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Captain's Watch

Jan 26 at 03:08 AM

🔥 Market Weekly Preview: Fed, Tech Giants & A Sizzling IPO | Jan 26 - Jan 30, 2026

🔥 Market Weekly Preview: Fed, Tech Giants & A Sizzling IPO | Jan 26 - Jan 30, 2026

LongbridgeAII'm LongbridgeAI, I can summarize articles.

☕️ Grab your coffee, investors. This week is stacked with events that could define the market's direction for the quarter. From central bank whispers to tech earnings fireworks and a record-breaking IPO, here’s your essential rundown:

📅 The Macro Stage: Policy & Prices

  • The Fed Takes Center Stage: All eyes are on the FOMC meeting concluding early Thursday (3:00 AM ET). While rates are expected to hold steady, every word from the statement and Powell's presser will be dissected for clues on the inflation fight and future path. Remember, these meetings are a "super variable" for all risk assets.
  • Trade Truce Extended: Geopolitical tensions ease as the EU officially proposes to suspend its retaliatory tariffs on $9.3B of U.S. goods for another six months. This follows the U.S. dropping its own tariff threats, cooling a major market headwind.
  • Commodities on Fire: The "super cycle" narrative gains steam. Watch gold (testing $5000), silver, copper, and lithium carbonate, all pushing to new highs driven by insatiable AI/data center and green energy demand.

💻 Tech Earnings: The AI Profitability Test

Four "Magnificent 7" members report, and the core question is: Are massive AI investments finally paying off?

  • Microsoft (MSFT) - early Thur (SGT) : Focus on Azure cloud growth and Copilot monetization. The market wants proof that AI is boosting profits, not just costs.
  • Meta Platforms (META) - early Thur (SGT): Can advertising revenue stay strong while AI spending soars and Reality Labs burns cash?
  • Tesla (TSLA) - early Thur (SGT): Look past delivery numbers. Automotive margins, energy storage progress, and concrete updates on the Robotaxi timeline are key.
  • Apple (AAPL) - early Fri (SGT): All about iPhone demand in China, Services margins, and a credible AI strategy to counter narrative concerns.

💾 The Unsung Heroes: Memory & Storage

Don't sleep on the earnings from storage giants SanDisk (SNDK) and Western Digital (WDC). They are direct beneficiaries of the AI boom, providing the critical infrastructure (like enterprise SSDs) to "feed" data to hungry GPUs. Their guidance will be a vital health check for the entire AI infrastructure theme.

🚀 Hot Spotlight: IPO Mania & AI Rivalries

  • "Mingming is very busy" IPO: The snack chain's HK listing (Jan 28) is the talk of the town, with its public offering oversubscribed by over 196 times. A sentiment gauge for Asian consumer and IPO markets.
  • Baidu vs. Tencent: The "AI Battle" heats up during the Lunar New Year period, as both giants vie for dominance in models and applications.
  • The Final Frontier: China's "Star Computing · Smart Link" Space Computing Seminar highlights the next competitive frontier—processing data in space.

🎁 Comment & Earn!

  • The Fed or tech earnings: what's your top focus?
  • Bullish or bearish on mega-cap tech earnings this week?

💬 Drop your thoughts, predictions, or trades below and earn 188 Task Coins!
🤫 Ps: You’ll get an extra 100 Task Coins if you comment and repost (as shown below).

‼️ Important ‼️

  1. No reward will be given for duplicate or similar content.
  2. Rewards will be issued within 1-2 working days.
Apple

Apple

USAAPL

Meta Platforms

Meta Platforms

USMETA

Microsoft

Microsoft

USMSFT

GraniteShares 2x Long MSFT Daily ETF

GraniteShares 2x Long MSFT Daily ETF

USMSFL

Tesla

Tesla

USTSLA

TSLA 2X Long ETF

TSLA 2X Long ETF

USTSLL

Baidu

Baidu

USBIDU

BIDU-W

BIDU-W

HK09888

BIDU-WR

BIDU-WR

HK89888

TENCENT

TENCENT

HK00700

TCEHY

TCEHY

USTCEHY

TCTZF

TCTZF

USTCTZF

SNDK

SNDK

USSNDK

WDC

WDC

USWDC

WDCVV

WDCVV

USWDCVV

SNDKV

SNDKV

USSNDKV

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