Both Microsoft and Meta Platforms have strong investment cases right now.
One of these players stands out as a particularly great buy right now.
Shares of Microsoft fell almost 10% Thursday while Meta jumped roughly 10% after earnings from both tech giants Wednesday.
Why Meta’s AI monetization, unit economics, and faster growth make it the top near-term pick despite similar P/E ratios. Read ...
Investors wondering about payoffs from the pile of cash being spent on artificial intelligence should get some clues when ...
Big tech companies' growing need to invest in technology infrastructure to support generative AI is continuing to raise ...
Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta ...
The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment.
In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, ...
Microsoft shares ended Wednesday's extended session down 6.1%, with investors seemingly unsatisfied about how ...
Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.