Chinese chatbot DeepSeek roiled markets on the mere suggestion that AI is doable on the cheap, yet big spender Meta Platforms ...
Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...
The tech giants on Wednesday talked up their AI strategies and said they are sticking with ambitious investments in the ...
Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...
To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...
Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep ...
Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...
Meta’s recent strength stands in contrast to Microsoft Corp., which has seen its shares falter on concerns about heavy AI spending — including its stake in OpenAI, a key competitor to DeepSeek.