Key Points
Meta Platforms (NASDAQ: META) reported a 24% year-over-year revenue increase in Q4, with projections indicating continued growth into Q1. The company’s advancements in AI have led to a 6% rise in ad prices and an 18% growth in ad impressions. Meta’s stock is currently valued at a forward price-to-earnings (P/E) ratio of approximately 21.5.
Microsoft (NASDAQ: MSFT) achieved a robust 17% revenue growth last quarter, totaling $81.3 billion, driven primarily by its cloud computing unit, Azure, which saw a 39% revenue increase. Microsoft holds a 27% stake in OpenAI, which has committed to significant spending with Azure. Microsoft is trading at a forward P/E of 24 times.
