Chinese chatbot DeepSeek roiled markets on the mere suggestion that AI is doable on the cheap, yet big spender Meta Platforms ...

Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...

Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

Meta and Microsoft are investing heavily in cloud and AI infrastructure, but face challenges from DeepSeek. Both focus on growth and optimization.

Microsoft and Meta report earnings today, with AI investments and cloud growth in focus. Can these tech giants sustain their ...

Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly ...