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Nvidia, Microsoft and Meta

TheStreet on MSN · 1d

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,

24/7 Wall St. · 12h

Nvidia Will Hit $5 Trillion Before End of 2025 Because Microsoft and Meta Said This

Nvidia’s (NASDAQ:NVDA) ascent to a $4.3 trillion market capitalization has cemented its status as a titan in the tech world and the world’s most valuable company, driven by its unrivaled dominance in artificial intelligence (AI) chip production.

The Motley Fool on MSN · 1d

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.

Meta, Microsoft and NASDAQ

NBC New York · 1d

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.

MarketWatch · 1d

Nasdaq futures jump as Microsoft and Meta shares pop following earnings

S&P 500 futures are up 0.4%. Dow Jones Industrial Average futures are jumping 1%. Nasdaq 100 futures are surging 1.4%. On Wednesday, the Dow Jones Industrial Average fell 172 points, or 0.38%, to 44461,

Seeking Alpha on MSN · 1d

Nasdaq, S&P 500 pare gains amid a post-earnings jump in Meta, Microsoft; PCE tad hotter Y/Y

Wall Street pulled back from session highs on Thursday, though the Nasdaq Composite and the benchmark S&P 500 were still higher as Meta and Microsoft impressed investors with their quarterly results.

2d

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 ...

Meta, Microsoft Gain Ground On Amazon As AI Arms Race Accelerates

Big Tech firms announced increased spending on AI data centers and growing revenues from AI in their earnings reports this ...

1don MSN

Microsoft, Meta's AI-powered results lift Wall St futures to new highs

S&P 500 and Nasdaq futures climbed to record levels on Thursday, after blockbuster earnings from Meta and Microsoft signaled ...

Microsoft, Meta, Amazon and Alphabet pour nearly $400 billion into AI

Amazon, and Meta are aggressively investing in data centres, servers, advanced chips, and cloud computing infrastructure to ...

1d

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 ...

2don 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 ...

2d

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 ...

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