---
title: "🔥 Market Rollercoaster: Fed Hawkish, Tech Earnings Shock & A $1.5T IPO Dream | Jan 29, 2026"
description: "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:"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000432673.md"
published_at: "2026-01-29T02:50:46.000Z"
author: "[Hotspot](https://longbridge.com/en/profiles/24747427)"
---

# 🔥 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.

## **🎁 Comment & Earn!**

-   Which move surprised you the most today?
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-   Any sectors you’re bullish/bearish on after today’s news?

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- [META.US - Meta Platforms](https://longbridge.com/en/quote/META.US.md)
- [S.US - SentinelOne](https://longbridge.com/en/quote/S.US.md)
- [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md)
- [TSLA.US - Tesla](https://longbridge.com/en/quote/TSLA.US.md)
- [AAPL.US - Apple](https://longbridge.com/en/quote/AAPL.US.md)
- [SNDK.US - Sandisk](https://longbridge.com/en/quote/SNDK.US.md)
- [WDC.US - Western Digital](https://longbridge.com/en/quote/WDC.US.md)
- [STX.US - Seagate Tech](https://longbridge.com/en/quote/STX.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.