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Microsoft and Meta just revived stock market's AI trade

Microsoft and Meta just revived the stock market's AI trade

Meta raised its capital expenditures guidance for 2025 to $64 billion to $72 billion, signaling huge AI investment by Big Tech is still underway.

Barron's on MSN · 58m

Nvidia Stock Rises. Why Microsoft, Meta Have Lifted the Chip Maker.

Nvidia stock was rising Thursday after major customers Microsoft and Meta Platforms signaled they will continue to spend heavily on artificial-intelligence infrastructure. Nvidia shares were up 3.7% at $112.

Reuters · 19h

Meta, Microsoft reports lift AI-related stocks

Shares in artificial intelligence and cloud-computing-related companies were rising sharply in late trade on Wednesday after Meta Platforms and Microsoft results beat Wall Street expectations.

20% to 30% of Our Code Was Written by AI

New York Post on MSN · 1d

As much as 30% of Microsoft code now written by AI, CEO Satya Nadella says

The amount of code being written by AI at Microsoft is increasing steadily, the chief executive said during a conversation with Meta’s Mark Zuckerberg.

TechRepublic · 18h

Microsoft CEO Nadella: 20% to 30% of Our Code Was Written by AI

At Meta’s LlamaCon conference, Satya Nadella shared whether AI is better at writing Python or C++ and asked Mark Zuckerberg how much Meta code is written by artificial intelligence.

PCMag on MSN · 1d

Microsoft Says Up to 30% of Its Code Now Written by AI, Meta Aims For 50% in 2026

Microsoft CEO Satya Nadella made the comments during a conversation with Meta CEO Mark Zuckerberg. Meta says it aims to get half its code written by AI by the end of 2026.

Microsoft, cloud and third quarter

Associated Press News on MSN · 18h

Microsoft says quarterly profits up 18% as it weathers tech sector turbulence with cloud growth

Microsoft on Wednesday said its profits rose 18% for the January-March quarter, driven by its growth in its cloud computing and artificial intelligence business in a turbulent time for the tech sector.

Bloomberg on MSN · 8h

Microsoft Shares Surge on Strong Quarterly Cloud Growth

Microsoft Corp. shares jumped after the company reported stronger-than-expected quarterly sales and profit growth, suggesting customer demand for cloud services has held steady despite a wave of tariffs and economic turbulence.

U.S. News & World Report · 21h

Microsoft Beats Quarterly Revenue Estimates as AI Shift Bolsters Cloud Demand

The results are likely to ease concerns about a potential slowdown in AI demand, after some analysts pointed to canceled data center leases at Microsoft as a sign of excess capacity. Rival Alphabet also posted strong results last week,

25m

Why Microsoft Stock Is Skyrocketing Today

Microsoft stock is surging today after the company published better-than-expected sales and earnings results for fiscal Q3.

3hon MSN

Meta, Microsoft Spike On Robust Earnings Reports—As Microsoft Reclaims Crown As World’s Largest Company

Shares of Meta and Microsoft surged Thursday after earnings for two of the U.S.’ handful of trillion-dollar companies came in ...

11mon MSN

Microsoft and Meta Platforms lead Wall Street higher

NEW YORK (AP) — Microsoft and Meta Platforms are driving Wall Street higher on Thursday after profits for the Big Tech ...

18h

Microsoft Moderates A.I. Spending as Profit Increases 18%

Since the release of the ChatGPT chatbot in 2022, Microsoft has plowed more and more money into building data centers in what ...

37m

Nvidia stock rises to lead chip rally after Meta, Microsoft back AI investment plans

Nvidia led chip stocks higher as Meta and Microsoft offered relief to investors concerned about Big Tech's commitments to its ...

10hon MSN

Microsoft Touts EU Data Center Expansion, Pledges to Protect European Operations

Microsoft plans to build out its cloud and artificial-intelligence operations in the EU, including with an expansion of its ...

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