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Meta, Microsoft

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Overview
Highlights
 · 2d
Investors still trust Google more than Meta when it comes to spending their money on AI
Meta and Alphabet both beat expectations in their earnings reports on Wednesday, each recording their fastest growth in years.

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Crypto Briefing · 1d
Amazon, Microsoft, Google, Meta plan $710B AI investment by 2026
 · 6h · on MSN
Amazon, Alphabet, Microsoft, Meta, and Apple Just Reported Earnings. I Think This Was the Best Report of Them All.
 · 1d
Alphabet Ascending — Heard on the Street Thursday Recap
Tech companies reported bumper earnings, helped by the AI boom.

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 · 1d
Market Outlook: Microsoft, Alphabet lead tech earnings surge on AI demand
 · 5h
Meta tanks 10%, Alphabet climbs 5% as each company raises capex spend
 · 2d
Google parent Alphabet profit jumps 81% in Big Tech earnings roundup
Alphabet’s profit rose 81% as Google’s AI investments lifted revenue and pushed its market value towards $4.5tr(€4.14tr).

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 · 1d
Why Alphabet Stock Surged to an All-Time High Today
 · 1d
Alphabet hits a milestone as it closes in on Nvidia
1don MSN

Meta's AI is 'justifying higher capex'—yet Amazon gets the benefit of the doubt

It's a strange setup for Meta Platforms, Inc. META right now. On one hand, their first quarter numbers look strong—arguably stronger than peers. On the other, the stock still trades like something is missing.
7don MSN

Meta inks deal to use Amazon’s Graviton processors for AI

Amazon.com Inc. and Meta Platforms Inc. have struck a multibillion-dollar deal for the social-media giant to rent hundreds of thousands of Amazon’s general-purpose chips for its AI efforts.
CNET
7d

Meta Just Signed a Huge Deal to Use Amazon's Graviton CPU Chips for AI

In the latest big AI deal, Meta has inked a multibillion-dollar deal to use Amazon's new AWS Graviton chips, which are CPUs, not GPUs.
1d

Meta ramps up AI spending to chase rivals, but questions over ROI weigh -- analysts

Meta Platform is ramping up its investment in artificial intelligence in an ambitious attempt to catch up with rivals Amazon and Alphabet and capture a greater share of
7d

Meta to use Amazon Graviton chips to power AI services

Meta has entered into a multiyear agreement to deploy Amazon’s Graviton chips to power its AI capabilities. Amazon’s Graviton is a central processing unit (CPU) rather than a
14h

Pentagon Signs AI Deals With Google, OpenAI, Nvidia, Microsoft, Amazon and SpaceX

The Department of Defense's agreements will enable AI from the likes of Google and OpenAI to run on top-secret military networks.
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