.6% to 4.4%, alleviating some fears regarding the labor market [6][8][9] - Jobless claims remain strong, with 210,000 revised claims and 209,000 first-time filers, indicating a resilient labor market [10][11][12] - The labor market is adapting to the effects of AI, showing stability but not significant growth [11]

The Dow Jones Industrial Average (^DJI) was up 12.19 points (0.0249%) today, reaching 49015.60, as the broader market reacted to a combination of a steady Federal Reserve policy and a mixed bag of corporate earnings reports. The Federal Reserve maintained interest rates as anticipated, following three 25-basis-point increases in the latter half of 2025, with Chair Jerome Powell noting an "improved" economic outlook and a stabilized labor market. This monetary policy stability provided a backdrop for individ ...

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 ...

智通财经1月29日讯（编辑 夏军雄）周四，美股股指期货小幅走高，投资者正在权衡多家大型科技公司 发布的财报，以及美联储最新的利率决定。欧洲主要指数普遍上涨。 （来源：英为财情） Meta在盘前交易中大涨9%，此前该公司给出了好于预期的一季度销售指引。同为"科技七巨 头"（Magnificent Seven）成员的特斯拉股价也上涨2%，其第四季度业绩超出市场预期。 不过，微软股价下跌近7%，限制了大盘涨幅。微软报告称，第二财季云业务增长放缓，同时对第三财 季的营业利润率给出了偏弱的指引。 目前，投资者将目光转向苹果，该公司计划于周四美股收盘后公布财报。 【特斯拉：预计2026年资本支出将超过200亿美元】 据报道，特斯拉表示，2025年资本支出达85.3亿美元。预计2026年资本支出将超过200亿美元。 【卡特彼勒2025年全年营收为36.3亿美元，同比增长4%】 在其他财报方面，卡特彼勒盘前股价上涨逾1%，这家工业巨头公布的第四季度业绩大幅好于华尔街预 期。 美联储周三维持利率不变，符合市场预期。联邦公开市场委员会（FOMC）表示，多项指标显示"经济 活动正以稳健的步伐扩张"，失业率"已显现出一定的稳定迹象" ...

Core Viewpoint - Microsoft Corp. reported strong second-quarter financial results, exceeding market expectations in revenue and earnings per share [1][2]. Financial Performance - Microsoft reported second-quarter revenue of $81.3 billion, representing a 21% year-over-year increase, surpassing the consensus estimate of $80.25 billion [1]. - The company achieved non-GAAP earnings per share of $4.14, exceeding the consensus estimate of $3.86 [1]. Cloud Revenue - Microsoft Cloud revenue surpassed $50 billion this quarter, indicating robust demand for its service portfolio [2]. Market Reaction - Following the earnings announcement, Microsoft shares fell by 6.8% to $448.82 in pre-market trading [2]. Analyst Ratings - Piper Sandler analyst Hannah Rudoff maintained an Overweight rating on Microsoft but reduced the price target from $650 to $600 [3]. - Keybanc analyst Jackson Ader also kept an Overweight rating while lowering the price target from $630 to $600 [3].