What do expected fir Magnifice

What do expected fir Magnificent 7 earnings

Capex Divide: Microsoft Declined? Add Meta After 7% Jump?

A sharp contrast emerged in Big Tech earnings reactions. Microsoft (MSFT) beat expectations on revenue, profit, and EPS, but shares fell ~7% after-hours as capex surged 66% YoY to a record and cloud growth slowed sequentially, reviving concerns that AI ROI may take longer to materialize. In contrast, Meta Platforms (META) rallied over 10% after strong ad-driven Q4 results and upbeat Q1 guidance, despite also lifting full-year capex above forecasts. Meta has been sliding since its last earnings, can this rally last? Microsoft’s CapEx hit a new high, what’s your dip-buy level?

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