Microsoft Shows the "Magnificent Seven" What AI Investment Looks Like

In this occurrence of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:

• Meta and Microsoft's net reports.

• The champion "Magnificent Seven" banal to bargain now.

• Hidden Gems earning highlights.

• Maibag: Buy azygous stocks oregon stake connected respective companies successful the aforesaid industry?

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A afloat transcript is below.

Should you bargain banal successful Microsoft close now?

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This podcast was recorded connected July 30, 2026.

Tyler Crowe: Two stocks diverge connected an net time contiguous connected Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe. Today, I'm joined by longtime Fool contributors Lou Whiteman and Matt Frankel. It is the depths of earning season, truthful we're going to effort to deed arsenic galore companies arsenic we tin successful what we telephone a comparatively abbreviated amusement that we person here. We're besides going to deed immoderate net questions. We privation to commencement with earnings, particularly with the 2 magnificent 7 companies that happened to study aft the adjacent yesterday, and that's Microsoft and Meta.

Guys, determination was immoderate beauteous ample divergence betwixt what the marketplace thought of those results. As we're taping close now, shares of Meta are down astir 8.8% portion Microsoft is up a whopping 15%. Now, past 4th and passim the show, we person discussed Meta's, what is each this spending for question, rather a bit. But what stands retired to maine successful the stark opposition of these 2 net reports, is that Microsoft is the archetypal large AI capex spending institution to denote net and spot a affirmative net absorption successful the quarter. Is this conscionable a one-time blip similar yeah, things look bully comparatively, oregon is determination immoderate done enactment present that shows Microsoft is doing the close thing? As we discussed antecedently with Alphabet and present with Meta, that they're making riskier bets.