Crushing expectations! Apple's revenue and iPhone sales hit record highs last quarter, with revenue in China surging nearly 40% | Earnings report insightsNvidia-supported Perplexity reportedly signed a $750 million agreement with MicrosoftApple Inc. quarterly revenue hits a record highReminder: Please pay close attention to the following (all times are in Beijing time)Powell's term enters countdown as the Federal Reserve signals a longer pause on interest rate cutsThe continued weakening of the US dollar may "backfire" on Trump's economic agenda, driving up inflation and hindering the Federal Reserve's interest rate cutsJanuary 30th Foreign Market Headlines: Gold Plummets, Microsoft Loses $357 Billion Overnight, Apple Revenue and Profit Hit Record High, SpaceX Discusses Merger with xAITop 20 U.S. Stock Trading Volumes on January 30: Microsoft’s Market Value Evaporates by Nearly $360 BillionAI drives explosive demand for storage, SanDisk's performance greatly exceeds expectations, stock price rises nearly 15% in after-hours trading | Earnings Report InsightsMicrosoft's earnings report triggers a sell-off: intraday decline reaches 12%, market value evaporates by $430 billion at one pointApple's fourth-quarter revenue was $143.76 billion, while analysts expected $138.4 billion. iPhone revenue was $85.27 billion, compared to the expected $78.31 billion. Apple fell 0.72% in after-hours tradingThe financial report data is impressive, but it fell 7% in pre-market trading. Where are Microsoft's market expectations lacking?Sandisk's revenue for the second quarter was $3.03 billion, an increase of 31%, exceeding the company's original guidance range. Revenue from data centers grew by 64%, driven by strong applications such as AI infrastructure construction. The expected revenue for the third quarter is between $4.4 billion and $4.8 billionWestern Digital's revenue for the second fiscal quarter was $3.02 billion, while analysts expected $2.96 billion.
The revenue for the third fiscal quarter is expected to be between $3.1 billion and $3.3 billion, with capital expenditures expected to be between $380 million and $390 millionApple acquires Israeli artificial intelligence startup Q.aiThe U.S. trade deficit in November surged 94% month-on-month, with a significant expansion of the deficit with the European UnionSamsung is close to obtaining NVIDIA's certification for HBM4Report: Amazon is negotiating an investment of up to $50 billion in OpenAITesla sells ultra-large energy storage batteries worth $430 million to xAI in 2025London copper surged 9.3% in a single day, reaching a historic high, driven by speculation and expectations of easing, marking the largest increase in sixteen yearsElon Musk reshapes Tesla's mission, focusing on AI and humanoid robots; Wall Street "one side rejoices, one side worries"Meta increases investment in AI spendingAmazon lays off 16,000 positions, with 500 to 800 jobs affected in IndiaSamsung and SK Hynix warn: Prioritizing AI leads to a shortage of traditional chips, global smartphone and PC shipment guidance turns negativeThe number of initial jobless claims in the United States remained stable last week, indicating resilience in the labor marketTesla will invest over $20 billion to carry out a large-scale restructuring of its factory production linesWhat does the Federal Reserve's "dovish pause" mean? Morgan Stanley: The future path of interest rate cuts will be more driven by inflation"New Bond King" Gundlach: The dollar enters a long-term depreciation cycle and will continue to bet on gold and physical assetsThe market sees a reverse bet: options traders are betting heavily on an unexpected interest rate cut by the European Central Bank in 2026, with potential returns as high as 12 timesToo crazy! A 10 yuan silver commemorative coin has been speculated to over 80,000 yuan, and the China Gold Coin Group has issued an important reminderFull text | Meta Q4 earnings call transcript: Meta is a deeply technical companyReport: ByteDance and Alibaba will launch new artificial intelligence modelsZhitong Hong Kong Stock Analysis | Popularity Cools Down, Real Estate Takes Over, Kweichow Moutai Boosts BaijiuDuan Yongping: I really didn't buy Moutai todayAlibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three yearsThe bull market in US stocks passes the "baton" to small and medium-sized banks: the S&P Regional Bank Index surges, analysts shout that there is still room for growthFrom closed-loop rectification to growth breakthrough, Luokong (NYSE LU) continues to improve its operating fundamentalsMemory prices surge by 400%, raising gross profit alarms; Apple's Q1 financial report faces a cost challengeUS Stock Outlook | Three Major Index Futures Rise Together, Gold and Silver Hit New Highs, Apple to Release Earnings After HoursIntensive official announcements on all-solid-state batteries, the last shortcoming of pure electric vehicles is about to be addressedWhy has NVIDIA recently underperformed the market, and what are investors worried about?Wall Street comments on Tesla's financial report: The automotive gross margin is a surprise, waiting for robots, and preparing for a wave of capital expendituresMemory prices soar, impacting profits; Apple's financial report will become an industry "stress test" benchmark