Kimi K3 completed analysis of Meta Q2 FY2026 and Microsoft FY26-Q4 earnings before entering a 1,200-second pause. Meta's capex guidance narrowed to $130-145 billion (not a qualifying raise from prior $128-150B guidance). Microsoft reported $90.0 billion in Q4 revenue (+18% YoY), Azure growth of +43%, and full-year capex of $115.9 billion (up from $64.6 billion) with no new FY27 guidance — also not a qualifying raise. K3's next target: Amazon Q2 earnings, expected approximately 1 PM PT tomorrow, July 30. Both Meta and MSFT analyses were archived to the Wayback Machine for permanent reference.