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CNBC AI · 2026/7/30 22:28:58

Meta sinks 8%, continuing record losing streak, while Microsoft jumps 15% as AI trade splits
AI 中文解读
AI投资迎来关键转折点:微软凭借云服务和AI助手Copilot的强劲增长,股价飙升15%;而Meta因AI投入巨大但回报未及预期,财报后暴跌8%,自由现金流更惊人地缩水91%。通俗来说,微软的AI投资已经见到真金白银,比如它的Azure云和Copilot功能让企业客户愿意掏钱,市场自然奖励它;而Meta虽然也在拼命砸钱搞AI,但广告收入增长乏力,投资者开始担心它只是“烧钱买未来”。这场分化对普通人的直接影响是:微软可能更快推出实用的AI办公工具,比如让写文档、做表格变得更轻松;而Meta的AI布局更侧重社交和元宇宙,短期内可能看不到明显变化。但更重要的是,这给大家提了个醒——AI不是万能的,谁能用技术赚到钱,谁才是真正的赢家。
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TechMeta sinks 8%, continuing record losing streak, while Microsoft jumps 15% as AI trade splitsPublished Thu, Jul 30 20264:53 AM EDTUpdated 3 Hours AgoArjun Kharpal@/in/arjunkharpal/@ArjunKharpalWATCH LIVEKey PointsMicrosoft's growth in its Azure and Copilot businesses signaled that its AI investments are paying off.Meanwhile, Meta's revenue guidance missed market expectations. Meta's free cash flow plunged 91% year-on-year to $784 million as it continues to spend on AI.In this articleMSFTMETAFollow your favorite stocksCREATE FREE ACCOUNTwatch nowVIDEO3:2703:27Jay Woods: Microsoft is what this market needed right nowMorning CallMicrosoft shares jumped 15% on Thursday while Meta tanked nearly 8% as investors gave differing verdicts on the two tech giants' earnings.On Wednesday, Microsoft posted fiscal fourth-quarter revenue that beat analyst estimates and reported 43% growth at its key Azure cloud business, which was also ahead of market expectations.The company said that it now has over 30 million paid seats for Microsoft 365 Copilot, its AI work assistant, up from more than 20 million as of April, in further signs that parts of its AI investments are paying off."Microsoft's strong revenue performance, combined with accelerating Copilot adoption, signals that its $190 billion data‑center buildout is beginning to deliver returns," Tracy Woo, principal analyst at Forrester, said in a note on Wednesday.Microsoft posted its best day since 2008 and added nearly $450 billion to its market cap on Thursday.Read more CNBC tech newsAmazon posts 'booming' cloud growth, hikes 2026 capex to $220 billionApple earnings: Revenue tops estimates, but supply constraints weigh on guidanceChina's open-weight model lead exposes America's AI blind spotNew details in the OpenAI Hugging Face hack sho
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