Microsoft’s stock soared over 15% after crushing earnings and revenue targets, fueled by Azure’s 43% growth hitting $100 billion for the first time and 365 Copilot’s 30M+ users — all while smartly extending data center lifespans to cut costs. Meanwhile, Meta stumbled with missed EPS and a brutal free cash flow collapse from $8.5B to $784M as it pours cash into AI, leaving investors frustrated by vague promises of renting out AI compute power — a stark contrast that’s turning Wall Street’s attention sharply toward Microsoft.
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