Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta ...
The Big Tech earnings reporting season kicked off this afternoon with Meta, Microsoft and Tesla releasing quarterly results ...
Big AI spending is fine. It just needs a timeline for profits.
The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment.
META and MSFT had contrasting post-earnings reactions, with both continuing to invest heavily. But were Microsoft's results ...
In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, ...
META’s AI monetization is driving 24% YoY revenue growth and stronger earnings. Click for more on META and MSFT.
Microsoft shares tumble as Azure revenue growth slows, while Meta rises even after the Facebook parent ramps up its spending ...