| Microsoft just accelerated Azure to 43% and held 2026 capex steady. Meta grew revenue 28%, missed on profit, and raised the spending floor to $130 billion. Tesla is still down about 20% on the week. Apple leads year to date into Thursday's print. Here is the full scoreboard.
| Stock |
Price |
This Week |
| TSLA |
$298.32 |
-20.2% - EPS hangover; week wreck -20% |
| NVDA |
$190.01 |
-10.4% - AI spend revolt spillover |
| AMZN |
$226.65 |
-7.4% - Soft into Thu print / capex watch |
| META |
$585.61 |
-6.6% - Profit -14%; capex floor $130B |
| GOOGL |
$336.71 |
-1.6% - Still digesting $205B capex guide |
| MSFT |
$390.54 |
+0.1% - Azure 43%; 2026 capex steady; AH pop |
| AAPL |
$338.19 |
+3.8% - YTD leader +24.8%; Thu earnings |
This week's individual takes: MSFT: Rev $90.01B beat. Azure 43% (up from 40%). FY Azure >$100B. 2026 capex steady. ~8% AH pop. META: Rev $60.80B (+28%). EPS $6.18. Net income -14%. Capex guide $130B-$145B. RL loss $4.62B. TSLA: $298.32, -20.2% week. Still paying for the EPS miss and robot cash burn. NVDA: $190.01, -10.4% week. Customers' spending revolt hit the hardware layer. AAPL: $338.19, +3.8% week, still Mag 7 YTD leader at +24.8%. Thursday print next. AMZN: -7.4% week to $226.65. Thursday earnings; ~$200B capex frame in focus. GOOGL: $336.71, -1.6% week. Cloud proof last week, capex hangover this week.
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