Tech giants Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META) both reported earnings in early 2026, spotlighting two very different AI bets. Microsoft is selling the infrastructure of the AI ...

A reported plan to sell computing power takes direct aim at the market's biggest worry about this stock.

On the surface, Microsoft (MSFT) and Meta Platforms (META) issued similar quarterly updates last week. Both beat expectations with their headline financial figures. Both showed significant growth in ...

Microsoft's Azure growth outperformed expectations. The market finally got a number for how much Meta Platforms plans to spend on capital expenditures during 2026. 10 stocks we like better than ...

Fri, February 13, 2026 at 4:10 AM UTC For Meta (META) and Microsoft (MSFT), it has indeed been a tale of two tech giants as of late. While Microsoft has struggled, Meta, thanks in part to its ...

Meta’s (META) blowout Q1 earnings were largely a $3.13-per-share tax windfall, masking deteriorating fundamentals as capex jumped 93.8% while free cash flow fell 19.4%. Microsoft (MSFT) has $627 ...

The scale of Microsoft’s AI-related capex has increased to a projected $106.9 billion for FY 2026. Microsoft posted revenue of $81.3 billion in Q2, up 16.7% year-on-year, slowing slightly from 18.4% ...

Meta and Microsoft are both focusing on AI and investing in infrastructure buildouts. These companies also built strong businesses prior to the AI boom. The words "dirt cheap" and "artificial ...

Wall Street is still riding high on the AI build-out, but continues to question how software companies are monetizing their ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For Meta (META) and Microsoft (MSFT), it has indeed been ...