Meta Platforms still has some work to do before it can turn around its fortunes.

Big Tech's latest earnings indicate robust demand for AI infrastructure, with Microsoft, Amazon, and Alphabet showing significant cloud growth.

This week the biggest technology companies opened their books and showed investors what their AI spending is actually buying. The market did not react as one. It split down the middle. On one side sat ...

As Microsoft, Amazon, and Alphabet have poured more cash into AI computing, they don't have the capacity to offset share-based compensation and decrease outstanding shares. That should naturally ...

Microsoft and Amazon both beat cloud expectations this week, and Microsoft's headcount fell for the first time since 2016. Also on the show: Satya Nadella builds a dashboard out of a Morgan Stanley ...

Amazon, Microsoft, and Alphabet all saw accelerating sales growth in their cloud businesses. However, Alphabet's cloud ...

U.S. stocks rose to the finish of a wild July as Amazon leaped, Apple sank and rising oil prices worsened worries about ...

Microsoft also helped lift the index for the week, leading the gainers on the Nasdaq 100. It added 21.25% for the period ...

Amazon is leaping, but Apple is sinking, and rising oil prices are adding to worries about inflation already squeezing the ...

TL;DRAlphabet, Amazon, Meta, and Microsoft hold roughly $2.4tn in AI spending commitments, and two are already cash-flow negative The four largest US technology companies have locked in nearly two and ...

There's data center activism, fought with Facebook groups and petitions, and then there's data center annihilation, fought with guided missile and suicide drones. Recently, the Ir ...

It may feel like AI is dominating the conversation, but AI is nowhere near dominating the Microsoft business. That day will ...