Meta Slips and Microsoft Soars on AI Earnings

Meta股价因AI财报下跌,微软因AI财报飙升

WSJ What’s News

2026-07-30

13 分钟
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A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on how they’re monetizing their massive AI outlays. Plus, as some people are allowed to return to their homes in southwestern France, WSJ’s Ed Ballard says a debate over aging water bombers and the country’s readiness ahead of a summer of wildfires is picking up. And DoorDash secures a key certification from the FAA to use drones for deliveries. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • Meta slides and Microsoft rallies as investors look for answers

  • on how hyperscalers are turning AI spending into AI revenue.

  • Plus, we'll look at the extreme weather fueling Europe's wildfires and the aging planes being used to fight them.

  • The problem is the scale, the number of fires, the intensity of fires.

  • All of that has just exceeded the capacity of firefighting infrastructure.

  • And as the U.S.

  • Strikes back on Iran, the Pentagon proposes spending big on resupplying Patriot missiles.