Meta's spending plans sound like great news for this neocloud stock.

Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

Meta's Secret Weapon in the AI Race? All Your Personal Data ...

Meta stock surged on Thursday as Q4 earnings beat estimates and investors welcomed more big AI spending plans from the ...

Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta ...

The tech giant is doubling down on a trend of companies operating with leaner workforces, though it's still on the hunt for ...

It turns out investors are willing to forgive huge capital spending if a company's core business is thriving.

Andromeda and GEM now determine how ads are selected, ranked, and sequenced across Meta. Here’s what changed and what drives ...

Meta, the world’s most massive social-media company, keeps scarfing down more digital ad dollars — and it’s planning to plow ...

Driving Meta Platforms' artificial-intelligence spending is a push to secure access to critical infrastructure and increase ...

Investors wondering about payoffs from the pile of cash being spent on artificial intelligence should get some clues when ...

In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, ...