A Platform Stock Just Surged - and the Setup Might Not Be Over

A platform stock just delivered a beat-and-raise quarter and is trading near multi-month highs. Its strong execution, fresh leadership, and AI investments are turning heads across Wall Street. Find out why investors are watching this today.

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Meta Platforms | META

Price: $773.44

Meta’s Q2 earnings crushed expectations, but the market was more interested in what’s coming next. The company guided Q3 revenue between $47.5 billion and $50.5 billion, well above consensus, and signaled continued momentum in ad demand and AI integration.

Reality Labs posted another multibillion-dollar loss, but smart glasses tell a different story. According to EssilorLuxottica, Ray-Ban Meta sales more than tripled year-over-year, and new models like the Oakley Meta are expected to ship into the holiday season.

Meta’s bet on spatial computing isn’t paying off yet, but it may be closer than skeptics think.

The platform’s cash flow remains strong, and with WhatsApp still under-monetized, bulls are eyeing further upside in 2026.

The risk now is valuation, not fundamentals, but with Meta up over 50% YTD, momentum may carry it further if next quarter confirms this pace.

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Microsoft | MSFT

Price: $533.50

Microsoft topped estimates across the board, and Azure revenue surpassed $75 billion for the fiscal year. CEO Satya Nadella called cloud and AI the "driving force of business transformation," and that messaging is resonating with the Street.

Microsoft Cloud revenue reached $46.7 billion in Q4 alone, up 27% YoY.

The earnings call spotlighted enterprise AI adoption, with Microsoft 365 Copilot showing traction and GitHub AI usage accelerating.

Productivity and Dynamics both posted double-digit growth, and margin expansion continues to support long-term strength.

Microsoft also joined the $4 trillion club after-hours, becoming the second U.S. firm after Nvidia to cross that mark.

With a diversified growth story, growing dividends, and high switching costs, MSFT remains a core AI infrastructure play, even at elevated prices.

Ford | F

Price: $11.07

Ford’s Q2 results beat expectations, but the company flagged a $2 billion tariff-related headwind for the year.

Adjusted EBIT landed at $2.1 billion, and full-year guidance was reinstated, including $6.5–7.5 billion in EBIT and $3.5–4.5 billion in free cash flow.

Ford Credit and Ford Pro remain solid, but Model e posted another $1.3 billion EBIT loss. The company said EV demand continues to disappoint and that tariffs on imported parts and metals are weighing on margins.

Even so, management pointed to strong liquidity and plans to shift pricing on key models.

Ford’s valuation is low, with a forward P/E under 9 and a 5.5% dividend yield. However, until tariff pressures ease and EV profitability stabilizes, the upside may be capped.

For value hunters with patience, this could be a name to monitor into the fall.

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eBay | EBAY

Price: $91.75

eBay just delivered one of its strongest quarters in years, with a top- and bottom-line beat and upbeat guidance. GMV rose 6% YoY to $19.5 billion, while Q3 guidance topped consensus for revenue, EPS, and total volume.

What stood out was leadership's confidence in navigating tariff impacts and cross-border shifts.

CEO Jamie Iannone said 75% of inventory from China was "forward deployed" to the U.S. ahead of new trade rules.

He also highlighted the growth of enthusiast categories like collectibles and auto parts, where eBay maintains a durable niche.

Importantly, the company is already monetizing its AI tools, particularly the new shopping agent and discovery interface, which is starting to move the needle.

With strong guidance, targeted growth categories, and new leadership at the CFO post, this run might have more room. eBay is playing past the Amazon era, quietly thriving in its own lane.

Qualcomm | QCOM

Price: $146.76

Qualcomm posted a solid beat on EPS and revenue and gave a strong Q4 guide. But concerns about smartphone chip demand and Apple dependency kept the after-hours reaction muted.

Still, there are bright spots.

Its IoT segment, which includes chips for Meta’s smart glasses, posted $1.68 billion in revenue, above expectations. Executives noted growing demand for “personal AI” chips, with custom silicon powering new devices outside the cloud.

Qualcomm is also in advanced talks with hyperscalers to deploy its AI silicon in data centers, with revenue potential by 2028.

The auto segment continues to grow at a 20%+ pace, and licensing remains a steady cash generator.

With a dividend yield of 2.2% and buybacks ramping up, Qualcomm offers a different AI angle, using device-native intelligence, not just cloud compute.

While the short-term reaction may be soft, the long-term setup remains intact.

Stocks are pointing higher after big beats from Meta and Microsoft, as investors digest a week full of earnings, central bank decisions, and trade diplomacy. 

President Trump’s new tariff deal with South Korea, setting rates at 15%, added relief from uncertainty, at least, ahead of the Friday deadline.

Meanwhile, the Fed held steady but remains cautious. Powell’s comments and two dissenting governors suggest rate cuts are still a distant idea, unless inflation surprises lower again.

Against that backdrop, fundamentals are starting to matter again. Execution, guidance, and demand visibility are in the spotlight.

Meta is delivering on AI and still has levers to pull. Microsoft remains a cloud juggernaut. Ford is absorbing blows but holding the line.

Qualcomm is quietly repositioning for post-Apple growth. And eBay might be the most overlooked platform stock in the game right now.