SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2026-01-29 11:35Group 1 - Major stock indices futures showed slight increases, with Dow futures up 0.08%, S&P 500 futures up 0.17%, and Nasdaq futures up 0.23% [1] - Meta's Q4 2025 earnings exceeded expectations, reporting revenue of $59.893 billion, a 24% year-over-year increase, and a net profit of $22.768 billion, a 9% increase, leading to a stock rise of 7.81% [2] Group 2 - Microsoft's Q2 2026 earnings surpassed expectations, with Azure cloud revenue growing 38% year-over-year, but the growth rate slowed by 1 percentage point from the previous quarter. Capital expenditures reached $37.5 billion, a 66% increase, causing a stock decline of 5.77% [3] - Tesla's Q4 2025 revenue fell approximately 3% to $24.901 billion, marking the first annual revenue decline in the company's history. The company plans to halt production of Model S and Model X to make way for Optimus robot production, resulting in a stock increase of 2.92% [4] Group 3 - IBM reported Q4 2025 revenue of $19.69 billion, a 12% year-over-year increase, with software revenue up 14% and consulting revenue up 3.4%. Free cash flow grew by 23%, leading to a stock increase of 7.88% [5] Group 4 - Nvidia, Microsoft, and Amazon are reportedly negotiating to invest up to $60 billion in OpenAI, with Nvidia considering an investment of up to $30 billion, Microsoft planning under $10 billion, and Amazon potentially exceeding $10 billion [6] - Deutsche Bank's Frankfurt office was raided by prosecutors in connection with a money laundering investigation, resulting in a stock decline of 2.38% [7] Group 5 - Amazon confirmed a layoff of approximately 16,000 corporate positions, marking the second round of significant layoffs since October, totaling 30,000 positions, which is about 10% of its corporate and technology workforce [8] - Nvidia's CEO Jensen Huang announced collaboration with Intel to develop a custom X86 processor, highlighting strong demand for Nvidia's next-generation product, Rubin, which is crucial for maintaining its leadership in the AI chip market [9]