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Microsoft, NVIDIA and Meta

Prediction: Nvidia Stock Will Soar in the Second Half of 2025, Thanks to This Incredible News From Microsoft and Meta Platforms

Investors continue to underestimate artificial intelligence (AI), the secular tailwinds behind the chipmaker's supercharged growth.

TheStreet on MSN · 10h

Nvidia AI outlook shifts on Meta Platforms, Microsoft plans

Nvidia shares sold off sharply this spring, fueled by increased worry that spending on artificial intelligence infrastructure, such as Nvidia’s semiconductor chips, was peaking. The argument was that hyperscalers operating massive cloud data centers were overbuilding capacity and double-ordering chips,

Reuters on MSN · 1d

Microsoft and Meta fuel $500-billion gain in AI stocks

Wall Street's AI heavyweights added a combined half a trillion dollars in stock market value late on Wednesday after quarterly reports from Microsoft and Meta Platforms showed massive investments in the emerging technology were paying off.

Meta, Microsoft roar higher on strong earnings

NBC New York · 23h

Meta, Microsoft roar higher on strong earnings as AI spending booms

Meta and Microsoft have been investing heavily in AI infrastructure in recent years, and are set to still shell out billions in capital expenditures.

The Mercury News · 1d

Meta, Microsoft face investor scrutiny over AI spending binge

Earnings season for a handful of megacap tech firms has morphed into capex season with the AI arms race showing no signs of slowing.

The Wall Street Journal on MSN · 22h

Why Microsoft and Meta Are Soaring After Earnings

And both Meta and Microsoft were already on track to spend more than 30% of this year’s revenue on capital expenditures, compared with about 15% to 20% historically. Those outlays were already beginning to look like mere table stakes after Google parent Alphabet used its report last week to bump up its own capex spending plans for this year to $85 billion.

Tech Xplore4h

US tech titan earnings rise on AI as economy roils

Tech giants Amazon, Apple, Meta and Microsoft this week eclipsed earnings expectations, cashing in on artificial intelligence ...

15h

Meta's earnings blowout has destroyed tech's AI concern: Opening Bid top takeaway

Meta delivered 22% revenue growth to $47.52 billion as AI investments fuel improved ad monetization. On the earnings call, co ...

23hon MSN

S&P 500, Nasdaq hit record highs at open as Meta, Microsoft results fan AI frenzy

The S&P 500 and the Nasdaq opened at record highs on Thursday, as blockbuster earnings from Meta and Microsoft signaled Big ...

22hon MSN

Microsoft surges on robust cloud growth, record AI spending

Microsoft Corp. said it will spend more than $30 billion in the current quarter to build out the data centers powering its ...

Meta Q2 earnings recap: Stock surges 12% after hours on strong results as AI talent costs heat up

Meta's strong earnings report sent its stock soaring after hours. The company also made it clear that the AI talent wars come ...

1don MSN

Microsoft to spend record $30 billion this quarter as AI investments pay off

Microsoft forecast on Wednesday a record $30 billion in capital spending for the current fiscal first quarter, after booming ...

Microsoft is making money — and also spending a lot of money on AI

Microsoft's earnings showed higher capital expenditures than Wall Street was expecting as the company pushed to extend its artificial-intelligence advantage. The company logged $24.2 billion in ...

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