WS #13054
Microsoft surged ~15% at open after Q4 earnings beat, validating enterprise AI monetization and driving tech futures higher. Meta shares dipped over 10% after hours as AI investments drain free cash flow; multiple analysts lower price targets. Aggressive put buying detected on TSLA ($327M premium), MU ($1.3B premium), and GS ($83M premium), signaling bearish sentiment.
MSFT earnings surge
Microsoft surged ~15% at open after Q4 earnings beat, validating enterprise AI monetization and driving tech futures higher.
Meta shares dipped over 10% after hours as AI investments drain free cash flow; multiple analysts lower price targets.
Aggressive put buying detected on TSLA ($327M premium), MU ($1.3B premium), and GS ($83M premium), signaling bearish sentiment.