The Rundown Meta Pops, Microsoft Slides, Tesla Bets Big on Robots
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Jan 29, 2026 Markets reacted to the Fed holding rates and mixed guidance from Powell. Gold and silver surged to record highs. Tesla pivots dramatically toward AI and humanoid robots while planning massive CapEx. Microsoft flagged cloud and AI spending concerns despite strong results. Meta ramps up ad-driven AI investments and an aggressive capital plan.
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Fed Stays Put While Metals Rally Roars
- The Fed held rates at 3.5–3.75% and signaled no rush to cut despite two dissenters.
- The metals rally (gold +25%, silver +60% YTD) may reflect inflation or dollar worries worth watching.
Tesla Shifts From Cars To Robots
- Tesla is pivoting from cars to AI and humanoid robots by repurposing Model S/X lines for Optimus.
- Tesla reported falling revenue and profits, and plans $20B CapEx to fund robotics, factories, and AI infrastructure.
AI Spend Clouds Microsoft Outlook
- Microsoft beat revenue and profit but Azure growth is slowing and cloud guidance disappointed investors.
- Heavy AI CapEx ($37.5B last quarter) spooked markets as investors question when AI spending will pay off.