Both Microsoft and Meta Platforms have strong investment cases right now.
Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.
Investors wondering about payoffs from the pile of cash being spent on artificial intelligence should get some clues when ...
The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment.
Microsoft shares ended Wednesday's extended session down 6.1%, with investors seemingly unsatisfied about how ...
Why Meta’s AI monetization, unit economics, and faster growth make it the top near-term pick despite similar P/E ratios. Read ...
On the surface, Microsoft (MSFT) and Meta Platforms (META) issued similar quarterly updates last week. Both beat expectations ...
Microsoft and Meta’s latest earnings calls offered a concentrated look at the AI data center buildout, revealing how ...
In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, ...
Big tech companies' growing need to invest in technology infrastructure to support generative AI is continuing to raise ...
Investors reacted in sharply different ways on Thursday to the latest quarterly results from Meta Platforms and Microsoft.
Microsoft Targets ‘Critical AI Talent’ from Meta to Dominate Next AI Breakthroughs Your email has been sent Microsoft is going all-in to snatch Meta’s top AI minds, dangling multimillion-dollar ...
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