"Calculus" is a stretch. Try "hype."

Microsoft had one of its worst selloffs in history after it increased its AI spending plans. Meta did the same, but it was rewarded by investors.

The wildly different market reactions to Meta and Microsoft earnings reveal the new calculus investors are using to evaluate AI winners and losers.

https://www.axios.com/2026/01/30/ai-meta-microsoft-investments

#AI #Microsoft #META #investors #hype #market #BigTech #press

Pinterest cuts 780 jobs while investors question the AI pivot strategy: Pinterest reduces workforce by 15% to fund AI development, but shares sink 9.61% as analysts question whether automation addresses competitive pressures from Meta and TikTok. https://ppc.land/pinterest-cuts-780-jobs-while-investors-question-the-ai-pivot-strategy/ #Pinterest #JobCuts #AIdevelopment #TechIndustry #Investors