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- Oct 30 Earnings from Meta, Microsoft and Chipotle tank the market
Oct 30 Earnings from Meta, Microsoft and Chipotle tank the market
$UPS $MELI $DDOG
Mukund Mohan
October 30, 2025
Market
“ $MSFT ( ▼ 2.5% ) Azure grew at 40% YoY and is approximately a $26B - $28B business per quarter or about $90B annual. $GOOGL ( ▲ 1.21% ) Cloud grew at 34% and is a $15B business per quarter or about $55B - $60B annual. $AMZN ( ▼ 0.87% ) is growing at 17% but is a $128B business annual” 😊 😋
The market took a beating on earnings from the AI companies, on higher CAPex spend
$CMG ( ▼ 0.62% ) said that every restaurant will be facing the same issue they did. Customers margin less than $100K a year, which was 30-40% of their customers are eating out less and worried about inflation. $SBUX ( ▲ 2.24% ) had same store sales go up for the first time, but they have a mountain to climb.
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