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Microsoft is Soaring After Earnings While Meta Platforms Drops. Is The Market Giving Zuckerberg Too Little Credit?

On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spending, even after Zuckerberg argued that Meta rents out compute at a markup over its cost. Co-host Eric Bleeker's answer is that both moves are likely overreactions, and that the real variable is what each company said versus what Wall Street wanted to hear. Microsoft delivered on message: Azure at a $124 billion run rate, 90% of cloud demand coming from outside the frontier labs, and no capex increase. He frames Microsoft's position as a prisoner's dilemma, since compute routed to Azure is compute

1 Glorious Growth Stock That Could 10X by 2034

This small insurance technology company looks poised for incredible long-term growth.

Mastercard (MA) Launches A Richer Citi AAdvantage Executive World Legend Card

Mastercard (NYSE:MA), Citi and American Airlines launched expanded benefits for the Citi /AAdvantage Executive World Legend Mastercard. The refresh introduces broader lounge access, higher rewards accrual, travel credits and upgraded hotel and car rental perks. The card now sits on Mastercard's new World Legend benefits tier, aimed at frequent American Airlines travelers in the premium segment. This update sits squarely in Mastercard's core business of powering payment networks and...

Fitch Says: AI Market Correction Could Be a Big Risk to Corporate Credit. That Might Be Bad News for This Junk Bond ETF.

High yields on junk bonds can be tempting, but this type of corporate debt may carry a level of risk investors won't like.

What We Know About the Suspected Idaho In-N-Out Shooter—and the Bystanders Credited With Distracting Him

5 Revealing Analyst Questions From Cadence Design Systems’s Q2 Earnings Call

Cadence Design Systems’ Q2 results reflected heightened demand for its artificial intelligence-powered electronic design automation solutions, with management crediting broad-based customer adoption as a primary driver. CEO Anirudh Devgan emphasized the company’s progress in agentic AI, which enables more autonomous and efficient chip and system design workflows. The quarter’s strong performance was further supported by robust engagement across advanced packaging, hardware platforms, and a subst

From App Disaster to Growth Engine: How Sonos Found Its Groove Again

A botched app nearly destroyed Sonos, and the CEO brought in to fix it faced a company bleeding revenue and credibility. Whether his turnaround holds depends on some uncomfortable questions the numbers alone cannot answer.

Semiconductor Stocks Are Down 22%. Here's the 1 Chip Stock I'd Buy Right Now.

The recent pullback is an incredible opportunity for investors.

Section 898(c) Transition Rule for Allocating Foreign Taxes and Section 960(d)(4) Foreign Tax Credit Disallowance

This document contains proposed regulations that relate to allocating foreign taxes of foreign corporations affected by the repeal of the one-month deferral election and to the disallowance of foreign tax credits on certain distributions of previously taxed earnings and profits. The proposed regulations would affect taxpayers that operate in foreign countries through certain foreign corporations and taxpayers that claim the foreign tax credit.

American Express: The Growth Story Isn't Over (NYSE: AXP)

The purveyor of premium credit cards will see its revenue and earnings continue to increase over time.