Meta Stock: Earnings Beat Triggers Double-Digit Share Rally
TLDR
Meta delivered Q4 earnings of $8.88 per share on $59.9 billion revenue, surpassing analyst estimates
Stock price jumped over 10% in after-hours trading following the earnings announcement
Company plans AI infrastructure spending of $115-$135 billion in 2026, nearly double 2025 levels
Meta’s apps drew 3.58 billion daily active users during the quarter
Reality Labs unit posted $6 billion in losses against $955 million revenue
Meta reported fourth quarter results Wednesday that beat Wall Street predictions. The social media company posted earnings of $8.88 per share on revenue of $59.9 billion.
JUST IN: $META REPORTED EARNINGS
EPS of $8.88 beating expectations of $8.19 Revenue of $59.9B beating expectations of $58.5B
Meta said it expects to spend between $115B-$135B on Capital Expenditures (CAPEX) in 2026 above expectations of $111B pic.twitter.com/qogRc7p6cT
— Evan (@StockMKTNewz) January 28, 2026
Analysts had projected earnings of $8.16 per share and revenue of $58.4 billion. The company generated $22.8 billion in profit during the quarter.
Share price climbed more than 10% in extended trading. Investors responded positively to the financial performance and forward guidance.
Meta expects current quarter revenue could reach $56.5 billion. The company’s apps attracted 3.58 billion daily users worldwide.
CEO Mark Zuckerberg described 2025 as a year of strong performance. Operating expenses increased 40% year-over-year to $35.15 billion.
Record AI Spending Plans Announced
Meta outlined plans to spend between $115 billion and $135 billion on capital expenditures in 2026. That compares to $72.22 billion spent throughout 2025.
The investment will fund AI infrastructure including data centers and computing systems. Fourth quarter capital spending alone reached $22.14 billion.
Meta joins Amazon, Google, and Microsoft in a race to build AI capabilities. The company recently acquired 49% of Scale AI for $14.3 billion.
Scale AI CEO Alexandr Wang joined Meta as chief AI officer. He now leads Meta Superintelligence Labs.
Zuckerberg stated he looks forward to advancing personal superintelligence globally in 2026. The company views AI as central to future revenue growth.
Reality Labs Losses Continue
The Reality Labs division brought in $955 million in revenue but lost $6 billion. Analysts had expected a $5.9 billion operating loss.
Meta’s virtual and augmented reality unit has consistently posted losses. The company recently reduced headcount in its metaverse operations.
Some savings will redirect toward wearables including AI-powered smart glasses. Meta partnered with EssilorLuxottica on Ray-Ban smart glasses.
Zuckerberg predicts smart glasses will become the next major computing platform. He believes they could eventually replace smartphones entirely.
Analysts see potential for improved advertising efficiency through wearables technology. However, profitability remains years away.
AI Development Faces Challenges
Meta encountered delays with its Llama 4 Behemoth AI model. The company may switch to a proprietary model for its next release.
That would abandon the open-weights strategy allowing third-party developers access. CNBC reported Meta is considering this strategic shift.
Google’s Gemini 3 model currently leads the AI race. The search giant has moved ahead of both Meta and OpenAI.
Meta started 2025 as a frontrunner but faces increased competition. The company spent $14.3 billion bringing Wang aboard to accelerate AI development.
A landmark trial accusing Meta of addicting young users to social media began in Los Angeles. The case involves allegations of mental health harm to a 19-year-old woman.
Zuckerberg will testify during the proceedings. ByteDance and Snap settled before trial, leaving Meta and YouTube as defendants.
The FTC announced it will appeal its antitrust case loss against Meta last week. The case alleged Meta purchased Instagram and WhatsApp to eliminate competition.
Australia implemented a social media ban for users under 16. France is considering similar legislation targeting youth social media access.
The post Meta Stock: Earnings Beat Triggers Double-Digit Share Rally appeared first on Blockonomi.
Ação da Toyota (TM): Coroa de Melhor Fabricante de Automóveis do Mundo Mantida pelo Sexto Ano
Resumo
A Toyota Motor registrou vendas recordes de 10,5 milhões de veículos Toyota e Lexus em 2025, um aumento de 3,7% em relação a 2024, mantendo seu sexto ano consecutivo como o fabricante de automóveis mais vendido do mundo.
As vendas no mercado dos EUA aumentaram 7,3%, para 2,93 milhões de unidades, impulsionadas por veículos híbridos como o RAV4 e o Prius, que agora representam 42% das vendas globais.
O fabricante de automóveis absorveu cerca de $9,7 bilhões em custos de tarifas em vez de aumentar os preços, com apenas 20% das vendas nos EUA vindo de importações.
A Toyota elevou sua previsão de lucro operacional para o ano inteiro, apesar das pressões tarifárias, com analistas projetando uma recuperação de 30% no lucro operacional nos resultados do terceiro trimestre fiscal, previstos para 6 de fevereiro.
Ações da IBM disparam à medida que negócio de IA impulsiona trimestre excepcional
TLDR
A IBM reportou uma receita do Q4 de 2025 de $19,69 bilhões, superando as projeções dos analistas em $460 milhões
O livro de negócios de inteligência artificial ultrapassou $12,5 bilhões, com o segmento de consultoria registrando seu maior trimestre de GenAI
A receita de software subiu 14% para $9 bilhões, enquanto a infraestrutura saltou 21% para $5,1 bilhões
O fluxo de caixa livre atingiu $14,7 bilhões em 2025, o melhor desempenho anual em mais de dez anos
As ações subiram 8% após o anúncio de lucros e a orientação de 2026 chamando por crescimento contínuo
A IBM acabou de divulgar lucros que pegaram todos de surpresa. A empresa registrou uma receita do quarto trimestre de $19,69 bilhões em 28 de janeiro de 2026, superando a estimativa de $19,23 bilhões.
Nokia (NOK) Ações: Por que as Ações Caíram Apesar do Forte Crescimento da Receita de IA
TLDR
A Nokia reportou uma receita no Q4 de 2025 de €6,1 bilhões, um aumento de 3% em relação ao ano anterior, impulsionada pela demanda por IA e infraestrutura em nuvem
O lucro operacional comparável de €1,06 bilhões ficou aquém dos €1,09 bilhões do ano anterior, à medida que as margens se comprimiram para 17,3%
A Infraestrutura de Rede saltou 19%, enquanto as Redes Móveis caíram 1,7%, mostrando a transformação contínua dos negócios da empresa
A orientação de lucro operacional de 2026 de €2,0-€2,5 bilhões ficou 5% abaixo do consenso dos analistas de €2,37 bilhões
As ações caíram 5,8% no início das negociações europeias, enquanto os investidores digeriam a perspectiva mais fraca do que o esperado
As ações da Carvana (CVNA) caem 14% devido a alegações de fraude de vendedores a descoberto
TLDR
As ações da Carvana (CVNA) despencaram 14,2% na quarta-feira para $410,04 após a Gotham City Research acusar a empresa de exagerar os lucros de 2023-2024 em mais de $1 bilhão
O vendedor a descoberto alega que a Carvana inflacionou os lucros por meio de transações com a DriveTime e a Bridgecrest, empresas pertencentes ao pai do CEO, Ernest Garcia II
A Carvana rejeitou as alegações como “imprecisas e intencionalmente enganosas” e reafirmou sua data de divulgação de resultados de 18 de fevereiro
As ações subiram 10.000% desde dezembro de 2022, apesar de enfrentar múltiplos ataques de vendedores a descoberto nos últimos meses
Ações da Strive (ASST): Empresa de Tesouraria de Bitcoin Elimina a Maioria das Dívidas Após Levantamento de $225M
Resumo
A Strive pagou $110 milhões em dívidas da aquisição da Semler Scientific, representando 92% das responsabilidades herdadas
A empresa levantou $225 milhões através de ações preferenciais após ver uma demanda de $600 milhões dos investidores
Comprou 334 Bitcoin a um preço médio de $89.851, elevando as participações totais para 13.132 BTC avaliados em $1,17 bilhão
As ações da ASST caíram 2,23% para $0,80, agora caindo 92,4% em relação ao pico, apesar das melhorias no balanço patrimonial
Os $10 milhões restantes em dívidas estão programados para eliminação dentro de quatro meses
A Strive levantou $225 milhões através de uma oferta de ações preferenciais e imediatamente colocou o dinheiro para trabalhar eliminando dívidas e comprando mais Bitcoin.
ServiceNow (NOW) Ações Caem Apesar de Lucro Superado e Orientação Aumentada
Resumo
As ações da ServiceNow caíram mais de 2% após o horário de negociação, apesar dos lucros do quarto trimestre que superaram as expectativas dos analistas em métricas de receita e lucro.
A empresa projetou receita de assinaturas de 2026 entre $15.53 e $15.57 bilhões, superando a estimativa de consenso de Wall Street de $15.21 bilhões.
A ServiceNow expandiu parcerias de IA com a Anthropic e a OpenAI para integrar tecnologia de chatbot em sua plataforma.
Uma autorização de recompra de ações de $5 bilhões foi anunciada, com um plano de recompra acelerada de $2 bilhões imediatamente.
Coinbase partnered with Kalshi to offer prediction markets in every US state
Platform enables trading on sports outcomes, political events, and cultural happenings
Kalshi is federally regulated but faces state legal challenges over sports betting licenses
Launch positions Coinbase as an “everything exchange” with diverse trading options
Timing aligns with upcoming Super Bowl, giving users betting opportunities on major events
Coinbase unveiled prediction market trading across all 50 states on Wednesday. The feature launches through a collaboration with Kalshi, a prediction market operator regulated by federal authorities.
LATEST: Coinbase has expanded its prediction markets offering to all 50 US states through Kalshi, with users able to trade on outcomes across sports, politics, culture and more in USD or USDC. pic.twitter.com/68bHP7c9bk
— CoinMarketCap (@CoinMarketCap) January 29, 2026
Users can now trade on outcomes ranging from NFL games to presidential elections. The platform also covers cultural events, collectibles, and economic data releases.
Coinbase first announced the Kalshi partnership in December. The full nationwide rollout happened this week via an X post from the exchange.
The timing works well for Coinbase. The Super Bowl arrives in roughly one week, giving users a high-profile event to trade on right away.
Trading Real-World Events
Kalshi’s model uses yes-or-no contracts on specific outcomes. Traders pick a side and the contract price shows what the market thinks will happen.
Higher prices mean the crowd believes that outcome is more likely. Lower prices suggest skepticism from other traders.
The Commodity Futures Trading Commission regulates Kalshi at the federal level. This oversight allows the platform to operate as a derivatives exchange in the United States.
Coinbase acquired The Clearing Company last month. That purchase supports the exchange’s expansion into prediction markets and alternative trading products.
State Legal Battles
Kalshi faces lawsuits from at least four state governments. Massachusetts and Tennessee filed cases claiming the platform needs gaming licenses for sports betting.
The state actions continue despite Kalshi’s federal regulatory approval. Each state maintains separate gambling and gaming laws that may conflict with federal oversight.
Polymarket deals with similar legal pressure. Tennessee authorities took action against Polymarket over sports betting operations without state licenses.
Insider Trading Questions
Polymarket recently caught heat from Congress over potential insider trading. One user reportedly made over $400,000 betting on the capture of Venezuelan President Nicolás Maduro.
The user’s timing raised red flags with lawmakers. They questioned whether the trader had advance information about the operation.
Members of Congress demanded action on insider trading rules for political prediction markets. The incident highlighted gaps in oversight for these platforms.
The Everything Exchange Vision
Coinbase calls its expansion strategy the “everything exchange” approach. The company wants to offer stocks, crypto, tokenized assets, and now prediction markets under one roof.
Prediction market activity jumped over the past year. Platforms like Polymarket saw huge volume increases as users traded political and economic events.
These markets give real-time sentiment readings on current events. Some traders use them as data sources alongside traditional news and polling.
Coinbase brings its regulated infrastructure and existing user base to the prediction market space. The exchange could add liquidity and mainstream visibility to the sector.
The platform already serves millions of US customers for crypto trading. Those users now have access to Kalshi’s event contracts without opening separate accounts.
The post Coinbase (COIN) Stock: Exchange Debuts Prediction Markets Nationwide via Kalshi Deal appeared first on Blockonomi.
Ações da Tesla (TSLA): Lucros do Q4 superam expectativas com primeira queda na receita anual
TLDR
A Tesla divulgou lucros do Q4 de 50 centavos por ação, superando as expectativas dos analistas de 45 centavos
Primeira queda na receita anual na história da Tesla, com as vendas do ano caindo 3% para $94.8 bilhões
O lucro líquido despencou 61% para $840 milhões, enquanto os custos operacionais aumentaram 39% no trimestre
A produção do Model S e X está sendo encerrada para dar espaço para a fabricação do robô humanoide Optimus
O serviço de Robotaxi deve ser lançado em sete cidades adicionais dos EUA durante a primeira metade de 2026
A Tesla divulgou resultados do quarto trimestre melhores do que o esperado, mas não conseguiu escapar de um primeiro histórico. O fabricante de veículos elétricos registrou sua primeira queda na receita anual desde que se tornou pública.
Tesla Descontinua Model S e X para Focar na Produção de Robôs Optimus
TLDR
Tesla descontinua o Model S e o Model X após anos de produção na instalação de Fremont
As linhas de produção da fábrica produzirão robôs humanos Optimus com a meta de 1 milhão de unidades anualmente
Modelos de luxo representaram apenas 3% das entregas totais de veículos da Tesla em 2025
O robô Optimus de terceira geração será lançado no Q1 de 2026 como o primeiro design de produção em massa
A Tesla registrou a primeira queda anual de receita de sua história à medida que a competição de EVs se intensifica globalmente
A Tesla anunciou o fim da produção dos veículos Model S e Model X na quarta-feira durante sua teleconferência de resultados do quarto trimestre. O CEO Elon Musk disse que a empresa converterá as linhas de fabricação em sua instalação em Fremont, Califórnia, para construir robôs humanos Optimus.
Decisão de Taxa do Fed Janeiro 2026: Sem Mudança à Medida que a Inflação Persiste
TLDR
O Federal Reserve manteve as taxas de juros em 3,5%-3,75% na quarta-feira, pausando os cortes pela primeira vez desde julho.
O dólar dos EUA caiu para mínimas de quatro anos após seu pior desempenho anual desde 2017.
Stephen Miran e Chris Waller discordaram, preferindo uma redução de taxa de 25 pontos-base.
O Bitcoin foi negociado perto de $89,500 após a decisão, enquanto o ouro subiu para $5,300 por onça.
A probabilidade de corte na taxa em março é de 16%, com chances em abril de 30%.
O Federal Reserve manteve as taxas de juros estáveis na quarta-feira em 3,5% a 3,75%. O Comitê Federal de Mercado Aberto votou para pausar as mudanças nas taxas pela primeira vez desde julho.
Nvidia CEO Reveals Final Step for H200 AI Chip License Approval in China
TLDR
Nvidia CEO Jensen Huang is waiting for China’s approval to sell the H200 AI chip in the country.
Huang remains optimistic about the approval process, citing strong demand for the H200 in China.
The Chinese government has already approved ByteDance, Alibaba, and Tencent to purchase over 400,000 H200 chips.
Despite approvals, restrictions have been placed on the purchase process, with some companies awaiting further clarification.
Nvidia’s H200 chip is expected to strengthen both American leadership in AI and China’s AI development.
Nvidia CEO Jensen Huang confirmed that the company is waiting for final approval from China to sell its H200 AI chip. During his recent visit to Taipei, Huang discussed Nvidia’s efforts to expand its presence in China. He expressed hope that the Chinese government would grant permission for the sale of the powerful chip, which is designed to support AI applications.
Nvidia’s Efforts to Expand in China
Huang mentioned that the licensing process for the H200 chip is nearly complete. He emphasized that the H200 would benefit both American technological leadership and the Chinese market. “The customers would very much like to have H200,” Huang stated, highlighting strong demand from local businesses.
Despite the uncertainty of the approval process, he remains optimistic and looks forward to a favorable decision from the Chinese government. He also noted that the H200 chip could help solidify Nvidia’s global role in AI development.
“This is very good for American technology leadership. It’s also very good for the Chinese market,” Huang said. As China remains a key player in the global technology space, Nvidia is keen to establish a stronger foothold in the country, especially with its cutting-edge AI solutions.
Huang’s Remarks Align with China’s Shifting Approach to AI Chip Investments
Huang’s comments come in light of new developments reported by Blockonomi this week, which detail China’s shift in its stance towards Nvidia’s AI chips. The Chinese government has approved three of China’s largest tech companies, ByteDance, Alibaba, and Tencent, to purchase Nvidia’s H200 chips.
The approval of over 400,000 H200 chips to these firms marks a step in China’s AI investments. However, the Chinese government has placed certain restrictions on the purchase process. Some companies are still awaiting further clarification on the terms before placing orders, suggesting that the full rollout of Nvidia’s H200 chips in China may take time.
The post Nvidia CEO Reveals Final Step for H200 AI Chip License Approval in China appeared first on Blockonomi.
SEC Clarifies Tokenized Securities Framework: Issuer and Third-Party Models Explained
TLDR:
Format does not alter securities law application; tokenized assets face same registration requirements.
Issuers can maintain master securityholder files onchain or use crypto assets as transfer notification tools.
Third-party custodial models create security entitlements while synthetic models provide exposure only.
Security-based swaps require registration and exchange execution for sales to non-eligible participants.
The Securities and Exchange Commission’s divisions have issued a comprehensive statement clarifying how federal securities laws apply to tokenized securities.
The Division of Corporation Finance, Division of Investment Management, and Division of Trading and Markets outline two primary categories: issuer-sponsored and third party-sponsored tokenized securities.
This framework addresses the growing need for regulatory clarity as blockchain technology becomes more prevalent in capital markets. The statement emphasizes that format does not alter securities law application.
Issuer-Sponsored Models Define Direct Tokenization Approaches
Issuers can tokenize securities by formatting them as crypto assets while maintaining master securityholder files on blockchain networks.
The integration of distributed ledger technology allows onchain transfers to reflect ownership changes in the official records. This approach differs from traditional securities only in recordkeeping methods, not legal status.
The same class of securities may exist in multiple formats simultaneously. Holders can convert between tokenized and traditional formats based on their preferences.
Securities Act registration requirements remain unchanged regardless of whether securities use onchain or offchain recordkeeping systems.
Another model separates the crypto asset from the master securityholder file entirely. The issuer maintains ownership records offchain while using crypto assets as transfer notification mechanisms.
Security holders receive crypto assets that trigger ownership updates rather than directly representing the securities themselves.
These arrangements allow transfers to occur through blockchain transactions that prompt issuers to update official records.
The crypto asset serves as a signaling device rather than the actual security representation. Offchain databases remain the authoritative source for ownership information in this structure.
Custodial tokenized securities represent one third-party approach where crypto assets evidence ownership interests in underlying securities held in custody.
These tokenized security entitlements function similarly to traditional custody arrangements but use blockchain technology for record maintenance. The underlying securities remain separate from the crypto asset representation.
Transfer of these crypto assets triggers updates to entitlement holder records maintained by the custodian. Some implementations integrate blockchain directly into recordkeeping systems while others use onchain transfers to update offchain records. Both approaches create indirect ownership structures through security entitlements.
Synthetic tokenized securities provide exposure without conveying actual ownership rights in referenced securities. Linked securities and security-based swaps fall into this category. These instruments are obligations of the third party rather than the underlying security issuer.
Security-based swaps face additional restrictions under federal law. Sales to non-eligible contract participants require effective registration statements and execution on national securities exchanges.
The classification depends on whether the instrument meets swap definition requirements and satisfies one of three specified prongs related to security indices, individual securities, or issuer-specific events. Economic reality rather than naming conventions determines proper classification.
The post SEC Clarifies Tokenized Securities Framework: Issuer and Third-Party Models Explained appeared first on Blockonomi.
O Instrumento Lastreado em Bitcoin STRC da Estratégia Desafia os Mercados Tradicionais de Renda Fixa
TLDR:
O STRC fornece 11% de renda anual denominada em moeda fiduciária com status de reivindicação sênior sobre os ativos em Bitcoin da estratégia.
O instrumento contorna a infraestrutura bancária tradicional, direcionando capital diretamente através de compras de Bitcoin.
Investidores institucionais veem o STRC como concorrência para fundos de crédito, títulos municipais e fundos do mercado monetário.
O produto cria um ciclo de feedback onde o aumento da demanda impulsiona as compras de Bitcoin e fortalece a base de colateral.
O STRC, recém-introduzido na estratégia, representa um instrumento financeiro sênior lastreado em Bitcoin, oferecendo rendimentos de dois dígitos aos investidores.
Powell Declara que Aumentos de Taxa Estão Fora de Questão enquanto o Fed Confirma o Fim do Ciclo de Aperto
TLDR:
Powell declarou explicitamente que “um aumento de taxa não é o caso base de ninguém”, marcando o fim definitivo do aperto.
A inflação do PCE principal fica ligeiramente acima de 2% quando os efeitos da tarifa são excluídos, dando ao Fed espaço para futuros alívios.
O voto do FOMC foi 10-2, com dois membros a favor de cortes e nenhum pressionando por aumentos durante a última reunião de política.
O Fed espera que a inflação impulsionada por tarifas atinja o pico em meados de 2026 e, em seguida, decline, mudando o foco para o momento dos cortes de taxa.
O Federal Reserve manteve as taxas de juros em 3,5% a 3,75% durante sua última reunião, com o presidente Jerome Powell declarando explicitamente que aumentos de taxa não estão mais em consideração.
SEC Clarifies Rules for Tokenized Securities Under Federal Law
TLDR
The SEC has clarified that tokenized securities are considered “securities” under U.S. federal law.
Tokenized securities must comply with the same registration, disclosure, and compliance rules as traditional securities.
The SEC is working to provide a legal framework as tokenized securities grow in the digital asset market.
Tokenized securities are divided into two categories: issuer-sponsored and third-party sponsored, both subject to federal laws.
SEC Commissioner Hester Peirce reiterated that “tokenized securities are still securities,” emphasizing regulatory consistency.
The U.S. Securities and Exchange Commission (SEC) has issued new guidelines clarifying the status of tokenized securities. According to the SEC, these digital assets will be subject to federal securities laws. This move aims to provide clearer regulation for tokenized securities as the industry continues to grow.
Tokenized Securities Under SEC Regulation
The SEC confirmed that tokenized securities are financial instruments defined as “securities” under federal law. These assets will be subject to similar registration, disclosure, and compliance requirements as traditional securities.
The agency stated that, despite the digital format, tokenized securities will maintain the same legal obligations. The SEC’s position on tokenized securities emphasizes the importance of compliance with federal regulations.
These securities, despite being represented as crypto assets, will require issuers to adhere to similar transparency and regulatory standards as traditional securities. The agency has worked to create clarity for the growing market of digital asset securities.
SEC’s Ongoing Efforts for Regulatory Clarity
The SEC’s guidance reflects its ongoing efforts to define the legal framework for tokenized securities. In previous statements, SEC Commissioner Hester Peirce has reaffirmed that “tokenized securities are still securities.”
The SEC aims to provide clarity as U.S. legislators work to pass a market structure bill, which will further define the roles of the SEC and other regulatory bodies. The agency’s latest guidance also divides tokenized securities into two main categories: issuer-sponsored and third-party sponsored.
Issuer-sponsored tokens directly integrate blockchain into ownership records, while third-party-sponsored tokens represent an indirect claim on a security. Both categories are subject to federal securities laws, ensuring that the same legal standards apply across these tokenized assets.
The post SEC Clarifies Rules for Tokenized Securities Under Federal Law appeared first on Blockonomi.
Inicia sessão para explorares mais conteúdos
Fica a saber as últimas notícias sobre criptomoedas
⚡️ Participa nas mais recentes discussões sobre criptomoedas
💬 Interage com os teus criadores preferidos
👍 Desfruta de conteúdos que sejam do teu interesse