He Told You to Buy the Dip. Now It's Up 20%.

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Microsoft just had one of its best days in years... the stock jumped over 15% after earnings, while Meta dropped 9% the same week. Same Mag 7 lineup, same AI capex story, completely different market reaction. So what's actually separating the winners from the losers this earnings season?

Joining me today is MarketBeat's Chris Markoch to break down the Mag 7 earnings results one by one. We cover why Microsoft's Azure growth and AI monetization story landed so well with investors, why Meta's capex guidance spooked the market despite a revenue beat, and where Alphabet's report fits into that same story. We also preview what to expect from Amazon and Apple's earnings the same day, and why analysts think this could be one of the most selective earnings seasons in years.

Whether you own these stocks or are watching from the sidelines, this breakdown covers what these earnings reports actually reveal about where AI spending is headed next.

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