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Earnings Showdown: Is Microsoft or Meta More at Risk When July 29 Earnings Drop?

Microsoft stock rose following strong AI demand and Azure performance. Conversely, Meta shares dropped 9.4% due to rising costs and unclear AI revenue plans. Both companies reported increasing expenses related to AI.

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What changed

Earnings reports for July 29 are now available, showing a divergence in stock performance between Microsoft and Meta.

Live updates

  1. Microsoft Surges While Meta Shares Tumble Following July 29 Earnings

    Microsoft stock rose following strong AI demand and Azure performance. Conversely, Meta shares dropped 9.4% due to rising costs and unclear AI revenue plans. Both companies reported increasing expenses related to AI.

    What's confirmed:

    • Microsoft and Meta reported earnings on July 29.
    • Meta and Microsoft reported increasing AI expenses.
    • Meta stock fell 9.4% on Thursday.

    Still unconfirmed:

    • Microsoft's earnings jumped specifically due to strong Azure and AI demand.
    • Meta's stock decline was caused by weaker margins and unclear AI revenue plans.
    confidence 90%