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Microsoft Plunges, Meta Rallies As Investors Demand AI Payoffs
Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta gained 10%.
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cnbc.com
Tech's massive AI spend is under scrutiny ahead of earnings. Here's what to watch
The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some cases, defend those plans.
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forbes.com
Meta Beats Wall Street’s Q4 Revenue Estimates—As AI Spending Rises
The company previously said it would rapidly increase spending to meet AI goals.
