Meta und Microsoft ziehen historische $550 Milliarden auf Wall Street nach Gewinnbericht ein

Tech-Giganten brechen alle Rekorde – während die Börsenjunkies sich die Hände reiben.

Meta und Microsoft haben gerade gezeigt, wie man in der Big-Tech-Liga spielt. Ihre Quartalszahlen katapultierten die Aktien in stratosphärische Höhen – und bescherten Anlegern einen fetten $550-Milliarden-Tag. Nicht schlecht für Unternehmen, die vor drei Jahren noch als 'alte Garde' verspottet wurden.

Wall Street feiert den Cashflow wie Bitcoin-Maximalisten einen neuen ATH. Dabei vergessen alle mal wieder: Diese Gewinne basieren auf Werbeeinnahmen und Cloud-Diensten – also genau den Geschäftsmodellen, die Crypto eigentlich disrupten wollte. Ironie des Schicksals.

Meta and Microsoft report big beats and move differently on crypto

Meta reported earnings of $7.14 per share for the second quarter, way above Wall Street’s estimate of $5.89. The company also brought in $47.52 billion in revenue, beating the expected $44.83 billion. For the third quarter, Meta projected sales between $47.5 billion and $50.5 billion, easily surpassing the average forecast of $46.2 billion.

Mark Zuckerberg’s company also gave an updated full-year expense forecast. Meta now says it expects to spend between $114 billion and $118 billion across the year, narrowing its earlier guidance. That range represents a cost increase of 20% to 24% annually.

Microsoft’s earnings also broke through expectations. The company reported $3.65 per share in profit, with total revenue for the quarter hitting $76.44 billion, compared to the forecast of $73.89 billion. Its Intelligent Cloud business earned $29.88 billion, which was also above analyst projections. Since Microsoft ends its fiscal year in June, this quarter wrapped up its FY2025, not the calendar year’s Q2.

Despite the growing interest in crypto from the broader tech world, neither Meta nor Microsoft mentioned anything about crypto or stablecoins during their calls. That doesn’t mean they’ve stayed out of it completely.

Reports earlier this week said Meta is revisiting stablecoin payments, looking at using USDT or USDC to pay creators on WhatsApp and Facebook. If it goes ahead, Meta WOULD be able to roll that out legally under the new GENIUS Act, as long as it meets compliance rules. This comes after Meta dropped its earlier Diem project in 2022.

Meanwhile, Microsoft is working with blockchain startup Space and Time. The deal is meant to provide real-time, verified blockchain data feeds, showing that Microsoft is still focused on crypto infrastructure, but not creating a coin. Neither company commented publicly about these plans in the earnings reports.

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