A few pieces of information to note on January 29, 2025

• Jerome Powell speaks and decides whether to cut rates or pause hikes. The market currently expects a 97% chance of a pause.
• META reports earnings after the close. Due to the impact of DeepSeek, everyone will be watching whether capital expenditure guidance slows down.
• MSFT reports earnings after the close. Focus on capital expenditure guidance and Azure's growth in fiscal year 2025.
• TSLA reports earnings after the close. Elon said deliveries could grow 20-30% this year. Everyone will be watching whether these targets hold, when the $30,000 new car launches, when robotaxis go live in California and Texas, and whether the energy business continues to be the fastest-growing segment.