Microsoft's decision to maintain its CAPEX budgets for FY25 and FY26, despite AI bubble concerns, underscores strong market ...

Brian Nowak, Morgan Stanley senior internet analyst, joins 'Power Lunch' to discuss Nowak's thoughts on big tech's earnings ...

Q1 2025 Management View CEO Steven Burdette noted that Q1 2025 sales were $181.6 million, a decrease of 1.3% compared to the ...

Microsoft (MSFT) stock jumps in Thursday's pre-market after reporting strong fiscal third quarter results driven by the ...

FY25 revenue missed guidance amid platform delays, with risks from customer concentration. Read more about SMCI stock here.

The pullback comes as big tech companies face growing investor scrutiny over their heavy artificial intelligence spending.

Meta isn't forecasting a slowdown in business at this point, handily topping Wall Street expectations for Q1 2025 and issuing ...

When the two biggest players in cloud computing report earnings this week, the amount the companies are spending will be just ...

Kolanovic highlighted that AI spending, which has been a primary economic driver over the past two years, may no longer ...

Private sector capex CAPEX increases by 66% over 4 years, with manufacturing leading; cautious approach seen for future ...

The intended capex of private companies is projected to rise further to ₹6.56 trillion in FY25 before easing to ₹4.89 ...

Capex tends to rise when enterprises pursue growth strategies rather than maintain current operations, it said. Overall, ...