Microsoft and Meta shrugged off concerns about their big AI investments by showing data center demand remains strong and ...

Line chart showing showing the percentage of capital expenditures to revenue from 2015 to 2024 and estimates for 2025 and ...

The four horsemen of Big Tech — Apple, Amazon ... Wall Street expects earnings per share of about $3.22 on revenue of $68.4 billion, which would mark year-over-year gains of 8.8% and 10.6% ...

The Big Tech trade is alive and well ... And Amazon (AMZN) highlighted that its AI business revenue continues to grow by triple digits year over year. Overall, capex for the hyperscaler group ...