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Meta Slips and Microsoft Soars on AI Earnings

A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on how they’re monetizing their massive AI outlays.…

0:00 13:25

Episode Summary

A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on how they’re monetizing their massive AI outlays. Plus, as some people are allowed to return to their homes in southwestern France, WSJ’s Ed Ballard says a debate over aging water bombers and the country’s readiness ahead…

Published July 30, 2026 · 13:25