Broad-based participation supported yesterday’s rally in the US market, with high-beta technology once again among the top performers (alongside Materials and Industrials). Both the Technology Select Sector SPDR Fund (XLK) (+3.10%) and the iShares Semiconductor ETF (SOXX) (+6.51%) led the move higher. Among big-cap names, Meta Platforms stood out as the best performer (+6.50%). Yesterday, […]
Big Tech Earnings Season Kicks Off
Meta Platforms, Microsoft, and Tesla reported earnings after the market close on January 28, 2026, covering Q4 2025 results for Meta and Tesla, and Q2 FY2026 results for Microsoft. Overall, the reports delivered a mixed set of beats, underscoring continued optimism around AI while exposing growing divergence in how effectively each company is deploying capital. […]
