🚀 MSFT & Meta Earnings: The Real AI Monetization Test 🤖💰
Microsoft (MSFT) and Meta (META) are about to show whether their massive AI bets can truly pay off.
- Microsoft:
- Azure growth & Copilot adoption are the big tests.
- Investors worry about OpenAI distancing and Google Gemini competition.
- Heavy Capex on data centers could squeeze margins.
- Meta:
- AI-driven ad efficiency is already boosting revenue.
- 3B+ active users reinforce its dominance.
- Cutting Reality Labs jobs shows cost discipline after metaverse missteps.
- Smart glasses seen as the next big AI interface.
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