Group 1: Company Performance - Microsoft reported Q4 FY2025 earnings per share of $3.65, exceeding estimates by $0.30, with revenues increasing 18% YoY to $76.4 billion, driven by Azure cloud and AI infrastructure [2] - Meta's Q2 EPS reached $7.14, surpassing the $5.83 estimate, with revenues rising 22% to $47.5 billion, supported by AI-driven advertising technologies [4] Group 2: Market Capitalization and Investments - Microsoft added approximately $450 billion in market capitalization, becoming the second public company to exceed a $4 trillion market cap [1][3] - Meta raised its 2025 capital expenditure forecast to as much as $72 billion, indicating significant investments in AI [4] Group 3: AI Market Growth - The global AI market is projected to grow from $189 billion in 2023 to $4.8 trillion by 2033, representing a 25-fold increase [5] - Microsoft plans to invest $80 billion in AI infrastructure by 2025, joining other tech giants in a competitive landscape [7] Group 4: Strategic Partnerships and Developments - Microsoft's partnership with OpenAI enhances its AI capabilities, integrating ChatGPT into Azure and Microsoft 365, while also developing its own AI models [6] - Microsoft is set to end Windows 10 support in October, likely increasing Windows 11 upgrades and creating new revenue streams through AI features [7] Group 5: Investment Opportunities - Investors may consider Big Tech exchange-traded funds (ETFs) such as Roundhill Magnificent Seven ETF (MAGS), MicroSectors FANG+ ETN (FNGS), Technology Select Sector SPDR Fund (XLK), and Vanguard Information Technology Index Fund ETF (VGT) [8]