Meta's Major Momentum, Tesla's Major Pivot, and Microsoft's Major Problem 1/29/26

Meta的强劲势头,特斯拉的重大转型,以及微软的重大难题 1/29/26

The Exchange

2026-01-30

44 分钟
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Meta shares are surging, but will its big capex spending plans pay off? Tesla trades its Model X and S vehicles for humanoid robots. Plus, can Microsoft play catchup in the AI race? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • Let's start with the market, some big moves today.

  • And in fact, we're largely struggling in the red everywhere, as you can see.

  • I'm in another big sell-off in the software names.

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  • The Dow for its part is actually down about four-tenths right now in the 10 years below 423.