J’aurais été FOU de pas investir dans Microsoft !!! (+META s'effondre!)

from Metamorphose 47 · host Metamorphose 47

Microsoft et Meta viennent de publier leurs résultats trimestriels… et le contraste est saisissant !📈 Microsoft dépasse largement les attentes, Azure franchit un cap historique avec plus de 100 milliards de dollars de chiffre d'affaires annuel et l'intelligence artificielle semble enfin commencer à générer un véritable retour sur investissement.📉 À l'inverse, Meta déçoit Wall Street. Malgré une croissance toujours solide, les bénéfices sont inférieurs aux attentes et Mark Zuckerberg annonce encore davantage d'investissements massifs dans l'IA, ce qui fait plonger le titre en after-market.Dans cette vidéo, nous analysons en détail :• Les résultats de Microsoft• Les résultats de Meta• Les earnings calls de Satya Nadella et Mark Zuckerberg• Azure, Copilot, Llama et les CapEx• Les conséquences pour Nvidia, les semi-conducteurs et toute la Big Tech• Ce que cela pourrait signifier pour Apple, Amazon et les marchés financiers.Forum de Métamorphose 47 : https://www.metamorphose47.com/forums/Date d'enregistrement: 29 juillet 2026#Bourse #MSFT #META

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J’aurais été FOU de pas investir dans Microsoft !!! (+META s'effondre!)

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