---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000825343.md"
description: "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"
datetime: "2026-07-30T13:09:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000825343.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000825343.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000825343.md)
author: "[hectic](https://longbridge.com/en/profiles/27369357.md)"
generator: "portal-rs"
---

# MSFT has been rewarded by AI spending converting m…


### Related Stocks

- [META.US](https://longbridge.com/en/quote/META.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [002245.CN](https://longbridge.com/en/quote/002245.CN.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**