Julie Morgan

For Q3, Microsoft expects total company revenue of $80.65 billion to $81.75 billion, or growth of 15% to 17%.

Tesla is up 2.9% in pre-market action, as the top and bottom line beat was coupled with an upbeat outlook on cybercab and robo-taxi growth.

That growth overshadowed another quarterly revenue decline, reflecting the end of government tax incentives and heightened competition in Europe and China.

In the fourth quarter, Tesla earned an adjusted profit of $0.50 per share, down 17% from a year ago, but $0.05 better than expectations and unchanged from the prior quarter.

Management expects major CapEx outlays in 2026, stating, At the moment, we are expecting that CapEx would be in excess of $20 billion.

Norway's $2.2 trillion sovereign wealth fund reduced its holdings in major U.S.

tech companies, including its top position in NVIDIA, during the second half of 2025.

According to newly released portfolio data, by year end, Norges Bank Investment Management, which oversees the fund, had trimmed all of its top four tech holdings, which also included Apple, Microsoft, and Alphabet.

The fund cut its stake in Nvidia to 1.26% from 1.32%, while holdings in Microsoft were slashed to 1.26% from 1.35%.

The two companies still feature among the fund's most valued investments, with Apple retaining the second spot.

Overall, U.S.

investments accounted for 52.9% of the fund's assets at the end of 2025 across equities, bonds, and property,

up from 52.4% six months earlier.

A look at a few other articles that are trending.

Trump and Schumer reportedly discuss a potential deal on DHS funding to avert a shutdown.

Bloomberg is reporting that Bumble, Match, Panera Bread, and Crunchbase have been hit by a cyber attack.

And the CEO of Nvidia says the Chinese government has yet to clear H200 imports.

A few items for your catalyst to watch for the day.

Starbucks will hold a key investor day event.

Shareholders with Kenview and Kimberly-Clark will vote on the proposed $49 billion merger between the companies.