American technological values galvanized post-cloth markets last night, carried by the solid quarterly results of Microsoft and Meta Platforms. In a context marked by economic uncertainties and trade tensions, these highly anticipated publications have offered a real bowl of air to investors.
Microsoft exceeds expectations thanks to AI
Microsoft has largely surpassed market expectations with a turnover up 13 % to $ 70.1 billion for its third tax quarter, exceeding 68.42 billion planned on average by analysts. Its profit per share established 3.46 dollars, against an expectation of $ 3.22. The group’s action jumped more than 6 % in exchanges after the fence.
The main engine of this performance remains the continuous growth of its cloud division, and in particular azure, whose income increased by 33 %, a rate higher than the consensus of 29.7 %. Microsoft said that artificial intelligence solutions had contributed 16 percentage points to this growth, a strong sign that massive investments in AI are starting to bear fruit.
The strategic partnership with Openai, which relies on Azure to develop and deploy its artificial intelligence models, continues to play a central role in this dynamic. Despite certain recent concerns about a possible excess of capacity in data centers, the Redmond firm has shown that it knew how to adjust its priorities, by directing its expenses to strategic assets such as semiconductors.
Meta confirms her position despite the opposite winds
Meta Platforms, for its part, also published results above expectations. Its turnover in the first quarter reached $ 42.31 billion, compared to 41.40 billion expected. Net profit flew to $ 16.6 billion, with a result adjusted per share to $ 6.43, surpassing forecasts of $ 5.23.
-Facebook and Instagram’s parent company has seen its advertising revenues, its main growth lever, progress, supported by its AI -based tools that attract advertisers. The average price of advertisements jumped 10 %, a pace much superior to projections.
In a context of pricing tensions linked to the Trump administration’s commercial policies, Meta manages to keep its dynamics. The company has revised its forecast expenses for the year 2025, but plans to intensify its investments in IA infrastructure. The new investment forecasts for next year have increased to a range of 64 to 72 billion dollars, notably reflecting projects to expand its data centers.
Rebounds of markets and hopes on prices
These good news in the technological sector is involved while the American markets find colors. The term contracts on the S&P 500 and NASDAQ 100 indices have each increased by more than 1 %, carried both by the results of Microsoft and Meta, but also by positive signals from the White House on the commercial file. The Trump administration suggested that a first series of agreements could be announced soon, with the key a reduction in the planned customs duties. The American president acknowledged that his pricing strategy could represent a political risk, but reaffirmed his desire not to yield to market pressure.
A prudent embellish
Despite this rebound, analysts invite caution. Gareth Nicholson, director of investments at Nomura, described this movement as “tactical rally”, recalling that the market remained volatile and required great agility on the part of investors. The unexpected contraction of the American economy in the first quarter, revealed Wednesday, remains in all heads. But between hopes of commercial relaxation and outbreak of artificial intelligence, technological giants today offer a powerful counterweight to macroeconomic worries. In an still unstable global economic climate, Microsoft and Meta’s performances confirm that the innovation and power of the cloud and AI continue to shape the future of the markets. Investors, for the time being, salute the message of optimism sent by American tech.
