Microsoft and Meta AI Splurge Still Not Enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
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Meta and Microsoft Show AI Spending Can Be a Double-Edged Sword
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.
DeepSeek AI Fears Haunt Meta, Microsoft Earnings. What Stock Markets Need to See and 5 Other Things to Know Today.
Judge halts Trump’s spending freeze as agencies see chaos, Starbucks beats expectations as turnaround campaign continues, and ...
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AWS, Meta, Microsoft, Nvidia And Oracle: Five Data Center Deals Worth $676B Announced This Month
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs
By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI ...
Microsoft, Meta, Tesla & Apple: What this week’s tech earnings tell us about the AI boom
Microsoft, Meta, Tesla and Apple kicked off the tech earnings season this week: Here's what we've learnt about the AI boom so ...