Meta and Microsoft are investing heavily in cloud and AI infrastructure, but face challenges from DeepSeek. Both focus on growth and optimization.

"We expect CapEx growth in 2025 will be driven by increased investment to support both our generative AI efforts and our core business. The majority of our CapEx in 2025 will continue to be directed ...

Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.

While AI stocks may rebound from their DeepSeek-induced market sell-off, the U.S. clearly faces a threat from China in ...

Autonomous technology startup Avride said on Thursday it has partnered with food delivery company Grubhub to deploy its ...

The Windows maker’s revenue rose 12% year-on-year to $69.6 billion in Q2 FY25, with net profit surging 10% to $24.1 billion.

Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...

The tech giants on Wednesday talked up their AI strategies and said they are sticking with ambitious investments in the ...

Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that hampered the tech ...

Wall Street analysts are largely positive, with a consensus “Strong Buy” rating for Microsoft stock. The average price target is $510.32, suggesting 14.1% upside from the current price.