Stock Movers Microsoft Drops, Meta Platforms Rises, Lockheed Martin Soars After Profit Forecast
Jan 29, 2026
Norma Linda, Bloomberg reporter and market commentator, breaks down big stock swings. She covers Microsoft’s slide tied to cloud growth and rising expenses. She highlights Meta Platforms’ rebound after an upbeat sales outlook amid heavy AI spending. She explains Lockheed Martin’s surge following a strong profit forecast and a major Pentagon production deal.
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Market Punishes Slower Cloud Growth
- Microsoft shares plunged after cloud-growth disappointed investors despite solid Azure revenue growth.
- The stock fell as investors worried about rising AI-related spending and return on that investment.
Strong Outlook Calms Meta Worries
- Meta's shares jumped after it beat holiday revenue estimates and gave a strong forward sales outlook.
- Wall Street welcomed its forecast despite plans for record 2026 AI spending, easing concerns about the company's heavy AI investment.
Defense Deal Drives Lockheed Rally
- Lockheed Martin hit record highs after a Pentagon deal to boost THAAD interceptor production.
- The company also reported quarterly sales growth and expects higher 2026 earnings, driving the rally.