Microsoft and Meta both beat earnings expectations by large amounts and the reason was because of AI helping their basic business. All of the forward guidance was also going to be superior because of AI. If they were not supply constrained growth would be even better. AI played a decisive role in the better-than-expected earnings ...

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Link :
https://www.nextbigfuture.com/2025/07/microsoft-and-meta-proved-ai-roi-for-big-tech-earnings.html