Microsoft and Meta’s latest earnings calls offered a concentrated look at the AI data center buildout, revealing how ...
The Big Tech earnings reporting season kicked off this afternoon with Meta, Microsoft and Tesla releasing quarterly results ...
The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment.
In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, ...
Big AI spending is fine. It just needs a timeline for profits.
It turns out investors are willing to forgive huge capital spending if a company's core business is thriving.
Investors reacted in sharply different ways on Thursday to the latest quarterly results from Meta Platforms and Microsoft.
Global tech and corporate giants including Amazon, Microsoft, HP, Pinterest, Ubisoft and Nestle are cutting thousands of jobs ...
META’s AI monetization is driving 24% YoY revenue growth and stronger earnings. Click for more on META and MSFT.
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