The article flags Azure capacity and AI monetization as the key watch items—any confirmation should drive upside fast on the ...

Meta and Microsoft eliminated up to 23,000 positions on the same day. Both reported record revenues. Both are redirecting the savings into AI infrastructure worth hundreds of billions.

MSFT sell Sell Microsoft (MSFT) into earnings. Thesis: the market is demanding payback now—Azure growth and Copilot ...

Meta said it's cutting 10% of its workforce, just as Microsoft announced that it's offering employee buyouts for the first ...

While both technology giants are spending aggressively to own the artificial intelligence future, one arguably looks better ...

Meta and Microsoft are the latest software companies to announce big cuts to their global workforce. Both companies are also ...

Australia is proposing to tax digital giants Meta, Google and TikTok on a part of their revenue to pay for news reporters.

Big tech is looking for ways to trim expenses while pouring billions into data centers and other AI infrastructure.

Microsoft Corporation is downgraded to hold as Azure/M365 growth slows, AI competition rises, and capex threatens margins & ...

Five mega-cap names are all reporting on the same day, and the buy-or-wait decision could make a huge difference.

Meta and Microsoft just delivered blowout earnings that have Wall Street buzzing. Meta (META) smashed Q2 expectations with ...