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# Evening Scan
- URL: https://adjacent.media/scan/2026-07-30-pm/
- Published: 2026-07-30T23:10:37.000Z
- Updated: 2026-07-30T23:10:37.000Z
- Description: Earnings season kept swinging today — Samsung posted numbers that read like a typo, Microsoft’s Azure crossed a milestone, and Meta’s stock took an 8% haircut despite growing revenue. Most other news was thin.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Earnings season kept swinging today — Samsung posted numbers that read like a typo, Microsoft's Azure crossed a milestone, and Meta's stock took an 8% haircut despite growing revenue. Most other news was thin.

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#### [Samsung's Q2 operating profit jumps 1,814% YoY](https://www.cnbc.com/2026/07/30/samsung-q2-earnings-ai-chip-.html?ref=adjacent.media)

Revenue up 130% to $118.1B on memory chip demand — the AI boom is minting winners in unglamorous places. *(CNBC)*

#### [Microsoft's Azure crosses $100B a year](https://thenextweb.com/news/microsoft-q4-fy2026-azure-100-billion-ai-spending?ref=adjacent.media)

Revenue up 18% to $90.1B overall, Copilot now has 30M+ paid seats — AI spending is showing returns. *(The Next Web)*

> "Billions of people will have personal AI agents" within five years — Mark Zuckerberg, making the case for why all that Reality Labs red ink is worth it. \*(TechCrunch)