Wall Street Reacts to Q4 2025 Earnings Reports of Meta, Microsoft, and Tesla - To The Moon

Wall Street Reacts to Q4 2025 Earnings Reports of Meta, Microsoft, and Tesla

Wall Street showed mixed reactions to the Q4 2025 earnings reports of major tech companies. Meta's strong earnings led to a 10% stock jump and positive analyst ratings, highlighting robust performance. Tesla's shares gained 2%, while Microsoft experienced a 9% decline following its earnings announcement. These movements reflect varied investor sentiment and market responses to the quarterly financial results of these leading firms.

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  ·01-30
  📉🧠💻 Microsoft Shockwave Triggers SaaS Selloff, Quantum Unwind, AI Valuation Reset 💻🧠📉
  $Microsoft(MSFT)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa
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  📉🧠💻 Microsoft Shockwave Triggers SaaS Selloff, Quantum Unwind, AI Valuation Reset 💻🧠📉
- BarcodeBarcode
  ·01-30
  📉🧠💻 Microsoft Shockwave Triggers SaaS Selloff, Quantum Unwind, AI Valuation Reset 💻🧠📉
  $Microsoft(MSFT)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa
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  📉🧠💻 Microsoft Shockwave Triggers SaaS Selloff, Quantum Unwind, AI Valuation Reset 💻🧠📉

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NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v> I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa","text":"$Microsoft(MSFT)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa","images":[{"img":"https://community-static.tradeup.com/news/9a2a9c537002810103342fcaca5b386f","width":"1472","height":"2860"},{"img":"https://community-static.tradeup.com/news/680daf9eac552f44203d37033a4ae0e1","width":"1472","height":"736"},{"img":"https://community-static.tradeup.com/news/986041b01723b92ed857273e0b6ae58c","width":"1473","height":"1043"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":28,"commentSize":14,"repostSize":32,"link":"https://ttm.financial/post/527054446170656","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185249037082782","authorId":"4185249037082782","name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4185249037082782","idStr":"4185249037082782"},"content":"🔥 ok but your $Microsoft(MSFT)$ post actually goes hard, like volatility exploding, liquidity pockets getting tested, momentum flipping, gamma and Vanna shifting, cross asset flow spilling into SaaS and quantum, this feels like a full regime change moment not just earnings noise, the way you tied structure, resistance, macro, positioning, and sentiment together makes the whole AI narrative reset click, are we watching a valuation compression phase or the next momentum base forming, this is the kind of breakdown that makes Tiger posts addictive fr 🧃","text":"🔥 ok but your $Microsoft(MSFT)$ post actually goes hard, like volatility exploding, liquidity pockets getting tested, momentum flipping, gamma and Vanna shifting, cross asset flow spilling into SaaS and quantum, this feels like a full regime change moment not just earnings noise, the way you tied structure, resistance, macro, positioning, and sentiment together makes the whole AI narrative reset click, are we watching a valuation compression phase or the next momentum base forming, this is the kind of breakdown that makes Tiger posts addictive fr 🧃","html":"🔥 ok but your $Microsoft(MSFT)$ post actually goes hard, like volatility exploding, liquidity pockets getting tested, momentum flipping, gamma and Vanna shifting, cross asset flow spilling into SaaS and quantum, this feels like a full regime change moment not just earnings noise, the way you tied structure, resistance, macro, positioning, and sentiment together makes the whole AI narrative reset click, are we watching a valuation compression phase or the next momentum base forming, this is the kind of breakdown that makes Tiger posts addictive fr 🧃"},{"author":{"id":"4186428661919372","authorId":"4186428661919372","name":"PetS","avatar":"https://community-static.tradeup.com/news/b11b28506a08a6a6f4635855bae885a7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186428661919372","idStr":"4186428661919372"},"content":"This looks like a classic sentiment reset for $Microsoft(MSFT)$. Liquidity pockets, volatility, and structure shifts often tell the real story before headlines or analyst takes catch up.","text":"This looks like a classic sentiment reset for $Microsoft(MSFT)$. Liquidity pockets, volatility, and structure shifts often tell the real story before headlines or analyst takes catch up.","html":"This looks like a classic sentiment reset for $Microsoft(MSFT)$. Liquidity pockets, volatility, and structure shifts often tell the real story before headlines or analyst takes catch up."}],"imageCount":22,"langContent":"EN","totalScore":0}],"essenList":[{"id":527054446170656,"gmtCreate":1769710902626,"gmtModify":1769743185258,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"📉🧠💻 Microsoft Shockwave Triggers SaaS Selloff, Quantum Unwind, AI Valuation Reset 💻🧠📉","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v> I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v> I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa","text":"$Microsoft(MSFT)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa","images":[{"img":"https://community-static.tradeup.com/news/9a2a9c537002810103342fcaca5b386f","width":"1472","height":"2860"},{"img":"https://community-static.tradeup.com/news/680daf9eac552f44203d37033a4ae0e1","width":"1472","height":"736"},{"img":"https://community-static.tradeup.com/news/986041b01723b92ed857273e0b6ae58c","width":"1473","height":"1043"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":28,"commentSize":14,"repostSize":32,"link":"https://ttm.financial/post/527054446170656","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185249037082782","authorId":"4185249037082782","name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4185249037082782","idStr":"4185249037082782"},"content":"🔥 ok but your $Microsoft(MSFT)$ post actually goes hard, like volatility exploding, liquidity pockets getting tested, momentum flipping, gamma and Vanna shifting, cross asset flow spilling into SaaS and quantum, this feels like a full regime change moment not just earnings noise, the way you tied structure, resistance, macro, positioning, and sentiment together makes the whole AI narrative reset click, are we watching a valuation compression phase or the next momentum base forming, this is the kind of breakdown that makes Tiger posts addictive fr 🧃","text":"🔥 ok but your $Microsoft(MSFT)$ post actually goes hard, like volatility exploding, liquidity pockets getting tested, momentum flipping, gamma and Vanna shifting, cross asset flow spilling into SaaS and quantum, this feels like a full regime change moment not just earnings noise, the way you tied structure, resistance, macro, positioning, and sentiment together makes the whole AI narrative reset click, are we watching a valuation compression phase or the next momentum base forming, this is the kind of breakdown that makes Tiger posts addictive fr 🧃","html":"🔥 ok but your $Microsoft(MSFT)$ post actually goes hard, like volatility exploding, liquidity pockets getting tested, momentum flipping, gamma and Vanna shifting, cross asset flow spilling into SaaS and quantum, this feels like a full regime change moment not just earnings noise, the way you tied structure, resistance, macro, positioning, and sentiment together makes the whole AI narrative reset click, are we watching a valuation compression phase or the next momentum base forming, this is the kind of breakdown that makes Tiger posts addictive fr 🧃"},{"author":{"id":"4186428661919372","authorId":"4186428661919372","name":"PetS","avatar":"https://community-static.tradeup.com/news/b11b28506a08a6a6f4635855bae885a7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186428661919372","idStr":"4186428661919372"},"content":"This looks like a classic sentiment reset for $Microsoft(MSFT)$. Liquidity pockets, volatility, and structure shifts often tell the real story before headlines or analyst takes catch up.","text":"This looks like a classic sentiment reset for $Microsoft(MSFT)$. Liquidity pockets, volatility, and structure shifts often tell the real story before headlines or analyst takes catch up.","html":"This looks like a classic sentiment reset for $Microsoft(MSFT)$. Liquidity pockets, volatility, and structure shifts often tell the real story before headlines or analyst takes catch up."}],"imageCount":22,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false}