Microsoft just had one of its best days in years... the stock jumped over 15% after earnings, while Meta dropped 9% the same week. Same Mag 7 lineup, same AI capex story, completely different market reaction. So what's actually separating the winners from the losers this earnings season?
Joining me today is MarketBeat's Chris Markoch to break down the Mag 7 earnings results one by one. We cover why Microsoft's Azure growth and AI monetization story landed so well with investors, why Meta's capex guidance spooked the market despite a revenue beat, and where Alphabet's report fits into that same story. We also preview what to expect from Amazon and Apple's earnings the same day, and why analysts think this could be one of the most selective earnings seasons in years.
Whether you own these stocks or are watching from the sidelines, this breakdown covers what these earnings reports actually reveal about where AI spending is headed next.
Bridget Bennett, Host
Digital Media Producer, MarketBeat
Always the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.
Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.
When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.
Chris Markoch, Guest
MarketBeat Contributor, MarketBeat
Chris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.
