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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 leggendo6 mesi fa

The new math defining AI winners and losers

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

originale

huffpost.com

Timeline cronologica

giovedì 29 gennaio 2026·fortune.com
Fortune Tech: Meta and Microsoft's divergent earnings fortunes | Fortune
Tesla's surprises; CEOs finally speak on Minnesota. Plus: Samsung, Amazon, ServiceNow, IBM, Google
giovedì 29 gennaio 2026·cnbc.com
Meta rises 8%, Microsoft sinks 11% as megacap tech stocks diverge after earnings
Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

6 mesi fa

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%.

Leggi questa versione → originale

cnbc.com6 mesi fa

Meta rises 8%, Microsoft sinks 11% as megacap tech stocks diverge after earnings

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

Leggi questa versione → originale

theguardian.com6 mesi fa

Big tech results show investor demand for payoffs from heavy AI spending

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

Leggi questa versione → originale

fortune.com6 mesi fa

Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained | Fortune

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.

Leggi questa versione → originale

giovedì 29 gennaio 2026·

fortune.com

Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained | Fortune

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

Big tech results show investor demand for payoffs from heavy AI spending

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 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%.

venerdì 30 gennaio 2026·

axios.com

The new math defining AI winners and losers

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

The new math defining AI winners and losers

Timeline cronologica

Fortune Tech: Meta and Microsoft's divergent earnings fortunes | Fortune

Meta rises 8%, Microsoft sinks 11% as megacap tech stocks diverge after earnings

Microsoft Plunges, Meta Rallies As Investors Demand AI Payoffs

Meta rises 8%, Microsoft sinks 11% as megacap tech stocks diverge after earnings

Big tech results show investor demand for payoffs from heavy AI spending

Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained | Fortune

Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained | Fortune

Big tech results show investor demand for payoffs from heavy AI spending

Microsoft Plunges, Meta Rallies As Investors Demand AI Payoffs

The new math defining AI winners and losers