
Stock Movers Closing Bell: Microsoft, Tesla & Meta Deliver Earnings
Jan 28, 2026
Big tech earnings and hefty AI and data center spending take center stage. Microsoft’s record capex and afterhours drop spark debate about AI payoffs. Meta’s big AI and data center outlays stir investor concern. Tesla reports an EPS beat and progress on margins, autonomy and product timelines.
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Microsoft's Cloud Growth Faces AI Spend Scrutiny
- Microsoft reported $81.27 billion in revenue and Azure growth of about 38% in the quarter.
- Investors focused on whether Microsoft's heavy AI-related spending will delay returns despite strong cloud growth.
Meta's Big AI Bet With Massive CapEx
- Meta beat revenue expectations but guided to much higher 2026 CapEx of $115–$135 billion.
- The market is weighing Meta's pivot to AI and whether that level of spending will translate into profits.
Zuckerberg Shifts Meta From Metaverse To AI
- Mark Zuckerberg framed 2026 as a push toward 'personal superintelligence' and heavy AI investment.
- The company has shifted from metaverse ambitions toward an AI-first strategy in its public messaging.
