Looking strong actually!

2024-12-23

MSFT & META Earnings Divergence: Any Post Earnings Plan?

Meta Platforms reported strong fourth quarter earnings. EPS up annually by 50% to $8.02, compared to Wall Street's consensus estimate of $6.76. However, revenue outlook missed estimates. Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for overall quarterly revenue, sending its shares down 5% in extended trading. -------- Is Microsoft a buy after the earnings dip? How do you view their capex? Is Meta's guidance miss a warning sign?

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