Why Meta’s AI monetization, unit economics, and faster growth make it the top near-term pick despite similar P/E ratios. Read ...

Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

Big AI spending is fine. It just needs a timeline for profits.

The Big Tech earnings reporting season kicked off this afternoon with Meta, Microsoft and Tesla releasing quarterly results ...

The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment.

META and MSFT had contrasting post-earnings reactions, with both continuing to invest heavily. But were Microsoft's results ...

Investors wondering about payoffs from the pile of cash being spent on artificial intelligence should get some clues when ...

Microsoft and Meta’s latest earnings calls offered a concentrated look at the AI data center buildout, revealing how ...

In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, ...

Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta ...

Apple, Microsoft, Meta and Tesla report as the S&P 500 seeks direction and the Fed signals its outlook on rates and growth.