Squawk on the Street "Magnificent 7" Earnings Reaction: Meta Surges, Tesla Jumps, Microsoft Slumps 1/29/26
Jan 29, 2026
Vimal Kapur, CEO of Honeywell, a leader in industrial tech and aerospace, discusses the company’s earnings and spin-off strategy. He talks about Honeywell’s quantum and automation efforts. He also describes how AI is being applied across operations to boost productivity and product development.
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AI Is Powering Meta's Advertising Engine
- Meta's AI investments are already boosting engagement and ad monetization across its 3 billion users.
- Mark Zuckerberg expects rapid model/product releases that will further accelerate growth in 2026.
Agentic Tools Dramatically Boost Engineer Output
- Meta reports big internal productivity gains from agentic coding and AI tools for engineers.
- The company says power users saw output increase 80% year-over-year, accelerating into the next half.
Spending Choices Cloud Microsoft's Beat
- Microsoft showed strong overall growth but the market punished slower cloud momentum and mixed Copilot uptake.
- Hosts argued allocation to Copilot/GPU spend may have created an apparent Azure slowdown this quarter.