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

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 ...

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: ...

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

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, ...

Microsoft shares jumped 10% while Meta tumbled 10% even as both companies devoted considerable resources to AI investments. Microsoft's 43% surge in Azure revenue and 10 million additional paid ...

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