Shares of Microsoft and Meta move in opposite directions, underscoring a new 'Magnificent Seven' pecking order

Microsoft shares ended Wednesday's extended session down 6.1%, with investors seemingly unsatisfied about how ...

Why Microsoft’s stock is getting punished after earnings

Investors focused on the balance between AI spending and AI revenue wanted more juice from Microsoft’s cloud business in the latest quarter.

Musk says he's 'paranoid' about geopolitics and that's why Tesla is spending so much

The Tesla call has wrapped up and investors kept their focus on the eye-popping $20 billion capex number. Musk said that the ...

Elon Musk says Tesla has solved the 'hardest' problem for humanoid robots

Tesla CEO Elon Musk said that his Optimus humanoid robot will be more capable than "anything" else under development. Musk ...

Microsoft's stock could see its sharpest post-earnings drop in over three years

Microsoft's stock hasn't reacted this poorly to an earnings report in over three years — assuming that losses in the extended session were to carry forth through Thursday's close. Shares are off about ...

Is Microsoft too reliant on OpenAI? Management thinks otherwise.

Microsoft suggests that your view of the company's OpenAI revenue concentration is a matter of how you look at things. An analyst pointed out that 45% of the company's backlog now relates to OpenAI.

Microsoft explains why it doesn't think its AI spending is risky

If Microsoft is spending on artificial-intelligence hardware that has a useful life of perhaps six years, will the demand still be there more than half a decade down the road? "A lot of the GPUs that ...

This is one of the 'core issues' weighing on Microsoft's stock, an analyst says

The question-and-answer period of Microsoft's earnings call began with an inquiry around what Morgan Stanley's Keith Weiss deemed to be one of the "core issues" facing investors. Capital spending is ...

Why Wall Street isn't concerned with Meta's hefty AI spending this time around

Meta's top-line results and outlook mean investors are giving the company a pass on its artificial-intelligence spending, ...

Microsoft finally shares its expectations for Azure cloud growth

Microsoft always saves its guidance for about halfway through the earnings call, so investors just found out a key figure. CFO Amy Hood forecasts 37% to 38% growth in Azure cloud-computing revenue on ...

Microsoft is striking a delicate balance, its CFO says

With chips in short supply, Microsoft has to balance different objectives when it comes to allocating the semiconductors it does have. "Our customer demand continues to exceed our supply," CFO Amy ...

Microsoft earnings fail to quell competitive concerns

Microsoft has been registering fast growth in the cloud, but the market has been concerned about competition. And the latest results won't do anything to quiet those fears, according to Jake Behan, ...