Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get ...

The recent pullback in NVDA stock amid the DeepSeek panic is overblown and provides a rare buying opportunity for investors ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

IBM CEO Arvind Krishna speaks about the regulatory environment, tech spending, DeepSeek, AI, GenAI, M&A, mainframes.

Amy Hood urged employees to remain focused and build toward the company's AI goals, while CEO Satya Nadella says DeepSeek is ...

DeepSeek's enterprise reverberation continues - let's weigh the upside (and downside). HR leaders evaluate culture tools - do ...

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep pouring billions of dollars into AI – despite lingering anxiety over the launch ...

Microsoft stock continued to move lower Thursday morning after the company reported its Q2 earnings on Wednesday that missed estimates on key cloud revenue.

Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.

Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...