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 ...

Google, Amazon, Microsoft, and Meta collectively plan to spend $725 billion on capex in 2026, up 77% from last year's record ...

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 ...

Meta stock plummeted on Thursday after the company upped its full-year AI spending forecast but struggled to clarify how it ...

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

Alphabet, Meta, Amazon, and Microsoft are the largest spenders on AI data farms, putting them at the center of an ...

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.

Shares fell 10% despite ‌strong revenue growth and signs technology is boosting ad sales. The issue is funding: unlike ...

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

Microsoft, Meta, Amazon and Alphabet have posted positive report cards for the quarter past with AI infrastruture needs ...