Microsoft suddenly rose after hours. Meta crashed... Does anyone know the reason?

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149.**.48.86   68   5   0  

Did the earnings results come out? The market trend is suddenly diverging right after the close.

 



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176.**.201.69 (Created at )   | Reply
Isn't the Capex increase just because memory prices surged, rather than building more data centers than originally planned, which is why semiconductor stock prices have already priced in all the demand?
103.**.59.71 (Created at )   | Reply
In today's announcement, they said they are increasing CapEx by 5B, and the EPS miss was due to one-time legal fees and severance pay, not an operational miss. Considering how much it has already fallen, it seems like a total overreaction.
244.**.58.246 (Created at )   | Reply
Meta missed earnings, and Microsoft beat.
  249.**.189.65 (Created at )   0  
Meta is ridiculous... increased CapEx by another 20B
  62.**.126.12 (Created at )   0  
Isn't Meta increasing CapEx good news for the memory sector? I feel like clutching at even a single straw.
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