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

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...

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 ...

Companies have continued to cut jobs in 2025 after a wave of layoffs last year. Meta, Microsoft, BlackRock, and Ally are among those shedding staff.

Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

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

Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud ...

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

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