đ° BlockBeats Daily Report 2026-07-30 | 9 articles in total
Main overview:
1. Microsoft Q4 earnings: Azure revenue exceeds 100 billion, and changes to depreciation life reduce the 190 billion capital expenditure basis to 175 billion; shares rise 8% after hours
2. Metaâs free cash flow is only $784 millionâinsufficient to buy two days of servers. It uses an SPV joint venture to conceal a $27.3 billion data-center debt
3. Samsungâs quarterly operating profit hits 89.5 trillion won, a record high, yet the stock price barely moves; the smartphone division is dragged down by the companyâs own memory price hikes
4. After Qualcomm and Arm report earnings, their shares fall together. The higher storage costs are passed on to smartphone chips, and Android phone revenue is expected to drop 20%
5. Morgan Stanley estimates benchmark returns for GenAI infrastructure buildouts at 25%-50%; 75% GPU utilization and token pricing are key
Keywords: $MSFT $META #AIćșć»ș #earnings
Main overview:
1. Microsoft Q4 earnings: Azure revenue exceeds 100 billion, and changes to depreciation life reduce the 190 billion capital expenditure basis to 175 billion; shares rise 8% after hours
2. Metaâs free cash flow is only $784 millionâinsufficient to buy two days of servers. It uses an SPV joint venture to conceal a $27.3 billion data-center debt
3. Samsungâs quarterly operating profit hits 89.5 trillion won, a record high, yet the stock price barely moves; the smartphone division is dragged down by the companyâs own memory price hikes
4. After Qualcomm and Arm report earnings, their shares fall together. The higher storage costs are passed on to smartphone chips, and Android phone revenue is expected to drop 20%
5. Morgan Stanley estimates benchmark returns for GenAI infrastructure buildouts at 25%-50%; 75% GPU utilization and token pricing are key
Keywords: $MSFT $META #AIćșć»ș #earnings