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Market Daily Report: Bursa Malaysia Closes Higher On Strong Buying Of Blue Chips

KUALA LUMPUR, Feb 11 (Bernama) -- Bursa Malaysia ended higher today as buying on selected blue chips continued, said a brokerage.   At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 8.85 points or 0.51 per cent to 1,756.39 from Tuesday’s close of 1,747.54. The barometer index opened 3.69 points higher at 1,751.23 before moving as low as 1,745.51 in early trade to as high as 1,757.15 during the mid-afternoon session.  Market breadth was positive with gainers leading losers 575 to 474, while 549 counters were unchanged, 1,087 untraded and 11 suspended. Turnover expanded to 2.55 billion units valued at RM3.06 billion from yesterday’s 2.19 billion units valued at RM2.35 billion.
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Big Tech Earnings Shock: Microsoft Slumps, Meta Soars, Nasdaq Slides

Quick Summary

  • Microsoft sinks on Azure growth concerns

  • Meta rallies on strong earnings and AI confidence

  • AI capex expectations are reshaping valuations

  • Guidance matters more than headline beats

A volatile Wall Street session saw Big Tech earnings dominate market moves, with a sharp sell-off in Microsoft dragging the Nasdaq lower, even as peers like Meta Platforms and IBM rallied strongly.

What’s Driving the Market

  • Nasdaq fell over 2%, led by a steep Microsoft decline

  • Investors punished slowing cloud growth, despite earnings beats

  • AI spending remains a key theme, but expectations are rising even faster

Biggest Stock Movers

Microsoft (MSFT)

  • -11%, despite beating earnings and revenue estimates

  • Azure growth slowed to 39%, with Q3 guidance below expectations

  • Key concern: Cloud momentum may be peaking

Meta Platforms (META)

  • +7.8% after beating Q4 earnings and revenue

  • 2026 capex could reach US$135B, nearly double last year

  • Market takeaway: AI spending is starting to pay off

Tesla (TSLA)

  • -2.2% despite earnings beat

  • Announced US$2B investment in xAI

  • Will discontinue Model S and X

  • Robo-taxi launch planned for H1 2026

IBM (IBM)

  • +5.6% on strong software growth

  • Software revenue +14% to US$9B

  • Also unveiled new quantum computing results

ServiceNow (NOW)

  • -12%, despite earnings beat

  • Investors uneasy over aggressive AI-related acquisitions

SAP (SAP)

  • -17% as cloud revenue missed expectations

  • Earnings beat wasn’t enough to offset growth concerns

Royal Caribbean (RCL)

  • +16%, best performer in the S&P 500

  • 2026 earnings guidance smashed forecasts

Southwest Airlines (LUV)

  • +12% after earnings beat

  • Strong 2026 profit outlook, driven by new fees and cost controls

Apple (AAPL)

  • Flat ahead of earnings

  • Focus on iPhone sales and rising memory costs tied to AI demand

Market Takeaway

  • Earnings beats are no longer enough — guidance and growth trajectory matter more

  • Cloud and AI execution risks are now front and centre

  • Stock moves are becoming more extreme, reflecting stretched valuations

Bottom Line

This earnings season is drawing a clear line between AI winners and growth laggards.
Microsoft’s sell-off shows how unforgiving the market has become, while Meta and IBM prove that strong guidance still commands a premium.


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