Meta, Microsoft and AI
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...
To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...
Apple halts AR glasses, prioritizing Vision Pro. Amazon upgrades Alexa with AI. Meta’s MR struggles despite smart glasses ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Companies have continued to cut jobs in 2025 after a wave of layoffs last year. Meta, Microsoft, BlackRock, and Ally are ...
Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...
Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...
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