Reply To: Cautious Investor — Market Weekly

#98423
Truman
Participant

Meta Platforms (META 530.31, -55.61, -9.3%): misses by $1.01, reports revs in-line; guides Q3 revs in-line, narrows FY26 CapEx guidance, raises low end of total expense guidance

Microsoft (MSFT 429.66, +39.12, +10.0%): beats by $0.50, beats on revs; Azure growth of +43% vs +39-40% CC prior guidance; SepQ revenue above consensus; guides to Azure +45% CC

Qualcomm (QCOM 146.90, -8.78, -5.6%): misses by $0.02, beats on revs; guides Q4 EPS below consensus, revs in-line

Starbucks (SBUX 110.56, +6.42, +6.2%): beats by $0.19, beats on revs; raises FY26 EPS above consensus; Q3 North America comps +8.1%