---
title: "☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000824243.md"
description: "Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ..."
datetime: "2026-07-30T03:58:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000824243.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000824243.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000824243.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# ☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%

Microsoft and Meta reported minutes apart last night and the market split them right down the middle: **MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 million and the stock cracked roughly 10%.** Before any of that, the Fed held rates and the Dow had its worst day since April 2025. Let's dig in 👇

**💬 Does Microsoft's 8% pop mean the AI trade is fine, or is Meta's $784 million the real signal?**

## **📊 Quick Recap — What Moved & Why**

### **🇺🇸 US — Fed Holds, Big Tech Splits**

**🔑 Key Event:** $Microsoft(MSFT.US) and $Meta Platforms(META.US) both reported after the bell and Wall Street read them as opposite answers to the same question. **Microsoft posted $90.01B in revenue, up 18%, with adjusted EPS of $4.74 against $4.24 expected, Azure growing 43%, and full-year Azure revenue clearing $100B for the first time.** The line that mattered most was capex: calendar-2026 spending plans stayed unchanged while the cloud accelerated, which is exactly the proof of return the market has been demanding, and the stock rose about 8% after hours. **Meta went the other way. Revenue beat at $60.80B, up 28%, but EPS came in at $6.18 against $7.22 expected, Q3 guidance of $61B to $64B landed under the $63.15B consensus, and capex of $31.08B swallowed almost all of the $31.9B in operating cash flow, leaving free cash flow of just $784 million.** Shares cracked roughly 10%. None of that saved the regular session: the Fed held at 3.50% to 3.75% on a 9 to 3 vote with three officials dissenting in favour of a hike, the bond market decided the Fed is behind on inflation, and the Dow closed down 1,153.18 points or 2.19% at 51,594.14 for its worst day since April 2025. The S&P 500 fell 1.52% to 7,316.15 and the Nasdaq lost 1.74% to 24,442.94, now more than 10% below its intraday record.

#### **👀 Other to Watch**

-   **30-year Treasury** → yield jumped 12bp to 5.21%, the highest since 2007, while the 2-year fell 4bp to 4.24%. The curve steepened because traders think the Fed is late, not early.
-   $Starbucks(SBUX.US) → adjusted EPS of $0.85 beat the $0.67 expected and full-year guidance went up to $2.55 to $2.65 on a fourth straight quarter of same-store sales growth. Shares rose as much as 9% after hours.
-   $Qualcomm(QCOM.US) → results landed in line but current-quarter guidance came in light, with management blaming the memory supply crunch and flagging across-the-board price rises from 1 September. Shares fell after hours.
-   $NVIDIA(NVDA.US) **,** $AMD(AMD.US) **and** $Micron Tech(MU.US) → all slid again as SK Hynix's earnings miss rippled through the AI-memory complex for a third session.
-   **US futures** → Dow futures added about 0.3%, S&P 500 futures 0.4% and Nasdaq 100 futures 0.7% overnight as the Microsoft relief set in.

### **🇸🇬 Singapore — Oil Bites the National Carrier**

**🔑 Key Event:** $SIA(C6L.SG) posted its first quarterly loss since the pandemic, and the cause sits right on top of this week's oil story. Group revenue hit a record S$5.71B, up 19.3%, and SIA plus Scoot carried a record 10.9 million passengers. But net fuel costs jumped 78.5% to S$2.25B after the Middle East conflict lifted jet fuel, operating profit collapsed 73.8% to S$106M, and the group swung to a S$76M net loss. With Brent adding almost 8% overnight, that fuel line is not fixing itself this quarter.

#### **👀 Other to Watch**

-   $FTSE Straits Times Index(STI.SG) → Singapore is on track for its best month since November 2020, up roughly 8.6% in July, led by $DBS(D05.SG) and $OCBC Bank(O39.SG) . While Korea and the chip complex came apart, the local market quietly became the region's safe haven.
-   $DBS(D05.SG) → reports Q2 2026 before the open on Thursday 6 August, the first of the big three and the real test of whether fee income keeps offsetting margin compression.
-   **Asia this morning** → regional markets leaned higher after Microsoft's numbers, a clean reversal of the Wall Street close.

### **🇭🇰 HK/China — The Year's Biggest IPO Breaks Issue**

**🔑 Key Event:** $ZJ INNOLIGHT(03308.HK) listed in Hong Kong this morning and broke issue almost immediately. The optical-module maker priced 54.5 million H shares at HK$980 to raise HK$53.41B, making this Hong Kong's largest share sale since $BABA-W(09988.HK) in 2019 and Asia's second largest of 2026. It opened at HK$971 and slid to around HK$895 to HK$902 in mid-morning trade, down roughly 8% from the offer price, while the $Zhongji Innolight(300308.SZ) fell about 12%. The Hong Kong tranche had been covered 16.84 times, so this is not a demand problem, it is the AI trade repricing in real time. Innolight topped the Hong Kong turnover table this morning, ahead of $TENCENT(00700.HK) and $XIAOMI-W(01810.HK) .

#### **👀 Other to Watch**

-   $Hang Seng Index(00HSI.HK) → around flat this morning with the Hang Seng Tech Index off about 1%, holding up far better than Wall Street did overnight.
-   $STANCHART(02888.HK) → first-half pretax profit rose 9% and the bank announced a US$1B buyback on Wednesday, sending the shares more than 10% higher in Hong Kong trade.
-   **Innolight's customers** → $Alphabet(GOOGL.US) , $Amazon(AMZN.US) and $Meta Platforms(META.US) together account for roughly 40% of revenue, which is exactly why last night's Meta capex print landed on a Hong Kong listing.

### **🌍 Other**

-   **Korea** → the Kospi closed down 5.98% at 5,663.23 after falling as low as 5,262.77, triggering a circuit breaker for a second consecutive session. That has never happened before in the index's history. $SK Hynix(SKHY.US) ended down 9.61% and Samsung Electronics fell 5.23%, taking the two-day drop to about 16%.
-   **Oil** → Brent settled up 7.9% at $90.74 and WTI rose 6.6% to $84.46 after Trump told Fox News that Iran would be hit hard in retaliation for a ballistic missile attack on US forces in Jordan.
-   **Gold** → held near $4,050 an ounce, caught between higher oil feeding inflation risk and geopolitics feeding haven demand.
-   **Bitcoin** → steady at around $64,000, notably calm through a Fed day, a chip rout and fresh strikes on Iran.

## **📅 Key Events Tonight / This Week**

-   🇺🇸 Thursday 30 July, 8:30pm SGT → Q2 GDP advance estimate, June core PCE and weekly initial jobless claims all land together.
-   🇺🇸 Thursday 30 July, after the close → Big Tech Q2 earnings continue: $Apple(AAPL.US) and $Amazon(AMZN.US) close out the mega-cap week.
-   🇺🇸 Friday 31 July → $ExxonMobil(XOM.US) , $Chevron(CVX.US) and $Abbvie(ABBV.US) report; Employment Cost Index and Chicago PMI.
-   🇸🇬 Thursday 6 August → $DBS(D05.SG) reports Q2 2026 before the open, starting the local bank season.
-   🌍 Ongoing → US and Iran exchanges keep driving Brent and the Strait of Hormuz risk premium.

👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨  
🚫 No duplicates · ⏰ Deadline: 30 July 2026, 11:59 PM SGT  
Not investment advice, just market talk 🙏

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## Comments (31)

- **NewUser_oPJWOU · 2026-07-30T14:19:16.000Z**: Microsoft surprised investors with a great beat while Meta disappointed with a EPS miss. Moreover, capital flowed back into chop stocks as Microsoft's impressive YoY gain have revived the believe in AI demand. Looking forward, I'm excited for Apple's earnings, while being neutral on Amazon. Apple ha
- **NewUser_zS0M8w  · 2026-07-30T14:09:07.000Z**: The AI hype is back temporarily as Microsoft's beat in earnings signals demand in chips and data center can still sustain for a period of time. Capital rotates back into these hardware stocks as they break the consecutive losing streak. It is definitely a wild swing throughout the earnings season, t
- **hectic · 2026-07-30T13:09:07.000Z**: 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 st
- **koolgal · 2026-07-30T09:42:35.000Z · 👍 1**: 🌟🌟🌟Wall Street has just suffered a bruising session as a toxic cocktail of AI disillusionment, geopolitical anxiety & a fractured Federal Reserve sent major indices plunging.$Microsoft(MSFT.US)vs $Meta Platforms(META.US)Microsoft's monetisation triumph: Shares are up 8.18% after earnings report 
  - **Vt3** (2026-07-30T10:11:51.000Z): Same opinion as me in favour of MSFT much more than META, been using their products and services more than decades. 💪
  - **koolgal** (2026-07-31T01:47:08.000Z): Yes I have been using $Microsoft(MSFT.US)products too.
- **Dacai · 2026-07-30T07:10:03.000Z**: The oil price situation is erratic.  One day it is up and the next it is down. This is why risk management is essential.
  - **Vt3** (2026-07-30T10:12:36.000Z): Thanks god I let go all yeah
- **FaithAnchor · 2026-07-30T06:39:32.000Z · 👍 1**: DBS goes first on 6 Aug. 🏦 Can fee income rescue margins from further compression? Or will rising NPLs and loan-default provisions steal the spotlight? The results could set the tone for Singapore’s banks.
- **win win · 2026-07-30T06:28:52.000Z**: Microsoft share price up after hours, but the Meta Platform shares price down. is it a good buy for Meta Platform now ? look like attractive share price coming soon
  - **Vt3** (2026-07-30T10:13:33.000Z): Last session I have the urge to re enter MSFT but will make this latest Monday yeah
- **Fattycat · 2026-07-30T06:24:17.000Z**: Gold up and down almost 900 pips 🫣 after Fed rate decision. Madness. Roller coaster 🎢🙃.
  - **Vt3** (2026-07-30T10:14:34.000Z): Thanks god I let them go is my right choice
- **LazyCat · 2026-07-30T06:20:26.000Z · 👍 1**: Microsoft is an excellent business like Meta but it gets rewarded because the area of concern for it's last earnings call was addressed and the rest of the resulys are still beating market expectations. It is best to do our own analysis to build conviction, stay invested instead of being swayed by s
- **dingdongbell · 2026-07-30T06:19:48.000Z · 👍 1**: What a week it has been. This is what sentiment is. At the top, everyone wants to buy. Down here, no one wants to buy. But prices are much cheaper here. Thats how trends are also. Not many has the courage to do things using their own thought process.
- **Heroic Lifesaver · 2026-07-30T06:16:19.000Z · 👍 1**: The great tech sale continues! Extended while stocks last. Grab your favourite memory stocks at half price as well as others. Hurry! 😁
  - **Fattycat** (2026-07-30T06:25:38.000Z): True. I prefer tech stocks. Wait for META to drop further 🤣.
- **Vt3 · 2026-07-30T06:02:52.000Z · 👍 1**: MSFT still strong going besides AAPL. The rest simply keep falling like no nobody business. Left 1 more day to close this dry July. Also plenty opportunity to go for shopping spree. What else can do not do after few weeks of rough ride🎢🛼 am going to grab a few stocks either on Friday or coming Monda
- **NewUser_Unm6i · 2026-07-30T05:41:19.000Z · 👍 1**: Standard Chartered Bank Hongkong stocks profit rose. Though AI trading becomes the trend, I wonder on the businesses purposes.Korea stocks fall is a concern. I wonder on the jobless percentage on Thursday report. Today is 30 July and why is there a report for 31 July on the employment cost?However, 
- **Darkwinter · 2026-07-30T05:36:41.000Z · 👍 1**: Shaky times because it’s earning season and plenty of geo uncertainties. DYODD well
- **Shyon · 2026-07-30T05:29:03.000Z · 👍 1**: Microsoft's results reinforce my conviction that the AI investment cycle is still intact. The market is no longer rewarding AI spending alone—it wants clear monetisation. Azure's 43% growth and stable capex show Microsoft is converting AI investments into real earnings, which is exactly what investo
- **Rainwijaya · 2026-07-30T05:12:01.000Z · 👍 1**: Markets are entering a high-volatility window with economic data, earnings, and geopolitical headlines all colliding. I’m keeping more cash on hand and waiting for higher-conviction setups instead of reacting to every headline.
- **Victor y · 2026-07-30T05:08:13.000Z · 👍 1**: Microsoft's strong Azure growth and disciplined capex demonstrate exactly that, while Meta's weaker free cash flow highlights the risks of aggressive AI spending without meaningful near term returns. This earnings season, the market is rewarding AI investments that deliver real growth, earnings and 
- **NewUser_L3EOvL · 2026-07-30T05:06:03.000Z · 👍 1**: It would be interesting to observe how Microsoft performs over the next few weeks, amidst a market correction and slowdown in AI.
- **TheRaccoonAnalysis · 2026-07-30T04:54:30.000Z · 👍 1**: Microsoft and Meta highlighted contrasting market views on AI investment. Microsoft’s strong Azure growth and stable capital spending plans reinforced confidence that AI investments are generating returns. Meta, despite solid revenue growth, disappointed with weaker earnings, softer guidance, and sh
- **Newbee2025 · 2026-07-30T04:50:21.000Z · 👍 1**: Why are SQ's results so bad, but the stock price is not dropping much? Air India doesn't sound like a good deal... That's why I sold SIA off this year.
  - **Fattycat** (2026-07-30T04:58:52.000Z): Challenge days ahead for them . Higher energy price and turning round Air India.😔


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