Tech giants Meta and Microsoft just rewrote Wall Street history. In under 24 hours following their earnings releases, the two companies collectively added a staggering $550 billion to their market value — far surpassing expectations and lighting a fire under the broader market.

To put it into perspective: that's $140 billion more than Costco's entire market cap, and $50 billion above Netflix’s valuation. It’s a rare moment of euphoria for investors — and one that could shape sentiment for weeks to come.

European Markets React Early, Global Momentum Builds

Thursday morning kicked off with a bang in Europe. Meta shares jumped 12.2% on the Frankfurt exchange, while Microsoft gained 9%. The optimism quickly spread — S&P 500 futures rose 1%, and Nasdaq futures surged 1.3% even before U.S. markets opened.

Blowout Numbers and Bold Forecasts

Meta reported Q2 earnings of $7.14 per share, far above Wall Street's estimate of $5.89. Revenue hit $47.52 billion, beating forecasts of $44.83 billion. Looking ahead, Meta projects Q3 revenue between $47.5 and $50.5 billion — again exceeding expectations. The company also narrowed its full-year spending guidance to between $114 and $118 billion, indicating a tighter grip on costs.

Microsoft followed suit with a strong quarter of its own. It posted earnings of $3.65 per share and total revenue of $76.44 billion, beating analyst estimates of $73.89 billion. Its Intelligent Cloud division pulled in $29.88 billion — again surpassing forecasts. This marks the end of Microsoft’s fiscal year 2025 with a bang.

Crypto: No Mentions, But Still in Play

Despite growing tech-sector interest in digital assets, neither Meta nor Microsoft discussed crypto, stablecoins, or blockchain initiatives during their earnings calls. Still, that doesn’t mean they’re staying away.

Meta is reportedly eyeing a return to stablecoin payments, considering using USDT or USDC to compensate creators on WhatsApp and Facebook. If rolled out under the new GENIUS Act compliance framework, it could mark a major comeback following the discontinuation of its Diem project in 2022.

Meanwhile, Microsoft is quietly investing in crypto infrastructure. The company is working with blockchain startup Space and Time to deliver verified real-time blockchain data — reinforcing its strategic position in Web3, even as it avoids launching tokens of its own.

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