The numbers didn’t tell the whole story
Meta paid $16.7B. Stock rose.
Investors preferred a known settlement over an uncertain trial. Yet its stock rose 1.07%.
Nvidia added $435B. Then lost half.
Shares jumped 8.74%, then fell 4.70% the next day.
Salesforce made $2.7B without selling software
Its $5.90 EPS included a $2.7B unrealised gain from its Anthropic stake.
The takeaway
Big numbers can hide the real story. Look beyond the headline.
To read vested shorts, click: Vested Shorts: Meta paid a $16.7B settlement but went up, Nvidia’s best quarter added $435B but gave back half, Salesforce made $2.7B without selling software. Why?