Earnings
Meta Q2 2026: ads still fire, legal and AI eat the cash
Revenue $60.8B (+28%) beat; EPS $6.18 and FCF $0.78B told the real story. Legal charges, severance, CapEx, and Street reaction — with JustHold charts and sidenote cites.
Earnings
Microsoft FY26 Q4: Azure’s $100B year and the CapEx receipt
Revenue $90B (+18%), Azure +43%, commercial RPO +84%, Copilot >30M paid seats. FY26 closed with Azure over $100B — CapEx debate next. JustHold chart + sidenote cites.
Earnings
SoFi Q2 2026: record scale, raised revenue, frozen profit guide
Adj. net revenue $1.21B (+40%), members 15.8M, originations $14.8B. FY revenue guide raised — EBITDA and EPS guides unchanged. Why the tape sold off, with JustHold charts and sidenote cites.
Earnings
Meta Q2 2026: ads still fire, legal and AI eat the cash
Revenue $60.8B (+28%) beat; EPS $6.18 and FCF $0.78B told the real story. Legal charges, severance, CapEx, and Street reaction — with JustHold charts and sidenote cites.
Earnings
Microsoft FY26 Q4: Azure’s $100B year and the CapEx receipt
Revenue $90B (+18%), Azure +43%, commercial RPO +84%, Copilot >30M paid seats. FY26 closed with Azure over $100B — CapEx debate next. JustHold chart + sidenote cites.
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