NewsBite analysis · AI, Business, Cloud
CNBC
Meta tanks nearly 9%, Microsoft jumps 8% as the AI trade splits Big Tech
Following their respective earnings reports, Microsoft shares saw a significant increase of 8%, driven largely by the strong performance of its Azure cloud business and increasing adoption of AI products like Microsoft 365 Copilot. In contrast, Meta's shares dropped almost 9%, indicating investor concerns about the company's performance. The differing stock movements mark a clear divide in how the market perceives the opportunities and challenges faced by these tech giants in the evolving AI landscape.
MonitorConfidence: HighImmediate horizon
Published 30 Jul 2026, 09:55 UTC1 min read
Visit original article ↗Lead image — CNBC
Summary
TL;DR
- Microsoft reported better-than-expected fiscal fourth-quarter earnings.
- Azure cloud business saw 43% growth, surpassing market estimates.
- Adoption of Microsoft 365 Copilot increased from 20 million to over 30 million paid seats.
- Meta's shares fell 8.5% following disappointing performance.
- Market response highlights a split in investor sentiment within Big Tech.
Interesting facts
- Microsoft's strong revenue is attributed to its $190 billion data-center buildout.
- AI investments are starting to yield positive returns for Microsoft.