English
Back
Download
Clear
All
Quotes
News
Learn
Help
All
US
HK
CN
SG
AU
JP
All
News
Announcements
No matches yet
Operations too frequent. Please try again later.
Please check network settings and try again Refresh Refresh
Loading
History record
    Latest News
      Quotes More
      News More
      Learn More
      Help More
      Loading
      News More
      Announcements More
      Reports More
      Log in to access Online Inquiry
      Back to the Top
      Big Tech’s earnings season in full swing! Nvidia is the only one left
      Views 4.2M Contents 173

      Markets see RBA cutting rates in next week. Property and tech stocks to be in favor. REA in focus. Vs Fed’s US rate cuts fading. Meta, Tesla guide for stronger years

      avatar
      Jessica Amir joined discussion · Jan 30 00:20
      US stocks are caught with battles of bulls vs bears, awaiting Mag-7 full picture before making a big move  
      Well, US stocks had a negative session. Markets rubbed out almost half of the prior day’s gains. The Nasdaq 100 $NASDAQ 100 Index (.NDX.US)$ and S&P 500 $S&P 500 Index (.SPX.US)$ held up off their lows, but the bulls are battling the bears. Caution is in the US for reasons.
      Firstly, the US Federal Reserve held interest rates at 4.5% as expected but hinted at fewer US rate cuts ahead, with Fed Chair Jerome Powell saying they now need "serial readings" of lower inflation after Trump’s policies take effect.
      And secondly, traders are waiting for the full picture from the 'Magnificent Seven'—not just Microsoft $Microsoft (MSFT.US)$, Meta $Meta Platforms (META.US)$, and Tesla $Tesla (TSLA.US)$, which reported results after the market close, but also from Amazon and Google. If the broader earnings picture remains strong, showing continued AI-driven investment, markets could bounce back. But if earnings disappoint, concerns will rise that US stocks need to adjust for slower growth ahead.
      So the concern is that if that happens, markets could re-test DeepSeek’s scary lows. But even if that happens—it doesn’t mean markets will stay down for long. This year we should see positive performance, though very bumpy, as earnings drive market growth and company profits hit record highs. Those listed in the Nasdaq 100 are reporting 27% earnings growth, and S&P 500 companies are delivering 14%.
      Tesla and Meta prove you should consider a position in their leading business
      Tesla $Tesla (TSLA.US)$ shares are up 5.5% in after-hours trade, meaning they’ll probably have a positive session when normal trade resumes. But investors could probably become more bullish on TSLA as its quarterly results and outlook seem to imply its earnings and shares will drive higher in the year. Why? Its biggest earnings drivers got a few big ticks. Not only is its new, cheaper EV on track this year, but Musk is also in discussions about licensing for FSD and rolling that out in the US, Europe, and fully in China. China sales hit a record in Q4, and it’s also on track to commission its lithium plant this year.
      TSLA Tesla
      405.920
      +16.820
      +4.32%
      Post-Market Trading
      Jan 29 19:26 ET
      Markets see RBA cutting rates in next week. Property and tech stocks to be in favor. REA in focus. Vs Fed’s US rate cuts fading. Meta, Tesla guide for stronger ...
      Markets see RBA cutting rates in next week. Property and tech stocks to be in favor. REA in focus. Vs Fed’s US rate cuts fading. Meta, Tesla guide for stronger ...
      Meta $Meta Platforms (META.US)$ shares are also up in after-hours trade, up 2.4%, suggesting they could have a positive day when normal trade resumes. Q4 sales were $48.39 billion, beating the average Wall Street estimate. Meta didn’t provide a full-year revenue outlook, but what was pleasing to many was that Mark Zuckerberg sees Meta AI hitting 1 billion users this year, and Meta’s LLM being an industry leader. So that means ad sales could be upgraded. As for hardware sales, like Meta’s AI Ray-Ban glasses, sales are also expected to rise. We should see how big the market could be by the end of the year, according to Zuck.
      META Meta Platforms
      691.350
      +14.860
      +2.20%
      Post-Market Trading
      Jan 29 19:26 ET
      Markets see RBA cutting rates in next week. Property and tech stocks to be in favor. REA in focus. Vs Fed’s US rate cuts fading. Meta, Tesla guide for stronger ...
      Microsoft $Microsoft (MSFT.US)$ was also a company that reported overnight, mostly better than expected results, but it's key cloud division missed the mark.
      MSFT Microsoft
      421.920
      -20.410
      -4.61%
      Post-Market Trading
      Jan 29 19:38 ET
      Markets see RBA cutting rates in next week. Property and tech stocks to be in favor. REA in focus. Vs Fed’s US rate cuts fading. Meta, Tesla guide for stronger ...
      Focus on a serious chance the RBA will cut rates in Australia - property and tech to benefit.
      Aussie inflation is now near the RBA’s target. That’s a win for mortgage holders and local tech and property stocks. Why? Well, trimmed mean CPI, which the RBA watches, fell from 3.6% YoY (revised) to 3.2%. The RBA wants inflation between 2-3%. So now traders are betting there’s a 91% chance of a 0.25% rate cut.
      Markets see RBA cutting rates in next week. Property and tech stocks to be in favor. REA in focus. Vs Fed’s US rate cuts fading. Meta, Tesla guide for stronger ...
      This puts the spotlight on local tech and real estate stocks, which are most sensitive to lower interest rates and could see earnings rise. So REA is a stock to watch that benefits from that scenario (it’s up 8% this month and 30% from September last year). Next week, it’s due to report its earnings and outlook and should be on your radar as its profits are expected to surge. In fact, Bloomberg BI sees REA’s results beating expectations by 20%. That implies its shares could move higher. And in breaking news… Macquarie has just upgraded REA $REA Group Ltd (REA.AU)$. But I think you should expect stocks like this to see perhaps a flood of earnings upgrades.
      REA REA Group Ltd
      247.365
      +0.415
      +0.17%
      Trading
      Jan 30 11:37 AET
      VAS Vanguard Australian Shares ETF
      104.540
      +0.400
      +0.38%
      Trading
      Jan 30 11:37 AET
      Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
      +5
      1
      Translate
      Report
      169K Views
      Comment
      Sign in to post a comment
      • Tonyco : Again, FSD is not legal in US. Select states allow it for testing.
        idk why ppl keep forgetting this with Tesla. Overvalued.
        As for Meta, they're also overvalued. User metrics are unregulated- meaning nothing stops bots and fake accounts from padding their growth.
        They claim 5% are bots. If you dig a little before they canned their moderation teams anywhere from 1.5B to 1.6B bots were deleted per quarter, then it slowly dropped down to 700M in Q423 as they changed their reporting.
        Pretty sure bots didn't just shrug and move to Twitter.
        Estimates range from 30% to 60% total Facebook users are fake.
        People will eventually begin to get suspicious. Nobody uses them anymore. How are they still growing users? 1 billion AI users??? LOL

      avatar
      Jessica Amir
      Moomoo Official Market Strategist
      moomoo, market strategist. Seen/heard on Fox News Business, ABC, SBS, Reuters wires. Investor/Trader. Connect with me.
      5978
      Followers
      25
      Following
      15K
      Visitors
      Follow