Meta's 2025 is off to a 'frenzied start.' Here's what we know about its plans for AI, glasses, social media, and more.
Meta kicked off 2025 by overhauling its content moderation system, rolling back DEI, and announcing more layoffs — all in the ...
Tech giants are lining up over $300 billion in AI spend. Their CEOs are betting cheaper models will drive up AI demand.
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
Opinion
How American tech companies built China into an AI powerhouse
Inadvertent or not, American companies have provided China with everything it needs to gain a competitive advantage.
Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Microsoft is planning $80 billion on AI capital expenditures in 2025. Other companies are following with large commitments. These capital expenditures should benefit Nvidia in 2025, although its ...
Microsoft's Sell-Off? Here's Why I'm Buying
Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...
Big Tech, cozying up to Trump, holds on to Chinese military ties
As the second Trump administration gets underway, tech CEOs are scheduling meetings with the president and scaling back some ...
This Magnificent Artificial Intelligence (AI) Stock Has Shot Up Over 175% in Just 3 Months, and It Could Soar Higher in 2025
SoundHound AI expects to reach revenues of $155 million to $175 million and EBITDA profitability by 2025. The company also boasts a strong balance sheet, with $136 million cash and $39 million in debt ...
adexchanger2d
Criteo’s Investors Like Its New Enterprise Software Status (And Its Free Cash Flow)
Criteo’s shares leapt more than 20% Wednesday morning after the company reported continued profitability growth and a strong ...