Archive · 31 Jul 2025
Meta and Microsoft Continue Spending Amid Strong Earnings
Meta and Microsoft are spending lots of money, but their older businesses are doing well.
Meta's sales went up and Microsoft's cloud business, Azure, is making over $75 billion a year.
Both companies are investing in new projects like AI, and plan to keep spending money.
Experts are watching to see if the investments will pay off, like the money spent on Nvidia.
Meta's revenue jumped 22% year over year to $47.5 billion.
Microsoft's Azure revenue has surpassed $75 billion annually.
Both stocks jumped in after-hours trading.
Microsoft projected record capital expenditures of $30 billion for the current quarter.
Meta is increasing spending on infrastructure and AI talent.
- Who
- Meta and Microsoft
- What
- Meta and Microsoft are increasing spending despite economic uncertainty.
- When
- Following the release of quarterly reports.
- Where
- N/A
- Why
- Due to strong revenue and investment in new areas like AI.
- Meta Revenue (Year Over Year)
- 22%
- Meta Revenue
- $47.5 billion
- Azure Revenue
- $75 billion+
- Microsoft Capital Expenditure (Projected)
- $30 billion
- Meta expenses in 2026 (projected)
- $150 billion
Sources
Microsoft, Meta Face Investor Scrutiny Over AI Spending Binge
Meta Seizes Its Moment to Spend More Aggressively in the AI Race
Meta stock price rises for a second day, jumps 11%: What's fuelling the rally?
From layoff to liftoff, Microsoft races to $4 trillion mark; set to hit Nvidia’s market cap milestone
Microsoft to spend record $30 billion this quarter as AI investments pay off
Microsoft becomes second $4 trillion company after strong earnings
Microsoft’s record capital spending and Azure growth push stock to $4 trillion market cap
Microsoft set to hit $4 trillion m-cap amid 8% rally in pre-market trade. How to trade post June quarter results?
