Key Takeaways Amazon said it expects to spend over $100 billion in capital expenditures this year, with the "vast majority" ...

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 ...

Apple halts AR glasses, prioritizing Vision Pro. Amazon upgrades Alexa with AI. Meta’s MR struggles despite smart glasses ...

"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 ...

Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.

US tech stocks lost nearly $1 trillion on concerns about artificial intelligence spending, Meta Platforms Inc. hit a record ...

The emerging agentic AI theme is likely a key catalyst for furthering big tech's valuation prospects this year, with Meta and Microsoft being key beneficiaries in their own rights. Specifically ...

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, ...

Amazon, Google, Microsoft and Meta are pouring billions into artificial intelligence, undeterred by DeepSeek’s rise.