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Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.
On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spending, even after Zuckerberg argued that Meta rents out compute at a markup over its cost. Co-host Eric Bleeker's answer is that both moves are likely overreactions, and that the real variable is what each company said versus what Wall Street wanted to hear. Microsoft delivered on message: Azure at a $124 billion run rate, 90% of cloud demand coming from outside the frontier labs, and no capex increase. He frames Microsoft's position as a prisoner's dilemma, since compute routed to Azure is compute unavailable for its own AI products, and argues Microsoft CEO Satya Nadella relented under pressure from prior quarters. He compares the market's discomfort with capex growth to Apple's mid-decade smartphone choppiness versus Google's steadier trajectory. Meta hit every wrong note: an EPS miss on one-time costs, decelerating guidance, Zuckerberg walking back the cloud-capacity revenue opportunity, and incremental compute directed toward Meta Superintelligence rather than the core ad business. Eric estimates the justified moves were only a few percent in either direction, with the rest attributable to PR and positioning. He credits Microsoft's software exposure as valuable diversification, but concludes the share-price gap doesn't reflect any real difference in business trajectory.
Arista Networks stock soared Tuesday after the network infrastructure company reported better-than-expected second-quarter earnings. The results provided further evidence that demand for artificial-intelligence services is accelerating, with hardware suppliers like Arista among the main beneficiaries. Arista reported adjusted earnings of $1.02 a share for the second quarter, up from 73 cents last year and above analysts’ call for 89 cents, per FactSet.
Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.
Analyst upgrades are piling up ahead of earnings
The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.
For investors who expect continued weakness or sideways trading in Meta Platforms, a bear call spread in Meta Platforms stock offers a way to express that view with defined risk. Last week's Magnificent Seven companies' earnings produced some clear winners and losers.
Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
Meta missed earnings, Apple beat and still sold off, and Amazon rallied on its strongest cloud growth in years. Three very different post-earnings stories now point to three very different decisions for investors sitting on the sidelines.
Microsoft Q4 showed that its multibillion-dollar AI strategy is already paying off, and the best days may still be ahead.
(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at
Capital Power (TSE:CPX) said its second-quarter results reflected higher generation, contributions from its expanded PJM platform and continued commercial optimization, while management raised its estimate of annual adjusted EBITDA upside embedded in its existing portfolio to approximately C$1.25 bi
Pembina Pipeline (NYSE:PBA) reported second-quarter adjusted EBITDA of C$1.064 billion, up C$51 million, or 5%, from the same period a year earlier, as solid pipeline and facilities operations and stronger marketing results offset the impact of a revised Alliance Pipeline toll structure and revenue-
Profit growth is finally catching up with market dominance
Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.
The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.
Meta sold off hard after a Q2 print that spooked investors, but a closer look at what actually drove the earnings gap raises a question the market may have answered too quickly.
Alliant Energy (NASDAQ:LNT) said it delivered second-quarter 2026 GAAP earnings of $0.65 per share and reaffirmed its full-year earnings guidance, with management saying results are trending in the upper half of the company’s range despite milder weather during the first half of the year. President
Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.
At $585.61, Meta Platforms (NASDAQ:META) sits at a crossroads. The stock just snapped a six-quarter EPS beat streak and reset investor expectations around AI spending, making conviction in either direction premature at this price. Meta owns the largest social advertising network on the planet, monetizing 3.60 billion daily active users across Facebook, Instagram, WhatsApp, and ... What Meta Now Has to Prove Following Its Earnings Release
IDACORP (NYSE:IDA) raised the lower end of its 2026 earnings guidance after reporting higher second-quarter profit, supported by January rate changes, customer growth and an early ramp in revenue from large industrial customers. The utility holding company reported second-quarter diluted earnings p
The tech rebound has legs. Stock futures were rising early Friday as the technology sector looked set to end a bad July on a positive note despite disappointing earnings from Apple. S&P 500 futures rose 0.
July 31 (Reuters) - European shares hit a record high on Friday, powered by improving investor appetite for tech shares globally, while corporate earnings buoyed markets through a week of central bank
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