My Top 10 Things to Watch Thursday, January 30
1. Meta’s outstanding quarter with both top and bottom line results. Meta.ai has already become the largest assistant, and it is learning from all of the interactions people have. It will have won the personal agent role by the end of the year and can’t be stopped because it will outspend everyone.
2. Microsoft’s growth, despite being expected or a little bit slower. CEO Satya Nadella highlighted the success of Copilot and its adoption by many companies. Can Microsoft be the de facto corporate agent? Yes, but only because of its relationship with Open AI.
3. A mixed open on Wall Street, driven by a decline in Club stock Nvidia and the Fed’s decision to hold interest rates steady, citing “somewhat elevated” inflation. Nvidia has been heavily impacted by the DeepSeek developments.
4. The Federal Reserve’s comments on inflation and the potential for interest rates to stay on hold for a while. GDP growth in the fourth quarter was slower than expected.
5. Tesla’s quarterly results missing estimates due to discounting, but the focus was on the robotaxi, superior manufacturing, and the robot Optimus, which CEO Elon Musk believes will be able to perform a wide range of tasks, from home and office.
6. Softbank’s investment of $15-25 billion in OpenAI. The announcement was made with President Donald Trump at the White House.
7. ServiceNow’s strong quarterly financials, but its stock was dragged down by a comment on the conference call about the company’s assumption of a more pronounced second half weighted seasonal linearity in its U.S. Federal business due to the change in the presidential administration.
8. Dover Corporation’s shares rising 2% despite mixed fourth-quarter results, with order growth remaining positive for the fifth straight quarter. The company expects adjusted EPS growth in the double digits this year.
9. The cutting of price targets on Danaher after the life sciences company delivered a messy quarter and disappointing guidance.
10. The strong quarter from VF Corp., behind the brands Vans, The North Face, Timberland, and Dickies, which led to a raised price target from Barclays.