CNBC's "Fast Money"

Meta And Microsoft Earnings Roll In, GDP Drops, And Tariff Impact On Retail 04/30/25

Apr 30, 2025
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INSIGHT

Microsoft's Azure AI Growth Surges

  • Microsoft's Azure cloud grew 33% year-over-year, exceeding expectations with significant AI-driven growth.
  • AI accounted for 16 percentage points of Azure's growth, up from 13% the prior quarter, highlighting AI's increasing impact.
INSIGHT

Meta Raises CapEx for AI

  • Meta beat earnings estimates driven by ad price increases and strong margins.
  • The company is increasing FY2025 CapEx substantially to support AI development and infrastructure expansion.
INSIGHT

Meta's AI Investment Pays Off

  • Meta's AI tools increase user engagement by 7-30%, showing tangible ROI on AI investment.
  • The company's increased CapEx signals confidence in five AI-driven growth areas.
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