Microsoft, Meta CEOs defend hefty AI spending

Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans
The tech giants on Wednesday talked up their AI strategies and said they are sticking with ambitious investments in the technology despite the investor panic this week over the ri
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that hampered the tech giant's ability to capitalize on AI.
Microsoft and Meta forecasts disappoint as AI race heats up
STORY: Tech giants Microsoft and Meta failed to impress the market on Wednesday as both companies delivered glum outlooks.:: MicrosoftMicrosoft reported slower-than-expected growth in its crucial Azure cloud business,
Microsoft and Meta AI Splurge Still Not Enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments
Nvidia stock could benefit from these massive AI infrastructure investments.
Meta and Microsoft Show AI Bets Still in Play
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we’re still in a wait-and-see mode on artificial intelligence. In fact, Meta CEO Mark Zuckerberg declared that 2025 would be a “big year” because the trajectory of most of
Zuckerberg Says DeepSeek ‘Strengthened Our Conviction' as Meta Spends Big on AI
Key Takeaways Meta CEO Mark Zuckerberg said Wednesday’s that the rapid rise of competitors from China has only strengthened the tech giant’s commitment to its AI ambitions. The CEO said it’s too early to know how growing competition from China could impact its future investments.

Tesla, Meta and Microsoft Earnings

Microsoft shares slide on cloud outlook; Meta up after Q4 beat
Microsoft shares fell in Europe on Thursday after it issued a downbeat forecast for its cloud business, while Facebook parent ...
Nasdaq 100: Microsoft and Meta Earnings Today—Will AI Investments Pay Off?
Microsoft and Meta report earnings today, with AI investments and cloud growth in focus. Can these tech giants sustain their ...
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 ...
Microsoft’s AI revenue grows, but its stock falls on lower guidance and concerns over spending
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
DeepSeek AI Fears Haunt Meta, Microsoft Earnings. What Stock Markets Need to See and 5 Other Things to Know Today.
Judge halts Trump’s spending freeze as agencies see chaos, Starbucks beats expectations as turnaround campaign continues, and ...
DeepSeek clouds AI picture just as Big Tech is set to report earnings
That all changed Monday when the market went into full meltdown over DeepSeek AI. The China-based company sent Wall Street ...
AI Will Be Front and Center Tonight
Musk has his fingers in a lot of pies and most have something to do with artificial intelligence. That makes Tesla’s earnings ...
Stock Market Today: Nasdaq to lead stocks higher, Dow and S&P 500 steady ahead of Fed decision; earnings from Microsoft, Meta and Tesla loom
Follow the market action on Wednesday to see whether the post-DeepSeek rally can continue and how investors react to the ...