Earnings Showdown: Is Microsoft or Meta More at Risk When July 29 Earnings Drop? — Live Feedhttps://www.live-feeds.com/feed/earnings-showdown-is-microsoft-or-meta-more-at-risk-when-july-29-earnings-dropContinuously updated, source-cited coverage. Microsoft Surges While Meta Shares Tumble Following July 29 Earningshttps://www.live-feeds.com/feed/earnings-showdown-is-microsoft-or-meta-more-at-risk-when-july-29-earnings-drophttps://www.live-feeds.com/feed/earnings-showdown-is-microsoft-or-meta-more-at-risk-when-july-29-earnings-drop#u27732Fri, 31 Jul 2026 09:06:52 +0000Microsoft 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.