Tech giants are lining up over $300 billion in AI spend. Their CEOs are betting cheaper models will drive up AI demand.
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown
Meta and Microsoft outperformed in Q4 and Q2 earnings but saw diverging market responses. See why META and MSFT stocks are ...
Alphabet, Meta, Microsoft set to spend $230 billion this year as hefty AI bills come under scrutiny
Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...
Microsoft, Alphabet, Meta and Amazon Raise Stakes in AI Race with $300B Bet
GOOGL had already surprised markets with the scale of its investment in AI. CEO Sundar Pichai said spending on data centers and servers would rise to $75 billion this year from $53 billion in 2024, a ...
Microsoft Stock Is Falling as Artificial Intelligence (AI) Growth Is Getting More Expensive
To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...
Meta, Microsoft And Tesla All Report Earnings After The Close
Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...
This AI stock might be worth more than Meta in 2025
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...