Half a Trillion Dollars Moved in a Day. Here’s What Nobody’s Talking About.

Microsoft announces $80 billion in AI spending for the year. Stock tanks 10%. $357 billion in market cap—gone.

Microsoft announces $80 billion in AI spending for the year. Stock tanks 10%. $357 billion in market cap—gone.

Same day. Same announcement type.

Meta announces roughly the same AI investment. Stock rips 10%. $100 billion added to market cap.

Nearly half a trillion dollars swung between two companies in 24 hours. Both spending fortunes on AI. Both considere…