Why did Microsoft soar while Meta sank [kCF5hT4iR43]
Microsoft Added $450 Billion in One Day—Why Meta Fell 8% Microsoft surged 16%, creating the largest one-day market-cap gain ever recorded by a U.S. company. Meta moved in the opposite direction, falling 8%. The difference was cash flow. Microsoft generated $19.6B in free cash flow last quarter. Meta produced less than $800M and projected that free cash flow could turn negative during the second half. Meanwhile, excluding data-center deals, hyperscalers are projected to issue roughly $250B in debt for capital spending this year, rising to $400B in 2027, followed by another $1.3T over the next three years. As financing becomes more expensive, Wall Street is demanding evidence that AI investment can generate revenue and protect cash flow. The AI trade is no longer one broad bet. Fundamentals will increasingly determine whose spending gets rewarded—and whose gets punished. Subscribe today to unlock “30 AI Workflows For Smarter Tech Stock Investing”: #Microsoft #Meta #AIStocks #TechStocks #Investing #StockMarket #USStocks #USMarkets