U.S. stock night market fluctuations: Meta's earnings report exceeded expectations, capital expenditures surged, and the stock price rose 6.83% in the night market, attracting market attention

U.S. Stock Night Market MovementsMeta rose 6.83% in the night market. Based on recent news,On January 28, Meta announced its fourth-quarter financial report, with revenue of $59.89 billion, a year-on-year increase of 24%, and earnings per share of $8.88, all exceeding market expectations. After the financial report was released, Meta's stock price rose more than 4% in after-hours trading.On January 28, Meta announced that its capital expenditures for 2026 are expected to be between $115 billion and $135 billion, a significant increase from $72.22 billion in 2025. The company expects operating income to increase in 2026, despite costs nearly doubling. This news drove Meta's stock price up 10% in after-hours trading.On January 26, Rothschild & Co raised Meta's target price from $740 to $900, reflecting market confidence in Meta's future growth. The performance expectations for tech stocks are strong, with noticeable inflows of market funds.Stocks with High Trading Volume in the IndustryGoogle-A rose 1.49% in the night market. Based on recent key news:On January 28, Google announced a $400 million cooperative investment with PwC to promote the development of its cloud business. This move enhanced market confidence in Google's cloud business growth, driving the stock price up. Source: Zhitong FinanceOn January 27, the European Union initiated consultations with Google, requiring it to open AI services and data access. This move may affect Google's market competitiveness, causing stock price fluctuations. Source: Wall Street InsightOn January 28, Google reached a $135 million settlement agreement with smartphone users to resolve data collection disputes. This move eliminated potential legal risks and boosted investor confidence. Source: Jinshi Data AI technology intensifies competition in the cloud market.Google-C rose 1.44% in the night market. Based on recent news,On January 27, the European Commission initiated two procedures to assist Google in fulfilling compliance obligations under the Digital Markets Act. These procedures will clarify how Google opens Android operating system functionality interfaces to third-party AI service providers, ensuring fair competition. This news boosted market confidence in Google, driving the stock price up.On January 27, Google announced it would pay $135 million to settle a class-action lawsuit brought by smartphone users. Users accused Google of collecting phone data without permission; Google denied wrongdoing but agreed to settle to avoid litigation risks. This move alleviated market concerns about potential legal risks, benefiting the stock price.On January 26, Base Capital raised the target stock price for Google's parent company Alphabet from $330 to $360 per share. Analysts believe the future performance outlook for Google is optimistic, and the target price increase further enhanced investor confidence, driving the stock price up. The market is optimistic about Google's future performance outlook, and investor confidence has strengthenedBaidu's after-hours trading rose by 0.91%. Based on recent news,On January 27, Baidu Intelligent Cloud executives announced at an internal strategy meeting that they would raise the 2026 AI-related revenue growth target from 100% to 200%, with all employees striving for high growth. This news boosted market confidence and drove the stock price up. Source: 21 FinanceOn January 27, Barclays analysts stated that the upcoming IPO of Kunlun Chip could bring Baidu an incremental value of $15 billion to $18 billion. Although the advertising business faces pressure, investor enthusiasm for the AI chip business offset this challenge. Source: Jinshi DataOn January 26, Baidu announced a Spring Festival red envelope distribution plan totaling 1.5 billion RMB. Following the announcement, market attention on Baidu significantly increased, and the stock price rose accordingly. Source: Economic Information Daily AI application sector has recently stabilized, and market risk appetite has increased