Zacks Investment Ideas highlight Meta Platforms, Microsoft, and Amazon in the 2025 Q4 earnings season. Meta’s shares soared, while Microsoft faced a tough day due to high capital expenditures and Azure growth slowdown. Microsoft’s adjusted EPS grew by 24% to $4.14, with sales at $81.3 billion, despite investor concerns over AI investments.

Meta Platforms also posted strong earnings, with adjusted EPS up 11% to $8.88 and sales increasing by 24%. The company saw growth in average Family Daily Active People and ad impressions. Both Meta and Microsoft are heavily investing in AI, with Meta allocating the majority of expenses to infrastructure costs and talent compensation for FY26.

An under-the-radar chipmaker positioned to benefit from the growing demand for data centers is emerging as a key player in the semiconductor market. This chipmaker specializes in products that giants like NVIDIA don’t produce, offering potential for growth. Investors can access more stock recommendations from Zacks Investment Research.

Read more at Nasdaq: Zacks Investment Ideas feature highlights: Meta Platforms, Microsoft and Amazon