US Corporate Earnings Round-Up: Microsoft Shines as Meta Stumbles

In today’s Seaspray Private Financial Data Insight, we examine the latest earnings results from some of the world’s largest companies, including Microsoft, Meta, Visa, Coca-Cola, Seagate and Starbucks. This week’s earnings reports highlight a growing divide in how investors view artificial intelligence investment, rewarding companies that can demonstrate clear revenue generation from AI spending while scrutinising those with less tangible returns. We explore the key earnings highlights, market reactions and what these results may tell us about the broader outlook for US equities and corporate profitability.