Wall Street Breakfast

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MSFT, META, TSLA, and moreTrump, Schumer discuss potential deal on DHS funding to avert shutdown - reportBumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reportsNvidia CEO says Chinese government yet to clear H200 importsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.