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Market Daily Report: Profit-taking Ends Bursa Malaysia's Five-day Winning Streak

KUALA LUMPUR, Jan 28 (Bernama) -- Bursa Malaysia snapped its five-day winning streak to close lower on Wednesday, as investors took profit following a cumulative gain of 4.25 per cent over the past five sessions, said an analyst.  At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) fell 14.76 points or 0.83 per cent to 1,756.49 from Tuesday’s close of 1,771.25.  The market bellwether opened 1.46 points lower at 1,769.79, marking the day’s high, and hit a low of 1,750.05 during the mid-afternoon session. Market breadth was negative with losers trouncing gainers 876 to 384, while 525 counters were unchanged, 964 untraded and 94 suspended.  Turnover improved to 3.65 billion units worth RM4.41 billion from Tuesday's 3.58 billion units worth RM4.46 billion.  
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Tech Titans & Inflation: This Week’s Market Movers

 1. Key Earnings Reports (AI & Tech Sector Focus)

  • NVIDIA (NVDA): Q4 2025 earnings expected this week. Analysts forecast $38.13B in revenue (+72.52% YoY) and $0.80 EPS (+61.83% YoY). AI-driven data center growth remains strong despite geopolitical risks.
  • Salesforce (CRM): Reports Wednesday after market close, alongside Snowflake (SNOW) and C3.ai (AI).
  • Workday (WDAY): Reports Tuesday.
  • Dell Technologies (DELL) & HP Inc (HPQ): Earnings due Thursday after the market close.
  • Vistra Energy (VST): Reports Thursday before the market open.

2. Macroeconomic Events: PCE Inflation Data

  • The Personal Consumption Expenditure (PCE) index will be released, influencing the Fed's interest rate decision in its March 18-19 meeting.
  • Predictions:
    • PCE to rise 2.5% YoY (previous: 2.6%).
    • Core PCE (excludes food & energy) expected at 2.6% YoY (previous: 2.8%).
  • A lower-than-expected PCE could boost markets, while a higher-than-expected result may cause concerns, especially amid inflationary risks from increased tariffs.

3. Market Sentiment & Interest Rate Outlook

  • Current expectations from CME FedWatch indicate an equal probability of one or two rate cuts this year.
  • Investors will closely watch how the market reacts to the inflation data and AI stock earnings.

Key Takeaways:

📌 Biggest focus: NVIDIA’s earnings & AI sector performance.
📌 Inflation data: A key factor for the Fed's interest rate decision.
📌 Market reaction: Expected volatility based on PCE results & corporate earnings.

Would you like me to highlight specific stocks or trends for investment insights? 🚀📈

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