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 ...

Mark Zuckerberg told Meta employees on Thursday that the May 20 layoffs are driven by AI capital spending rather than AI productivity gains.

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.

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

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 ...

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

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

Meta said it's cutting 10% of its workforce, just as Microsoft announced that it's offering employee buyouts for the first ...