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Microsoft, NVIDIA and Meta

Nvidia AI outlook shifts on Meta Platforms, Microsoft plans

Nvidia shares sold off sharply this spring, fueled by increased worry that spending on artificial intelligence infrastructure, such as Nvidia’s semiconductor chips, was peaking. The argument was that hyperscalers operating massive cloud data centers were overbuilding capacity and double-ordering chips,

USA TODAY on MSN · 16h

US stocks open higher after Meta, Microsoft results. Microsoft joins Nvidia in $4T club

US stocks open up after a flurry of trade deals and results from Microsoft and Facebook-parent Meta. Microsoft's valuation jumps above $4 trillion.

The Financial Times · 19h

Microsoft hits $4tn market value as tech stocks rise to new highs

Microsoft hit $4tn in market capitalisation on Thursday in a US tech share surge that also pushed Meta’s stock up by 11 per cent, on the back of blockbuster earnings from both companies the previous day.

Microsoft, AI

Gizmodo · 10h

Microsoft Predicts These Jobs Are Safe From AI

As you can see, most of the jobs here are so-called “knowledge economy” jobs—careers that involve learning about, analyzing, and communicating specialized information. On the other hand, the jobs that don’t have much AI applicability are decidedly more blue-collar. They are as follows:

Tom's Guide on MSN · 20h

Microsoft study reveals the 40 jobs AI is most likely to impact — and 40 that are safe (for now)

A new Microsoft study ranks the 40 jobs most at risk of being replaced by AI and the 40 roles that are safest for now. Find out if your career is on the list.

Mathrubhumi English · 27m

No job is safe? Microsoft report lists roles AI may soon overtake

Microsoft has released a revealing list of 40 occupations most at risk from generative AI—including many that traditionally required college degrees. Forget robots replacing factory workers: the new wave of automation is coming for translators,

Microsoft to Spend Record $30 Billion This Quarter

Bloomberg on MSN · 17h

Microsoft Surges on Robust Cloud Growth, Record AI Spending

Microsoft Corp. said it will spend more than $30 billion in the current quarter to build out the data centers powering its artificial intelligence services.

Reuters on MSN · 1d

Microsoft to spend record $30 billion this quarter as AI investments pay off

Microsoft forecast on Wednesday a record $30 billion in capital spending for the current fiscal first quarter, after booming sales in its Azure cloud computing business showcased the growing returns on its massive bets on artificial intelligence.

The Mercury News · 1d

Meta, Microsoft face investor scrutiny over AI spending binge

Earnings season for a handful of megacap tech firms has morphed into capex season with the AI arms race showing no signs of slowing.

Microsoft Stock Surges Beyond $4 Trillion

The Wall Street Journal · 18h

Microsoft’s Cloud Unit, Bolstered by AI Demand, Supercharges Earnings

Much of company’s recent growth has come through the cloud business, which AI companies have been using to host models.

Barron's on MSN · 20h

Microsoft Stock Surges Beyond $4 Trillion After Earnings. These Numbers Blew Investors Away.

Microsoft stock surged on better-than-expected financial results for its latest quarter and strong guidance, putting the tech giant on track to hit a $4 trillion market cap. The beat was driven in part by double-digit revenue growth in the tech firm’s closely watched Azure cloud business.

Yahoo Finance UK on MSN · 14h

Microsoft and Meta dazzle investors in latest Mag 7 earnings

Earnings from more of the "Magnificent 7" have propelled markets higher this week, with stand out results fuelling further investor optimism around these tech behemoths. The latest earnings season has been another test for the group,

40mon MSN

Microsoft researchers name 40 white-collar jobs AI is most likely to steal: Is yours on the list?

A Microsoft study shows knowledge workers such as writers and historians are most vulnerable to job loss due to generative AI ...

1don MSN

Microsoft earnings preview: AI fuels cloud growth, boosts capital costs, reshapes workforce

Microsoft is set to report Q4 FY25 earnings, with Wall Street expecting strong results driven by AI demand and cloud growth — ...

CRN10h

Microsoft Beats $4 Trillion Valuation: What The AI Giant’s Latest Results Mean For The Channel

Microsoft broke a $4 trillion market cap milestone after fourth-quarter 2025 results that showed sustained growth in cloud, ...

16h

Meta, Microsoft roar higher on strong earnings as AI spending booms

Meta and Microsoft have been investing heavily in AI infrastructure in recent years, and are set to still shell out billions ...

2don MSN

Microsoft's AI edge under scrutiny as OpenAI turns to rivals for cloud services

Microsoft investors head into Wednesday's earnings with one big question: is the company's artificial intelligence edge at ...

Microsoft earnings: Turning up the heat with Azure, AI and the data center arms race

A notable nugget for data platform watchers is with Azure Databricks and Snowflake on Azure both accelerating, Microsoft is ...

Money Morning10h

Microsoft’s AI Boom Isn’t Slowing... Too Late to Buy?

These figures were due to Microsoft's AI and cloud investments starting to pay off. CEO Satya Nadella said "cloud and AI is ...

17hon MSN

S&P 500, Nasdaq hit record highs at open as Meta, Microsoft results fan AI frenzy

The S&P 500 and the Nasdaq opened at record highs on Thursday, as blockbuster earnings from Meta and Microsoft signaled Big ...

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