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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
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.
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.
Tesla, Meta, Microsoft, IBM and BT
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, major earnings, and government cuts ahead.
Meta, Tesla and Microsoft Upstaged the Fed With Ambitious Visions and Mixed Earnings
CEO of Meta and Facebook Mark Zuckerberg, Lauren Sanchez, Amazon founder Jeff Bezos, Google CEO Sundar Pichai and Tesla and SpaceX CEO Elon Musk. Photo credit: Getty The Fed is used to steering markets on its big day,
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,
1d
on MSN
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.
2d
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 ...
The Information
1d
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 ...
21h
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 ...
2h
Chinese state-linked accounts hyped DeepSeek AI launch ahead of US stock rout, firm says
The messaging was rolled out on platforms such as X and META.O Facebook and Instagram, as well as Chinese services Toutiao ...
2d
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 ...
23h
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.
1d
on MSN
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 ...
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