Microsoft Achievements, Meta-Results2025 | Technology Stocks Rebound, AI Global Warming

The recent strong performance of corporate performance in the US equities sector, $ Meta Platforms (META.US) $ und $Microsoft(MSFT.US)$ After the announcement of the results, the share price hit a new high overnight. Market focus is on individual AI performance and development along with last week's announced results $Alphabet-C(GOOG.US)$ Three Big Technologies Are Increasing Capital to Invest in AI Business. The Market Is Not Considered a Reason Again. The Details Are Being Explained in the Last Song of the YearAI Business Has Failed, Continued Bullish After Yakuba Performance? ” It was mentioned.

To put it simply, the growth of capital growth in the market is only due to the ROI of the AI Business, but the market is currently decreasing due to the strong potential for change with AI. Conversely, with many scientific companies' AI business or development showing an uptick in market expectations, as last week's Google performance showed an increase in Gemini's active user and token usage, the market development is more in line with AI as a whole, so that the market growth is more in line with the overall AI, so that the growth of this open market can lead to a dip in the company's reports. In general, the company only needs a strong core business performance and a stable cash flow and changing capacity, and the increased market support of capital growth can be seen as a benefit.

Microsoft 2025 Performance and Market Focus

In the second quarter, EPS profit growth accelerated to 24% on the market forecast for Microsoft's revenue and earnings performance, which are the two main highlights of the performance.

1. The company disclosed Azure revenue for the first time, with revenue exceeding $75 billion for the fiscal year, up 34%. The second quarter of 2025 was 39%, and the second consecutive quarter saw across-the-board growth.

(Source: Futu Beef Futubull)

2. The Copilot product line stands out today. Business and consumer users account for 0.1 billion monthly users, and over 0.8 billion monthly users for all Microsoft products AI features. How Chief Executive Satya Nadella said that the pace of user adoption of Microsoft 365 CoPilot and GitHub CoPilot products like AI reached a “zero” level GitHub Copilot continues to grow strongly in the developer community, with 20 million users, 75% growth in enterprise customers, and 90% of 100 strong enterprises already using the service. Over a year of translating AI projects on GitHub, the platform conducts hundreds of thousands of code checks every month. In the field of Medical Health, Dragon CoPilot is outstanding, with customer use of AI environmental solutions recording more than 13 million physician-patient consultations per quarter, an increase of nearly 7 million.

Bottom Line: Microsoft's strong performance, the company's cost control capability has benefited from the loss of a series of cost control measures for the half-year period, including directors and a number of other government support measures, with a long view to moving profits ahead of the market. Most importantly, market improvement in the Cloud Business for the second consecutive quarter continued to grow, and AZURE continued to grow in Q2. Copilot is a key player in AI development, increasing its usage and expanding visibility, strengthening the market's confidence in Microsoft's growth in AI. Capital growth is not necessarily a bad thing for the market today, and it is not necessarily a mistake for a company's capital to start growing again.

META 2025 Results and Market Focus

METAQ2'S PERFORMANCE AND GUIDANCE ARE STRONG, MAKING THE NIGHT DISC RISE EVEN FURTHER. META's second-quarter revenue of $47.5 billion grew 21.6% against market expectations, and earnings per share rose 38% year-over-year to $7.14, beating the $5.9 expected by far supermarket analysts.

META's Core Business is strong, lending AI's ability to increase user agility and grow with dynamic advertising. ZUCKERBERG WAS STRONG AT THE CONFERENCE, AND THE COMPANY'S OPERATING PROFIT MARGIN INCREASED BY 43%, THANKS TO THE EFFICIENCY GAINS RELEASED BY AI IN THE ADVERTISING SYSTEM THIS QUARTER. The AI-recommended system's progressive synchronization function is not possible. Chief Financial Officer Susan Li said Facebook's user spend grew by 5% in the quarter alone, Instagram grew by 6%, and users spent on video spending by more than 20%. Instagram's ad conversion rate increased by about 5%, and Facebook's increased by 3%. The above are Key Operational Indicators for Meta-Core Business, showing further improvement in the efficiency of core business operations by companies using AI.

In addition, the use of generative AI creative tools continues to expand, especially among small advertisers with limited budgets.

Following the year-long rollout of capital support, META will continue to increase its focus on strength and human resources. ZUCKERBERG REVEALED THAT THE COMPANY HAS CREATED A BRAND NEW META SUPER SMART LAB, WITH THE ADDITION OF A NEW AI LEADER IN THE FIELD, AND IS DEVELOPING THE NEXT MODEL. The biggest difference with other competitors is that MetaBody has the largest user base in the world, only AI products will compete with competitive forces, usage rates, and conversions will be the same. Therefore, only the core business remains competitive, and companies unaware of the market will divert the cash flow from the core business to invest in long-line investments in research and development, especially AI products. One thing to note is that near the company's shortage of AI personnel, Meta hired Github CEO Nat Friedman and Daniel Gross, Chief Executive Officer of Safe Superintelligence. According to the company, Zuckerberg moved to Ruoming Pang from Apple. While Zuckerberg has put people in view of Meta's current issues, and Meta has not announced plans many times this year, the company is not aiming to increase costs, but the correct explanation in the future is simply to optimize the productivity of the entire company.

The bottom line is that meta's profits are far from the market, especially when the stock price is more than one month on the chart. The uptick in performance is more reflective of the right signals. Core Business (SNS)operates with a clear and effective approach to AI, with a large user base and cash flow to support the growth of the AI industry. In technical analysis, the share price is only above the previous historical high of $748, and it is very likely to stay on top in the short term.

(In foreign words, SNS's biggest advantages include Hong Kong stocks, I believe. $TENCENT(00700.HK)$ und $KUAISHOU-W(01024.HK)$ Equally beneficial, which explains why their share prices have been stronger lately)

US Stock Trading Judgments

The above highlights the performance of the two major corporations, the more important of which is the performance in terms of guidance, along with the earlier Google results, showing that Technology companies are increasing capital development support, mainly due to the expansion of AI products and increased video power. This Trend Conduction Semiconductor Sector appears correspondingly as a strong current. $NVIDIA(NVDA.US)$ und $Broadcom(AVGO.US)$ The night table is also at a new high, $Advanced Micro Devices(AMD.US)$ In August 5, the stock price was strong, close to the US Bank's target price of USD 200 above the US dollar mark, and AI revenues will grow rapidly. $Marvell Technology(MRVL.US)$ $Vertiv Holdings(VRT.US)$ $Palantir(PLTR.US)$ While strong so far, the short-term AI investment track for US stocks is more optimistic. However $Arm Holdings(ARM.US)$ The performance was good, with the indicator being neutral, causing the share price to fall back on the market. In Semiconductor Sectors, Topics functions that require a strong or narrative level of Technology are at work.

Driven by the strong performance of Technology giants, $S&P 500 Index(.SPX.US)$ und $Nasdaq Composite Index(.IXIC.US)$ It is expected to keep breaking the peak and try again upwards. The next focus will be on non-farm data released on Friday.

Chief Analyst of Futu Securities Liang

(The author is a licensee of the Securities and Exchange Commission and its affiliates do not have any financial interest in the proposed issuer of shares)