Excitement around Meta Platforms (NASDAQ: META) has been fading fast. Despite its efforts to be a top name in artificial intelligence (AI) and its heavy investment in superintelligence, investors aren't convinced it's a good buy right now due to its heavy spe…
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) stock is in focus after the company added nearly $450 billion to its market value in a single session on Thursday, gaining 15%, as strong cloud growth eased concerns about its heavy artificial …
See the rest of the story here. thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fly's real-time, streaming news feed keeps individual investors, professional money managers, active traders, and corpor…
The hyperscaler giants reported quarterly results over the last few weeks. Despite consistently impressive earnings and revenues, the market reactions were mixed. Capital expenditure (capex) planning was a better explanation for the stock moves than the usual…
Shares of companies involved in artificial intelligence infrastructure began August on a strong note as positive earnings results from Microsoft and Amazon last week boosted investor confidence in the...
