Market Notes

Microsoft Rallies, Meta Slides: Wall Street Splits on Big Tech's AI Spending

· 3 min read · by Sarah Mitchell, Nova Ventures Research

Microsoft and Meta delivered dueling after-hours moves: Azure crossed $100B in annual revenue and MSFT shares jumped ~7.6%, while Meta's soft Q3 guidance sent shares down as much as 10% despite a revenue beat. Starbucks jumped on raised guidance; Carvana slid on light EBITDA guidance.

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