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Microsoft and Meta just revived stock market's AI trade

Investopedia on MSN · 4h

Is the AI Trade Back on After Meta and Microsoft Earnings?

Shares of tech mega-caps soared on Thursday as strong earnings reports from Microsoft and Meta Platforms breathed fresh life into the AI trade that's fueled stock market gains for the past two years.

Insider on MSN · 7h

Microsoft and Meta just revived the stock market's AI trade

Meta raised its capital expenditures guidance for 2025 to $64 billion to $72 billion, signaling huge AI investment by Big Tech is still underway.

USA TODAY on MSN · 8h

US stocks up. Meta, Microsoft renew AI hopes. Nasdaq back at pre-tariff annoucement levels

U.S. stocks open higher, boosted by strong earnings from Meta and Microsoft. Apple and Amazon are due to report after the close.

AI, Microsoft and Meta

TechRepublic · 23h

Microsoft CEO Nadella: 20% to 30% of Our Code Was Written by AI

At Meta’s LlamaCon conference, Satya Nadella shared whether AI is better at writing Python or C++ and asked Mark Zuckerberg how much Meta code is written by artificial intelligence.

Geekwire on MSN · 1d

Nadella and Zuckerberg: Microsoft and Meta see surge in AI-generated code at their own companies

Microsoft says AI now writes up to 30% of its code, while Meta predicts AI will handle half of Llama development within a year.

Business Insider on MSN · 1d

AI now writes a big chunk of code at Microsoft and Google — and it could be coming for even more at Meta

Microsoft and Google, say AI is writing more of their code — and Mark Zuckerberg predicts AI could handle half of Meta's dev work within a year.

1h

Microsoft is getting ready to host Elon Musk’s Grok AI model

Microsoft has been instructing engineers working on its AI infrastructure to get ready to host Elon Musk’s Grok AI model, ...

9hon MSN

Microsoft’s strong quarterly earnings show no sign of AI disillusionment—or a Trump tariff hit

The company beat Wall Street forecasts for sales and profits and said its $80 billion data center build continues ...

5hon MSN

Microsoft preparing to host Musk's Grok AI model, The Verge reports

Microsoft is getting ready to host Elon Musk's Grok AI model, The Verge reported on Thursday, citing a source familiar with ...

23hon MSN

Microsoft expects some AI capacity constraints this quarter

Despite cancelling some data center leases last quarter, Microsoft said it is currently seeing more demand for AI capacity ...

54m

Microsoft Is Up Big on Thursday, Here Is Where Wall Street Experts Think The Stock is Going

Microsoft (NASDAQ: MSFT) is up nearly 9% to $430.11 on the day. All thanks to strong earnings with third quarter adjusted EPS ...

11h

Inside Microsoft’s plans to reshape M365 apps with AI

The evolution of the company’s productivity apps continues with the integration of generative AI tools. Microsoft's Aparna ...

12hon MSN

Microsoft’s most capable new Phi 4 AI model rivals the performance of far larger systems

Microsoft has launched several new 'open' AI models, the most capable of which is competitive with OpenAI's o3-mini on at ...

22h

Microsoft puts brakes on AI spending as profit increases 18%

After 10 consecutive quarters of increased spending for artificial intelligence, the company has tapped on the brakes, ...

8h

AI slowdown? Big Tech earnings are telling a different story.

Microsoft and Meta shrugged off concerns about their big AI investments by showing data center demand remains strong and ...

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