Meta, Amazon, Microsoft, and Alphabet earnings split tech stocks as AI spending concerns weigh on the Nasdaq 100 and shape ...

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.

Two of these players stood out.

Meta just raised 2026 capex to $125–$145B and tied it to deploying Nvidia CPUs plus “millions” of Blackwell/Rubin GPUs and ...

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.

Meta Platforms (META) and Microsoft (MSFT) are in the red after earnings, with capex overshadowing top-line beats ...

Here are the stocks making headlines in midday trading. Blue Owl Capital – Shares of the private credit firm popped nearly 10 ...

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

Alphabet, Amazon, Meta and Microsoft —are set to report their latest quarterly results after Wednesday's closing bell.

Meta beat on revenue, but showed disappointing user numbers and its capital expenditures were below estimates.

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