Two of these players stood out.

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 ...

Raymond James upgrades Equinix to strong buy from outperform Raymond James upgraded the communication services company ...

The market is reacting very differently to all four of these earnings reports.

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.

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

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

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

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

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

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