Microsoft climbs on AI momentum while Meta falters on costs

TL;DR Summary
Wall Street split on results: Microsoft beat estimates with 43% Azure growth, Azure revenue topping $100 billion, and Copilot uptake helping margins, sending MSFT up about 15%; Meta missed EPS and saw weaker free cash flow, offering no 2027 capital-expenditure guidance and leaving investors cautious, with META down around 8%.
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- Meta tanks 9%, continuing record losing streak, while Microsoft jumps 15% as AI trade splits CNBC
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