What We Learned About the Future of AI from Microsoft and Meta Earnings
Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...
Nvidia Stock Investors Just Got Good News From Meta Platforms and Microsoft
Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...
Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown
Meta and Microsoft outperformed in Q4 and Q2 earnings but saw diverging market responses. See why META and MSFT stocks are ...
Alphabet, Meta, Microsoft set to spend $230 billion this year as hefty AI bills come under scrutiny
Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...
DeepSeek AI Cost Less Than $6 Million to Develop. Here's Why Meta and Microsoft Are Justifying Spending Billions.
Chinese AI startup DeepSeek burst on the scene this week with its latest AI model, which the startup claims performs as well ...
Microsoft Stock Is Falling as Artificial Intelligence (AI) Growth Is Getting More Expensive
To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...
Big Tech isn't backing down from its big AI spending
Big Tech earnings showed Microsoft, Meta, and others sticking to their AI spending plans despite DeepSeek's R1 launch.
Despite uneven earnings, AI is still Big Tech's star
Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...
Meta, Microsoft downplay DeepSeek threat
Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly ...
3 potential AI stock winners from the $500 billion Stargate project
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...