Market context
Follow the story. See which markets it affects. Explore the context.
Meta delivered 27% revenue growth driven by solid ad demand, but massive AI capex compressed operating margins to 31% and slashed free cash flow. Despite near-term earnings pressure, analysts model s…
Meta reported strong Q4 driven by ad growth, Tesla slightly beat Q4 estimates despite annual revenue decline, and Microsoft topped earnings but showed cloud growth slowdown amid mixed sentiment.
Microsoft shares fell 2.1% premarket as it lowered AI software sales quotas due to missed goals in its Azure cloud unit, despite a 16% year-to-date gain.
Meta plans a $25 billion bond sale to fund AI and data center investments, posting 26% revenue growth but 32% cost increase in Q3.
Alphabet (GOOGL) beats revenue estimates with raised capex forecast, Microsoft (MSFT) reports strong cloud growth but slight share decline, and Meta (META) suffers a large one-time charge and shares …
Amazon and Apple prepare to report Q3/Q4 results amid AI-driven growth hopes. Amazon's cloud boosts profitability and sales, while Apple's iPhone 17 and services growth offset China trade tensions. A…
Intel shares surged nearly 9% following CEO Lip-Bu Tan's cost-cutting and strategic investments, including a stake from Nvidia. Despite challenges in chip yields, Intel is recovering, outpacing Nvidi…