Key Takeaways Amazon said it expects to spend over $100 billion in capital expenditures this year, with the "vast majority" ...

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...

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

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...

Amazon (AMZN) is the latest technology giant to announce it will continue spending massive amounts of cash on artificial intelligence, even after Chinese startup DeepSeek’s success.

Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...

Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.

The emerging agentic AI theme is likely a key catalyst for furthering big tech's valuation prospects this year, with Meta and Microsoft being key beneficiaries in their own rights. Specifically ...

Apple halts AR glasses, prioritizing Vision Pro. Amazon upgrades Alexa with AI. Meta’s MR struggles despite smart glasses ...

Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its AI investments.

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