Big Tech lights up the premarket

Wall Street Breakfast · Jan 29, 2026 · 5m

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MSFT, META, TSLA, and moreTrump, Schumer discuss potential deal on DHS funding to avert shutdown - reportBumble, Match, Panera Bread…