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Microsoft and Meta Have a DeepSeek Strategy

Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world

By Aditya Soni and Deborah Mary Sophia (Reuters) -Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the U.S. technology industry, the chief executives of Microsoft and Meta defended massive spending that they said was key to staying competitive in the new field.

Wall Street Journal · 1d

Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans

The tech giants vow to barrel ahead despite the jolt from China’s DeepSeek.

Seeking Alpha · 4h

Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown

Meta and Microsoft outperformed in Q4 and Q2 earnings but saw diverging market responses. See why META and MSFT stocks are poised for growth with agentic AI.

Microsoft shares slide

YAHOO!Finance · 1d

Microsoft and Meta forecasts disappoint as AI race heats up

STORY: Tech giants Microsoft and Meta failed to impress the market on Wednesday as both companies delivered glum outlooks.:: MicrosoftMicrosoft reported slower-than-expected growth in its crucial Azure cloud business,

USA Today · 1d

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet to satisfy investors.

Reuters on MSN · 1d

Microsoft shares dip as cloud growth misses estimates but spending grows

Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for overall quarterly revenue and increasing use of its cloud services for artificial intelligence.

1don MSN

Microsoft and Meta AI Splurge Still Not Enough for Nvidia

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

Meta, Microsoft And Tesla All Report Earnings After The Close

Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...

This AI stock might be worth more than Meta in 2025

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

17h

Heard on the Street: Behind the AI Splurge at Microsoft and Meta

That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...

Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments

Nvidia stock could benefit from these massive AI infrastructure investments.

Nasdaq 100: Microsoft and Meta Earnings Today—Will AI Investments Pay Off?

Microsoft and Meta report earnings today, with AI investments and cloud growth in focus. Can these tech giants sustain their ...

20h

Microsoft and Meta’s AI splurge still not enough for Nvidia

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

1don MSN

Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs

By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI ...

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