Chinese chatbot DeepSeek roiled markets on the mere suggestion that AI is doable on the cheap, yet big spender Meta Platforms ...

Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...

Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

The emerging agentic AI theme is likely a key catalyst for furthering big tech's valuation prospects this year, with Meta and Microsoft being key beneficiaries in their own rights. Specifically ...

Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...

It is also looking to grow its AI personnel. The company reiterated this expected pace of investment on its earnings call. A notable difference between Meta and Microsoft is that Meta’s recent ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

Meta’s recent strength stands in contrast to Microsoft Corp., which has seen its shares falter on concerns about heavy AI spending — including its stake in OpenAI, a key competitor to DeepSeek.