Covering the AI/tech world from Oppenheimer, two 5-star analysts are taking divergent views on Meta Platforms ... and enterprise-level PCs and laptops. Microsoft has managed this through a ...

So, big picture, all three companies showed strong growth in their most AI-oriented segments, with Microsoft's and ... with Meta, it increased its outlook for capital spending to $38 billion to $40 ...

The earnings wave intensifies, starting with Alphabet (GOOGL), Google’s parent company, which will report before the market opens. Advanced Micro Devices (AMD) will share its financials after ...

Meta and Microsoft’s AI businesses have led both to Q3 earnings beats, but shares in the tech giants dropped on their outlooks for this quarter.

Currently, the Meta AI search function uses Google Search and Microsoft's Bing to surface real-time information about news, sports, and stocks. Meta also recently struck a deal with Reuters for ...

The revenue and net income ... mid-level, which indicates that the price could continue to increase. In conclusion, Alphabet, Meta, and Microsoft show positive momentum ahead of earnings. Google ...

TLDR: Meta has been indexing the web for at least eight months to develop its own search engine for integration into Meta AI, reducing reliance on Google and Microsoft. The company is using web ...

The AI search engine segment is heating up with ChatGPT-maker OpenAI, Google and Microsoft all vying for dominance in the rapidly evolving market. Meta's web crawler will provide conversational ...

compared Meta’s decision to Microsoft’s partnership with OpenAI when it integrated data into Bing and users began getting different results. “When Google created its own version of gen-AI ...