Microsoft, Meta, Ford, Robinhood stocks rise in afterhours trading

Microsoft shares rose 7% after a strong quarter driven by cloud services and AI demand, while Meta Platforms shares jumped 9% with revenue growth in its core ad business.

Microsoft Corporation (MSFT) and Meta Platforms Inc. (META) both reported robust second-quarter earnings, with Microsoft's shares rising 7% and Meta Platforms' shares jumping 9%. The strong performance was driven by significant growth in cloud services and AI for Microsoft, and by revenue growth in its core ad business for Meta.

Microsoft reported earnings of $3.65 per share, beating Wall Street estimates by 19.2%. Revenue of $76.4 billion was up 18% year-over-year, driven by a 34% increase in Azure's annual revenue to a record $75 billion. Microsoft CEO Satya Nadella highlighted the continued expansion of AI services as a growth engine for Azure, citing deployments such as Nasdaq’s use of Azure AI Foundry agents and OpenAI’s reliance on Azure Cosmos DB and PostgreSQL [1].

Meta Platforms reported earnings of $7.14 per share, surpassing Zacks Consensus Estimates by 22.5%. Revenues of $47.52 billion were up 21.6% year-over-year, with advertising revenues increasing 21.5% to $46.56 billion. The company's operating income surged 37.7% year-over-year to $20.44 billion, driven by lower costs and higher revenue growth [2].

Both companies provided positive guidance for the third quarter. Microsoft expects continued double-digit growth in revenue and operating income, supported by strong demand for cloud and AI. Meta Platforms expects total revenues between $47.5 billion and $50.5 billion for the third quarter.

References:

[1] https://www.pymnts.com/earnings/2025/microsoft-rides-ai-infrastructure-wave-as-cloud-services-demand-jumps/
[2] https://www.tradingview.com/news/zacks:4cd15da1e094b:0-meta-platforms-q2-earnings-and-revenues-surpass-estimates-rise-y-y/