Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
It reported sales of $48.4 billion and earnings of $8.02 per share, compared to the consensus estimates of $47.0 billion and ...
Meta is now spending tens of billions on AI, and there is a war going on between the Big Caps on who can pour the most money into AI. DeepSeek also didn’t hurt Meta as much, and the recent full-year ...
Shares of Meta Platforms ( META 0.32%) and Salesforce ( CRM -1.65%) soared 350% and 115%, respectively, over the last two ...
DeepSeek has complicated the dominant narrative that's propped up the market for the last 2 years, challenging lofty ...
Meta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI ...
Meta CEO Mark Zuckerberg said the company will invest billions in AI despite the DeepSeek surprise; wants Llama 4 to lead the ...
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.