A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on <a href="https://www.wsj.com/tech/ai/meta-stumbles-as-tech-investors-demand-better-answers-on-ai-spending-fc731909?mod=WSJ_WNPOD" target="_self" rel="noopener noreferrer">how they’re monetizing their massive AI outlays</a>. Plus, as some people are allowed to return to their homes in southwestern France, WSJ’s <a href="https://www.wsj.com/news/author/ed-ballard?mod=WSJ_WNPOD" target="_self" rel="noopener noreferrer">Ed Ballard </a>says a debate over <a href="https://www.wsj.com/world/europe/france-is-using-12-aging-planes-to-fight-its-wildfires-36b0210b?mod=WSJ_WNPOD" target="_self" rel="noopener noreferrer">aging water bombers</a> and the country’s readiness ahead of a summer of wildfires is picking up. And DoorDash secures a key certification from the FAA to use <a href="https://www.wsj.com/logistics-report/doordash-takes-to-the-sky-with-its-own-drones-0cc8658d?mod=WSJ_WNPOD" target="_self" rel="noopener noreferrer">drones for deliveries</a>. Luke Vargas hosts.

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