Youtube·2026-01-28 23:36Group 1: Market Overview - The trading day ended with the Dow Jones Industrial Average and S&P 500 unchanged, while the Nasdaq rose by about 0.1% and the Russell 2000 fell by approximately 0.5% [7] - Sector performance showed energy gaining about 0.7% and technology up about 0.6%, while real estate and consumer staples declined by 0.9% and 0.8% respectively [8] Group 2: Microsoft Earnings - Microsoft reported revenue of $81.27 billion for the most recent quarter, exceeding the Street's expectation of $80.3 billion, with EPS at $5.16 [9] - The intelligent cloud business generated $32.91 billion, in line with estimates, while Azure revenue grew by 38%, matching market expectations [10][19] - For the upcoming quarter, Microsoft forecasts revenue between $53.5 billion and $56.5 billion, surpassing the Street estimate of $51.27 billion [10] Group 3: Meta (formerly Facebook) Earnings - Meta's fourth quarter revenue was reported at $58.14 billion, exceeding the Street estimate of $56.79 billion, with EPS at $8.88 compared to $8.02 the previous year [12] - The company anticipates capital expenditures for 2026 to be between $115 billion and $135 billion, higher than the Street's expectation of $110 billion [13][14] - Meta's total expenses were projected at $162 billion to $169 billion, above the Street estimate of $151 billion [15] Group 4: Tesla Earnings - Tesla's fourth quarter EPS was reported at $0.24, below the previous year's $0.66, with revenue at $24.9 billion, just shy of estimates [23] - The company reported a gross margin of 20.1%, beating estimates of 17.1%, and fourth quarter free cash flow was $1.42 billion, slightly below expectations [22][24] - Tesla plans to invest further in autonomous robots and infrastructure, with products like Cyber Cab and Semi on schedule for 2026 [31] Group 5: IBM Earnings - IBM's fourth quarter revenue was $19.6 billion, above the estimate of $9.21 billion, with free cash flow at $7.55 billion, exceeding the estimate of $6.85 billion [29][30]