Meta and Microsoft both blew their data center budgets last quarter. Wall Street is only mad at one of them.

The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment.
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Dow Jones futures fall as Meta jumps while Microsoft slumps; Elon Musk plans Tesla CapEx surge

Tesla, Microsoft and Meta headlined huge earnings late after the stock market paused at record highs.
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What We Learned From Meta, Microsoft and Tesla

If quarterly earnings announcements were a contest, Mark Zuckerberg would have won Wednesday. You might even say investors ...

S&P 500 briefly hits 7,000, Nasdaq gains, Dow Jones steady after Fed interest rate decision as gold price soars - here's how US stock market performed today

The S&P 500 hit an intraday milestone of 7,000 before closing at 6,978.03 as investors reacted to the Fed's decision to ...

Why Microsoft's stock is getting punished after earnings

Microsoft was once viewed to be in a better spot than Meta in terms of AI monetization. Microsoft could cash in on AI spending directly, through its cloud-computing business. Meta, meanwhile, had to ...