--- title: "Microsoft Soars 14%, Meta Tumbles 10% as AI Earnings Divide Markets" type: "News" locale: "en" url: "https://longbridge.com/en/news/294381563.md" description: "Microsoft surged over 14% on blowout earnings as Azure accelerated, while Meta plunged nearly 10% on a 91% drop in free cash flow. The Philadelphia Semiconductor Index rallied more than 6%, with Intel and AMD each up over 12%." datetime: "2026-07-30T14:21:44.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294381563.md) - [en](https://longbridge.com/en/news/294381563.md) - [zh-HK](https://longbridge.com/zh-HK/news/294381563.md) --- # Microsoft Soars 14%, Meta Tumbles 10% as AI Earnings Divide Markets U.S. stocks traded mixed on July 30, with the Nasdaq surging more than **2%** and the Philadelphia Semiconductor Index jumping over **6%** as tech giants' earnings dominated market sentiment. Microsoft skyrocketed over 14% on a stellar quarter, while Meta tumbled nearly 10% on deepening AI spending concerns, carving a sharp divide across AI-linked names. Microsoft's accelerating Azure cloud growth and progress in Copilot commercialization fueled broad-based optimism, lifting cloud computing and AI application plays. The semiconductor sector erupted across the board, with Intel, AMD, and Micron each surging more than **12%**. On the flip side, Meta was battered after reporting a **91%** plunge in free cash flow. **AI Earnings Split: Microsoft Surges 14%, Meta Drops Nearly 10%** Microsoft (MSFT) soared over **14%** to **$446.44** on volume exceeding **42 million shares**. The company posted fiscal Q4 revenue of **$90.01 billion**, up 18% year-over-year, with Azure growth accelerating to **43%** and Copilot paid subscribers surpassing **30 million**. Its stable capex guidance stood in stark contrast to spending spikes at Alphabet and Meta. Analysts said the report meaningfully shifted market sentiment, putting Microsoft on track for its best single-day gain in 18 years. Meta (META) fell nearly **10%** to **$529.28**. While revenue topped estimates, earnings missed targets and the company raised capex guidance, with free cash flow collapsing **91%**, stoking fears over the return prospects on its heavy AI investments. **Semiconductor Sector Erupts: Intel and AMD Surge Over 12%** Intel (INTC) jumped over **12%** to **$92.37** on volume exceeding **42 million shares**, leading all blue chips. AMD rallied nearly **14%** to **$488.75**, Micron (MU) surged over **13%** to **$838.49**, and Nvidia (NVDA) added nearly **3%** to **$195.65**. The Philadelphia Semiconductor Index jumped more than **6%**. On the news front, SK Hynix (SKHY) surged nearly **14%** to **$144.40**, as sustained AI chip demand continued to drive memory chip prices higher. Optical networking names also rallied, with Nokia (NOK) up over **9%**, LITE up nearly **12%**, and AXTI surging close to **20%**. **Other Movers: Tesla Up Nearly 3%, Apple Edges Lower** Tesla (TSLA) rose nearly **3%** to **$306.26** after announcing its **10 millionth** electric vehicle rolled off the production line globally, with first-half deliveries hitting a record of over 830,000 units. Amazon (AMZN) gained over **4%** to **$236.88**, though an internal report revealed significant cost overruns on AI projects, keeping attention squarely on its upcoming earnings release. Apple (AAPL) dipped nearly **2%** to **$332.05**, facing congressional pressure ahead of its earnings to cease sourcing memory chips from China. ### Related Stocks - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) ## Related News & Research - [Meta's future AI data center lease obligations swell to over a quarter trillion dollars](https://longbridge.com/en/news/294389887.md) - [CBRS Stock Alert: What to Know as Cerebras Teams Up With AMD](https://longbridge.com/en/news/293768646.md) - [Meta Q2 earnings miss. Stock falls.](https://longbridge.com/en/news/294255346.md) - [Elon Musk Just Revealed a Quiet Win for Tesla’s AI Ambitions](https://longbridge.com/en/news/293848955.md) - [Corning Landed Apple, Meta, Nvidia and Amazon in Six Months. Now It Thinks Revenue Can Double by 2030.](https://longbridge.com/en/news/294215513.md)