Taiwan-based market watcher TrendForce estimates the world's eight biggest cloud providers – Google, Amazon, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu – will lay out upwards of $710 billion ...

These 3 AI stocks offer stronger setups than NVIDIA heading into March 2026 — led. by institutional flows, technicals, and ...

Broadcom ( AVGO) is still considered the “best-in-class” in the custom application specific integrated circuit market, but Marvell ( MRVL ), Arm ( ARM ), and perhaps surprisingly, Qualcomm ( QCOM ), ...

HIVE Digital Technologies (NASDAQ:HIVE) executives emphasized record quarterly revenue growth and continued expansion in both Bitcoin mining and high-performance computing (HPC) during the company’s ...

Joining me on today's call are our CEO, Matthew Desch and our CFO, Vincent J. O'Neill. Today's call will begin with a discussion of our fourth quarter results followed by Q&A. I trust you have had the ...

Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.

Meta’s expectation for its 2026 capital expenditures makes last year’s outlay look like child’s play. It's clear that Meta, which aims to build personal superintelligence, wants to lessen its ...

Here’s what could happen to Meta shares next. Meta beat consensus estimates for Q4. Q4 revenue was $59.89 billion, an increase of 24% year over year. Bank of America reset its Meta price target. Meta ...

Katelyn is a writer with CNET covering artificial intelligence, including chatbots, image and video generators. Her work explores how new AI technology is infiltrating our lives, shaping the content ...

Meta Platforms delivered a blowout Q4, surpassing earnings and revenue estimates on robust holiday-driven ad demand. META maintains exceptional free cash flow, even amid aggressive CapEx, fueling AI ...

Meta reported fourth-quarter earnings on Wednesday that topped estimates and issued stronger-than-expected sales guidance. The stock popped as much as 10% in after-hours trading. Meta said it expects ...

When Meta launched advertising nearly two decades ago, performance was driven by manual inputs – targeting rules, account structure, and incremental optimization. Success depended on carefully defined ...