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Microsoft Plunges, Meta Rallies

Digest more
 · 18h
Meta soars after proving AI spend while Microsoft struggles to please
Meta appeared to gain approval from investors to keep putting money into AI as shares jumped 8% post-earnings.

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 · 1d · on MSN
Meta overshadows Microsoft by showing AI payoff in ad business
 · 15h
Microsoft Plunges, Meta Rallies As Investors Demand AI Payoffs

Microsoft, AI

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Top News
Overview
Impacts
 · 19h · on MSN
Slowing cloud growth and huge AI spending: Why Microsoft's stock is plunging the most in nearly 6 years
Shares dropped the most since March 2020 on Thursday, with investors fleeing the stock amid slower cloud growth and big spending on AI.

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 · 1d
Microsoft reports huge spending surge due to AI
 · 1d
Microsoft’s AI spending and disappointing cloud growth overshadow strong profits
 · 18h
Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth
Microsoft’s spending surged to a record high, and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to ...

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 · 1d
Microsoft Continues to Spend Big on A.I. While Profit Jumps 60%
 · 18h
Big tech results show investor demand for payoffs from heavy AI spending
 · 16h
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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Digi Times · 1d
Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite
 · 1d
Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hours
17hon MSN

Satya Nadella insists people are using Microsoft’s Copilot AI a lot

With Microsoft spending many billions on data centers, and rumors that no one is using its AI, CEO Satya Nadella shared some usage numbers.
2don MSN

Microsoft Releases Powerful New AI Chip to Take on Nvidia

The software giant is vying for a bigger piece of the AI pie.
14hon MSN

Perplexity signs $750 million AI cloud deal with Microsoft, Bloomberg News reports

Jan 29 (Reuters) - AI startup Perplexity has signed a $750 million agreement with Microsoft to use its Azure cloud service, Bloomberg News reported on Thursday, citing people familiar with the matter.
16hon MSN

Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says

Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.
3d

Microsoft’s Latest AI Chip to Reduce Reliance on Nvidia

Microsoft Corp. is rolling out its second-generation artificial intelligence chip, the centerpiece of the company’s push to power its services more efficiently and provide an alternative to Nvidia Corp.
22h

AI is a planet-sized bubble — and Microsoft's slump is a taste of the crash to come, tech guru Erik Gordon says

Professor Erik Gordon said the "AI bubble is almost as big as the planet Jupiter," and Microsoft's stock drop is a "warning of the burst to come."
9don MSN

This Is What Will Determine Winners of AI Race, Microsoft CEO Says

Satya Nadella revealed the key predictor at the World Economic Forum in Davos.
CRN
22h

Microsoft Q2 Earnings: CEO Nadella Defends AI Investments

Microsoft CEO Satya Nadella talks Copilot, Azure, AI, agents, OpenAI and more on the company’s Q2 earnings call.
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