Meta AI Boosts Earnings 38%, Microsoft Hits $4T, Anthropic MCP

AI is significantly impacting the tech and finance sectors, driving both company performance and investor optimism. Meta's heavy investments in AI are yielding substantial returns, with earnings per share jumping 38% to $7.14 and revenue increasing to $47.5 billion. CEO Mark Zuckerberg is pursuing AI 'superintelligence' to enhance advertising and user creativity, particularly through smart glasses. Meta's stock has responded positively, climbing 9% after these strong earnings reports. Microsoft also saw its market value briefly hit $4 trillion, fueled by AI-driven growth, especially in its Azure cloud computing platform. This AI enthusiasm has propelled the S&P 500 and Nasdaq to record highs. Beyond these tech giants, Daloopa, an AI-powered data platform for finance, secured $13 million to expand its AI research and product features, including its Model Context Protocol (MCP) compatible with Anthropic's Claude. Legion, a cybersecurity startup, raised $38 million to develop its AI-powered security platform, which automates security investigations. While AI is boosting many sectors, GE Vernova's stock was downgraded by Guggenheim despite increased sales of turbines for data centers, driven by the demand for energy to power AI technology. Other companies like Palantir, Oracle, Marvell Technology, Alphabet (Google), and Arista Networks are also key players in the AI revolution. Autohome Inc., an online destination for car consumers in China, reported RMB1,758.1 million in revenue, driven by AI-driven product upgrades.

Key Takeaways

• Meta's AI investments led to a 38% increase in earnings per share, reaching $7.14, and a revenue of $47.5 billion.
• Mark Zuckerberg is focused on developing AI 'superintelligence' to improve Meta's advertising and smart glasses.
• Microsoft's market value briefly hit $4 trillion, driven by AI growth, particularly in its Azure cloud computing platform.
• Daloopa, an AI-powered data platform for finance, received $13 million in funding to expand its AI research and product features.
• Legion, a cybersecurity startup, raised $38 million to develop its AI-powered security platform that automates security investigations.
• GE Vernova's stock was downgraded despite strong second-quarter results and increased sales of turbines for data centers, driven by AI energy demand.
• Palantir, Oracle, Marvell Technology, Alphabet (Google), and Arista Networks are key US tech stocks driving the AI revolution.
• Meta's advertising saw a 9% price increase due to AI, with AI margins exceeding cloud margins.
• Autohome Inc. reported RMB1,758.1 million in revenue, driven by AI-driven product upgrades.
• AI optimism has contributed to the S&P 500 and Nasdaq reaching record highs.

Meta's AI spending pays off with strong earnings report

Meta's investments in AI are starting to pay off, according to its latest earnings report. The company's earnings were $7.14 per share, up 38% from last year. Revenue also increased to $47.5 billion. Meta is investing heavily in AI to improve its ad business and develop new technologies like smart glasses. CEO Mark Zuckerberg believes AI will help people be more productive and creative.

Meta's AI investments boost earnings 38% in quarterly report

Meta's latest earnings report shows that its focus on AI is paying off. Earnings per share jumped 38% to $7.14, beating analysts' predictions. Revenue also increased to $47.5 billion. CEO Mark Zuckerberg said AI improvements helped the advertising business. Meta is investing in AI talent and data centers, with Shengjia Zhao from ChatGPT joining Meta Superintelligence Labs. The company believes AI-powered smart glasses will be important in the future.

Meta invests in AI 'superintelligence' for future growth

Meta is investing heavily in AI, aiming to create a 'superintelligence' that's more powerful than the human brain. CEO Mark Zuckerberg believes this AI will improve Meta's advertising and help users be more creative. The main way people will use this AI is through Meta's smart glasses. Meta's revenue for the second quarter was $47.5 billion, up 22% from last year. The company will continue to spend on data centers and AI researchers.

Meta stock jumps as AI drives earnings past expectations

Meta's stock rose 9% after strong earnings results driven by AI. The company reported earnings of $7.14 per share, beating expectations. Meta's CEO Mark Zuckerberg is focused on AI, aiming for 'superintelligence' to boost productivity. Meta is investing in AI infrastructure and hiring top talent, including Shengjia Zhao from ChatGPT. The company is competing with OpenAI and Google in the AI race, and its smart glasses business depends on AI success.

AI frenzy boosts S&P 500 and Nasdaq to record highs

The S&P 500 and Nasdaq reached record highs due to excitement around AI. Microsoft's market value briefly hit $4 trillion, and Meta Platforms rose due to AI-driven growth. Investors are optimistic about AI infrastructure. However, rising inflation and upcoming tariff deadlines are also being watched. The Federal Reserve is expected to keep interest rates steady. Applied Digital stock jumped 32% after strong revenue estimates.

AI optimism pushes Wall Street futures to record highs

Wall Street futures hit record highs as Meta and Microsoft reported strong earnings, driven by AI. Microsoft's market value briefly reached $4 trillion, and Meta Platforms rose due to AI-driven growth in its ad business. Investors are positive about AI infrastructure. However, rising inflation and upcoming tariff deadlines are also being considered. The Federal Reserve is expected to hold interest rates steady. Applied Digital's stock soared 32% after strong revenue estimates.

AI-focused tech sector boosts Wall Street opening

Wall Street is set to open higher due to strong earnings from AI-focused tech companies. Facebook and Instagram's parent company saw its stock jump after exceeding sales and profit targets, driven by AI investments. Microsoft also posted better-than-expected results, with its Azure cloud computing platform playing a key role in AI efforts. Investors are also watching economic data, including inflation and unemployment updates. Concerns about tariffs and their impact on inflation remain.

Daloopa gets $13M to boost AI in finance

Daloopa, an AI-powered data platform for finance, received a $13 million investment. The company will use the money to expand its AI research and product features. Daloopa's new Model Context Protocol (MCP) works with AI tools like Anthropic's Claude. Daloopa covers nearly 4,700 public companies and provides links to original data sources. CEO Thomas Li says accuracy is important as AI becomes more common in finance.

Daloopa gets $13M to boost AI in finance

Daloopa, an AI-powered data platform for finance, received a $13 million investment. The company will use the money to expand its AI research and product features. Daloopa's new Model Context Protocol (MCP) works with AI tools like Anthropic's Claude. Daloopa covers nearly 4,700 public companies and provides links to original data sources. CEO Thomas Li says accuracy is important as AI becomes more common in finance.

GE Vernova stock downgraded despite AI energy momentum

Guggenheim downgraded GE Vernova (GEV) stock to "Neutral," removing its $600 price target. The firm believes the stock's value already reflects high expectations. While GE Vernova reported strong second-quarter results and increased sales of turbines for data centers, a formal announcement on capacity expansion is unlikely before late 2026. GE Vernova is driven by the demand for energy to power AI technology.

Five US tech stocks driving the AI revolution

Besides Nvidia, other US tech stocks are helping to grow AI. Palantir Technologies helps organizations use complex data, partnering with Archer Aviation. Oracle Corp provides cloud software and is working with Nvidia. Marvell Technology makes semiconductors for AI and cloud infrastructure. Alphabet Inc (Google) has AI features in Google Search and Google Cloud. Arista Networks INC offers network solutions for AI and data centers, acquiring VeloCloud SD-WAN.

AI security startup Legion raises $38M in funding

Legion, a new cybersecurity company, has raised $38 million to develop its AI-powered security platform. Legion's technology learns from security investigations and automates them. The platform integrates with existing tools, reducing investigation times. Legion aims to help understaffed security teams in finance, energy, and healthcare. The company's AI system can cut investigation times by up to 90%.

Meta's AI spending is paying off, says analyst

Meta's heavy spending on AI is generating a return on investment, according to Jefferies analyst Brent Thill. Meta's headcount is down, but revenue and profits are increasing due to AI. The company saw a 9% price increase in advertising because of AI. Thill says AI margins are higher than cloud margins. He believes the AI wave is just beginning, and companies must embrace AI to avoid consequences.

Investors cheer AI as Meta and Microsoft shares jump

Meta and Microsoft shares rose on Thursday after reporting strong quarterly earnings. Both companies said that AI-driven productivity and revenue growth contributed to the gains. The Nasdaq index, which includes many technology stocks, is also up sharply.

Autohome announces Q2 earnings with AI-driven product upgrades

Autohome Inc., a leading online destination for car consumers in China, announced its second-quarter earnings for 2025. The company reported total revenue of RMB1,758.1 million. Autohome is focused on its O2O strategy and AI-driven product innovation. The company launched an international version of its website with over 1,900 vehicle models from 52 Chinese brands. Autohome's average mobile DAUs reached 75.74 million in June 2025.

Sources

• Meta has been on an AI spending spree. Earnings show it’s paying off
• Meta Quarterly Earnings Report Reveals 38% Surge, Driven by AI Investments and Revenue Growth
• Meta Forecasts Continued Spending as It Races to Build ‘Superintelligence’
• Meta Stock Surges 9% as AI-Driven Earnings Exceed Expectations, Boosting Investor Confidence
• S&P 500, Nasdaq hit record highs at open as Meta, Microsoft results fan AI frenzy
• Wall St futures hit record peaks as Meta, Microsoft results get AI boost
• Wall Street poised to open higher, boosted by strong earnings from AI-focused technology sector
• Daloopa Receives $13M Strategic Investment to Power the Next Generation of AI in Finance with the Most Accurate and Complete Data Infrastructure
• Daloopa Receives $13M Strategic Investment to Power the Next Generation of AI in Finance with the Most Accurate and Complete Data Infrastructure
• GE Vernova (GEV) Downgraded Despite AI Energy Momentum—Here’s Why
• Beyond Nvidia: 5 US Tech Stocks Fuelling the AI Revolution
• Browser-native AI security firm Legion lands $38m
• Meta's hefty AI CapEx spend is already paying off, analyst says
• Investors say "aye aye, sir" to AI
• Autohome Inc. Announces 2025 Q2 Earnings: AI-Driven Product Upgrades and Breakthroughs in Global Expansion