Wall Street’s AI-agent scoreboard still shows a split tape: Microsoft has been rewarded for cloud and Copilot packaging, while Meta has faced sharper questions about how quickly consumer and business agents turn into profit. That divergence is less about who trains big models and more about who converts them into recurring revenue without crushing margins.

Tuesday’s White House gathering puts Mark Zuckerberg in the same frame as Microsoft-adjacent OpenAI leadership and other platform CEOs. Any comment on safety pauses, open-source norms, or antitrust can reprice the group. Rate sensitivity remains the other blade — elevated yields punish heavy spend stories.

Listen for advertising guidance, Reality Labs or AI capex commentary on the next Meta call, and Azure AI run-rate language from Microsoft. Overnight, the business fact pattern is the valuation gap itself, not a new product launch.

Market notes agree Microsoft and Meta are still priced differently on AI monetization into a heavy policy week.

Optimists see Meta catching up on agents; skeptics say Microsoft’s cloud packaging remains the cleaner earnings path.

Named reporting on this item includes The Business Times, Bitget News, and FinancialMarkets.com. Prefer those links and primary documents over undated social clips when details shift.

Investors keep rewarding Microsoft’s agent story while Meta’s timeline draws more skepticism. Tuesday’s AI summit may move both.

Market moves can reverse quickly around data prints and policy headlines; this briefing sticks to what publishers have already put on the record overnight.

Details on this Business item can still move during Tuesday dayparts; prefer the linked outlets when a number or meeting time changes.