Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

"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 ...

Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...

Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

Meta and Microsoft outperformed in Q4 and Q2 earnings but saw diverging market responses. See why META and MSFT stocks are ...

Chinese AI startup DeepSeek burst on the scene this week with its latest AI model, which the startup claims performs as well ...

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

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...