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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 · 17h

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 · 21h

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.

AI, Microsoft and jobs

Gizmodo · 12h

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 · 22h

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.

India Today on MSN · 33m

Microsoft reveals jobs most affected by AI with writers, sales, PR and more at risk: Check full list here

Microsoft has released a new study revealing the list of jobs that are most and least vulnerable to AI disruption, ranking 40 professions in each category. Here is the full list.

Microsoft to spend record $30 billion this quarter

Bloomberg on MSN · 18h

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.

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 — ...

The Next Platform2h

AI Embiggens The Big Clouds, Especially Microsoft

Building a successful cloud and growing it quarter after quarter, year after year, with first mover status or without it, is ...

CRN11h

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, ...

Tuko on MSN12h

Microsoft valuation surges above $4 trillion as AI lifts stocks

Shares of Microsoft spiked Thursday following blowout quarterly results, lifting the tech giant into the previously ...

20hon MSN

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.

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 ...

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Microsoft, NVIDIA and Meta

AI, Microsoft and jobs

Microsoft to spend record $30 billion this quarter

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