Microsoft + Meta ignite the AI carnival night, these three sectors surged in the US night market!

Last night, the US stock market witnessed the most significant event of this earnings season: both Microsoft and Meta delivered better-than-expected stellar performances, directly igniting enthusiasm for tech stocks. Microsoft's after-hours stock price surged by 9%, with its market cap historically surpassing the $4 trillion mark; Meta's night session soared by 12%, bringing its year-to-date gains close to an astonishing 50%. The common driving force for these two giants is crystal clear—AI investments are starting to pay off, and cloud business is accelerating growth—this has brought strong growth expectations to downstream sectors like semiconductors, quantum computing, and cloud computing, driving a broad rally across the board.

$Meta Platforms(META.US) :

Q2 revenue reached $47.5 billion, up 22% year-over-year. Earnings per share (EPS) were $7.14, easily surpassing market expectations. Advertising revenue was the absolute mainstay, contributing $46.56 billion.

Zuckerberg explicitly stated that they will continue to "go all-in on AI," making large-scale investments in talent, infrastructure, data centers, and energy. Meta Superintelligence Labs spared no expense in poaching top talent from OpenAI and Apple. The company raised its full-year capital expenditure guidance to $66-72 billion, focusing on the expansion of AI infrastructure.

$Microsoft(MSFT.US) :

Microsoft's Q2 revenue for fiscal year 2025 reached $76.441 billion, up 18% year-over-year. Net profit was $27.233 billion, a 24% increase year-over-year, showing steady growth momentum.

Q2 intelligent cloud revenue was $29.9 billion, up 26% year-over-year. Azure's annual revenue exceeded $75 billion, with growth as high as 34%, solidifying Microsoft's leading position in enterprise cloud applications. The general market predicts that its quarterly capital expenditure will hit a new high of $17.71 billion, potentially reaching $100 billion next year, with GPU spending accounting for 60% of total server expenditures.

The combined capital expenditures of these two giants exceed $100 billion. The rigid demand for data centers and AI chips highlights the direct benefits to the semiconductor supply chain. Meanwhile, the rebound in cloud service growth validates AI's commercialization capabilities.

AI celebration night: these three sectors rose in the night session

• Semiconductors

$NVIDIA(NVDA.US): Meta and Microsoft account for over 40% of its data center revenue, and increased capital expenditures directly benefit it.

$AMD(AMD.US): Strong chip performance is accelerating market substitution, with deployments by major clients like Microsoft Azure and Amazon AWS.

$Marvell Tech(MRVL.US): A leader in high-speed interconnect chips for data centers, benefiting from incremental AI server demand.

• Quantum Computing

$IonQ(IONQ.US): Leading in trapped-ion technology, with accelerating commercialization.

$D-Wave Quantum(QBTS.US): Unique quantum annealing technology, focused on optimization problem-solving. Secured orders from automotive and logistics companies.

$Rigetti Computing(RGTI.US): A superconducting quantum hardware manufacturer with high government contract exposure, strong cyclical resilience.

• Cloud Computing Leaders

$Amazon(AMZN.US): Microsoft Azure's growth rebound validates the recovery in enterprise cloud spending. Significant valuation upside remains.

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