Meta tanks 9%, continuing record losing streak, while Microsoft jumps 14% as AI trade splits

Microsoft posted strong Azure and Copilot growth, while Meta missed revenue guidance forecasts as free cash flow plunged ...

Microsoft just laid the market blueprint for other AI giants — and its stock is on pace for its biggest jump in 18 years

The company struck the perfect chord of blockbuster cloud-computing results and restrained capex spending.

Microsoft and Meta Platforms Are Negative in 2026. Here's My Favorite One to Buy Now.

Both stocks are cheaper than the S&P 500.

Meta: This AI CapEx Panic Is A Gift, Strong Buy Confirmed

Meta Platforms demonstrates robust growth in digital advertising, despite missing Q2 EPS estimates amid higher operating ...

Sell it or keep it? Google and Meta's AI compute quandary

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

Meta Platforms: Navigating Seasonal Revenue Swings

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

Microsoft’s AI Business Keeps Accelerating. Meta’s Profit Miss Shakes Investor Confidence And Its Stock Plunges

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

Meta Stumbles as Tech Investors Demand Better Answers on AI Spending

Meta fell and Microsoft rallied after sending very different signals on how they’re monetizing their massive AI outlays.