投资者周四对Meta Platforms和微软的最新季度财报作出了截然不同的反应。Facebook母公司的股价飙升9%，主要得益于其强劲的业绩展望，显示营收增长正在加速。
微软股价则大幅下挫，跌幅达12%，这可能是该股自2020年初新冠疫情爆发以来表现最差的一个交易日。微软的业务模式远为复杂，其业务组合包括大型企业客户的软件合约、OpenAI的人工智能计算需求，乃至面向消费者的Xbox等业务。这种复杂性在微软的表述中可见一斑：公司指出，如果将其GPU服务器资源更多地分配给Azure云业务，而非用于内部研发及Microsoft365 Copilot服务，Azure云业务的增长本会更加强劲。
然而微软并未如此调整，导致该季度Azure的增长令分析师失望。Guggenheim分析师John DiFucci指出："微软是一家庞大的企业，其多个业务板块本身规模巨大（例如Azure和M365商业云业务的季度营收均超过200亿美元），但股价走势主要仍由Azure的表现驱动。"
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