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The new math defining AI winners and losers

The wildly different market reactions to Meta and Microsoft reveal the calculus for investors.

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axios.comStai leggendo7 mesi fa

The wildly different market reactions to Meta and Microsoft reveal the calculus for investors.

7 mesi fa

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

cnbc.com7 mesi fa

Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

Meta wowed Wall Street with improvements in ad targeting fueled by AI alongside huge investment. Microsoft had less to show for its billions spent

Microsoft’s stock has plummeted 12% owing to a slight miss on revenue, showing how spooked investors are by the “spend now, profit later” AI market.

giovedì 29 gennaio 2026·

theguardian.com

Meta wowed Wall Street with improvements in ad targeting fueled by AI alongside huge investment. Microsoft had less to show for its billions spent

giovedì 29 gennaio 2026·

huffpost.com

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

venerdì 30 gennaio 2026·

axios.com

The wildly different market reactions to Meta and Microsoft reveal the calculus for investors.