Innlegg

📊 Tech giants' stock prices show a stark contrast after earnings, indicating the market is starting to "punish" AI companies that spend recklessly. Meta Multi-Billion Wipeout: Meta's shares plunged as much as 8% after hours following a disappointing revenue forecast and recording its lowest free cash flow in years, showing investors are souring on soaring, unmonetized AI expenses. Microsoft Massive Breakthrough: Microsoft’s stock surged near 16%, adding a historic $450 billion in a single day, driven by its fastest cloud business growth in four years and management's explicit promise to control capital expenditures. Amazon Capital Relief: Amazon jumped 15% after logging an optimistic cloud revenue expansion that hit a four-year high, significantly easing Wall Street's structural concerns regarding the long-term returns on its massive AI infrastructure bets.