MaroueneBenMessa

📈 Tech Week Earning for thr Hyperscalers 📈

MSFT $Microsoft(MSFT.US)

Earning Positives:

Strong top-line and cloud momentum: FY revenue exceeded $331 billion (+18%), Microsoft Cloud surpassed $214 billion (+27%) and Azure topped $100 billion (+41%), with Q4 revenue of $90 billion (+18%).

Profitability and cash generation: Operating income grew to >$155 billion (+21% FY) and EPS was $4.74 in the quarter (adjusted), with operating margins slightly expanded and cash from operations of $55.4 billion (+30%) for the quarter.

Meta $Meta Platforms(META.US)

Earning Positives:

Revenue and engagement: Q2 total revenue $60.8B (+28% YoY) with family-of-apps revenue $60.4B (+28%) and ad revenue $59.4B (+27%); impressions rose 14% and average price per ad increased 12%.

AI-driven ad and product momentum: LLM integrations and Muse models are driving meaningful ad performance gains (reported +8.3% ad clicks and +15.7% conversions on Facebook; early Instagram pilots +1% app event conversions) and double-digit time-spent growth on Instagram.

Last Friday's tech drop was triggered by a hot jobs report raising interest rate fears, combined with a severe semiconductor sell-off. Simultaneously, SpaceX's massive upcoming IPO—targeting up to $80 billion—is creating a "suction effect," forcing institutional investors to liquidate existing equities to hoard cash for this historic listing. Key movement to keep an eye for next week is :

$NVIDIA(NVDA.US)$AMD(AMD.US)$Meta Platforms(META.US)