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Gilbert: Meta On Hyperscaler Spend Without the Business

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Microsoft shares surged in late trading after better-than-expected 4Q earnings, helped by continued strength in cloud computing and artificial intelligence. But Meta shares fell after a disappointing revenue forecast for the current quarter. It also reported the lowest free cash flow in years, a sign of ballooning AI spending.

Microsoft shares surged in late trading after better-than-expected 4Q earnings, helped by continued strength in cloud computing and artificial intelligence. But Meta shares fell after a disappointing revenue forecast for the current quarter. It also reported the lowest free cash flow in years, a sign of ballooning AI spending. Josh Gilbert, APAC & Middle East Lead Analyst at etoro spoke to Bloomberg’s Abeer Abu Omar on Horizons Middle East & Africa on some of the mag7 reporting. (Source: Bloomberg)
Gilbert (PERSON) Hyperscaler (PERSON) Business Microsoft (ORG) Meta (ORG) AI (ORG) Josh Gilbert (PERSON) APAC & Middle East (ORG) etoro (ORG) Bloomberg (ORG) Abeer Abu Omar (PERSON) Horizons Middle East & Africa (ORG) mag7 (ORG)
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