The Big Tech earnings reporting season kicked off this afternoon with Meta, Microsoft and Tesla releasing quarterly results ...
META and MSFT had contrasting post-earnings reactions, with both continuing to invest heavily. But were Microsoft's results ...
Microsoft and Meta’s latest earnings calls offered a concentrated look at the AI data center buildout, revealing how ...
Massive AI infrastructure spending and heavy reliance on OpenAI are making investors question how quickly Microsoft can turn ...
The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment.
Big AI spending is fine. It just needs a timeline for profits.
Big tech companies' growing need to invest in technology infrastructure to support generative AI is continuing to raise ...
It turns out investors are willing to forgive huge capital spending if a company's core business is thriving.
Global tech and corporate giants including Amazon, Microsoft, HP, Pinterest, Ubisoft and Nestle are cutting thousands of jobs ...
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