MSFT has been rewarded by AI spending converting more visibly into Azure growth, Copilot adoption and a large backlog, while META faces heavier free cash flow problems due to commitment to AI capex. META’s ad engine is still working and the future ROI on AI capex leads me to believe that there is still growth, not all doom and gloom for META

Nvidia made it official: it will guarantee SB Energy's Ohio campus for OpenAI, 4.25GW at first with an option for 3.75GW more, plus $1.5B invested directly in SB Energy. CNBC puts the financing backing above $105B. The stock barely moved.

Nvidia made it official: it will guarantee SB Energy's Ohio campus for OpenAI, 4.25GW at first with an option for 3.75GW more, plus $1.5B invested directly in SB Energy. CNBC puts the financing backing above $105B. The stock barely moved.

Nvidia Confirmed Its Backstop Cut. Red Flag?

Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...

Meta Platforms

Microsoft

NVIDIA

SK Hynix

SKHY 2X Short ETF

Apple

Zhongji Innolight

ZJ INNOLIGHT

BABA-W

TENCENT

XIAOMI-W

Standard Chartered PLC

Starbucks

☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%

Jiangsu Azure Corporation

hectic