Biggest Takeaways from $META, $MSFT & $TSLA Earnings 👇
@ShayBoloor:
Biggest Takeaways from META, MSFT & TSLA Earnings 👇1. $Meta Platforms, Inc.(META)$ All-In on AI • Meta just obliterated expectations -- revenue surged 21% YoY to $48.4B, with EPS at $8.02, crushing estimates. The ad engine is running at full throttle, but the real story is AI. Meta is pouring $60B+ into AI infrastructure in 2025, an unprecedented bet that will reshape its ad targeting, engagement, and platform intelligence. With Llama 3 set to push AI cost efficiencies even further, Meta isn’t just integrating AI -- it’s rebuilding its entire ecosystem around it. The spending is massive, but in AI, winner-take-most dynamics apply -- and Meta is making sure it stays ahead.2. $Microsoft(MSFT)$ Faces Clo