Source: Sharecast
Meta, Tesla and Microsoft’s earnings are due on Wednesday, while Apple’s Q1 results will be out on Thursday.
As far as Meta’s Q4 numbers concerned, Matt Britzman, senior equity analyst at Hargreaves Lansdown, noted the company has come under pressure lately as investors question the scale and pace of its AI investment plans.
"Spending growth is set to outstrip even the most aggressive tech peers, yet there’s still limited visibility on what Mark Zuckerberg’s new ‘frontier AI lab’ will ultimately deliver," he said. "That uncertainty has weighed on sentiment, but it also creates an opportunity. Meta’s core ad business is powering ahead, and our modelling suggests fourth‑quarter revenue could top the $58 billion consensus.
"The company is assembling one of the largest AI compute clusters outside the cloud giants, all aimed at strengthening its family of apps. There’s a growing narrative that Meta’s AI push is simply Metaverse 2.0, but not everyone sees it that way. Meta’s models are largely open‑source, internally focused, and designed to enhance engagement and advertiser performance rather than chase benchmark‑beating results. Crucially, the benefits are already starting to show through the Meta ecosystem."
Briztman said Elon Musk’s Tesla is expected to post a small year‑on‑year revenue decline in the fourth quarter following softer delivery numbers.
"Strong growth in the Energy Storage segment helps, but it isn’t enough to offset weaker vehicle sales driven by the loss of US tax credits," he said.
"The new ‘affordable’ Model 3 and Y trims haven’t bridged that gap, and China remains fiercely competitive despite Tesla’s enduring brand pull. That all points toward a steeper drop in profits as lower volumes collide with heavy investment in the next‑generation product roadmap."
Sticking with the US, the Federal Reserve will make its latest policy announcement on Wednesday.
TD Securities expects the FOMC to keep rates on hold at 3.50%-3.75%. with risk management cuts now over and policy closer to neutral.
"Recent data, especially the decline in the UE rate, support the FOMC adopting a cautious approach to policy changes in the near term," it said. "There is now a higher burden on the data to justify further easing. While Powell is likely to sound noncommittal around near term rate cuts, we expect him to remind market participants that the median Fed official still looks for easing this year."
On the UK corporate front, trading updates are due from Cranswick, Dr Martens, Sage Group and Paragon Banking on Tuesday.
Wednesday sees the release of a production report from precious metals miner Fresnillo and a trading update from Pets at Home.
On Thursday, results from housebuilder Crest Nicholson, easyJet and Lloyds will be among the highlights, along with a production report from Glencore.
Monday January 26
INTERIM DIVIDEND PAYMENT DATE
Autotrader Group , Tavistock Investments
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Durable Goods Orders (US) (13:30)
IFO Business Climate (GER) (09:00)
IFO Current Assessment (GER) (09:00)
IFO Expectations (GER) (09:00)
New Homes Sales (US) (15:00)
IMSS
Lloyds Banking Group
AGMS
Oxford Biodynamics
TRADING ANNOUNCEMENTS
Costain Group, Elementis, Paragon Banking Group
Tuesday January 27
INTERIMS
Time Finance
INTERIM DIVIDEND PAYMENT DATE
Octopus AIM VCT
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Consumer Confidence (US) (15:00)
House Price Index (US) (14:00)
GMS
Reckitt Benckiser Group, Taylor Maritime Limited NPV
FINALS
SThree, Velocity Composites
AGMS
Ovoca Bio (CDI)
TRADING ANNOUNCEMENTS
Cranswick, Dr. Martens , Evoke (DI), Mitie Group, The Sage Group
Wednesday January 28
INTERIMS
Hargreaves Services
INTERIM DIVIDEND PAYMENT DATE
Currys , Vianet Group
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Crude Oil Inventories (US) (15:30)
GFK Consumer Confidence (GER) (07:00)
MBA Mortgage Applications (US) (12:00)
AGMS
Corcel, Imperial Brands , Kazera Global, Lowland Investment Co, Scottish Oriental Smaller Companies Trust, Tap Global Group
TRADING ANNOUNCEMENTS
Computacenter, Oakley Capital Investments Limited (DI), PayPoint, Pets at Home Group , PPHE Hotel Group Ltd
UK ECONOMIC ANNOUNCEMENTS
BRC Shop Price Index (00:01)
Thursday January 29
INTERIMS
ITM Power, Rank Group, Scancell Holdings
INTERIM DIVIDEND PAYMENT DATE
The Global Smaller Companies Trust
INTERIM EX-DIVIDEND DATE
B.P. Marsh & Partners, Elixirr International , The European Smaller Companies Trust
QUARTERLY EX-DIVIDEND DATE
JPMorgan India Growth & Income, Primary Health Properties, Supermarket Income Reit, Tufton Assets Limited Npv
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Business Climate Indicator (EU) (09:00)
Consumer Confidence (EU) (09:00)
Continuing Claims (US) (13:30)
Economic Sentiment Indicator (EU) (09:00)
Industrial Confidence (EU) (09:00)
Initial Jobless Claims (US) (13:30)
M3 Money Supply (EU) (09:00)
Services Sentiment (EU) (09:00)
Services Sentiment (EU) (10:00)
Q3
Wizz Air Holdings
FINALS
Hilton Food Group, Lloyds Banking Group, Patria Private Equity Trust
SPECIAL EX-DIVIDEND DATE
Reckitt Benckiser Group
AGMS
Adalan Ventures , Botswana Diamonds, Greencore Group (CDI), Hollywood Bowl Group, Jarvis Securities, Orcadian Energy, Renew Holdings, Schroder Asia Pacific Fund, Smiths News
TRADING ANNOUNCEMENTS
Alfa Financial Software Holdings , Alfa Financial Software Holdings , Alfa Financial Software Holdings , Greencore Group (CDI)
FINAL EX-DIVIDEND DATE
Gooch & Housego, Hollywood Bowl Group, Schroder UK Mid Cap Fund, SSP Group , Tracsis, Victrex plc
Q1
easyJet
Friday January 30
INTERIM DIVIDEND PAYMENT DATE
Ecora Royalties , Facilities by ADF, Foresight Group Holdings Limited NPV, NewRiver REIT, ProVen Growth & Income VCT, ProVen VCT, SSE, Templeton Emerging Markets Inv Trust
QUARTERLY PAYMENT DATE
CT Private Equity Trust, Value and Indexed Property Income Trust
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Chicago PMI (US) (14:45)
GDP (Preliminary) (EU) (10:00)
Import Price Index (GER) (07:00)
Retail Sales (GER) (07:00)
Unemployment Rate (GER) (08:55)
Q3
Airtel Africa
GMS
Caspian Sunrise , Metals one
AGMS
Avon Technologies , Essensys
UK ECONOMIC ANNOUNCEMENTS
Consumer Credit (09:30)
M4 Money Supply (09:30)
Mortgage Approvals (09:30)
Nationwide House Price Index (07:00)
FINAL DIVIDEND PAYMENT DATE
AB Dynamics, BP 8% Cum 1st Prf, BP 9% 2nd Prf, Cardiff Property, Diploma, DotDigital Group, Lowland Investment Co, NewRiver REIT, S and U 31.5% Prf. Cum. Prf 12.5P, Smart (J) & Co., The Character Group, Topps Tiles, Ultimate Products
Q1
Airtel Africa
