Posted on 07/30/2025 4:40:41 PM PDT by Angelino97
Meta and Microsoft — two of America’s biggest companies — both delivered blockbuster earnings on Tuesday.
The news helped to calm fears that President Donald Trump’s tariffs were hurting consumer and business spending.
That boost to confidence in the broader US economy gave a lift to 401(K)s invested in major indexes like the Nasdaq and S&P 500.
Meta and Microsoft are considered bellwethers for the US economy because they sit at the heart of key growth sectors — digital advertising, AI, cloud computing, and office software.
Their strong performance often reflects broader consumer and business trends, from advertising spending to corporate tech investment.
Meta beat Wall Street expectations with $47.52 billion in revenue, while Microsoft brought in $76.44 billion, up 18 percent from a year ago. Meta shares were up ten percent and Microsoft up seven percent.
It capped a day of upbeat economic news that appears to show the American economy pulling away from any risk of recession.
The latest gross domestic product (GDP) figures released this morning showed the economy grew at three percent in the April through June period.
That was considerably better than the 2.3 percent anticipated by analysts...
The unexpected pace was largely driven by a turnaround in the trade imbalance and renewed consumer strength.
Consumer spending rose 1.4 percent in the second quarter, better than the 0.5 percent in the first three months of the year.
In the first quarter imports surged as businesses tried to stock up on goods ahead of tariffs, however in the last quarter imports fell 30.3 percent.
Although exports dipped 1.8 percent in the period the drop in imports helped to ease the imbalance.
The news was swiftly followed by the Fed's decision to hold interest rates steady despite Trump's relentless calls for them to be lowered.
(Excerpt) Read more at dailymail.co.uk ...
unexpected.
They better hope like heck that the predicted AI bubble doesn’t come and then doesn’t pop.
Microsoft has kind of bet all of its farm on AI - Windows OS is in shambles as it continues to lose market share to both Linux and Mac, and many gamer insiders are saying that Xbox is effectively dead. The only thing keeping Windows Server relevant is Exchange Server.
Microsoft is pretty much the Azure company and Nadella said straight up that Microsoft is the CoPilot company.
I don’t know hardly anything about Meta(FB) as I don’t use their software in any way at work nor at home.
NASDAQ futures up 1.06%. Should be a good day tomorrow.
The news helped to calm fears that President Donald Trump’s tariffs were hurting consumer and business spending.
Meta really has no consumer products. I don’t think tarriffs really a factor for them. Microsoft has some consumer products, but most of them are imbeded into computer and other electronic purchases. Again, tarrifs were probbly not their top concern.
Some weird afterhours trading on Microsoft - swinging up, back down, and then back up about $40 a share in a very short period of time. Peaked up $50, and then drifting back down to about up $40 at this point. Still a nice gain.
My Windows 11 recently updated. After which I was locked out of my computer.
The Windows 11 screen said that my PIN was no longer operating, due to some error, and I had to get another one.
Fortunately, I was able to change my Windows 11 PIN and re-access my computer.
But it made me realize, yet again, just how much control Windows has over my computer.
Back in the day, Windows 95 and 98 came on a CD-Rom. I owned my copy of Windows and I owned my computer.
But today, Windows can remotely block my access.
It’s right there in the first line of the article, Skippy.
L
That makes it click bait.
Oddly, HyperV (the Powerade of sports drinks) is getting a big boost because the new owners of VMware are getting greedy. HyperV is competitively priced, so I do not know how much it makes for MS, except that it keeps folks on the plantation.
LinkedIn is also a small piece of Microsoft that is outperforming, and helped drive Monster into bankruptcy. (MS ruined what was once a good site in search for more money and a killer database of job seekers/holders, but it worked.)
Will MS quietly get out of the hardware game (except for Mice and keyboards)? Surface is a dud. xBox is yesterday’s news. Phones and PDAs failed over and over.
A strong economy means high interest rates to the FED as an institution.
Some see the question and “What should the FED do?”
Others see the question as “Why should an unelected small group of narrow experienced people control so much of the economy?”
There need to be “controls” on Free Market Capitalism.
But how much control is TOO MUCH unelected GOVERNMENT CONTROL.
But they are the first three words in the posted article.
But it's not in the headline. That makes it click bait.
Microsoft benefits from its planned obsolescence.
That number for Meta is insane. All from Facebook ads?
You want to hear insane? I started tracking META stock in late 2022. It was less than $120 a share. I invested in other AI stocks, but not META, because I hate the ones running the company. So the stock kept going higher. By January 2024 it was $344 a share. I resisted buying it as it climbed to $600 in January 2025. Now it's at $700 a share. Insane! I'm kicking myself for not buying it at $100! Only thing saving my sanity are the profits from other AI stocks.
I didn’t have to click. Did anyone here have to click?
No, because I clicked and posted the article for you.
Same thing here
MSFT has been cutting back on employees from their advancements in ai coding and other systems. Prob ahead of many companies in that fashion, and a peek to whats to come.
So far, big tech has been carrying the economy under this admin, especially with all the promised government spending via stargate and similar ai spending and regulations.
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