MHh
01-17
I believe the January effect should hold though Trump’s inauguration can swing the market in both ways. In 2025, I believe market will still be positive because I believe rate cuts will still happen. The rate cuts will however be fewer than 2024 as Trump’s policies are quite pro-inflation and May heat up the US employment market. Making money will definitely be harder in 2025 than 2024 but still possible to make money. I’m currently 90% equities and about 10% cash, so I’m looking for opportunities to lock in profit to have more cash to ride out a volatile year. I do think 2025 will be more volatile than 2024.
MSFT & META Earnings: Can AI Translate More Growth for Giants?
Microsoft and Meta will release their earnings after Wednesday’s market close. Microsoft is expected to report 10% revenue growth year on year. Key for Microsoft will be any advancements its artificial intelligence along with how well its Azure business performed. Meta is expected to report earnings growth of more than 25% year on year. Analyst expects the company’s generative AI ad tools to “drive revenue growth.” -------- Will their earnings continue last week's uptrend? Can META's ADs continue to benefit from AI? Will Microsoft Azure business meet estimates?
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