WS #13051
ARM +10%, LRCX +13% on record margins, MA beat, while NCLH cuts guidance on soft demand/fuel costs, and META remains weak post-earnings. AI infrastructure names outperform. MSFT Q4 revenue $90B, Azure +43%, commercial RPO $678B (+84% YoY), stock +9% premarket, validating enterprise AI monetization and countering the prior stagflation/tech bear narrative.
Earnings Divergence: AI Winners vs Struggling Names
ARM +10%, LRCX +13% on record margins, MA beat, while NCLH cuts guidance on soft demand/fuel costs, and META remains weak post-earnings. AI infrastructure names outperform.
MSFT Q4 revenue $90B, Azure +43%, commercial RPO $678B (+84% YoY), stock +9% premarket, validating enterprise AI monetization and countering the prior stagflation/tech bear narrative.