Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...

Companies have continued to cut jobs in 2025 after a wave of layoffs last year. Meta, Microsoft, BlackRock, and Ally are ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

While stressing Meta's demographic advantage and the possible unfavorable market reaction to an overpriced sale, Doug and Lee ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

I f investment in data centres is about to slow, nobody told Mark Zuckerberg. On January 29th, during an earnings call, ...

The emergence of DeepSeek is being seen as the first visible challenge to costlier models such as OpenAI and Anthropic, and ...

Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia, ...

Because Nvidia is still growing its revenue rapidly, using trailing earning metrics can give a false impression of where the ...