Meta, Amazon, Microsoft, and Alphabet earnings split tech stocks as AI spending concerns weigh on the Nasdaq 100 and shape ...
Alphabet, Meta, Amazon, and Microsoft are the largest spenders on AI data farms, putting them at the center of an ...
Amazon, Microsoft, Google, and Meta announced a $710 billion AI investment by 2026. NVIDIA remains at 99.6% YES to be the ...
The market is reacting very differently to all four of these earnings reports.
Google, Amazon, Microsoft, and Meta collectively plan to spend $725 billion on capex in 2026, up 77% from last year's record ...
Raymond James upgrades Equinix to strong buy from outperform Raymond James upgraded the communication services company ...
Meta just raised 2026 capex to $125–$145B and tied it to deploying Nvidia CPUs plus “millions” of Blackwell/Rubin GPUs and ...
Kun Chen, a former engineer manager at Microsoft, said that CTOs don't like to see large, slow-moving teams.
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.
Google-parent Alphabet, Microsoft, Amazon, and Meta Platforms all handily beat expectations on the top on bottom lines last ...