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Microsoft, Meta

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Overview
Highlights
 · 11h
Meta and Microsoft are making big moves in opposite directions after earnings
Meta appeared to gain approval from investors to keep putting money into AI as shares jumped 8% post-earnings.

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 · 1d
Shares of Microsoft and Meta move in opposite directions, underscoring a new 'Magnificent Seven' pecking order
 · 1d
Microsoft and Meta earnings put a focus on payoffs from AI spending
 · 11h
Microsoft Shares Dive as Data-Center Spending Overshadows Earnings Surge
Microsoft’s MSFT -12.28% earnings surge failed to energize investors on Wednesday as it reported higher-than-expected spending on data centers and other AI infrastructure while growth in its closely w...

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 · 12h
Microsoft's stock hasn't reacted this badly to earnings in over a decade
 · 11h
Microsoft Spending Jumps 66% as Azure Growth Slows
 · 1d
Microsoft’s Earnings Surge Is Overshadowed by Data-Center Spending
The company posted revenue of $81.3 billion for its second fiscal quarter, topping expectations.

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 · 1d
Microsoft Q2 earnings beat on top and bottom lines as cloud revenue tops $50 billion, but stock falls
 · 1d
Microsoft edges past cloud growth expectations, fanning AI payoff worries

Microsoft lost $357 billion in market cap

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 · 4h · on MSN
Microsoft’s stock may be 'dead money' even after historic $357 billion market-cap wipeout
Microsoft’s stock tumbled over the company’s decision to prioritize internal AI development over immediate cloud revenue.

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 · 4h
Stock Market Today, Jan. 29: Microsoft Slides and Meta Surges
 · 5h
Microsoft lost $357 billion in market cap as stock plunged most since 2020
1h

Microsoft Plunges, Meta Rallies As Investors Demand AI Payoffs

Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta gained 10%.
14hon MSN

Meta is soaring. Microsoft is not. Investors are tired of waiting for AI profits.

Big AI spending is fine. It just needs a timeline for profits.
1d

Big Tech Earnings Live: Meta and Tesla Shares Surge on Strong Results; Microsoft Drops Despite Beating Estimates

The Big Tech earnings reporting season kicked off this afternoon with Meta, Microsoft and Tesla releasing quarterly results after the closing bell. Follow our live coverage here.
16hon MSN

What the latest earnings from Tesla and Meta tell us about who's winning the AI race

It turns out investors are willing to forgive huge capital spending if a company's core business is thriving.
9h

Meta’s Simplicity Beats Out Microsoft’s Complexity

Investors reacted in sharply different ways on Thursday to the latest quarterly results from Meta Platforms and Microsoft. The Facebook parent’s share price jumped 9%, mostly thanks to a very strong forecast showing revenue growth picking up speed.
11hon MSN

These stocks are today’s movers: Microsoft, Meta, Tesla, IBM, SAP, ServiceNow, Las Vegas Sands, and more

Microsoft shares tumble as Azure revenue growth slows, while Meta rises even after the Facebook parent ramps up its spending plans.
1don MSN

Meta and Microsoft both blew their data center budgets last quarter. Wall Street is only mad at one of them.

The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment.
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