Storia in 16 fonti

Microsoft posts record profit on AI growth but Meta disappoints

Microsoft reported record quarterly profit and forecast accelerating Azure growth, while Meta’s profit and margins were hit by severance costs and legal expenses.

Raccontata da

timesofindia.indiatimes.com

malaymail.com

newsbytesapp.com

cityam.com

thehindu.com+4 altre

Confronto fonti

6 prospettive sulla stessa storia

AI · summaries

euronews.comStai leggendo1 mese fa

Microsoft posts record profit on AI growth but Meta disappoints

Microsoft reported record profit ($35.8bn) and 43% Azure growth as infrastructure demand outpaces capacity; Copilot surpassed 30M paid seats. Meta's 14% profit decline despite 28% revenue growth shows AI ROI hinges on cost control—not capex scale alone—critical for CTO budget decisions.

originale

Timeline cronologica

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
mercoledì 29 luglio 2026·thenextweb.com
Microsoft Q4: Azure tops $100bn, AI bet mostly pays off
Microsoft’s Azure grew 43% and passed $100bn for the year, its backlog hit $678bn, and the stock rose 2%. But AI capital spending keeps climbing.

Microsoft posts record profit on AI growth but Meta disappoints

Confronto fonti

Microsoft posts record profit on AI growth but Meta disappoints

Timeline cronologica

Microsoft and Meta face investor scrutiny over AI spending as combined tech capex heads toward $1 trillion

Microsoft Q4: Azure tops $100bn, AI bet mostly pays off

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

Microsoft Surges And Meta Sinks As Wall Street Rewards Proven AI Demand

Meta Platforms and Microsoft diverge on AI profitability as Big Tech capex soars past $600B

Dow Jones Top Company Headlines at 7 PM ET: Microsoft Profits Jump 31% as Azure Cloud Sales Surpass $100…

Microsoft bene, Meta delude: cosa raccontano davvero le due trimestrali sulla corsa all'IA

Meta’s revenue beat, but free cash flow fell 91%

Microsoft crushes Q3 earnings expectations as AI business hits $37 billion run rate

Microsoft shares rise over 3% as Azure tops $100B in annual revenue

Microsoft beats Wall Street expectations with $90B in revenue

Meta earnings slip as Microsoft beats expectations | The National

Dow Jones Top Company Headlines at 5 PM ET: Microsoft Profits Jump 31% as Azure Cloud Sales Surpass $100 Billion | Meta ...

Meta's AI bill swallows nearly all of its free cash flow as profit falls 14% - SiliconANGLE

Dow Jones Top Company Headlines at 7 PM ET: Microsoft Profits Jump 31% as Azure Cloud Sales Surpass $100 Billion | Meta ...

Microsoft Surges And Meta Sinks As Wall Street Rewards Proven AI Demand

Microsoft Q4 results: Azure tops $100 billion as AI growth helps beat earnings estimates

Microsoft’s AI machine kicks into gear with US$35.8b profit

Microsoft revenue hits $90B as AI fuels record quarter

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

Meta misses profit expectations, sticks to massive AI spending

Explained: Why Microsoft shares rallied 9% in extended trading after Q4 earnings despite AI worries

Microsoft bene, Meta delude: cosa raccontano davvero le due trimestrali sulla corsa all'IA

Meta tanks nearly 9%, Microsoft jumps 8% as the AI trade splits Big Tech

Microsoft posts record profit on AI growth but Meta disappoints