Closing Bell Overtime: Mega-Cap Earnings Take Center Stage: Meta, Microsoft, Tesla and the Market’s Next Move 1/26/26
Closing Bell
CNBC
4.4 • 139 Ratings
🗓️ 28 January 2026
⏱️ 44 minutes
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| 0:00.0 | The Bell is bringing an end to the trading day at the NYSC. |
| 0:03.7 | The founders and investors representing 30 years of Silicon Alley. |
| 0:07.3 | And at the NASAC, it's America needs you doing the honors. |
| 0:10.8 | Welcome to closing bell overtime. |
| 0:12.1 | Live from Studio B at the NASAC market site. |
| 0:13.9 | I'm Melissa Lee alongside Mike Santoli. |
| 0:16.5 | Sox flat following the Fed decision to leave race unchanged. |
| 0:19.3 | And Fed Chair Powell's news conference, |
| 0:20.9 | the S&P 500 pulling back after crossing 7,000 for the first time. |
| 0:25.2 | But now the focus turns to some big earnings. Microsoft, Meta, Tesla, and IBM all do in the next |
| 0:30.6 | few minutes. Our reporters are ready to break down those results as soon as they cross. |
| 0:34.7 | Plus, we'll have instant reaction to all the numbers. But let's start with Sima Modi on the market. It's very calm at the index level, but a lot of movement underneath, Sima. Yeah, specifically, NVIDIA, Michael, closing the day higher after reportedly receiving approval from Beijing to sell its older H-200 chips to Chinese companies. Separately, CBC reporting that NVIDIA could be a part of Open AI's latest fundraising round. |
| 0:55.0 | Keep in mind, shares of NVIDIA are still flat on the month versus the broader semiconductor index, |
| 0:59.4 | which has gained about 15% during that same time period. |
| 1:02.6 | We did get an encouraging read on demand from several chip players today. |
| 1:06.3 | Texas Instruments seeing a 64% jump in data center revenue. |
| 1:09.8 | ASML saw record AI orders in the latest quarter. |
| 1:12.9 | And South Korea's memory chip giant S.K. Heinex doubling its profit. Those numbers providing yet |
| 1:18.6 | another boost to memory names. Plus, Intel, clying back after its big two-day fall. And GEVernova, |
| 1:24.9 | delivering a quarterly beat and raise. CEO Scott Strasich telling me he's not seeing any slowdown |
| 1:29.9 | and natural gas turbine orders from the hypers. |
| 1:33.2 | What didn't work today? |
... |
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