๐ Week in Review + Ahead: $MSFT +15%, $META -9%, and $PLTR/$AMD earnings up next Aug 3
AI haves vs. have-nots defined this week: Microsoft ($MSFT) ripped +15% โ its best day since 2008 โ after Azure crossed $100B in annual revenue with 43% constant-currency growth and Q4 revenue hit $90.01B (vs $87.62B expected). Meanwhile Meta ($META) sank ~9% after Q2 EPS of $6.18 missed the $7.17 estimate by 14%, costs exploded +55% YoY, and full-year capex guidance was hiked to $135-145B. Next week Palantir ($PLTR) reports Monday (Q2 revenue estimated at $1.81B, +81% YoY on AI demand) and AMD ($AMD) reports Tuesday with MI450 AI chip updates in focus. NFP jobs report Friday adds macro risk. August is historically a rough month seasonally. Not financial advice. Which earnings are you most focused on next week?
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