Microsoft is soaring and Meta is tumbling. It all comes down to cash flow and capex.

Wall Street cheered one tech giant's AI spending this week and punished another's, even though both reported strong revenue ...

Futures pointed higher Thursday as investors also weighed the Fed's decision to hold rates and rising Treasury yields ...

Microsoft's revenue lead has widened significantly over the past eight quarters, while Meta shows consistent seasonal swings.

As the tech giants' AI splurge starts to hurt the balance sheet, selling compute is an easy fix — but they also need it to ...

Big Tech titans Microsoft (MSFT) and Meta Platforms (META) are on different sides of the Nasdaq today after earnings ...

Both stocks are cheaper than the S&P 500.

Microsoft's revenue lead has widened significantly over the past eight quarters, while Meta shows consistent seasonal swings.

Wall Street had wildly divergent opinions on Microsoft and Meta's earnings results Thursday, with Microsoft stock rocketing ...

A Microsoft sign and logo are displayed at the company's headquarters April 4, 2025, in Redmond, Wash.

Microsoft impressed Wall Street with stronger-than-expected fiscal fourth-quarter results, fueled by continued momentum in ...

Microsoft and Meta reported ballooning AI costs on Wednesday, but Microsoft still managed to increase its profits, while Meta posted a sharp earnings decline. Meta shares slumped 6.2% in after-hours ...