🤖 Meta vs Microsoft Earnings: Still AI Growth Machines — or Overhyped? The AI boom has lifted both $META and $MSFT$ to new heights in 2024. Meta is up +45% YTD, Microsoft nearly +25% — both driven by a mix of real business momentum and AI-fueled optimism. But with Q2 earnings this week, retail investors are asking: 👉 Is the AI story still translating into real earnings — or are these stocks now priced for perfection? Let’s break down what to watch — and which name might offer better value this quarter. 📘 Microsoft: Steady Compounder or AI Titan? Microsoft remains the market’s AI bellwether — but expectations are sky-high. 📈 Consensus for Q2: EPS: $3.38 Revenue: $73.81B (up ~15% YoY) 💡 Key Watch Points: Azure growth will be scrutinized — last quarter came in at 31%, just above the street Co

I find the anticipation around Microsoft and Meta's earnings quite exciting. Analysts expect Microsoft to show approximately 14 percent year-over-year growth in both revenue and earnings, with consensus EPS estimates at 3.38 dollars and revenue estimates at 73.81 billion dollars. This kind of growth projection speaks to the strength of Microsoft's position, especially with its advancements in artificial intelligence. Similarly, I am impressed by the outlook for Meta, where analysts anticipate roughly 14 percent year-over-year growth in both profits and sales for the quarter. The consensus EPS estimates stand at 5.86 dollars, with revenue estimates at 44.79 billion dollars. This suggests Meta is also capitalizing on its AI initiatives and expanding market presence, which bodes well for its

“Meta & Microsoft Earnings: Another Quarter of AI-Driven Growth?” ⸻ 🧠 Meta & Microsoft Earnings: Another Quarter of AI-Driven Growth? #Meta #Microsoft #AIEarnings #TechStocks #TigerCommunity #FundamentalAnalysis #StarContributorJourney AI isn’t just a buzzword anymore — it’s slowly becoming a revenue driver. With both Meta and Microsoft announcing strong earnings this quarter, the market is asking: 👉 Are we really seeing solid, AI-driven growth? Or are we still pricing in hope? Let’s break it down: ⸻ 📊 1. Earnings Breakdown: What’s Under the Hood? Company Revenue Beat EPS Beat Key AI Driver Meta ✅ Yes ✅ Yes Reels monetization + AI content engine Microsoft ✅ Yes ✅ Yes Azure + Copilot/365 AI integration Both companies delivered earnings surprises, but the quality of the beat matters.

Nvidia market cap surpassed 4 trillion on 9th July, and currently stands at $4.24 trillion. It's dominance in AI graphics processing units (GPUs) and data center services positions it for significant growth. Its GPUs are reportedly sold out for the next year, fueling expectations of continued rapid growth. The second company to surpass the 4 trillion market cap is Microsoft. On 31st July, Microsoft surpassed the $4 trillion in market valuation, following artificial intelligence giant Nvidia. Microsoft's market cap now stands at $3.9 trillion, after the recent blood bath across the entire market. Microsoft's substantial investment in OpenAI has enabled rapid integration of AI into its operations. It's cloud computing arm is expected to drive growth, with demand exceeding avai

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q2 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from July 28 to August 1.Read more>>🎉32 $10B+ US Stocks Hit New Highs: NVDA, AVGO, INTU Lead & Uptrend Drivers👇🤔Weekly Top 20 Insider Sells: AMZN, LLY, TMUS & More💰 NEW ALPHA|Financial Report Highlights: V/SEZL/PRCH1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders i

The recent earnings reports from Microsoft and Meta provide strong signals of continued leadership in the artificial intelligence (AI) arms race. Both companies exceeded market expectations, with: Microsoft jumping 8% due to stronger-than-expected growth in its cloud business (particularly Azure) and record-level capital expenditure on AI infrastructure. Meta surging 11%, driven by robust advertising revenue and a bullish outlook, indicating that it can sustain elevated AI-related investment. Should You Hold Microsoft and Meta? From a professional investment standpoint, holding both Microsoft and Meta appears justifiable if your portfolio strategy aligns with: 1. Long-term conviction in AI as a structural growth driver. 2. Confidence in large-cap tech's ability to monetise AI through cloud

The battle between Microsoft’s Azure and Meta’s ad business is quickly becoming one of the defining rivalries in tech—and this earnings season just poured gasoline on the fire. Microsoft’s 8% overnight jump was fueled by better-than-expected Azure growth, proving its cloud empire still has plenty of steam. Meanwhile, Meta’s blowout 11% surge came from topping sales projections and delivering a robust forecast, showing its ad machine is far from running out of gas, even as it doubles down on AI investment. Both companies set fresh all-time highs, and their results highlight the new tech “PK” (player kill) battleground: AI-powered cloud versus AI-fueled ads. Microsoft’s edge is its infrastructure—the more the world builds with AI, the more Azure and its data centre ecosystem become indispens

The stock market in 2025 is a battleground of innovation and momentum, with tech giants like Microsoft ( $Microsoft(MSFT)$ ) and Meta Platforms ( $Meta Platforms, Inc.(META)$ ) leading the charge. Microsoft has been on an unstoppable tear, hitting a new all-time high of $478.87 on June 12, 2025, after a Q1 earnings beat that sparked a 7.6% single-day surge. Meanwhile, Meta Platforms is gaining traction, boosted by its announcement of paid advertising on WhatsApp, a move that could unlock significant revenue. With Meta’s stock just 7.2% shy of its February 2025 peak, investors are asking: will Meta be the next to set a new high, and should they jump on Microsoft’s wagon? This report dives into the drivers,

To evaluate which stock—Microsoft (MSFT) or Meta (META)—is more attractive (bullish) at this stage, we should consider three pillars: growth, valuation, and risk-reward profile. --- 📊 Key Expectations Summary Metric Microsoft Meta EPS Estimate $3.38 (+14% Y/Y) $5.86 (+14% Y/Y) Revenue Estimate $73.81B $44.79B Revenue Growth ~14% Y/Y ~14% Y/Y Sector Cloud, Productivity, AI Ads, AI, Social, VR Recent Price Action Near ATH Recently pulled back from ATH --- 💼 Valuation Snapshot (As of July 2025) Metric Microsoft Meta Forward P/E ~34–36x ~22–24x PEG Ratio ~1.8–2.0 ~1.2–1.4 Free Cash Flow Yield ~2.5% ~4.5% Dividend Yield ~0.75% 0% --- 📈 Bullish Case ✅ Bullish on Microsoft if: You seek a high-quality compounder with consistent growth across Azure, Office 365, LinkedIn, and Copilot AI. You favour

Microsoft version 2.0 6 trillion market cap ? These are few lines I just read from the earnings call transcript Microsoft moat looks like exploding in a bigger way  🔹 GitHub Boom More people are using GitHub (a website for developers) because of AI. In just one year, the number of AI-related projects on GitHub more than doubled! 🔹 Big Companies Love AI Tools Many big companies are using Microsoft’s AI assistant called Copilot (part of Microsoft 365). • Barclays is giving Copilot to 100,000 employees after a successful test with 15,000. • UBS is expanding it to all their staff. • Companies like Adobe, KPMG, Pfizer, and Wells Fargo also bought over 25,000 licenses each. 🔹 Cloud Tools Are Growing Too Behind the scenes, cloud tools like Azure, Cosmos DB, and PostgreSQL are powering AI app

The stock market is a wild ride, and two tech behemoths are painting starkly different pictures. Microsoft ( $Microsoft(MSFT)$ ) is riding a wave of glory, smashing through all-time highs after a Q1 earnings beat that sparked a 7.6% single-day surge—and it hasn’t looked back since. Meanwhile, Apple ( $Apple(AAPL)$ ) is stuck in a rut, languishing around $200, down 20% year-to-date (YTD), with its latest WWDC dropping a bombshell: the Siri AI upgrade is delayed until Spring 2026. Has Microsoft snatched the crown from Apple as the stock market’s reigning champ? More importantly, which one’s the smarter buy today? Let’s dig into the data, trends, and potential to find out. Microsoft’s Unstoppable Climb Micro

Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that $Meta Platforms, Inc.(META)$ will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established "Super Intelligence Group."Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive "talent poaching" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, "We will build the future of AI together." Amidst the setb

LLMs have revolutionized the field of artificial intelligence and have emerged as the de facto tool for many tasks. The current established technology of LLMs is to process input and generate output at the token level. This contrasts sharply with humans who operate at multiple levels of abstraction, well beyond single words, to analyze information and generate creative content. Large Concept Model (LCM), substantially differs from current LLMs in two aspects: 1) all modeling is performed in a high-dimensional embedding space instead of on a discrete token representation, and 2) modeling is not instantiated in a particular language or modality, but at a higher semantic and abstract level. Large Concept Models (LCMs) represent an exciting new frontier in AI, moving beyond the token-by-token

As the broad market rebounds, multiple stocks hit all time highs this week!1. $Microsoft(MSFT)$ Hits All-Time High at $475.47, YTD +12.13%It’s not just yesterday. Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.”Despite its massive size, Microsoft continues to expand its operating margin, growing from 44.6% to 45.7%. As one of the first big tech companies to invest in OpenAI, Microsoft rode the 2023 AI wave to a 56% YTD gain that year. It also has its own AI assistant, Copilot, making it one of the largest players in the AI space.2.