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Rate Of ReturnMSFT +8% on Azure +43% shows the $250B capex cycle is turning into revenue, not just spend. The market wants software with AI attached to it. Meta -10% on FCF collapse to $784M is just a reminder that “spend now, monetize later” has limits. Fed holding + Dow worst day since April 2025 sets up a pivot later. Korea halting is noise, not contagion.
☕️ [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 ...
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