Nasdaq 100: Microsoft and Meta Earnings In the present day—Will AI Investments Pay Off?…

Microsoft’s inventory has been risky, lately declining 2% amid AI competitors issues. The inventory is buying and selling round $444.75, simply above its 50-day easy transferring common (SMA) of $431.64 and its 200-day SMA of $425.77. This implies MSFT is sustaining an upward development however faces resistance close to current highs. A breakout above $450 may sign additional upside, whereas a drop under the 50-day SMA may point out short-term weak point.

Meta is forecast to publish an EPS of $6.77 on income of $47.03 billion, reflecting sturdy 17% year-over-year progress. Traders are notably centered on Meta’s AI technique, as CEO Mark Zuckerberg lately dedicated to spending $60–$65 billion on AI infrastructure in 2025. Whereas this heavy spending initially raised issues, current inventory efficiency suggests buyers have gotten extra tolerant, offered it continues to drive promoting progress.

Meta’s AI investments have been instrumental in boosting advert income, differentiating it from cloud-based AI suppliers like Microsoft. Moreover, Meta is capitalizing on TikTok’s regulatory challenges within the U.S., providing incentives for creators to advertise Instagram Reels and testing adverts on its Threads platform. Nonetheless, its relaxed content material moderation insurance policies may pose dangers to advertiser confidence.