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      Big Tech’s earnings season in full swing! Nvidia is the only one left
      Views 4.2M Contents 172

      Bulls back in charge of US and AU markets. Expect more record highs ahead. IBM and Vistra +13%. Meta, Tesla, Apple and Microsoft look promising

      avatar
      Jessica Amir joined discussion · Jan 30 22:32
      QUICK TAKE ON WHY MAKRKETS HAVE FRESH BULL HORNS
      The bulls seem to be grabbing markets by their horns and managed to widely drive US stocks higher. It seems DeepSeek lows remain in the past as the Pentagon is now restricting US companies from doing business with the Chinese startup. But importantly, what supports the newfound bullish step is a couple of things. 85% of the S&P 500 stocks rose overnight. Fresh data suggests the US consumer is strong. Spending rose far more than expected last quarter (+4.2% from 3.7%, vs 3.2% expected), allowing people to look past the disappointing GDP figure.
      Secondly, what’s also supporting the bullish drive is big tech outlooks. Heavyweights Meta $Meta Platforms (META.US)$, Tesla $Tesla (TSLA.US)$, and Microsoft $Microsoft (MSFT.US)$ all reported upbeat outlooks. International Business Machines $IBM Corp (IBM.US)$ was the showstopper. IBM shares surged 13% on an exceptionally strong sales outlook and AI bookings. This proves broad AI demand is insatiable. Plus, we’re seeing end-of-month flows (buys), and bullish options are growing. The Put/Call option ratio suggests traders see the Nasdaq-100 $NASDAQ 100 Index (.NDX.US)$ moving to new highs ahead. Not only have outlooks been positive, but earnings have been far better than expected. Big tech stocks have so far reported 26% earnings growth, and the market sees strong earnings ahead (+17% growth). All in all, this scenario is keeping the bulls happy.
      US EARNINGS POINT TO ROSES AHEAD
      Among heavyweight earnings results, everything seems to point to roses attempting to grow ahead. Apple’s $Apple (AAPL.US)$ results just released, slightly beat expectations, with its key services division beating expectations. That’s good for future share price growth. Traders are waiting for its earnings call to start, but its shares are lower in after-market trade, suggesting disappointment in its numbers overall.
      Bulls back in charge of US and AU markets. Expect more record highs ahead. IBM and Vistra +13%. Meta, Tesla, Apple and Microsoft look promising
      Tesla $Tesla (TSLA.US)$ shares were a standout, rising ~3% as its report card showed its biggest earnings drivers gained major green lights to support higher earnings and share price growth. Its cheapest EV is on track to be released in early 2025. It’ll be a game changer, attracting a flood of new buyers and fresh EV converts—fresh meat at last. Plus, Tesla is in talks to license its FSD and plans to roll out FSD in the US, Europe, and fully in China. Meanwhile, Tesla’s EV sales in China hit a new record high, and it’s future-proofing its business and cost controls. It’s on track to commission its lithium plant this year, so there’s plenty for Tesla shareholders to be happy about.
      TSLA Tesla
      399.960
      -0.320
      -0.08%
      Post-Market Trading
      Jan 30 17:25 ET
      Meta $Meta Platforms (META.US)$ shares rose almost 2%, with Mark Zuckerberg dangling the carrot that Meta AI and its LLM will be an industry leader and hit 1 billion users this year. Simply put, this spells a drive in earnings ahead, as user growth will attract ad sales. So expect analysts to upgrade its stock. Secondly, Meta’s hardware also seems surprisingly promising. Although no one sees anyone wearing Meta AI Ray-Ban glasses, they’re expected to have a strong year.
      META Meta Platforms
      686.000
      -1.000
      -0.15%
      Post-Market Trading
      Jan 30 17:25 ET
      Microsoft $Microsoft (MSFT.US)$ shares suffered a 6% fall. Sure, more pressure could come, but it won’t last in my opinion. Its shares are down as its key Azure cloud business is experiencing growth pains—record high demand that it can’t keep up with. It’s struggling to build enough data centers to meet demand. Still, Microsoft’s artificial intelligence business is doing $13 billion in annualized revenue, and it has over $300 billion of commercial service contracts in the pipeline, with commercial bookings rising 67% and exceeding expectations.
      MSFT Microsoft
      416.200
      +1.210
      +0.29%
      Post-Market Trading
      Jan 30 17:25 ET
      So, all this somewhat supports Nvidia’s future. Why? Well, 19% of Nvidia’s revenue comes from Microsoft orders, 10% from Meta, and 2% from Tesla. But hedge funds are now betting Nvidia shares could slide, so we’re seeing options for downside protection rise in Nvidia. This is pressuring Nvidia shares lower. However, what’s interesting is that retail investors are buying record amounts of Nvidia via the GraniteShares 2x Long Nvidia Daily ETF.
      NVDL GraniteShares 2x Long NVDA Daily ETF
      52.820
      +0.530
      +1.01%
      Post-Market Trading
      Jan 30 17:25 ET
      NVDA NVIDIA
      123.530
      -1.120
      -0.90%
      Post-Market Trading
      Jan 30 17:25 ET
      EXPECT HIGHER HIGHS FOR THE AUSSIE SHARE MARKET
      As for the Aussie share market, it’s expected to continue to explore new record-high territory. Banks, miners, tech, real estate, and industrials—all the key rate-sensitive sectors—gained a new lease on life. We alluded to this last week, given key inflation contributions to Australian households have come down. The market is in bullish steam-train mode, with the RBA widely expected to cut interest rates next week.
      All eyes are on producer prices today as the final checkpoint before we can seriously expect the RBA to cut rates. Should PPI be in line, then bets will probably rise for the RBA to cut next week, meaning the Aussie market will probably lift too. It’s a good setup for AU earnings next week.
      VAS Vanguard Australian Shares ETF
      104.750
      +0.610
      +0.59%
      Not Open
      Jan 31 09:26 AET
      AQLT BetaShares Australian Quality ETF
      32.120
      +0.060
      +0.19%
      Not Open
      Jan 31 09:27 AET
      VHY Vanguard Australian Shares High Yld ETF
      76.100
      +0.350
      +0.46%
      Not Open
      Jan 31 09:27 AET
      Yesterday's note
      Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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        Jessica Amir
        Moomoo Official Market Strategist
        moomoo, market strategist. Seen/heard on Fox News Business, ABC, SBS, Reuters wires. Investor/Trader. Connect with me.
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