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Microsoft, Meta, Tesla earnings on deck
What We Learned About the Future of AI from Microsoft and Meta Earnings
Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024.Microsoft and Meta, which cumulatively expect to invest nearly $150 billion in infrastructure in their respective 2025 fiscal years,
Meta defends $65bn AI spend after DeepSeek rise
Meta has defended its $65bn (£52bn) investment in artificial intelligence (AI) days after US tech stocks wobbled in the wake of Chinese AI app DeepSeek's sudden rise. Chief executive Mark Zuckerberg said to investors on Wednesday there was a lot to learn from DeepSeek,
Microsoft, Meta, Tesla earnings on deck as DeepSeek triggers AI rethink
Markets are looking for assurances that DeepSeek hasn't completely disrupted the AI investment thesis. They may be disappointed.
15h
on MSN
IBM’s CEO touted DeepSeek AI as a validation of his strategy in a post-earnings victory lap as shares surge 12%
IBM’s strong Q4 earnings, driven by AI momentum, set off a 12% stock surge as CEO Arvind Krishna highlighted DeepSeek’s ...
17h
Apple earnings recap: Tim Cook weighs in on DeepSeek as China and iPhone sales disappoint
Apple's earnings call is today at 5 pm ET. AAPL stock heads into the report down 4% YTD. Analysts are focused on services and ...
10h
on MSN
Intel won’t bring its Falcon Shores AI chip to market
Intel is effectively killing Falcon Shores, its next-generation GPU for high-performance computing and AI workloads.
19m
DeepSeek vs Meta: 5 Things Mark Zuckerberg Teased About Llama 4 and the Future of Open-Source AI
With Meta’s Llama series already making waves in the AI community, the forthcoming Llama 4 promises to push boundaries even ...
10h
DeepSeek is a hot topic on earnings calls this quarter
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
1d
on MSN
On Tesla earnings day, all eyes are on Elon, profits, and AI
Tesla earnings day is upon us — the quarterly check in with one of the world's largest EV makers and its controversial CEO ...
15h
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
15h
Meta downplays DeepSeek, but may be copying the Chinese AI behind closed doors
Meta CEO Mark Zuckerberg said the company will invest billions in AI despite the DeepSeek surprise; wants Llama 4 to lead the ...
18h
AI Roadmap: Tesla Robotaxi To Launch In June, Rivian Plans L3 Autonomy
While Tesla focuses on its robotaxi launch, Rivian is looking to take hands off the wheel and eyes off the road while ...
1d
AI Will Be Front and Center Tonight
Musk has his fingers in a lot of pies and most have something to do with artificial intelligence. That makes Tesla’s earnings ...
1d
on MSN
How AI Could Transform the Way You Listen to Earnings Calls
This AI-driven approach goes beyond traditional voice analysis methods by detecting nuanced vocal characteristics ...
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