Nvidia Stock Investors Just Got Good News From Meta Platforms and Microsoft
Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
Microsoft, Meta back big AI spending despite DeepSeek's low costs
Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...
What We Learned About the Future of AI from Microsoft and Meta Earnings
Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...
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 ...
DeepSeek AI Cost Less Than $6 Million to Develop. Here's Why Meta and Microsoft Are Justifying Spending Billions.
Chinese AI startup DeepSeek burst on the scene this week with its latest AI model, which the startup claims performs as well ...
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 ...
Despite uneven earnings, AI is still Big Tech's star
Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...
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Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown
The emerging agentic AI theme is likely a key catalyst for furthering big tech's valuation prospects this year, with Meta and Microsoft being key beneficiaries in their own rights. Specifically ...
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, ...
3 potential AI stock winners from the $500 billion Stargate project
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
Meta Vs. Microsoft: Can Their AI Infrastructure Plans Hold Up Against DeepSeek?
Meta and Microsoft are investing heavily in cloud and AI infrastructure, but face challenges from DeepSeek. Both focus on growth and optimization.