Big AI spending is fine. It just needs a timeline for profits.
The Big Tech earnings reporting season kicked off this afternoon with Meta, Microsoft and Tesla releasing quarterly results ...
The Facebook parent’s results highlight the advantages of its simpler, ad-focused business model.
META and MSFT had contrasting post-earnings reactions, with both continuing to invest heavily. But were Microsoft's results ...
The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment.
Microsoft, Apple, and Meta posted strong earnings fueled by cloud and iPhone demand, while DeepSeek pivoted to Nvidia's AI ...
Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta gained 10%.
In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, ...
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