AMD upgraded to Buy ahead of Q4 earnings on AI accelerator demand, hyperscaler CapEx and China reopening—see the key catalysts and risks now.

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Companies like Microsoft and Meta are still spending big on artificial intelligence. But investors remain antsy about seeing ...

Like longtime foe Elon Musk, Meta ( META) CEO and co-founder Mark Zuckerberg is laser-focused on charting a possibly more ...

Both companies announced capex projections that blew past consensus expectations, but only Meta seemed to rebuff the Wall ...

Edward Chancellor analyzes technology manias to evaluate the AI boom. GMO warns that record valuations and overinvestment ...

Amazon’s decision to cut jobs spooked investors who worried that cost-cutting was needed to raise funds for AI.

Meta CEO Mark Zuckerberg’s metaverse dreams seem to have been replaced by a new vision: an AI-generated social feed. In an earnings call on Wednesday, Zuckerberg reiterated his belief that AI will ...

“In 2025, we rebuilt the foundations of our AI program,” Zuckerberg said on an investor call Wednesday, referring to the ...

Meta's stock pop following the company's latest earnings beat is a sign that investors are OK with hefty AI spending as long as the core business stays strong.

Take Zuckerberg's outlook with a grain of salt. After all, he thought we'd all be hanging out in the metaverse by now.

The Meta CEO and cofounder also said that their smart glasses business is booming—but didn't mention the metaverse in his ...