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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·lecho.be
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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
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Microsoft 'back on track', whilst Meta spending leaves investors 'nervous'

Confronto fonti

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

Timeline cronologica

Résultats de Microsoft et Meta: les dépenses dans l'IA au cœur de l'attention

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