Stock Movers Meta Rises, Microsoft Gains, Qualcomm Drops After Mixed Outlook
Jul 31, 2025
Meta's shares soared after a huge earnings beat, prompting an optimistic forecast for 2025 and 2026. Microsoft experienced a significant boost as its Azure division reported a remarkable 39% sales increase. Meanwhile, Qualcomm faced challenges with a 4% drop in its stock, driven by a mixed outlook and lingering tariff concerns. This divergence among major tech stocks offers a fascinating look at the market's reaction and the broader economic trends impacting the tech sector.
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Meta's AI Spending Pays Off
- Meta's earnings beat expectations significantly, causing its stock to surge 12% to a record high.
- AI spending is starting to demonstrate payoffs now, convincing investors to look past previous overvaluation fears.
Microsoft's Record Capital Expenditure
- Microsoft hit a record $24 billion in capital expenditure recently and is projected to increase spending further.
- Strong operational results offset the risks of heavy spending, keeping investors confident.
Qualcomm Faces Tariff Pressure
- Qualcomm’s shares dropped 4% despite a good quarter due to concerns over tariffs affecting future demand.
- Analysts believe demand was pulled forward, risking weaker performance going forward.