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Microsoft 'back on track', whilst Meta spending leaves investors 'nervous'

Microsoft delivered a quarter of strong growth as demand for its AI products soared, while Meta’s rising spending overshadowed record sales

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Microsoft 'back on track', whilst Meta spending leaves investors 'nervous'

Microsoft revenue $90bn (+18%), Azure +43%, Copilot 30M users; enterprise shifted from pilot to production deployment (50k-500k workers). Meta's record revenue masked 55% spending surge and cash flow collapse ($8.55bn→$784m), raising investor concerns over unsustainable $130-145bn capex forecast.

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mercoledì 29 luglio 2026·hindustantimes.com
Why Wall Street is questioning big tech's AI spending ahead of Microsoft and Meta earnings
Wall Street questions Big Tech's AI spending as Microsoft and Meta face investor scrutiny over soaring capex, cash flow pressure and AI returns. | Business News
mercoledì 29 luglio 2026·cryptobriefing.com
Microsoft and Meta face investor scrutiny over AI spending as combined tech capex heads toward $1 trillion
Microsoft and Meta face Wall Street pressure over AI capex as combined hyperscaler spending nears $700B in 2026, with Moody's warning of credit

Microsoft 'back on track', whilst Meta spending leaves investors 'nervous'

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Microsoft 'back on track', whilst Meta spending leaves investors 'nervous'

Timeline cronologica

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