Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...
Apple halts AR glasses, prioritizing Vision Pro. Amazon upgrades Alexa with AI. Meta’s MR struggles despite smart glasses ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Companies have continued to cut jobs in 2025 after a wave of layoffs last year. Meta, Microsoft, BlackRock, and Ally are ...
Share prices of Microsoft (NASDAQ: MSFT) were down 6% immediately following its fiscal second-quarter earnings report on Jan.
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...
The emerging agentic AI theme is likely a key catalyst for furthering big tech's valuation prospects this year, with Meta and Microsoft being key beneficiaries in their own rights. Specifically ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp (NASDAQ:NVDA) with a price target of $190.