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Microsoft is Soaring After Earnings While Meta Platforms Drops. Is The Market Giving Zuckerberg Too Little Credit?
24/7 Wall St.54d agobearishVIDEO
Microsoft is Soaring After Earnings While Meta Platforms Drops. Is The Market Giving Zuckerberg Too Little Credit?

On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spending, even after Zuckerberg argued that Meta rents out compute at a markup over its cost. Co-host Eric Bleeker's answer is that both moves are likely overreactions, and that the real variable is what each company said versus what Wall Street wanted to hear. Microsoft delivered on message: Azure at a $124 billion run rate, 90% of cloud demand coming from outside the frontier labs, and no capex increase. He frames Microsoft's position as a prisoner's dilemma, since compute routed to Azure is compute unavailable for its own AI products, and argues Microsoft CEO Satya Nadella relented under pressure from prior quarters. He compares the market's discomfort with capex growth to Apple's mid-decade smartphone choppiness versus Google's steadier trajectory. Meta hit every wrong note: an EPS miss on one-time costs, decelerating guidance, Zuckerberg walking back the cloud-capacity revenue opportunity, and incremental compute directed toward Meta Superintelligence rather than the core ad business. Eric estimates the justified moves were only a few percent in either direction, with the rest attributable to PR and positioning. He credits Microsoft's software exposure as valuable diversification, but concludes the share-price gap doesn't reflect any real difference in business trajectory.

Is eBay (EBAY) Expensive As Downgrades Raise Margin And Competition Questions?
Simply Wall St.54d agobearish
Is eBay (EBAY) Expensive As Downgrades Raise Margin And Competition Questions?

eBay (EBAY) is back in focus after Oppenheimer and Wells Fargo downgraded the stock, raising concerns about U.S. competition, higher Depop related costs, and profit margin pressure ahead of the upcoming earnings release. See our latest analysis for eBay. Those downgrades have landed just as eBay heads into earnings, with the stock at a share price of $109.61 and recent momentum cooling. The 7 day share price return declined 6.67%, although the year to date share price return is 25.9%, and the...

Zeta Global (NYSE:ZETA) Surprises With Strong Q2 CY2026 But Stock Drops
StockStory54d agobearish
Zeta Global (NYSE:ZETA) Surprises With Strong Q2 CY2026 But Stock Drops

Marketing technology company Zeta Global (NYSE:ZETA) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 43.5% year on year to $442.8 million. Guidance for next quarter’s revenue was optimistic at $470.5 million at the midpoint, 2.1% above analysts’ estimates. Its GAAP profit of $0.03 per share was significantly above analysts’ consensus estimates.

Alphabet (GOOGL) Could Be 14% Undervalued On Ad Tech Lawsuit Scrutiny
Simply Wall St.54d agobearish
Alphabet (GOOGL) Could Be 14% Undervalued On Ad Tech Lawsuit Scrutiny

Alphabet (GOOGL) is back in the legal spotlight after Teads Holding Co. filed a lawsuit in New York accusing Google of exclusionary ad tech practices that restricted competition and revenue opportunities for independent advertising platforms. See our latest analysis for Alphabet. Alphabet’s share price has moved sharply in recent sessions, with a 1-day share price return of 4.88% and a 7-day share price return of 11.93% after recent earnings, AI investment updates, and renewed legal scrutiny...

SELLAS Life Sciences Group (SLS) Is Up 11.2% After Daiwa Boosts Stake And REGAL Nears Readout - Has The Bull Case Changed?
Simply Wall St.54d agobearish
SELLAS Life Sciences Group (SLS) Is Up 11.2% After Daiwa Boosts Stake And REGAL Nears Readout - Has The Bull Case Changed?

In recent months, Daiwa Securities very sharply increased its stake in SELLAS Life Sciences Group by 100,300 shares, while SELLAS reported that its Phase 3 REGAL trial in acute myeloid leukemia had reached 78 of the 80 events required for final analysis and held an estimated US$138.30 million in cash at the end of June. This combination of an imminent pivotal trial readout and a strengthened institutional presence highlights how clinical and balance-sheet milestones are converging for...

Investing.com54d agobearish
Pinterest falls 7% on weak third quarter revenue outlook

Investing.com -- Pinterest Inc (NYSE:PINS) reported second quarter results that exceeded Wall Street expectations, but shares tumbled 7% in after-hours trading Tuesday as the company’s third quarter revenue guidance disappointed investors.