As Meta and Microsoft report earnings, markets are sending a mixed but revealing signal about AI: this doesn’t look like a classic bubble fear so much as a judgment about who’s winning the AI narrative. Meta is rewarded for aggressive spending paired with visible revenue impact, while Microsoft is punished for caution and slowing cloud growth despite massive backlog demand. The takeaway isn’t that investors are fleeing AI—it’s that they’re increasingly selective about which AI stories they believe will convert spending into growth. In the headlines: SoftBank eyes another $30B into OpenAI, ServiceNow deepens its Anthropic partnership, Microsoft scrambles to respond to Claude Cowork, Google upgrades Chrome with agentic browsing, and Tesla invests $2B into xAI.

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