The Big Tech earnings reporting season kicked off this afternoon with Meta, Microsoft and Tesla releasing quarterly results ...
The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment.
Microsoft shares ended Wednesday's extended session down 6.1%, with investors seemingly unsatisfied about how ...
META and MSFT had contrasting post-earnings reactions, with both continuing to invest heavily. But were Microsoft's results ...
Big AI spending is fine. It just needs a timeline for profits.
It turns out investors are willing to forgive huge capital spending if a company's core business is thriving.
META’s AI monetization is driving 24% YoY revenue growth and stronger earnings. Click for more on META and MSFT.
Microsoft shares tumble as Azure revenue growth slows, while Meta rises even after the Facebook parent ramps up its spending ...