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Microsoft and Meta just revived stock market's AI trade

Meta Platforms and Microsoft Just Reported Amazing News for AI Stock Investors

Microsoft (NASDAQ: MSFT), and what their recent news means for AI stock investors. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of April 30,

Markets Insider on MSN · 1h

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.

Reuters on MSN · 18h

Meta, Microsoft reports lift AI-related stocks

Shares in artificial intelligence and cloud-computing-related companies were rising sharply in late trade on Wednesday after Meta Platforms and Microsoft results beat Wall Street expectations.

Meta, AI spending

MarketWatch on MSN · 15h

Meta’s blowout earnings show why investors shouldn’t sweat a boost to AI spending

Meta raised its capital-expenditure forecast, but it’s also posting strong enough revenue growth to support that spending.

Investopedia on MSN · 17h

Meta Boosts Spending Plans to Grow Its AI Capacity

America's tech giants aren't showing signs of slowing AI spending plans despite a stretch of economic uncertainty that has meant tough times for technology shares. After Meta Platforms (META) late Wednesday reported better-than-expected quarterly earnings,

Capital Brief on MSN · 19h

Meta results beat expectations, lifts AI spending

Meta reported first-quarter sales of US$42.31 billion ($66.2 billion), beating Wall Street estimates of US$41.4 billion, with earnings per share of US$6.43 versus US$5.28 expected, according to LSEG data.

Meta Launches AI App That Rivals ChatGPT

TechRepublic · 3h

Meta Launches AI App That Rivals ChatGPT — With Familiar, ‘More Personal,’ Twist

Meta is launching a standalone AI app powered by Llama 4, blending voice tech with social personalization from Facebook and Instagram for a smarter assistant.

Associated Press News on MSN · 1d

Meta launches AI app, Zuckerberg chats with Microsoft CEO Satya Nadella at developer conference

Meta Platforms Inc. is hosting its first generative artificial intelligence conference for developers, LlamaCon, on Tuesday.

USA Today · 1d

Meta AI assistant gets its own app to rival OpenAI and Google

The standalone app comes as Meta looks to boost the AI assistant's usage, apart from being available within the company's family of social platforms.

19hon MSN

Meta Jumps as Advertising, AI Spending Defy Tariff Concerns

Meta Platforms Inc. posted first-quarter sales that beat Wall Street estimates, a sign that the company’s advertising ...

3hon MSN

Nvidia Stock Jumps as Microsoft, Meta Commit to Continued Heavy AI Spending

Nvidia shares are surging in premarket trading Thursday as two of its key customers—Microsoft and Meta Platforms—posted ...

17hon MSN

Meta Platforms’ shares rise on robust advertising revenue, AI investments

The results come as Meta faces a high-stakes trial in Washington, in which the Federal Trade Commission is seeking to ...

Meta jumps on resilient ad sales, plans to navigate tariffs

Meta Platforms Inc. shares jumped after the company’s advertising sales quelled Wall Street concerns about the impact of the ...

17h

Meta earnings recap: Stock pops on revenue, earnings beats, while Mark Zuckerberg talks AI, increased spending

Meta stock jumped after the company reported big revenue and earnings beats. The investor call focused on AI as CEO ...

Meta Surges on Earnings Strength

Meta investors were generally pleased with the results. The stock was up about 4% in after-hours trading half an hour after ...

Is META Stock Undervalued After A Solid Q1?

It registered sales of $42.3 billion and earnings of $6.43 per share, compared to the consensus forecasts of $41.3 billion ...

Meta's advertisers didn't flinch after it shook up content moderation

Meta rolled back fact checking and content moderation in Q1, and advertisers showed they weren't spooked.

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