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On October 30, 2025, Motley Fool contributors discussed earnings from major tech companies during a podcast episode. Meta reported a 10% drop in stock price following news of its aggressive AI spending strategy, which aims to increase capital expenditures from $39 billion in 2024 to $70 billion in 2025, and potentially beyond. Microsoft’s stock fell approximately 2.7% despite beating earnings expectations, with cloud revenue increasing by 40% but facing scrutiny over heightened spending needs.
Meanwhile, Alphabet’s stock rose by 4% after it reported an impressive 45% year-over-year growth, driven by strong performance across its advertising and YouTube segments. For 2025, Alphabet’s capital expenditures are expected to reach $91-93 billion, a moderate increase from $85 billion in 2024. In restaurant earnings, Chipotle’s stock declined 16% as its profit margins dropped to 24.5%, while Starbucks showed signs of recovery under new leadership, with same-store sales up 1% after a year of struggles.
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