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Microsoft and Meta Have a DeepSeek Strategy

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

Seeking Alpha · 2h

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 poised for growth with agentic AI.

Reuters · 1d

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.

Tesla, Meta, Microsoft, IBM and BT

City A.M. · 1h

Microsoft, Meta, Tesla & Apple: What this week’s tech earnings tell us about the AI boom

Microsoft, Meta, Tesla and Apple kicked off the tech earnings season this week: Here's what we've learnt about the AI boom so far.

The Financial Times · 1d

Tech earnings live: Microsoft, Meta and Tesla set to report bumper results

Outlook for artificial intelligence set to be a key issue for investors after DeepSeek triggers stock market sell-off

Euronews (English) on MSN · 23h

US tech giants Tesla, Microsoft and Meta report mixed earnings results

Results for the US tech giants were mixed, as Tesla and Microsoft fell short of market expectations in the growth of their core businesses, while Meta Platforms exceeded analysts' estimates across all metrics,

Tesla, IBM and Meta lead most of Wall Street

Hosted on MSN · 22h

Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs

By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud revenue, while Meta rose 4% after CEO Mark Zuckerberg assured Wall Street about growth with promises of a "really big year".

USA Today · 23h

Wall Street rises as gains in Meta, Tesla offset Microsoft slump

Microsoft MSFT.O dropped 4.7% after forecasting disappointing growth in its cloud computing business. Meta Platforms META.O rose 4.5% after beating estimates for fourth-quarter revenue, but forecast that first-quarter sales might miss estimates.

LA Times on MSN · 16h

Tesla, IBM and Meta lead most of Wall Street higher

Tesla, IBM and Meta Platforms helped lead most U.S. stocks higher after a rush of profit reports from some of the country's most influential companies

16h

Heard on the Street: Behind the AI Splurge at Microsoft and Meta

That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...

Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments

Nvidia stock could benefit from these massive AI infrastructure investments.

18h

Microsoft and Meta’s 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.

CRN20h

AWS, Meta, Microsoft, Nvidia And Oracle: Five Data Center Deals Worth $676B Announced This Month

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...

1don MSN

Alibaba touts new AI model it says rivals DeepSeek, OpenAI, Meta's top offerings

Alibaba says the latest version of its Qwen 2.5 artificial intelligence model can take on fellow Chinese firm DeepSeek's V3 ...

Microsoft Boosts Azure with DeepSeek’s Powerful AI Model

Microsoft Corporation (MSFT) launched the highly popular DeepSeek R1, a powerful AI model, on its Azure cloud platform GitHub ...

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