--- title: "Microsoft + Meta ignite the AI carnival night, these three sectors surged in the US night market!" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/32435228.md" description: "Surge in capital expenditures and accelerated commercialization of AI inject a strong boost into the industrial chain for tech giants." datetime: "2025-07-31T06:20:42.000Z" locales: - [en](https://longbridge.com/en/topics/32435228.md) - [zh-CN](https://longbridge.com/zh-CN/topics/32435228.md) - [zh-HK](https://longbridge.com/zh-HK/topics/32435228.md) author: "[热点君](https://longbridge.com/en/profiles/1450684.md)" --- # Microsoft + Meta ignite the AI carnival night, these three sectors surged in the US night market! Last night, the US stock market witnessed the most significant event of this earnings season: **both Microsoft and Meta delivered better-than-expected stellar performances, directly igniting enthusiasm for tech stocks**. Microsoft's after-hours stock price surged by 9%, with its market cap historically surpassing the $4 trillion mark; Meta's night session soared by 12%, bringing its year-to-date gains close to an astonishing 50%. The common driving force for these two giants is crystal clear—AI investments are starting to pay off, and cloud business is accelerating growth—**this has brought strong growth expectations to downstream sectors like semiconductors, quantum computing, and cloud computing, driving a broad rally across the board**. #### $Meta Platforms(META.US) **:** **Q2 revenue reached $47.5 billion, up 22% year-over-year**. Earnings per share (EPS) were $7.14, easily surpassing market expectations. Advertising revenue was the absolute mainstay, contributing $46.56 billion. **Zuckerberg explicitly stated that they will continue to "go all-in on AI,"** making large-scale investments in talent, infrastructure, data centers, and energy. Meta Superintelligence Labs spared no expense in poaching top talent from OpenAI and Apple. The company raised its full-year capital expenditure guidance to $66-72 billion, focusing on the expansion of AI infrastructure. #### $Microsoft(MSFT.US) **:** Microsoft's **Q2 revenue for fiscal year 2025 reached $76.441 billion, up 18% year-over-year. Net profit was $27.233 billion, a 24% increase year-over-year**, showing steady growth momentum. **Q2 intelligent cloud revenue was $29.9 billion, up 26% year-over-year. Azure's annual revenue exceeded $75 billion, with growth as high as 34%**, solidifying Microsoft's leading position in enterprise cloud applications. The general market predicts that its quarterly capital expenditure will hit a new high of $17.71 billion, potentially reaching $100 billion next year, with GPU spending accounting for 60% of total server expenditures. The combined capital expenditures of these two giants exceed $100 billion. **The rigid demand for data centers and AI chips highlights the direct benefits to the semiconductor supply chain. Meanwhile, the rebound in cloud service growth validates AI's commercialization capabilities.** **AI celebration night: these three sectors rose in the night session** - Semiconductors $NVIDIA(NVDA.US): Meta and Microsoft account for over 40% of its data center revenue, and increased capital expenditures directly benefit it. $AMD(AMD.US): Strong chip performance is accelerating market substitution, with deployments by major clients like Microsoft Azure and Amazon AWS. $Marvell Tech(MRVL.US): A leader in high-speed interconnect chips for data centers, benefiting from incremental AI server demand. - Quantum Computing $IonQ(IONQ.US): Leading in trapped-ion technology, with accelerating commercialization. $D-Wave Quantum(QBTS.US): Unique quantum annealing technology, focused on optimization problem-solving. Secured orders from automotive and logistics companies. $Rigetti Computing(RGTI.US): A superconducting quantum hardware manufacturer with high government contract exposure, strong cyclical resilience. - Cloud Computing Leaders $Amazon(AMZN.US): Microsoft Azure's growth rebound validates the recovery in enterprise cloud spending. Significant valuation upside remains. Want higher returns? Check out these 2x leveraged ETFs: $GraniteShares 2x Long META Daily ETF(FBL.US) $Direxion Daily Meta Bull 2x Shares(METU.US) $GraniteShares 2x Long MSFT Daily ETF(MSFL.US) $Direxion Daily MSFT Bull 2X Shares(MSFU.US) ### Related Stocks - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [QBTS.US](https://longbridge.com/en/quote/QBTS.US.md) - [METU.US](https://longbridge.com/en/quote/METU.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [IONQ.US](https://longbridge.com/en/quote/IONQ.US.md) - [RGTI.US](https://longbridge.com/en/quote/RGTI.US.md) - [RGTIW.US](https://longbridge.com/en/quote/RGTIW.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [FBL.US](https://longbridge.com/en/quote/FBL.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) ## Comments (4) - **Alvin Sail Fall · 2025-07-31T13:53:47.000Z**: Whether it's CPU or GPU, the essence is computation. AI requires massive amounts of computation. Currently, silicon-based computing methods have almost reached their limits. If quantum computing becomes commercially viable, it will revolutionize computing methods. That's why as soon as Jensen Huang - **fisher_jc · 2025-07-31T06:47:46.000Z**: Don't quite understand how AI drives quantum computing? - **momoM** (2025-07-31T06:55:32.000Z): Microsoft's earnings call mentioned quantum computing multiple times - **Cola哦** (2025-07-31T13:11:12.000Z): If quantum computers can be commercialized and popularized, there would be no need for GPUs, which means no need for NVIDIA.