Meta Platforms Inc. alone revealed ambitions to spend as much as $135 billion this year — one of the biggest planned outlays of the business sphere. Its suppliers have responded in kind: On Thursday, SK Hynix said it plans a “considerable increase” in capex, and Samsung said it’s ratcheting up spending on its memory production capacity.
Apple earnings could show strong holiday iPhone demand, but rising memory costs could pose a problem for the tech giant’s outlook. Apple is scheduled to report fiscal first-quarter results after the stock market closes on Thursday. Shareholders will keep a close eye on iPhone sales since it’s where Apple makes most of its revenue.
Profits rose 12% to £6.7bn for the full year at the lender.
Microsoft shares dropped 6.2% in Frankfurt on Thursday a day after the company said it had spent a record amount on artificial intelligence in the last quarter and posted slower cloud-computing growth, worrying investors. The decline was roughly in line with Microsoft's move in U.S. after hours trading.
CoreWeave has built a compelling AI cloud product despite the stiff competition in the space.
Bristol-Myers Squibb Company (NYSE:BMY) is one of the best inexpensive stocks to buy now. On January 20, Bristol Myers Squibb announced a partnership with Microsoft (NASDAQ:MSFT) to enhance the early detection of lung cancer. The collaboration centers on integrating Bristol Myers’ oncology expertise with Microsoft’s advanced AI-enabled radiology platform. By using these digital tools, the […]
Constellation Energy (NasdaqGS:CEG) has closed its multibillion dollar acquisition of Calpine, expanding its power generation footprint. The company has secured major nuclear license extensions for its Clinton and Dresden plants, supporting continued operations and planned upgrades. Constellation has signed new clean energy deals with tech giants like Meta and Microsoft to supply power to AI focused data centers. Constellation Energy, trading at around $287.95, sits at the center of several...
The January sales have been a familiar presence for decades, but amid fluctuating sales and a struggling high street, they may no longer have the same appeal.
Total UK dividends are forecast to increase 1.5% to £88.8bn of headline payouts this year, according to a report from Computershare.
Microsoft Corp (MSFT) reports a 24% increase in EPS and surpasses $50 billion in cloud revenue, while capital expenditures and Azure growth raise investor questions.
Higher-than-anticipated capital spending and slower growth in cloud computing are weighing on shares.
Oota, 63, will succeed Nobuo Hayasaka, 70, who will become a senior executive adviser. Shares of Kioxia, which are up more than twelve-fold since their initial public offering at the end of 2024, reversed losses and rose about 2% after the announcement. Spun out of Toshiba Corp., the inventor of NAND flash memory, Kioxia has been a beneficiary of an AI infrastructure building spree that’s lifting memory chip demand and prices.
By Wayne Cole SYDNEY, Jan 29 (Reuters) - Asian tech stocks looked to extend a month-long rally on Thursday with optimism over earnings undimmed into Apple's results, while the dollar remained shaky
STORY: Meta, Microsoft and Tesla kicked off a wave of Big Tech earnings Wednesday, and it was the Facebook parent company that did most to wow investors. Meta saw ad revenues surge and forecast first-quarter revenue above Wall Street expectations. It also boosted capital expenditure plans by 73% in pursuit of "superintelligence", or where machines surpass human performance.The company will spend up to $135 billion, largely on AI infrastructure. Meta shares rose 10% in extended trading following the numbers. Microsoft also reported a big increase in capital expenditure.But growth slowed at its cloud computing unit, damping investor hopes for a big payoff from the massive spending on artificial intelligence.The Windows maker has enjoyed an advantage in the AI race thanks to its early bet on OpenAI.But it faces growing competition from rivals like Google and AI agents such as Anthropic’s Claude Cowork.They threaten both Microsoft’s AI business and its core software products. Shares in the firm dropped over 6% in after-hours trade as investors weighed up the numbers. There was a mixed picture at Tesla too. Elon Musk's company says it will invest $2 billion in his AI outfit, xAI.It also says production of its Cybercab robotaxi remains on track for this year.The news bolsters Musk’s push to reposition Tesla as an AI and robotics company, in a shift that underpins its roughly $1.5 trillion valuation.But flagging sales of EVs saw revenue fall about 3% in 2025, marking the company’s first annual decline.Demand has been hit as rivals roll out newer models and some buyers are put off by Musk's often contentious rhetoric. Tesla shares rose about 1.8% in after‑hours trade.
Nvidia and Apple are reported to be exploring Intel's foundries for 2028 chip production, signaling potential high profile foundry customers for Intel. The U.S. government has taken a substantial equity stake in Intel as part of its national security and industrial policy objectives. These developments link Intel's future more tightly to both major chip clients and U.S. policy priorities in the global semiconductor supply chain. Intel, NasdaqGS:INTC, is trading at $48.78, with the share...
Crypto market slips to $2.95 trillion as Bitcoin fails $90,000, while River crashes 27% amid rising downside risk.
Tesla, Microsoft and Meta headlined huge earnings late after the stock market paused at record highs.
Nvidia, Amazon, and Microsoft are in talks to invest up to $60 billion in OpenAI, The Information reported on Wednesday. Nvidia, an existing investor whose chips power OpenAI's AI models, is in talks to invest up to $30 billion, The Information said, citing a person with knowledge of the situation. Microsoft, a longstanding backer, is in talks to invest less than $10 billion, the report said.
We recently published 10 Stocks Gaining Double Digits Effortlessly. Intel Corp. (NASDAQ:INTC) was one of the best performers on Wednesday. Intel rallied for a second day on Wednesday, jumping 11.04 percent to close at $48.78 apiece, as investors loaded portfolios amid ongoing buzz that it has clinched a significant 2028 order from Nvidia Corp. An […]
Tesla plans to more than double capital spending to a record high of more than $20 billion this year - but little of it will go to its traditional business of selling electric vehicles to human drivers. The company, which last year lost its global EV sales crown to China's BYD, is instead shifting investment to yet-unproven business lines such as fully autonomous vehicles and humanoid robots, based on executive comments on Wednesday's earnings call. Highlighting the change, CEO Elon Musk said Tesla would end production of its Model X SUV and Model S sedans and instead use the space in its California factory to make humanoid robots.
Microsoft Corporation (NASDAQ:MSFT) will release earnings for the second quarter after the closing bell on Wednesday, Jan. 28. Analysts expect the company to report earnings of $3.97 per share. That's up from $3.23 per share in the year-ago period. The consensus estimate for Microsoft's quarterly revenue is $80.27 billion (it reported $69.63 billion last year), according to Benzinga Pro. Bank of America Securities analyst Brad Sills maintains a Buy and lowered the price target from $640 to $520.
Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to 39% in the second quarter.
Microsoft (NASDAQ:MSFT) executives used the company’s fiscal 2026 second-quarter earnings call to highlight accelerating demand for cloud and artificial intelligence products, while also addressing investor questions about the pace of capital spending and the path from infrastructure investment to r
The Fed held rates firm in its first meeting of 2026 and the market shrugged. Plus, tech earnings heat up.
The Q4 earnings and revenue growth pace at this stage from the companies that have reported represent a clear acceleration from what we had seen from this same group in recent periods, though positive beats are less numerous this cycle.


