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At LlamaCon 2025, Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella discussed the growing role of AI in software ...
Meta is launching a standalone AI app powered by Llama 4, blending voice tech with social personalization from Facebook and ...
Nvidia led chip stocks higher as Meta and Microsoft offered relief to investors concerned about Big Tech's commitments to its ...
Nvidia shares are surging in premarket trading Thursday as two of its key customers—Microsoft and Meta Platforms—posted ...
Shares are down by 19%, hit by the one-two punch of the Trump administration's crackdown on AI chip exports to China and fears of capacity overbuilds in the US. The read-through to Nvidia has been ...
"We like the setup for the stock," Moerdler wrote. "Microsoft previously proved they can drive a valuable cloud business, and now they are showing that they can drive both the cloud and the largest AI ...
Meta is building Private Processing to enable AI features on WhatsApp. It will basically send your private messages to Meta's ...
The new Meta AI app, the Ray-Ban glasses, live translation and more: here's what you need to know about Meta's artificial ...
Microsoft, meanwhile, has turned its Azure cloud into a full-stack AI utility. Revenue from Azure grew 33 percent in the quarter, with half that growth tied to AI. Plus its Intelligent Cloud division ...
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Sansoterra said they have overweights in top holding Nvidia (NVDA), and fourth- and fifth-biggest Amazon and Meta, while they've trimmed Apple and Microsoft holdings. He said they also took advantage ...
The App Store reportedly generates net revenue of around $20 billion a year: Not only is this negative press coverage, but ...