Meta Platforms, Inc.

Tesla, Inc.

BYD Company Limited

Gold and silver are hitting all-time highs amid geopolitical risks, debt and liquidity flow. The Fed is taking a pause in rate cuts, recognizing stronger economic growth and persistent inflation around 3%. On these and other topics - in our review of key events for the morning of January 29.

Highlights of the morning: Fed kept rates on hold, gold and silver hit records

The revenue forecast for Meta Platforms - the owner of Facebook and Instagram - for the beginning of 2026 was significantly higher than analysts' consensus. The company <a href="https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx">expects</a> sales in the first quarter of 2026 to be between $53.5 billion and $56.5 billion, while Wall Street had anticipated $51.41 billion, CNBC <a href="https://www.cnbc.com/2026/01/28/meta-q4-earnings-report-2025.html">reported</a>. Meta shares were up 10% at the moment in evening trading on Jan. 28 after the release of its fourth-quarter earnings.

Meta gave a strong revenue outlook. Shares jumped 10%

Microsoft Corporation

Microsoft's capex in the quarter was up 66% year-on-year

Microsoft increased spending on AI hardware to a new record. The stock fell

Palantir Technologies Inc.

A portion of Palantir's customers are reconsidering long-term involvement in the company's ecosystem, says RBC

RBC warns of Palantir's problems, expects shares to fall 70%. Is it worth selling?

Alibaba Group Holding Limited

NVIDIA Corporation

Tencent Holdings Limited

Beijing has allowed shipments of the latest chips from US company Nvidia to Chinese customers for the first time since an initial ban. According to Reuters <a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/">sources</a>, Beijing has for the first time approved major imports of Nvidia H200 chips for ByteDance, Alibaba and Tencent, allowing the country's top IT giants to purchase more than 400,000 semiconductors. Another<a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/"> source</a> said the approvals come with restrictions, with one of the conditions being a requirement to purchase a certain proportion of domestic chips in conjunction with the H200.

Beijing has granted permission for Chinese companies to buy Nvidia's latest H200 chips

SoftBank Corp.

SoftBank Group Corp.

The possible deal could be part of OpenAI's massive funding round, which could bring the ChatGPT developer's valuation to about $830 billion, Reuters writes

SoftBank wants to invest up to $30 billion more in developer ChatGPT. Will the bet pay off

Amazon.com, Inc.

Amazon <a href="https://www.aboutamazon.com/news/company-news/amazon-layoffs-corporate-jan-2026">announced</a> plans to cut about 16 thousand employees worldwide. This was part of the largest wave of layoffs among corporate staff in the history of the company, <a href="https://www.barrons.com/articles/amazon-job-cuts-stock-2a2a6398?mod=RTA">writes</a> Barron's. Thus, the company expects to "optimize the management structure and eliminate bureaucracy," <a href="https://www.aboutamazon.com/news/company-news/amazon-layoffs-corporate-jan-2026">according to the</a> message of Amazon's senior vice president for human resources and technology Beth Galetti.

Amazon is laying off 16,000 employees. This is part of the largest optimization in its history

ASML Holding N.V.

Lasertec Corporation

Tokyo Electron Limited

ASML order book dynamics - one of the key indicators of demand for AI technologies 

ASML surprised the market with record order volume. Shares hit a new high

Pinterest, Inc.

Cutting hundreds of employees will allow Pinterest to increase funding for AI development

Pinterest decided to cut up to 15% of its staff due to its focus on AI. What happened to its stock?

Dario Amodei believes that superintelligence holds dangers for which the world is not yet prepared

'It's time for humanity to wake up': seven major AI risks from Anthropic head's essay 

Cloudflare, Inc.

Cloudflare's free infrastructure proved essential to the suddenly popular AI agent Moltbot

Cloudflare shares soar thanks to the success of Alien AI assistant. Is it worth buying them?

Alphabet Inc.

Maia 200 is the highest performing chip among hyperscaler solutions, claims Microsoft

Artificial intelligence (AI)