WS #13068
Microsoft beat Q2 estimates with Azure growth of 43%, revenue $90B, EPS $4.81, and a $3.2B Anthropic gain, sending stock up ~15%; Meta missed EPS ($6.18 vs $7.22) and gave weak Q3 guidance, falling ~9%. Citadel bought all of Situational Awareness LP's stock portfolio, driving a relief rally in AI/memory chip stocks (Sandisk +25%, Lam Research +19%).
Mega-cap tech earnings divergence (MSFT vs META)
Microsoft beat Q2 estimates with Azure growth of 43%, revenue $90B, EPS $4.81, and a $3.2B Anthropic gain, sending stock up ~15%; Meta missed EPS ($6.18 vs $7.22) and gave weak Q3 guidance, falling ~9%.
Citadel bought all of Situational Awareness LP's stock portfolio, driving a relief rally in AI/memory chip stocks (Sandisk +25%, Lam Research +19%).