Di Yi Cai Jing·2026-01-29 23:30Core Insights - Microsoft's stock price plummeted after the earnings report, resulting in a market capitalization loss of $357 billion, negatively impacting the Nasdaq and S&P 500 indices, overshadowing the strong performance of companies like Meta [1][2][4] Group 1: Microsoft - Microsoft experienced a significant drop of 10%, marking its largest single-day decline since March 2020, with a market cap loss of approximately $357 billion [4] - Concerns arose regarding Microsoft's record capital expenditure on artificial intelligence, leading to fears that high investment levels could erode software business profitability [4] Group 2: Apple - Apple reported record highs in Q4 revenue and profit, with total revenue reaching $143.76 billion, a 16% year-over-year increase, and net profit of $42.10 billion, up 15.9% [6] - The company's diluted earnings per share rose to $2.84, reflecting an 18.3% increase, and the gross margin improved to 48.2%, up 1.3 percentage points from the previous year [6][7] - Apple's iPhone sales remained the core growth driver, accounting for 59.3% of revenue, while service revenue surpassed $30 billion for the first time [7] Group 3: Market Performance - In the S&P 500, 74.4% of the 133 companies that reported earnings exceeded expectations, although this is lower than the previous four-quarter average of approximately 78% [8] - The overall market showed mixed performance, with the Dow Jones Industrial Average rising by 55.96 points, while the S&P 500 and Nasdaq indices fell by 9.02 points and 172.33 points, respectively [2]