Dan Loeb's Third Point portfolio saw earnings reports from key companies, offering insight into holdings across sectors.

Shares of Meta and Microsoft surged Thursday after earnings for two of the U.S.’ handful of trillion-dollar companies came in ...

Meta raised its capital expenditures guidance for 2025 to $64 billion to $72 billion, signaling huge AI investment by Big ...

Simply put, developing AI isn't cheap. Meta spent $13.6 billion on new data center infrastructure and chips during the first ...

Steve is passionate and dedicated to removing emotional biases from investment decisions. Utilizing a data-driven approach, ...

Like much of the stock market, Nvidia (NASDAQ: NVDA) has experienced significant volatility in 2025. Investors are concerned ...

The past few years have been a whirlwind for Nvidia (NASDAQ: NVDA) investors. The onset of the artificial intelligence (AI) ...

Microsoft and Google, say AI is writing more of their code — and Mark Zuckerberg predicts AI could handle half of Meta's dev ...

Shares of Meta and Microsoft soared in premarket trading after the companies reported earnings. Will Apple and Amazon do the ...

Microsoft and Meta Platforms drove Wall Street higher after delivering profits for the start of the year that were even ...

NEW YORK (Reuters) -U.S. technology-related stocks including many involved in artificial intelligence rose sharply on ...

NEW YORK (AP) — Microsoft and Meta Platforms led Wall Street higher Thursday after the Big Tech companies reported profits for the start of the year that were even bigger than analysts expected.