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

Microsoft posted strong Azure and Copilot growth, while Meta missed revenue guidance forecasts as free cash flow plunged leading to diverging stock moves.

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cnbc.comStai leggendo11 h fa

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

Microsoft beat Q4 earnings (Azure +43%, 30M+ Copilot seats) while Meta missed guidance with 91% free cash flow collapse. Microsoft's $190B data-center capex shows returns; Meta's AI spending remains unfocused—signaling market divergence on AI investment ROI.

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Timeline cronologica

martedì 28 luglio 2026·cnbc.com
Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off
Alphabet's free cash flow has turned negative, and the company lifted its capital spending forecast. Slower-growing cloud rivals report this week.
martedì 28 luglio 2026·investors.com
Meta Earnings On Deck. How High Will Zuckerberg's AI Spending Go?
Meta stock is limping into the Facebook parent company's Q2 earnings report. Wall Street will be focused on Zuckerberg's AI plan.

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

Confronto fonti

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

Timeline cronologica

Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off

Meta Earnings On Deck. How High Will Zuckerberg's AI Spending Go?

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

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

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

Microsoft posts record profit on AI growth but Meta disappoints

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

Meta's Q2 earnings call is today. Investors want some proof that big AI spending is starting to pay off.

"The Most Closely Watched AI Trades": What To Expect From Meta And Microsoft After The Close

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

Meta earnings slip as Microsoft beats expectations | The National

Meta misses earnings forecasts after Zuckerberg media push to promote AI

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

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

Meta Could Learn Cost Control From Microsoft

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

Meta shares tank 11% as AI spending spree rattles investors

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

Microsoft vola in borsa, Meta affonda dopo i conti. Ecco perché | MilanoFinanza News

Meta and Microsoft's AI spending: a tale of two earnings reports

Microsoft shares surge 16% as AI cloud bet starts showing up in numbers

Microsoft, Meta Earnings Expose a Growing Divide in the AI ETF Trade - Meta Platforms (NASDAQ:META), Micr