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Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.
Wall Street cheered one tech giant's AI spending this week and punished another's, even though both reported strong revenue growth and both are betting their futures on artificial intelligence. The reason behind that split verdict reveals something important about where the AI investment cycle is heading.
July 30 (Reuters) - U.S. stocks opened higher on Thursday as Microsoft's forecast-beating results soothed investor concerns about massive AI spending by companies, while investors parsed fresh
Stocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.
Shares of Microsoft (NASDAQ:MSFT) are up 9% in early Thursday trading, changing hands at $427 after the software giant delivered a fiscal fourth-quarter blowout and crossed a symbolic Azure milestone. The pop lifts the stock off Wednesday’s $390.54 close and pushes it back toward levels last seen in the spring. As of yesterday’s close, Microsoft ... Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets
Wall Street's AI infrastructure trade just crossed a threshold that stunned even the analysts tracking it, but buried inside the bull case is a structural trap that could quietly wipe out entire categories of SaaS businesses overnight.
Piper Sandler's chief market technician is sounding the alarm on Big Tech and pointing investors toward two sectors quietly stealing market leadership from the companies that have dominated Wall Street for years.
Morgan Stanley Dismisses AI Spending Fears With Bullish Call on Big Tech
Microsoft surged on Thursday following a blowout quarter.
Wall Street keeps reaching for the dot-com playbook every time an AI stock surges, but Fox Business host Charles Payne thinks that reflex is costing investors something far more valuable than peace of mind.
Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...
Zuckerberg has staked Meta's future on AI dominance and made clear that rising costs won't slow him down. But as debt surges and profits shrink, investors are starting to ask whether unlimited ambition is a strategy or just an expensive gamble.
The software company beat Wall Street expectations on revenue and earnings as Azure growth accelerated to 43% in the fourth quarter
July 30 (Reuters) - U.S. stock index futures steadied on Thursday after a sharp selloff driven by uncertainty around the Federal Reserve's policy outlook, while Microsoft's forecast-beating results
Microsoft (NASDAQ:MSFT) shares surged 8% in premarket trading on Thursday after the technology giant issued stronger-than-expected revenue guidance for the current quarter while leaving its capital spending plans for calendar year 2026 broadly unchanged. The upbeat outlook followed better-than-expected quarterly earnings, driven by continued strength in Microsoft’s cloud computing and artificial intelligence businesses.
Microsoft poured another record sum into AI infrastructure — and Azure growth finally accelerated.
Stocks looked set to open higher on Thursday as investors weighed up earnings reports from Microsoft and Meta Platforms, which came just hours after Federal Reserve Chairman Kevin Warsh’s press conference triggered a brutal market selloff.
U. S. stock futures edged higher on Thursday as investors weighed the Federal Reserve’s latest interest rate decision alongside a fresh wave of earnings from major technology companies.
Microsoft topped earnings estimates while the Fed held rates steady, as mixed results from Meta and Qualcomm and upbeat reports from Starbucks and Chipotle shaped trading.
Microsoft reported record quarterly profit and forecast accelerating Azure growth, while Meta’s profit and margins were hit by severance costs and legal expenses.View on euronews
As artificial intelligence shifts computing from static software to intelligent assistants that work continuously on a user’s behalf, Microsoft Corp. (NASDAQ:MSFT) says the next phase of its AI business will be driven not just by software subscriptions but by how much customers actually use its AI tools. Usage-Based Pricing Broadens AI Monetization During its fourth-quarter earnings call, CEO Satya Nadella said Microsoft is evolving its commercial model beyond per seat to per seat plus consumpti
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