Both companies have a lot riding on the success of OpenAI, the leader in large language models.

But shares slid Wednesday evening as Azure failed to deliver meaningful growth upside. In-line guidance did little to change ...

Nvidia provides indirect exposure to OpenAI and Anthropic because it supplies infrastructure and has committed to large ...

Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

By Aditya Soni and Deborah Mary Sophia Jan 29 (Reuters) - Big Tech earnings so far this week have sent a clear warning: ...

But roughly 45 per cent of Microsoft’s backlog was driven by OpenAI alone, underscoring its reliance on the money-losing ...

The two tech giants remain the most balanced plays in the booming AI market.

Investors react sharply to Big Tech's AI spending, rewarding Meta's growth while punishing Microsoft for slower returns.

Investors responded to Big Tech earnings this week with a stark warning: they will forgive record spending that brings solid growth, but punish companies if not, showing how much the stakes have ...

Microsoft’s Maia 200 AI chip highlights a growing shift towards a model of vertical integration where one company designs and ...