Chinese chatbot DeepSeek roiled markets on the mere suggestion that AI is doable on the cheap, yet big spender Meta Platforms ...

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

Meta and Microsoft outperformed in Q4 and Q2 earnings but saw diverging market responses. See why META and MSFT stocks are ...

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

Meta kicked off 2025 by overhauling its content moderation system, rolling back DEI, and announcing more layoffs — all in the ...

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

Big Tech earnings showed Microsoft, Meta, and others sticking to their AI spending plans despite DeepSeek's R1 launch.

Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly ...

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

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

U.S. tech giants Microsoft (MSFT) and Meta (META) have backed their significant AI (artificial intelligence) investments in their post-earnings ...