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Mag 7 diverging, Fed uncertainty and tariffs: Market Takeaways

While US stocks (^DJI, ^IXIC, ^GSPC) edged higher to close out Thursday's trading session, Magnificent Seven components continue to diverge as the Big Tech giants continue to report earnings. Yahoo Finance senior markets reporter Josh Schafer joins Asking for a Trend to talk about the trends in mega-cap tech earnings and the Federal Reserve's latest interest rate decision, and the uncertainty around tariffs, To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 5 hours ago

^DJI

GOOG

NVDA
Here's why market rotation 'is the name of the game'

US stocks (^DJI, ^GSPC, ^IXIC) are trading higher after Tesla (TSLA), Microsoft (MSFT), and Meta Platforms (META) kicked off "Magnificent Seven" earnings. John Hancock Investment Management co-chief investment strategist Matt Miskin joins Market Domination with Julie Hyman and Josh Lipton to discuss his investment strategy amid Big Tech earnings. Miskin says he "still" likes Big Tech, explaining, "The earnings are coming in at 20% growth year over year, and they're looked at poorly." "Right now, you're seeing a market rotation, and really, that is the name of the game," the strategist says, outlining that money is getting "pulled out of the technology sector and redeployed all over global markets" as "it's less about earnings; it's more about macro." "It's really tracing a bit of a reacceleration of the economy, but that looks like a mini cycle to us. We don't want to be too tactical [or] too cute with it; we want to stick with high-quality companies with good earnings," Miskin adds. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.

Yahoo Finance Video 7 hours ago

META

TSLA

MSFT
Microsoft, Meta, Tesla, UPS, HPE: Market Minute

Yahoo Finance Senior Reporter Alexandra Canal recaps the top stories on Wall Street as part of Yahoo Finance's Market Minute. Microsoft (MSFT) stock trends lower after reporting weaker-than-expected cloud sales, while Meta Platforms (META) and Tesla (TSLA) move higher after their earnings results. UPS (UPS) shares plunge after the company issued a weak outlook and said it would be significantly cutting its Amazon (AMZN) volumes. The Department of Justice is suing to block HPE's (HPE) $14 billion purchase of Juniper Networks (JNPR). Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. This post was written by Naomi Buchanan.

Yahoo Finance Video 10 hours ago

META

TSLA

HPE
Microsoft results highlight AI spending isn't slowing down

Microsoft (MSFT) shares are trading lower after the tech giant's cloud revenue missed, overshadowing its earnings beat. The earnings report comes just after China's DeepSeek announced a new model raising concerns about US companies' ability to compete. KeyBanc Capital Markets equity research analyst Jackson Ader joins Morning Brief with Seana Smith and Brad Smith to discuss what Microsoft's results signal about the artificial intelligence (AI) landscape. "Microsoft continues to kind of lead the way on [capital expenditure] CapEx spend," Ader says, adding, "They're a $3 trillion-plus company, so they've got cash to spare." Microsoft's capital spending hit $22.6 billion during the fiscal second quarter. "They expect the numbers in third quarter and fourth quarter to be in line with that and then probably grow next year," Ader says, noting that the hefty spending plans squash any concerns about Big Tech pulling back on AI investments. The analyst explains that part of what's driving Big Tech's massive AI spending is the "uncertainty in the amount of compute" needed for the rapidly evolving tech. "The AI version of the cloud looks a little bit more like the internet, where we think we're going to use a ton of it, but we're not really sure how much we are going to use," Ader explains. "That added uncertainty means that you have to spend a lot of money without predetermined ROI, and without [a] predetermined total cost of ownership coming down like we had in cloud 1.0 creates a little bit of extra risk." When asked about DeepSeek's advancements and what it means for other AI players like Microsoft, Ader says the Chinese AI startup's breakthroughs may actually benefit Microsoft. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Naomi Buchanan.

Yahoo Finance Video 12 hours ago

MSFT
Oracle debuts new AI agents as artificial intelligence war enters next battle

Oracle debuted its latest AI agent services as the AI wars turn toward automation.

Yahoo Finance 14 hours ago

AMZN

MSFT

GOOG
Apple iPhone Sales Shrink Slightly as Investors Await AI Payoff

Apple’s iPhone sales fell in the all-important December quarter, a sign that its artificial-intelligence software has yet to kick off a new cycle of growth for its most valuable product. On Thursday, Apple reported that iPhone sales for the quarter were down nearly 1% from the prior year to $69.1 billion, a miss from the $70.7 billion analysts were projecting, according to FactSet. Apple’s total revenue was $124.3 billion, rising almost 4% from the same quarter last year.

The Wall Street Journal 4 hours ago

MSFT

AAPL

GOOG
OpenAI in Talks for Huge Investment Round Valuing It Up to $300 Billion

SoftBank would lead the $40 billion round for the ChatGPT maker, some of which would go to the Stargate AI infrastructure venture.

The Wall Street Journal 5 hours ago

MSFT

NVDA

ORCL
Microsoft AI Sales Growth Limited By Capacity Constraints

Microsoft stock dropped Thursday following the company's fiscal second-quarter earnings report and outlook, which provided mixed signals.

Investor's Business Daily 5 hours ago

MSFT
Microsoft Stock Remains Volatile After Earnings; Is MSFT A Buy Or Sell In January?

Microsoft started the new year with a small gain year to date, then lost it in recent weeks. After the open, Microsoft stock slumped more than 4% and dropped to as low as 414.74 before rebounding mildly. This story will assess fundamental, technical and institutional sponsorship criteria on the veteran tech giant and long-term leader of the stock market.

Investor's Business Daily 12 hours ago

MSFT
DeepSeek Upended Wall Street's Rosy View Of AI Stocks Like Nvidia. What That Means For U.S. Hopes To Outrun China.

While AI stocks may rebound from their DeepSeek-induced market sell-off, the U.S. clearly faces a threat from China in artificial intelligence. What you should know.

Investor's Business Daily 15 hours ago

NVDA

AMZN

META
TikTok to invest $3.8bn in Thailand data hosting services

The investment by TikTok Pte., the Singapore-based unit of the Chinese tech giant, has received approval from the Thailand Board of Investment.

Verdict 15 hours ago

MSFT
Bitcoin price soars past $105,000 as the Fed says US banks can serve crypto clients

Bitcoin soared following the US Federal Reserve’s decision to keep interest rates steady.

Yahoo Finance UK 17 hours ago

^GSPC

NVDA

ETH-GBP
Trending tickers: Tesla, Meta, Microsoft, IBM and BT

The latest investor updates on stocks that are trending on Thursday

Yahoo Finance UK 18 hours ago

META

IBM

GBPEUR=X
Cloud giants are on a hiring binge

Leading the way in job postings pertaining to cloud and platform roles is Accenture.

Verdict 19 hours ago

MSFT
Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans

Meta Platforms unveiled plans to make artificial intelligence more personalized this year, and Microsoft predicted “exponentially more demand” for AI products. The tech giants on Wednesday talked up their AI strategies and said they are sticking with ambitious investments in the technology despite the investor panic this week over the rise of DeepSeek. Microsoft Chief Executive Satya Nadella and Meta CEO Mark Zuckerberg said in earnings calls that DeepSeek had made real innovations.

The Wall Street Journal 22 hours ago

META

MSFT
SoftBank in Talks to Invest as Much as $25 Billion in OpenAI

The biggest investment so far in the ChatGPT maker would help cover its commitment to the Stargate AI infrastructure venture.

The Wall Street Journal yesterday

ORCL

MSFT

META
Microsoft and Meta AI Splurge Still Not Enough for Nvidia

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

The Wall Street Journal yesterday

MSFT

GOOG

AMZN
Microsoft’s Cloud Computing Business Hits a Speed Bump

Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data center supply.

The Wall Street Journal yesterday

MSFT
Why Mag 7 domination mimics a 'snake eating its own tail'

The "Magnificent Seven," comprising Nvidia (NVDA), Alphabet (GOOG, GOOGL), Tesla (TSLA), Microsoft (MSFT), Amazon (AMZN), Meta (META), and Apple (AAPL), is in focus amid Big Tech earnings after news from Chinese artificial intelligence (AI) start-up, DeepSeek, fueled Monday's tech sell-off. Harvard Law professor Mihir Desai sits down with Market Domination co-hosts Julie Hyman and Josh Lipton to explain why he compares Big Tech to a snake eating its own tail and what that means for investors. "This is a really colorful metaphor that's been around forever of a snake eating its own tail, and I used it just to try to understand the most interesting puzzle of the day, which is: How can seven companies constitute more than a third of the market capitalization?" Desai shares. He notes that while there are multiple possible explanations for the phenomenon, he believes that the "Magnificent Seven is being viewed as a safe asset." Desai elaborates, "For investors around the world, they think to themselves: In a world of uncertainty, who do I trust? And the answer is Big Tech." "The problem with that, of course, is once you view them as a safe asset, then your expected returns go down, and managers there have been doing what you would expect them to do, which is with a really low cost of capital, they've been spending money like crazy and literally on each other and on themselves," he adds. "And that is a serpent eating its own tail, which is just a way of saying they've been spending money on each other." Desai explains that this phenomenon will result in "pretty low returns." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.

Yahoo Finance Video yesterday

MSFT

GOOG

NVDA
Microsoft Tops Quarterly Targets On Surging AI Business. But Stock Falls.

Microsoft beat Wall Street's targets for its fiscal second quarter thanks to its booming artificial intelligence business. But Microsoft stock fell.

Investor's Business Daily yesterday

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MICROSOFT-T (4338.HK)

Mag 7 diverging, Fed uncertainty and tariffs: Market Takeaways

Here's why market rotation 'is the name of the game'

Microsoft, Meta, Tesla, UPS, HPE: Market Minute

Microsoft results highlight AI spending isn't slowing down

Oracle debuts new AI agents as artificial intelligence war enters next battle

Apple iPhone Sales Shrink Slightly as Investors Await AI Payoff

OpenAI in Talks for Huge Investment Round Valuing It Up to $300 Billion

Microsoft AI Sales Growth Limited By Capacity Constraints

Microsoft Stock Remains Volatile After Earnings; Is MSFT A Buy Or Sell In January?

DeepSeek Upended Wall Street's Rosy View Of AI Stocks Like Nvidia. What That Means For U.S. Hopes To Outrun China.

TikTok to invest $3.8bn in Thailand data hosting services

Bitcoin price soars past $105,000 as the Fed says US banks can serve crypto clients

Trending tickers: Tesla, Meta, Microsoft, IBM and BT

Cloud giants are on a hiring binge

Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans

SoftBank in Talks to Invest as Much as $25 Billion in OpenAI

Microsoft and Meta AI Splurge Still Not Enough for Nvidia

Microsoft’s Cloud Computing Business Hits a Speed Bump

Why Mag 7 domination mimics a 'snake eating its own tail'

Microsoft Tops Quarterly Targets On Surging AI Business. But Stock Falls.