• SpidersSpiders
      ·02-02 23:34

      MSFT & META Earnings Divergence: Any Post Earnings Plan?

      Meta Platforms posted impressive fourth-quarter earnings, with earnings per share (EPS) rising 50% year-over-year to $8.02, surpassing Wall Street's consensus estimate of $6.76. This impressive growth in EPS highlights the company's continued profitability and strong operational performance. However, despite this solid earnings performance, Meta's revenue forecast for the upcoming quarter fell short of market expectations, leading to some investor caution. The company is still navigating challenges related to its advertising business and its investments in the Metaverse, which may affect its future growth trajectory. Nevertheless, the strong earnings performance is still a positive sign of the company's resilience. On the other hand, Microsoft, which reported slower-than-anticipated growth
      50Comment
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      MSFT & META Earnings Divergence: Any Post Earnings Plan?
    • lucasLlucasL
      ·02-01 22:47
      Funds holding the support to clear, once they completed selling, they will let it crash
      0Comment
      Report
    • lucasLlucasL
      ·02-01 22:45
      With deepseek and Alibaba qwen coming out , meta and Microsoft may have overspent on its hardware infrastruture. I would bet against them. For the record, today's closing prices of meta is $689 and Msft is $415. Will come back and review this comment in 3 months
      0Comment
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    • EmpatheticiTradingEmpatheticiTrading
      ·02-01 04:25
      $S&P 500(.SPX)$  all kind of bearish plan ahead only
      111Comment
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    • thenameis.zthenameis.z
      ·02-01 00:56
      $Microsoft(MSFT)$  say something Thats what it said. I wamt 1000coins
      33Comment
      Report
    • artcoreartcore
      ·01-31 03:23
      If Meta announces a stock split, it'll be a good idea to accumulate some before the split!
      69Comment
      Report
    • jislandfundjislandfund
      ·01-31
      Watch what happens this too rich for micro trader ⭐
      1Comment
      Report
    • KrispnzKrispnz
      ·01-31
      Savvy response to market competition. This one’s worth holding or buying.
      115Comment
      Report
    • BIackTlgerBIackTlger
      ·01-30
      $Meta Platforms, Inc.(META)$ beware if you are going long for META! Closed my long options for META. Waiting for the right time for a short position next. Follow me for more post! $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA Corp(NVDA)$  $Tesla Motors(TSLA)$  
      1.14KComment
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    • WanEHWanEH
      ·01-30
      I look good on Microsoft Azure to continue in expanding it's business.
      71Comment
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    • Who is meWho is me
      ·01-30
      @HKEX_Comments WASHINGTON 
      48Comment
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    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·01-30

      Stock Market Poised for Recovery as Bond Yields Drop

      New York, January 30, 2025 – In a sign that the U.S. stock market might be on the mend, futures for major indices saw gains overnight, buoyed by a drop in U.S. Treasury yields. This comes after a session where the market closed lower following the Federal Reserve's decision to keep interest rates unchanged. Market Movements: S&P 500 futures rose by 0.35%, indicating a recovery mood amongst investors. Nasdaq 100 futures advanced more significantly by 0.62%, suggesting tech stocks might lead the recovery. Dow Jones Industrial Average futures also showed a positive movement, climbing 84 points or 0.19%. The drop in bond yields, particularly noticeable in longer-term securities, has been interpreted as a vote of confidence by investors in the future economic stability. Here's how the yield
      734Comment
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      Stock Market Poised for Recovery as Bond Yields Drop
    • 港記港記
      ·01-30

      Is $META the strongest tech stock out there?

      Bad guidance? Didn’t drop. DeepSeek drama? Didn’t drop. Weak earnings? Still didn’t drop. 🐂 Meta’s holding strong, but with valuations already sky-high and no clear bullish catalysts in sight, how much higher can it actually go? 🤔 Doubting… $Meta Platforms, Inc.(META)$
      4091
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      Is $META the strongest tech stock out there?
    • yaojieyaojie
      ·01-30
      Cup and Handle Formation is a classic bullish continuation pattern, suggesting a move higher if resistance is broken. major resistance Zone from $6.00 - $7.50: Key level to watch; breaking through could signal further upside. projected Upside of 100%+: Targeting $10.00 based on technical patterns. Short Interest at 41.60% of high short interest increases the risk of a short squeeze, which could amplify a rally. Momentum Indicators (RSI, Cycles) suggests price coiling for a breakout, aligning with historical cycles.
      108Comment
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    • BullarooBullaroo
      ·01-30

      Meta's Bold AI Investments Signal Strategic Shift Toward Future Growth

      Earnings Report Highlights: Meta Platforms ( $Meta Platforms, Inc.(META)$ ) has just announced its Q4 earnings, revealing revenue of $48.39 billion, up 21% year-over-year, and a net income of $20.84 billion, a significant 49% increase. Earnings per share (EPS) came in at $8.02, surpassing analysts' expectations of $6.77. Surprise: The user growth exceeded forecasts with daily active users reaching 3.35 billion compared to the expected 3.32 billion. Additionally, Meta's AI chatbot, Meta AI, saw its subscriber base grow to over 700 million monthly active users, a notable surprise given the rapid adoption. Forward Guidance: Meta anticipates Q1 2025 revenue between $39.5 billion and $41.8 billion, suggesting an 8%-15% year-over-year growth. No full-ye
      298Comment
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      Meta's Bold AI Investments Signal Strategic Shift Toward Future Growth
    • MaverickWealthBuilderMaverickWealthBuilder
      ·01-30

      Microsoft 25Q2: Azure miss makes Capex in doubt

      At a time of mixed long and short signals, why does the market place more on $Microsoft(MSFT)$ "short signals" after earnings?The following this reason can not be ignoredCloud revenues falling short of expectations is the original sin; previously expectations were given too high and actually not met, a failure of expectation management;Microsoft's Capex investments rely heavily on cloud revenues to be realized, and once revenues fall short of expectations, it may make investors doubt the efficiency of its Capex investmentsEarnings and Market FeedbackMSFT fell within minutes of releasing its 25Q2 earnings report, then the decline narrowed generally to just 1% at most, but then fell over 6% on the call.This kind of volatility is not common for Micro
      2.33KComment
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      Microsoft 25Q2: Azure miss makes Capex in doubt
    • MaverickWealthBuilderMaverickWealthBuilder
      ·01-30

      How META survive the "DeepSeek" AI Root?

      Zuckerberg likes to play "anti-logic".While investors are convinced that the advent of DeepSeek reduces costs across the industry, $Meta Platforms, Inc.(META)$ has chosen to be a maverick, further increasing its capital expenditures, much of which will be spent on AI infrastructure.However the market bought in!Summary.The Capex boost has already been previewed, not incremental information; and the Capex structure is different, focusing on inference measurement;Meta's Capex load is not just AI, but more importantly its recommendation system and advertising products that directly generate revenue;Only by investing is it more likely to come out on top.Q4 Results and Market FeedbackMETA was shaken within minutes of releasing Q4 earnings, then immediat
      18.95K1
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      How META survive the "DeepSeek" AI Root?
    • nomadic_mnomadic_m
      ·01-30
      Nvidia's recent pullback has created a compelling entry point for $Technology Select Sector SPDR Fund(XLK)$. As a long-term investor, I'm capitalizing on this opportunity to gain diversified exposure to the tech sector through XLK, rather than picking individual stocks. XLK offers a concentrated portfolio of leading tech companies, including major players like $Meta Platforms, Inc.(META)$, $Apple(AAPL)$, $Microsoft(MSFT)$, Google, Amazon and
      280Comment
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    • ECLCECLC
      ·01-30
      Think AI favorites like Msft & Meta possibly able to do well on earnings front.
      21Comment
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    • Tiger_commentsTiger_comments
      ·01-30
      Check the key financials of big tech earnings: $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$
      460Comment
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    • SpidersSpiders
      ·02-02 23:34

      MSFT & META Earnings Divergence: Any Post Earnings Plan?

      Meta Platforms posted impressive fourth-quarter earnings, with earnings per share (EPS) rising 50% year-over-year to $8.02, surpassing Wall Street's consensus estimate of $6.76. This impressive growth in EPS highlights the company's continued profitability and strong operational performance. However, despite this solid earnings performance, Meta's revenue forecast for the upcoming quarter fell short of market expectations, leading to some investor caution. The company is still navigating challenges related to its advertising business and its investments in the Metaverse, which may affect its future growth trajectory. Nevertheless, the strong earnings performance is still a positive sign of the company's resilience. On the other hand, Microsoft, which reported slower-than-anticipated growth
      50Comment
      Report
      MSFT & META Earnings Divergence: Any Post Earnings Plan?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·01-30

      How META survive the "DeepSeek" AI Root?

      Zuckerberg likes to play "anti-logic".While investors are convinced that the advent of DeepSeek reduces costs across the industry, $Meta Platforms, Inc.(META)$ has chosen to be a maverick, further increasing its capital expenditures, much of which will be spent on AI infrastructure.However the market bought in!Summary.The Capex boost has already been previewed, not incremental information; and the Capex structure is different, focusing on inference measurement;Meta's Capex load is not just AI, but more importantly its recommendation system and advertising products that directly generate revenue;Only by investing is it more likely to come out on top.Q4 Results and Market FeedbackMETA was shaken within minutes of releasing Q4 earnings, then immediat
      18.95K1
      Report
      How META survive the "DeepSeek" AI Root?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·01-30

      Microsoft 25Q2: Azure miss makes Capex in doubt

      At a time of mixed long and short signals, why does the market place more on $Microsoft(MSFT)$ "short signals" after earnings?The following this reason can not be ignoredCloud revenues falling short of expectations is the original sin; previously expectations were given too high and actually not met, a failure of expectation management;Microsoft's Capex investments rely heavily on cloud revenues to be realized, and once revenues fall short of expectations, it may make investors doubt the efficiency of its Capex investmentsEarnings and Market FeedbackMSFT fell within minutes of releasing its 25Q2 earnings report, then the decline narrowed generally to just 1% at most, but then fell over 6% on the call.This kind of volatility is not common for Micro
      2.33KComment
      Report
      Microsoft 25Q2: Azure miss makes Capex in doubt
    • BullarooBullaroo
      ·01-30

      Meta's Bold AI Investments Signal Strategic Shift Toward Future Growth

      Earnings Report Highlights: Meta Platforms ( $Meta Platforms, Inc.(META)$ ) has just announced its Q4 earnings, revealing revenue of $48.39 billion, up 21% year-over-year, and a net income of $20.84 billion, a significant 49% increase. Earnings per share (EPS) came in at $8.02, surpassing analysts' expectations of $6.77. Surprise: The user growth exceeded forecasts with daily active users reaching 3.35 billion compared to the expected 3.32 billion. Additionally, Meta's AI chatbot, Meta AI, saw its subscriber base grow to over 700 million monthly active users, a notable surprise given the rapid adoption. Forward Guidance: Meta anticipates Q1 2025 revenue between $39.5 billion and $41.8 billion, suggesting an 8%-15% year-over-year growth. No full-ye
      298Comment
      Report
      Meta's Bold AI Investments Signal Strategic Shift Toward Future Growth
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·01-30

      Stock Market Poised for Recovery as Bond Yields Drop

      New York, January 30, 2025 – In a sign that the U.S. stock market might be on the mend, futures for major indices saw gains overnight, buoyed by a drop in U.S. Treasury yields. This comes after a session where the market closed lower following the Federal Reserve's decision to keep interest rates unchanged. Market Movements: S&P 500 futures rose by 0.35%, indicating a recovery mood amongst investors. Nasdaq 100 futures advanced more significantly by 0.62%, suggesting tech stocks might lead the recovery. Dow Jones Industrial Average futures also showed a positive movement, climbing 84 points or 0.19%. The drop in bond yields, particularly noticeable in longer-term securities, has been interpreted as a vote of confidence by investors in the future economic stability. Here's how the yield
      734Comment
      Report
      Stock Market Poised for Recovery as Bond Yields Drop
    • lucasLlucasL
      ·02-01 22:45
      With deepseek and Alibaba qwen coming out , meta and Microsoft may have overspent on its hardware infrastruture. I would bet against them. For the record, today's closing prices of meta is $689 and Msft is $415. Will come back and review this comment in 3 months
      0Comment
      Report
    • Tiger_commentsTiger_comments
      ·01-29

      Big Tech Earnings Incoming! Tesla, Meta, MSFT: Who Will Beat & Rise?

      The Big Tech earnings season kicks off this week! $ASML Holding NV(ASML)$ surged 7% pre-market after beating estimates, leading a rebound in the semiconductor sector.ASML Net sales: 9.26 billion euros versus 9.07 billion euros expected.How analysts expect Mag 7 to perform?According to FactSet, S&P 500 Q4 2024 overall earnings are expected to grow by 12.5%, with the “Magnificent 7” projected to grow 21.7% YoY, far exceeding the 9.7% growth of the remaining 493 companies.01Against this backdrop, Tesla, Meta, and Microsoft will report earnings tonight, followed by Apple tomorrow night. Can Big Tech continue to lead the market?🔹 $Meta Platforms, Inc.(META)$: Expected 25% YoY earnings growth, with AI ad to
      3.48K16
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      Big Tech Earnings Incoming! Tesla, Meta, MSFT: Who Will Beat & Rise?
    • lucasLlucasL
      ·02-01 22:47
      Funds holding the support to clear, once they completed selling, they will let it crash
      0Comment
      Report
    • Mickey082024Mickey082024
      ·01-27

      AI Fall Before MSFT Earning Release, Should You Buy or Sell?

      $Microsoft(MSFT)$ Microsoft is set to report its quarterly financial results after the markets close on January 29, 2025, sparking a lot of investor interest in whether they should buy Microsoft stock before earnings. In this video, I'll answer that question and preview what investors should be watching for in the upcoming earnings release. So, let’s take a closer look at this intriguing AI powerhouse. Microsoft last updated investors on October 30, 2024, revealing a 16% increase in revenue to $65.6 billion. However, operating income only grew by 14% to $30.6 billion, which was a bit surprising. Typically, when Microsoft’s revenue rises by 16%, operating income sees a more significant boost due to the company’s strong operating leverage. Operating
      2.60K2
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      AI Fall Before MSFT Earning Release, Should You Buy or Sell?
    • EmpatheticiTradingEmpatheticiTrading
      ·02-01 04:25
      $S&P 500(.SPX)$  all kind of bearish plan ahead only
      111Comment
      Report
    • thenameis.zthenameis.z
      ·02-01 00:56
      $Microsoft(MSFT)$  say something Thats what it said. I wamt 1000coins
      33Comment
      Report
    • nerdbull1669nerdbull1669
      ·01-28

      Meta Platforms (META) Expenses Reduction To Watch Especially On Reality Labs

      $Meta Platforms, Inc.(META)$ is set to release its Q4 2024 financial results on Jan 29 after the US market closes. According to Bloomberg's unanimous expectations, analysts expect Meta's Q4 revenue to be $47 billion, up 17% year-on-year. Adjusted EPS is expected to grow 27% YoY to $6.77. Adjusted net income will be $17.84 billion, up 27.3% from a year earlier. Meta Platforms (META) Last Earnings Call Positive With A Significant 11.59% Change Since Since META last earnings call on 30 October 2024 which has gathered a positive sentiment, it has gained 11.59% change. The earnings call reflected a positive sentiment with strong revenue growth, increased user engagement, and successful AI and hardware innovations. However, these were partially offset b
      9753
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      Meta Platforms (META) Expenses Reduction To Watch Especially On Reality Labs
    • nerdbull1669nerdbull1669
      ·01-28

      Microsoft (MSFT) Azure Supply Constraints Might Continue

      $Microsoft(MSFT)$ is set to report fiscal 2025 second-quarter earnings results after market close on 29 Jan 2025 (Wednesday). Market is expecting Microsoft's Q2 revenue to be $68.864 billion, adjusted net income is $23.499 billion, and adjusted EPS is $3.132, according to Bloomberg's consistent expectations. The earnings per share is expected to come in at $3,11 better than last year same period $2.93. Microsoft (MSFT) Modest Gain Since Last Earnings Call In 30 Oct 2024 Though the earnings call sentiment on 30 Oct 2024 for Microsoft is positive, but MSFT has only gained 0.67% since the last earnings call. Despite the earnings call presented a strong start to the fiscal year with significant revenue growth driven by cloud and AI innovations, there
      3632
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      Microsoft (MSFT) Azure Supply Constraints Might Continue
    • BIackTlgerBIackTlger
      ·01-30
      $Meta Platforms, Inc.(META)$ beware if you are going long for META! Closed my long options for META. Waiting for the right time for a short position next. Follow me for more post! $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA Corp(NVDA)$  $Tesla Motors(TSLA)$  
      1.14KComment
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    • BullarooBullaroo
      ·01-27

      Meta Earnings Preview: AI Costs, DeepSeek Storm, and Post-Earnings Stock Price Scenarios

      Meta Platforms ( $Meta Platforms, Inc.(META)$ ) is set to report its Q4 earnings on January 29, 2025. With the tech sector facing headwinds from rising interest rates and broader economic uncertainties, investors are closely watching Meta’s results for signs of resilience and growth. The market expects Meta to post strong numbers, particularly in advertising revenue, bolstered by its investments in AI-driven ad solutions and growing platform engagement. However, concerns about escalating AI costs and rising competition could overshadow these gains. As of pre-market trading, Meta's share price remains relatively stable compared to peers like NVIDIA, which experienced a significant drop, suggesting that investors may have already priced in some risk
      1.10KComment
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      Meta Earnings Preview: AI Costs, DeepSeek Storm, and Post-Earnings Stock Price Scenarios
    • artcoreartcore
      ·01-31 03:23
      If Meta announces a stock split, it'll be a good idea to accumulate some before the split!
      69Comment
      Report
    • yaojieyaojie
      ·01-30
      Cup and Handle Formation is a classic bullish continuation pattern, suggesting a move higher if resistance is broken. major resistance Zone from $6.00 - $7.50: Key level to watch; breaking through could signal further upside. projected Upside of 100%+: Targeting $10.00 based on technical patterns. Short Interest at 41.60% of high short interest increases the risk of a short squeeze, which could amplify a rally. Momentum Indicators (RSI, Cycles) suggests price coiling for a breakout, aligning with historical cycles.
      108Comment
      Report
    • Travis HoiumTravis Hoium
      ·01-27

      Big Tech's Ticking Time Bomb

      It was a slow and steady week of gains for the stock market this week. Bank earnings began and results were mostly ahead of expectations. This week, we begin earnings season in earnest with companies like $SoFi Technologies Inc.(SOFI)$ $General Motors(GM)$ $Tesla Motors(TSLA)$ $Apple(AAPL)$ The Ticking Time Bomb on Big Tech’s Balance SheetThis week, I explored the world of data center investment and depreciation. It’s not an exciting world, but it may be a place to find risk where most investors are seeing opportunity.As I’ve highlighted before, the economics of AI aren’t the same as technology companies are used to. Norma
      1.17K1
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      Big Tech's Ticking Time Bomb
    • jislandfundjislandfund
      ·01-31
      Watch what happens this too rich for micro trader ⭐
      1Comment
      Report
    • KrispnzKrispnz
      ·01-31
      Savvy response to market competition. This one’s worth holding or buying.
      115Comment
      Report