Chinese chatbot DeepSeek roiled markets on the mere suggestion that AI is doable on the cheap, yet big spender Meta Platforms ...

Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

Companies have continued to cut jobs in 2025 after a wave of layoffs last year. Meta, Microsoft, BlackRock, and Ally are ...

The rise of Chinese AI startup DeepSeek, which has demonstrated the ability to deliver high-performance AI technology at a ...

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...

Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia, ...

AMD shares fell by nearly 9% in after-hours trading, but the chipmaker is talking up a strong second half to 2025.

I f investment in data centres is about to slow, nobody told Mark Zuckerberg. On January 29th, during an earnings call, ...