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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 · 13h

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 · 17h

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 and careers

Gizmodo · 8h

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:

Yahoo · 18h

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.

Fortune on MSN · 13h

20 jobs and careers AI is unlikely to ever touch, according to Microsoft

While people in the communications field have good reason to be worried, Microsoft has unveiled a study showing which careers are most and least likely to be affected by generative AI. What it avoided saying directly,

Microsoft to Spend Record $30 Billion This Quarter

Bloomberg on MSN · 14h

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.

GeekWire on MSN · 1d

Microsoft plans record $30 billion in quarterly capital spending to meet surging AI demand

Microsoft plans to invest more than $30 billion in capital spending next quarter —a new high — to meet surging AI and cloud demand.

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.

Microsoft Stock Surges Beyond $4 Trillion

The Wall Street Journal · 16h

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.

Barron's on MSN · 18h

Microsoft Stock Surges Beyond $4 Trillion After Earnings. These Numbers Blew Investors Away.

Microsoft stock surged on better-than-expected financial results for its latest quarter and strong guidance, putting the tech giant on track to hit a $4 trillion market cap. The beat was driven in part by double-digit revenue growth in the tech firm’s closely watched Azure cloud business.

Yahoo Finance UK on MSN · 11h

Microsoft and Meta dazzle investors in latest Mag 7 earnings

Earnings from more of the "Magnificent 7" have propelled markets higher this week, with stand out results fuelling further investor optimism around these tech behemoths. The latest earnings season has been another test for the group,

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 — ...

CRN7h

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, ...

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 ...

14h

Meta, Microsoft roar higher on strong earnings as AI spending booms

Meta and Microsoft have been investing heavily in AI infrastructure in recent years, and are set to still shell out billions ...

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 ...

Money Morning8h

Microsoft’s AI Boom Isn’t Slowing... Too Late to Buy?

These figures were due to Microsoft's AI and cloud investments starting to pay off. CEO Satya Nadella said "cloud and AI is ...

8hon MSN

Microsoft becomes the second $4 trillion company

Microsoft’s stock price has risen so much today that it has passed a $4 trillion market valuation for the first time in its ...

14hon MSN

S&P 500, Nasdaq hit record highs at open as Meta, Microsoft results fan AI frenzy

The S&P 500 and the Nasdaq opened at record highs on Thursday, as blockbuster earnings from Meta and Microsoft signaled Big ...

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Microsoft, NVIDIA and Meta

AI, Microsoft and jobs and careers

Microsoft to Spend Record $30 Billion This Quarter

Microsoft Stock Surges Beyond $4 Trillion

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