Meta (META) gains on
earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines
Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and
Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund
reduces stakes in top U.S. tech firms. (02:22)
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