NewsMV
A 14% session gain for Microsoft (MSFT) and a 9% drop for Meta (META) in the same session drew a sharp line through the AI trade. Microsoft posted strong Azure and Copilot growth.
Meta missed its revenue guidance forecasts, and free cash flow plunged, extending what the tape now marks as a record losing streak.
The Microsoft print Azure and Copilot growth gave investors something concrete to price.
A 14% single-session move is a large reward, and it reflects a market that found the revenue lines convincing rather than looking past them for deceleration risk.
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