Seeking Alpha·2026-01-29 11:34Group 1: Meta Platforms (META) - Meta Platforms reported a fourth-quarter earnings beat, with shares up more than 7% premarket. The company forecasted first-quarter revenue between $53.5 billion and $56.5 billion, exceeding expectations of $51.4 billion, aided by a 4% tailwind from foreign currency [3][4]. Group 2: Microsoft (MSFT) - Microsoft experienced a decline of over 5% premarket despite reporting fiscal second-quarter results that surpassed estimates. The company earned an adjusted $4.14 per share, with revenue rising 17% year-over-year to $81.27 billion, or 15% in constant currency. Analysts had anticipated earnings of $3.91 per share on $80.31 billion in revenue [4][5]. - For Q3, Microsoft expects total revenue between $80.65 billion and $81.75 billion, indicating growth of 15% to 17% [5]. Group 3: Tesla (TSLA) - Tesla shares rose 2.9% premarket following a top- and bottom-line earnings beat, alongside a positive outlook on Cybercab and robotaxi growth. However, the company reported a quarterly revenue decline due to the end of government tax incentives and increased competition in Europe and China [5][6]. - In the fourth quarter, Tesla earned an adjusted profit of $0.50 per share, down 17% from the previous year but 5 cents above expectations. The company anticipates significant capital expenditures exceeding $20 billion in 2026 [6]. Group 4: Norway's Sovereign Wealth Fund - Norway's $2.2 trillion sovereign wealth fund reduced its stakes in major U.S. tech companies, including Nvidia, Apple, Microsoft, and Alphabet, during the second half of 2025. The fund cut its stake in Nvidia from 1.32% to 1.26% and in Microsoft from 1.35% to 1.26% [6][7]. - By year-end 2025, U.S. investments accounted for 52.9% of the fund's assets, up from 52.4% six months earlier [8].