WS #13073
META Q2 EPS $6.18 vs $7.18 est, FCF only $784M on $31.1B capex, Q3 guidance light ($61-64B vs $63.15B est), stock down ~9%. MSFT Q4 revenue $90B vs $87.6B est, Azure growth 43% (fastest since 2022), capex reaffirmed at ~$175B for 2026, stock up ~15%. Citadel buys Aschenbrenner's AI portfolio; Cramer says liquidation is a 'sure signal to buy' AI stocks; IREN, Core Scientific surge.
Meta Earnings Miss Triggers Selloff
META Q2 EPS $6.18 vs $7.18 est, FCF only $784M on $31.1B capex, Q3 guidance light ($61-64B vs $63.15B est), stock down ~9%.
MSFT Q4 revenue $90B vs $87.6B est, Azure growth 43% (fastest since 2022), capex reaffirmed at ~$175B for 2026, stock up ~15%.
Citadel buys Aschenbrenner's AI portfolio; Cramer says liquidation is a 'sure signal to buy' AI stocks; IREN, Core Scientific surge.