The AI Trade Splits in Two: Microsoft's $190 Billion Bet Pays Off While Meta's Cash Burn Spooks Wall Street

Microsoft jumped 9% while Meta cratered 9% in the same trading session — and Wall Street's split verdict tells you everything about where the AI money trail actually leads. Microsoft posted fiscal Q4 revenue that beat estimates, with Azure cloud surging 43% growth and Microsoft 365 Copilot surpassing 30 million paid seats (up from 20 million in April). The $190 billion data-center buildout is finally generating returns, according to Forrester analyst Tracy Woo, and the...