🔥 Market Rollercoaster: Fed Hawkish, Tech Earnings Shock & A $1.5T IPO Dream | Jan 29, 2026

Markets rode a wild wave of hawkish policy, geopolitical drama, and a stark divergence in tech earnings reactions. Here's your breakdown of a pivotal Thursday:

📉 Macro & Metals: Policy Fear & Flash Crashes

• Fed Holds, Strikes Hawkish Tone: As expected, the Fed kept rates steady at 3.50%-3.75%. However, Chair Powell warned that inflation remains elevated and there is "no rush to cut,"dashing hopes for an imminent pivot and pressuring risk assets.
• Geopolitical Whiplash: Comments from former President Trump threatening a strike on Iran sent gold and silver to record highs, only for both to plunge sharply after a "not imminent" clarification. Volatility reigns.
• Shutdown Risk Looms: The U.S. Treasury Secretary stated the risk of a government shutdown is "unclear," adding another layer of uncertainty.

🚀 Sector Spotlight: Storage & Space

• Storage Stocks Soar on AI Demand: $Seagate Tech(STX.US) skyrocketed +19% after reporting its capacity is sold out through the end of 2026, a direct testament to insatiable AI-driven data storage needs.
• The Ultimate IPO Rumor: Speculation is swirling that SpaceX could target a June 2026 IPO with a staggering $1.5 trillion valuation, timed around celestial events and Elon Musk's 55th birthday.

💻 Tech Earnings: A Tale of Radical Divergence

The market delivered wildly different verdicts on tech giants last night:

• $Meta Platforms(META.US) Soars: Q4 earnings, Q1 guidance, and full-year capex all crushed expectations. The market cheered its spending power, sending shares surging after hours.
• $Microsoft(MSFT.US) Plunges: Despite beating estimates, shares dropped 6%+. A slight slowdown in cloud growth and the sheer scale of its "massive AI spending" spooked investors questioning near-term profitability.
• $Tesla(TSLA.US) Mixed Bag: While it beat on EPS, Tesla posted its first annual revenue decline. Focus shifted to its push for unsupervised Full Self-Driving, Robotaxi development, a $2B investment in xAI, and the upcoming Optimus Gen 3.
• On Deck: Earnings from $Apple(AAPL.US), $Sandisk(SNDK.US), and $Western Digital(WDC.US) are imminent.

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