# Microsoft and Meta boost AI spending, but only one stock pays the price

> Source: <https://ca.finance.yahoo.com/video/microsoft-meta-boost-ai-spending-160000943.html>
> Published: 2026-07-30 16:00:00+00:00

Scott Melker discusses the Federal Reserve's latest decision to hold interest rates steady, Meta ([META](https://finance.yahoo.com/quote/META/)) and Microsoft's ([MSFT](https://finance.yahoo.com/quote/MSFT/)) increasing AI expenses, but only one stock is getting punished. Meanwhile, bitcoin ([BTC-USD](https://finance.yahoo.com/quote/BTC-USD/)) continues to hover around $64,000, Melker explains why the cryptocurrency's resilience is a bullish sign despite the broader market uncertainty.

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