Review of the after-hours movement of US stocks on January 28

META takes off, MSFT opportunity, TSLA continues to paint a rosy picture, ASML earnings explode, INTC is begging for food again

Today the S&P opened higher, directly surpassing 7000 points driven by the tech sector.
The Fed paused rate cuts as expected, and Powell's speech was also cautious, with basically nothing beyond market expectations. The market is more focused on earnings reports

META$Meta Platforms(META.US) 
After-hours trading rose up to 11%, then fell back to +6.6%
Q4 earnings and next quarter guidance all exceeded expectations; 2026 capital expenditure doubled, far exceeding market expectations
This is a very META earnings report, congrats to friends who added positions together after the last earnings crash
Follow-up view:
If it gaps up and continues rising tomorrow, it will form an island reversal, targeting new highs;
If it gaps up and pulls back, it's still a buying opportunity

MSFT$Microsoft(MSFT.US) 
After-hours trading fell 6%
Revenue and profits both exceeded expectations; previously strong cloud business growth slowed; next quarter outlook met expectations
Capital expenditure hit record high, far exceeding market expectations
Follow-up view:
Earnings performance is indeed not as good as META, today's drop has reached a suitable level, start buying in batches at 450, wait for it to rise slowly long-term

TSLA$Tesla(TSLA.US) 
After-hours trading rose 1.92%
Last week said its earnings weren't important, today's earnings had no after-hours reaction.
Earnings as expected had no highlights, so continue waiting for Robotaxi launch, Cybercab and Optimus mass production.
Position unchanged, so can only do some swing trades, exit if falls below 410

ASML$ASML(ASML.US) 
Gapped up then fell back, closed down 2%
Earnings all exceeded expectations, strong memory demand drove orders to double, raised 2026 growth guidance.
Gapped up then fell back is normal after overvaluation, stock price is already near 1500, indeed a bit high

INTC$Intel(INTC.US) 
Rebounded 11%
Rumors that Nvidia and Apple will outsource some non-core orders to Intel to please Trump
No comment on this, speculative sentiment play, depends on personal interest.

I'm Pumpkin 🎃, your US stock investment partner. Long-term index tracking, focused on big tech, semiconductors, leading stock trends, bringing US stock trading recaps after daily close.
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