§ feed · storyline
Google Earnings, Meta Earnings
Google and Meta both report earnings, with Wall Street favouring Google's results despite Meta posting stronger core business metrics.
Wall Street loved Google's earnings, and hated Meta's, even though the latter's core business was more impressive.
The difference is that Google is monetizing its investments now (and it might be all Anthropic).
§ sources1 publication · timeline below
- stratechery.comGoogle Earnings, Meta Earningsprimary