Instant Reaction: Microsoft & Meta Soar After Strong Earnings

即时反应:微软与Meta因强劲财报股价飙升

Bloomberg Intelligence

2025-07-31

19 分钟
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Microsoft reported better-than-expected growth in its cloud business and said spending on AI infrastructure hit a record. The closely watched Azure cloud-computing unit posted a 39% rise in sales during Microsoft’s fiscal fourth quarter, the company said in a statement on Wednesday. Analysts projected 34% revenue growth. The shares rose about 7% in extended trading after closing at $513.24 in New York. The company’s stock was up about 22% this year through the Wednesday close.Meta also reported results that sent shares higher after the close. Meta topped projections for second-quarter sales and gave a stronger-than-expected forecast for the current period, a sign that the social media company’s advertising business is still growing quickly enough to support aggressive spending on artificial intelligence. Shares jumped as much as 10% in late trading. Third-quarter sales will be $47.5 billion to $50.5 billion, Meta said in a statement Wednesday, with the midpoint of that range exceeding the average analyst estimate of $46.2 billion, according to data compiled by Bloomberg. The social media giant, which owns Instagram and Facebook, reported second-quarter revenue of $47.5 billion. Meta stock was up 18.7% so far this year before Wednesday’s report.For instant reaction and analysis to earnings for both big tech companies, hosts Carol Massar and Tim Stenovec speak with: Dan Ives, Global Head of Technology Research at Wedbush Securities Bloomberg Intelligence Senior Technology Analyst Anurag Rana Greg Halter, Director of Research at Carnegie Investment Counsel See omnystudio.com/listener for privacy information.
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  • We've got meta platforms, Microsoft, both out with earnings.

  • Those are the big ones.

  • There's a lot.

  • that are out there, but we want to get to it.

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  • So let's get to it with Dan Ives.

  • He's Managing Director and Senior Equity Analyst and Global Head of Technology Research at Wedbush.

  • Securities, we're going to start with meta.

  • Let's talk about it.

  • The stock's up about eight and a half percent here in the aftermarket.

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