Indonesian stocks recorded their first outflow since October last week, driven by cooling risk appetite ahead of a change by MSCI Inc. in its indexing methodology. Overseas investors sold $192 million worth of local stocks last week, marking their first outflow in 16 weeks, according to data compiled by Bloomberg. The withdrawals came after Indonesia’s equity benchmark rose to a record on Jan. 20....
Indonesian stocks recorded their first outflow since October last week, driven by cooling risk appetite ahead of a change by MSCI Inc. in its indexing methodology. Overseas investors sold $192 million worth of local stocks last week, marking their first outflow in 16 weeks, according to data compiled by Bloomberg. The withdrawals came after Indonesia’s equity benchmark rose to a record on Jan. 20. “Last week’s selling by foreigners was a mix of some paring ahead of MSCI’s free float-related announcement and profit taking,” said Nirgunan Tiruchelvam , an analyst at Aletheia Capital. “Even some of local money has gone out.” Goldman Sachs Group Inc. strategists including Alvin So wrote in a note on Friday that MSCI’s recalculation of Indonesia’s free float may cause passive funds to pull out about $2.3 billion from the stock market in coming months. MSCI will decide by January-end whether to tighten its definition of free float — the shares available for trading and a key determinant of a stock’s weighting. If it finds that Indonesian firms, which already have Asia’s smallest average free float, have less stock available for trading than reported, passive investors would be forced to cut holdings. Any changes will take effect in its May review. “The upcoming MSCI free-float review has added an additional layer of caution,” said Ernest Chew , head of Asean equities at BNP Paribas Asset Management. “The recent outflows are more of a tactical de-risking and positioning adjustment rather than a fundamental shift.”
For Immediate Release Chicago, IL – January 26, 2026 – Zacks.com releases the list of companies likely to issue earnings surprises. This week’s list includes Microsoft MSFT, Meta Platforms META, Tesla TSLA and Apple AAPL. Magnificent 7 Earnings Loom: What to Expect? The Q4 earnings reporting cycle ramps up this week, with more than 300 companies on deck to report results, including four of the ‘Ma...
For Immediate Release Chicago, IL – January 26, 2026 – Zacks.com releases the list of companies likely to issue earnings surprises. This week’s list includes Microsoft MSFT, Meta Platforms META, Tesla TSLA and Apple AAPL. Magnificent 7 Earnings Loom: What to Expect? The Q4 earnings reporting cycle ramps up this week, with more than 300 companies on deck to report results, including four of the ‘Magnificent 7’ members and 102 S&P 500 members. We have Microsoft, Meta Platforms and Tesla reporting results the same day after the market’s close on Wednesday, January 28th, and Apple on Thursday, January 29th, after the market’s close. The Mag 7 stocks have struggled lately, with the group lagging the broader market over the trailing twelve-month period, as can be seen by the blue line (+8.9%) in the chart below. While all four Mag 7 stocks reporting this week have underperformed, Meta and Microsoft have been particularly weak, while Apple and Tesla have done marginally better. The key issues with Microsoft, Meta, and even Apple are all tied to what these companies are doing in the AI space. While Microsoft and Meta are among the big spenders on AI, Apple has been missing in action, making Apple investors nervous about the company’s long-term competitive positioning. Microsoft was initially seen as a leader in the space, with its relationship with OpenAI adding to its credentials. But that leadership status has now gone to Alphabet, particularly since regulatory headwinds eased for the search giant last year. In terms of specific expectations, Apple is expected $2.65 per share in earnings on $137.5 billion in revenues, representing year-over-year gains of +10.4% and +10.6%, respectively. The revisions trend has been positive, with estimates steadily moving up. For Microsoft, the expectation is of $3.88 per share in earnings on $80.2 billion in revenues, representing year-over-year growth rates of +20.1% and +15.2%, respectively. The revisions trend has been positive for Mi...
For Immediate Release Chicago, IL – January 26, 2026 – Zacks.com releases the list of companies likely to issue earnings surprises. This week’s list includes Microsoft MSFT, Meta Platforms META, Tesla TSLA and Apple AAPL. Magnificent 7 Earnings Loom: What to Expect? The Q4 earnings reporting cycle ramps up this week, with more than 300 companies on deck to report results, including four of the ‘Ma...
For Immediate Release Chicago, IL – January 26, 2026 – Zacks.com releases the list of companies likely to issue earnings surprises. This week’s list includes Microsoft MSFT, Meta Platforms META, Tesla TSLA and Apple AAPL. Magnificent 7 Earnings Loom: What to Expect? The Q4 earnings reporting cycle ramps up this week, with more than 300 companies on deck to report results, including four of the ‘Magnificent 7’ members and 102 S&P 500 members. We have Microsoft, Meta Platforms and Tesla reporting results the same day after the market’s close on Wednesday, January 28th, and Apple on Thursday, January 29th, after the market’s close. The Mag 7 stocks have struggled lately, with the group lagging the broader market over the trailing twelve-month period, as can be seen by the blue line (+8.9%) in the chart below. While all four Mag 7 stocks reporting this week have underperformed, Meta and Microsoft have been particularly weak, while Apple and Tesla have done marginally better. The key issues with Microsoft, Meta, and even Apple are all tied to what these companies are doing in the AI space. While Microsoft and Meta are among the big spenders on AI, Apple has been missing in action, making Apple investors nervous about the company’s long-term competitive positioning. Microsoft was initially seen as a leader in the space, with its relationship with OpenAI adding to its credentials. But that leadership status has now gone to Alphabet, particularly since regulatory headwinds eased for the search giant last year. In terms of specific expectations, Apple is expected $2.65 per share in earnings on $137.5 billion in revenues, representing year-over-year gains of +10.4% and +10.6%, respectively. The revisions trend has been positive, with estimates steadily moving up. For Microsoft, the expectation is of $3.88 per share in earnings on $80.2 billion in revenues, representing year-over-year growth rates of +20.1% and +15.2%, respectively. The revisions trend has been positive for Mi...
MediaTek Inc. shares notched their best two-day rally on record, as investors flock to the Taiwanese chip designer on excitement over its tie-up with Google. The Taipei-listed stock jumped 8.6% Monday, capping a two-session surge of 19% and closing at a fresh all-time high. That extended a two-month rally on growing awareness of MediaTek’s work on Google’s tensor processing units, which are chips ...
MediaTek Inc. shares notched their best two-day rally on record, as investors flock to the Taiwanese chip designer on excitement over its tie-up with Google. The Taipei-listed stock jumped 8.6% Monday, capping a two-session surge of 19% and closing at a fresh all-time high. That extended a two-month rally on growing awareness of MediaTek’s work on Google’s tensor processing units, which are chips used in AI applications. It also highlights how fund managers faced with single-stock limits on their holding of market titan Taiwan Semiconductor Manufacturing Co. are diversifying into other AI-related firms. MediaTek’s pivot from its core smartphone chip business into high-margin custom AI offerings has positioned it as a top alternative. “We see large potential” in MediaTek’s AI application-specific integrated circuits, Morgan Stanley analysts including Charlie Chan wrote in a note Friday. While Google is also working with Broadcom Inc. on its TPUs, MediaTek may see more growth as it converts more of its smartphone-related resources to AI-related chips, they added. Read more: TSMC’s Surge Forces Traders to Look for New Ways to Bet on Stock MediaTek helped power Taiwan’s benchmark Taiex to a new record on Monday, along with other major tech names including Nanya Technology Corp. and United Microelectronics Corp. TSMC shares fell 0.9%. MediaTek’s latest guidance looks conservative, as it only factors in the outlook as of October and just orders from Google, according to Phelix Lee , an analyst at Morningstar Inc. The market may be hoping for the company to overshoot its targets, he said.