Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. This voice experience is generated by AI. Learn more. This voice ...

Investors looking to add one of these tech giants to their portfolios have an easy decision to make.

Every major AI bull run has a number investors quietly agree to ignore, and the one hiding behind Microsoft, Alphabet, Meta, ...

Two of the biggest so-called AI hyperscalers reported earnings after the bell on Wednesday. Their share prices this morning tell very different stories. Yesterday, both Microsoft Corporation (Nasdaq: ...

Meta is focused on building a superintelligence model that could be paired with some of its AI glasses to see and interact with the world around it. This is its major bet, and if it pans out, it could ...

Meta has emerged as one of Microsoft’s biggest AI customers, spending hundreds of millions of dollars a year on Azure access, ...

Shares in Meta and Microsoft plunged Thursday after the tech giants announced plans to ramp up AI spending – and investors worried that the cash might not yield major payouts. Fears that artificial ...

Microsoft and Meta are spending heavily on AI, but investors see clearer revenue, demand, and enterprise payoff in Microsoft’s strategy.

AI spending is fine … as long as there is a direct and measurable return.

Meta spends hundreds of millions a year renting AI models through Microsoft's Azure, Bloomberg reports. Both companies ...