WS #13071
MSFT reported Azure growth accelerating to 43%, revenue $90B, EPS beat, and is on track for largest one-day market value increase in history (~$490B), countering bearish AI capex narrative. Leopold Aschenbrenner's hedge fund fully liquidated up to $24B portfolio after leveraged AI bets failed, removing forced selling pressure and driving a tech/AI stock rebound. Meta shares fell -9% on AI spending concerns and weak guidance, with capex outlook raised to $130-145B and negative free cash flow expected.
Microsoft Blowout Earnings
MSFT reported Azure growth accelerating to 43%, revenue $90B, EPS beat, and is on track for largest one-day market value increase in history (~$490B), countering bearish AI capex narrative.
Leopold Aschenbrenner's hedge fund fully liquidated up to $24B portfolio after leveraged AI bets failed, removing forced selling pressure and driving a tech/AI stock rebound.
Meta shares fell -9% on AI spending concerns and weak guidance, with capex outlook raised to $130-145B and negative free cash flow expected.