Meta vs Microsoft - One fell, one rose. Why? Microsoft delivered great results but capex rose. The physical AI buildout is massive with data centers, chips. The payoff is there but long dated & the market is tired of waiting. Investors wanted a victory lap but they got more capex.
Microsoft didn't stumble on fundamentals. It stumbled on expectations.
Meta rose because it is able to link its AI spending to efficiency & ROI. Ads are re-accelerating. Margins are expanding. Guidance is confident without sounding reckless.
Meta didn't just reported numbers. It delivered reassurance. Investors rewarded that clarity.
AI Capex surge for Meta & Microsoft. Microsoft beat earnings expectations but sold off. Meta is able to show its Physical AI Narrative & Capex plan can lead to increased revenue.
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