Earnings season for a handful of megacap tech firms has morphed into capex season with the AI arms race showing no signs of ...

Meta and Microsoft have been investing heavily in AI infrastructure in recent years, and are set to still shell out billions ...

Microsoft forecast on Wednesday a record $30 billion in capital spending for the current fiscal first quarter, after booming ...

Wall Street's AI heavyweights added a combined half a trillion dollars in stock market value late on Wednesday after ...

Investors continue to underestimate artificial intelligence (AI), the secular tailwinds behind the chipmaker's supercharged ...

Nvidia welcomed Microsoft to the exclusive $4 trillion club as America's tech giants plow through growing demand for ...

Microsoft Corp. said it will spend more than $30 billion in the current quarter to build out the data centers powering its ...

Meta CEO Mark Zuckerberg told investors that his new research lab will focus on building AI models that can learn with ...

The S&P 500 dropped 0.37% and closed at 6,339.39 for its third straight losing day, while the Nasdaq Composite inched down ...

Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies ...

Brent Thill, Jefferies, and Ray Wang, Constellation, join 'Closing Bell Overtime' with reaction to Meta and Microsoft ...

Nvidia shares sold off sharply this spring, fueled by increased worry that spending on artificial intelligence infrastructure ...