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?

avatarSpiders
02-02 23:34

MSFT & META Earnings Divergence: Any Post Earnings Plan?

Meta Platforms posted impressive fourth-quarter earnings, with earnings per share (EPS) rising 50% year-over-year to $8.02, surpassing Wall Street's consensus estimate of $6.76. This impressive growth in EPS highlights the company's continued profitability and strong operational performance. However, despite this solid earnings performance, Meta's revenue forecast for the upcoming quarter fell short of market expectations, leading to some investor caution. The company is still navigating challenges related to its advertising business and its investments in the Metaverse, which may affect its future growth trajectory. Nevertheless, the strong earnings performance is still a positive sign of the company's resilience. On the other hand, Microsoft, which reported slower-than-anticipated growth
MSFT & META Earnings Divergence: Any Post Earnings Plan?
avatarlucasL
02-01 22:47
Funds holding the support to clear, once they completed selling, they will let it crash
avatarlucasL
02-01 22:45
With deepseek and Alibaba qwen coming out , meta and Microsoft may have overspent on its hardware infrastruture. I would bet against them. For the record, today's closing prices of meta is $689 and Msft is $415. Will come back and review this comment in 3 months
$S&P 500(.SPX)$  all kind of bearish plan ahead only
avatarthenameis.z
02-01 00:56
$Microsoft(MSFT)$  say something Thats what it said. I wamt 1000coins
avatarartcore
01-31
If Meta announces a stock split, it'll be a good idea to accumulate some before the split!
Watch what happens this too rich for micro trader ⭐
avatarKrispnz
01-31
Savvy response to market competition. This one’s worth holding or buying.
$Meta Platforms, Inc.(META)$ beware if you are going long for META! Closed my long options for META. Waiting for the right time for a short position next. Follow me for more post! $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA Corp(NVDA)$  $Tesla Motors(TSLA)$  
avatarWanEH
01-30
I look good on Microsoft Azure to continue in expanding it's business.
@HKEX_Comments WASHINGTON 

Stock Market Poised for Recovery as Bond Yields Drop

New York, January 30, 2025 – In a sign that the U.S. stock market might be on the mend, futures for major indices saw gains overnight, buoyed by a drop in U.S. Treasury yields. This comes after a session where the market closed lower following the Federal Reserve's decision to keep interest rates unchanged. Market Movements: S&P 500 futures rose by 0.35%, indicating a recovery mood amongst investors. Nasdaq 100 futures advanced more significantly by 0.62%, suggesting tech stocks might lead the recovery. Dow Jones Industrial Average futures also showed a positive movement, climbing 84 points or 0.19%. The drop in bond yields, particularly noticeable in longer-term securities, has been interpreted as a vote of confidence by investors in the future economic stability. Here's how the yield
Stock Market Poised for Recovery as Bond Yields Drop
avatar港記
01-30

Is $META the strongest tech stock out there?

Bad guidance? Didn’t drop. DeepSeek drama? Didn’t drop. Weak earnings? Still didn’t drop. 🐂 Meta’s holding strong, but with valuations already sky-high and no clear bullish catalysts in sight, how much higher can it actually go? 🤔 Doubting… $Meta Platforms, Inc.(META)$
Is $META the strongest tech stock out there?
avataryaojie
01-30
Cup and Handle Formation is a classic bullish continuation pattern, suggesting a move higher if resistance is broken. major resistance Zone from $6.00 - $7.50: Key level to watch; breaking through could signal further upside. projected Upside of 100%+: Targeting $10.00 based on technical patterns. Short Interest at 41.60% of high short interest increases the risk of a short squeeze, which could amplify a rally. Momentum Indicators (RSI, Cycles) suggests price coiling for a breakout, aligning with historical cycles.

Meta's Bold AI Investments Signal Strategic Shift Toward Future Growth

Earnings Report Highlights: Meta Platforms ( $Meta Platforms, Inc.(META)$ ) has just announced its Q4 earnings, revealing revenue of $48.39 billion, up 21% year-over-year, and a net income of $20.84 billion, a significant 49% increase. Earnings per share (EPS) came in at $8.02, surpassing analysts' expectations of $6.77. Surprise: The user growth exceeded forecasts with daily active users reaching 3.35 billion compared to the expected 3.32 billion. Additionally, Meta's AI chatbot, Meta AI, saw its subscriber base grow to over 700 million monthly active users, a notable surprise given the rapid adoption. Forward Guidance: Meta anticipates Q1 2025 revenue between $39.5 billion and $41.8 billion, suggesting an 8%-15% year-over-year growth. No full-ye
Meta's Bold AI Investments Signal Strategic Shift Toward Future Growth

Microsoft 25Q2: Azure miss makes Capex in doubt

At a time of mixed long and short signals, why does the market place more on $Microsoft(MSFT)$ "short signals" after earnings?The following this reason can not be ignoredCloud revenues falling short of expectations is the original sin; previously expectations were given too high and actually not met, a failure of expectation management;Microsoft's Capex investments rely heavily on cloud revenues to be realized, and once revenues fall short of expectations, it may make investors doubt the efficiency of its Capex investmentsEarnings and Market FeedbackMSFT fell within minutes of releasing its 25Q2 earnings report, then the decline narrowed generally to just 1% at most, but then fell over 6% on the call.This kind of volatility is not common for Micro
Microsoft 25Q2: Azure miss makes Capex in doubt

How META survive the "DeepSeek" AI Root?

Zuckerberg likes to play "anti-logic".While investors are convinced that the advent of DeepSeek reduces costs across the industry, $Meta Platforms, Inc.(META)$ has chosen to be a maverick, further increasing its capital expenditures, much of which will be spent on AI infrastructure.However the market bought in!Summary.The Capex boost has already been previewed, not incremental information; and the Capex structure is different, focusing on inference measurement;Meta's Capex load is not just AI, but more importantly its recommendation system and advertising products that directly generate revenue;Only by investing is it more likely to come out on top.Q4 Results and Market FeedbackMETA was shaken within minutes of releasing Q4 earnings, then immediat
How META survive the "DeepSeek" AI Root?
Nvidia's recent pullback has created a compelling entry point for $Technology Select Sector SPDR Fund(XLK)$. As a long-term investor, I'm capitalizing on this opportunity to gain diversified exposure to the tech sector through XLK, rather than picking individual stocks. XLK offers a concentrated portfolio of leading tech companies, including major players like $Meta Platforms, Inc.(META)$, $Apple(AAPL)$, $Microsoft(MSFT)$, Google, Amazon and
avatarECLC
01-30
Think AI favorites like Msft & Meta possibly able to do well on earnings front.
Check the key financials of big tech earnings: $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$