Meta, Microsoft, Tesla and Service Now earnings, plus the Federal Reserve's interest rate decision. скачать в хорошем качестве

Meta, Microsoft, Tesla and Service Now earnings, plus the Federal Reserve's interest rate decision.

This week's earnings reports show why you trade the reaction, not just the numbers. We’re seeing a massive divergence between "Old AI" (hardware/cloud) and the actual software winners, while some stocks are defying gravity on pure speculation. In this video, I break down the core financials for META, MSFT, TSLA, and NOW, plus why the Fed has officially become the least interesting part of the market in 2026. META: Efficiency Meets Massive Spending Beat on top and bottom lines with a significant raise on forward guidance. 97% of revenue still comes from ads, but the $135B CapEx raise for 2026 shows they are doubling down on infrastructure. The market liked the transparency; stock is up. MSFT: Cracks in the Cloud? A beat on revenue and earnings wasn't enough to satisfy the street. Azure growth and profit margins missed slightly. Most notably, 45% of Remaining Performance Obligations (RPO) are tied to OpenAI. The market is questioning the concentration risk; stock is down. TSLA: Trading on Hope The numbers are objectively poor: first year-over-year revenue decline, car sales are down, and no concrete updates on Robotaxi or Optimus. Despite a $2B xAI investment, this is a "hope" trade. Somehow, the stock is up after hours, defying the fundamentals. NOW (ServiceNow): The Software Standout Software is currently a hated sector because of AI "hijack" fears, but the ServiceNow numbers tell a different story. 20%+ growth in RPO and subscriptions, aggressive M&A in AI security, and a 55+ Rule of 40 score. After the recent price decline, this is my top "best of breed" watch. The Federal Reserve no change in rates. Inflation and employment remain steady. In 2026, the Fed is a benign factor. If you’re still obsessing over Jerome Powell’s every word, you’re looking in the wrong direction. Questions or thoughts? Let me know in the comments or email me at wallstreetwman@gmail.com. #StockMarket2026 #EarningsSeason #Meta #Microsoft #Tesla #ServiceNow #InvestingStrategy #TechStocks