Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...
Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...
Companies have continued to cut jobs in 2025 after a wave of layoffs last year. Meta, Microsoft, BlackRock, and Ally are ...
To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...
Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
I f investment in data centres is about to slow, nobody told Mark Zuckerberg. On January 29th, during an earnings call, ...
Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia, ...
Microsoft (NASDAQ: MSFT) and Oracle (NYSE: ORCL) have been speculated as possible bidders for TikTok’s U.S. operations. With Facebook and Instagram covering many demographics, Meta (NASDAQ: META) is ...
Alphabet shares fell 8% on Wednesday as investors balked at the Google parent's slowing cloud growth and planned $75 billion ...