Stock Markets January 28, 2026

Wall Street Futures Slip After Fed Pause; Big Tech Earnings Drive Mixed After-Hours Moves

Markets tread cautiously as Fed holds rates, Microsoft retreats on AI-driven margin concerns while Meta and Tesla rally in extended trading

By Jordan Park META TSLA MSFT AAPL CAT
Wall Street Futures Slip After Fed Pause; Big Tech Earnings Drive Mixed After-Hours Moves
META TSLA MSFT AAPL CAT

U.S. equity futures edged lower Wednesday as investors absorbed a mixed slate of results from major technology firms and the Federal Reserve's decision to keep interest rates unchanged. Gains for Meta and Tesla in after-hours trading contrasted with a significant drop in Microsoft shares after the software giant flagged softer cloud growth and tighter near-term margins tied to AI spending. Traders are also bracing for upcoming reports from Apple, Caterpillar and Lockheed Martin.

Key Points

  • U.S. futures slipped: S&P 500 Futures -0.2% to 6,994.0, Nasdaq 100 Futures flat at 26,159.75, Dow Futures -0.3% at 49,019.0 (20:10 ET).
  • After-hours: Meta rose about 8% after forecasting Q1 revenue above expectations; Tesla climbed nearly 2% after beating Q4 estimates; Microsoft fell about 7% after reporting slower cloud growth and softer operating margin guidance tied to AI spending.
  • The Federal Reserve held rates at 3.50%–3.75%, pausing after three consecutive cuts and offering limited guidance on the timing of future rate reductions; markets are watching upcoming earnings from Apple, Caterpillar and Lockheed Martin.

U.S. stock futures declined modestly on Wednesday evening as market participants parsed uneven earnings from large technology companies and digested the Federal Reserve's latest policy decision, while positioning ahead of further high-profile corporate results.

By 20:10 ET (00:10 GMT), S&P 500 Futures were down about 0.2% at 6,994.0 points. Nasdaq 100 Futures were essentially flat at 26,159.75 points, and Dow Jones Futures traded roughly 0.3% lower at 49,019.0 points.


Market internals and after-hours movers

The main U.S. equity indexes finished the regular trading session largely composed. The S&P 500 closed roughly unchanged and remained near record levels, while both the Dow Jones Industrial Average and the NASDAQ Composite posted small gains.

In extended trading, several heavyweight technology names produced divergent moves. Meta Platforms Inc saw its shares jump roughly 8% after the company issued a revenue projection for the first quarter that exceeded market expectations, citing resilient advertising demand and rising returns from investments in artificial intelligence.

Tesla Inc shares rose nearly 2% in after-hours trade after the electric-vehicle manufacturer reported fourth-quarter results that beat analysts' estimates.

Conversely, Microsoft Corporation slipped about 7% in after-hours trading. The company reported slower growth in its cloud business for the fiscal second quarter and provided guidance that left operating margins for the current quarter softer than analysts had expected. Management framed the weaker near-term margin outlook as reflective of elevated cost pressures associated with substantial AI-related spending.


Federal Reserve decision and market outlook

On the policy front, the Federal Reserve held its target rate steady at 3.50%–3.75%, as broadly anticipated. The decision marked a pause following three consecutive cuts.

In its accompanying statement, the Fed highlighted that inflation remains elevated, while economic growth is solid and the labor market appears to be stabilizing. The communication offered little explicit guidance on the timing of future rate reductions.

Market participants continue to price in the possibility of two additional cuts later in the year, but officials did not provide a clear signal about near-term easing. The policy release also reflected a split among voting members, with some policymakers dissenting in favor of lower rates.


Corporate calendar and what traders are watching next

Attention now turns to forthcoming earnings reports from Apple Inc, Caterpillar Inc, and Lockheed Martin, scheduled later this week. Apple's results are drawing particular scrutiny amid concerns about cost pressures, while the industrial and defense names will be closely watched for indications of cyclical demand trends.

With these corporate updates approaching, investors are balancing company-specific earnings signals - notably the mixed technology results tied to advertising and AI investment returns - against the Fed's cautious tone on future rate moves.


Bottom line

Markets are exhibiting caution after a Fed pause and a set of major tech earnings that painted a nuanced picture: robust revenue momentum for some firms contrasted with margin pressure tied to heavy AI-related expenditures for others. Traders will be looking to incoming corporate reports later this week for additional directional cues.

Risks

  • Uncertainty over the timing of Fed rate cuts - could affect interest-rate-sensitive sectors such as tech and industrials.
  • Near-term margin pressure at large tech companies due to elevated AI spending - impacts software and cloud services providers.
  • Corporate cost pressures, particularly at Apple, which could signal broader implications for consumer tech margins and demand.

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