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4 stocks to watch on Monday: MRVL, META, GOOG, and GME: Stock movers today: Marvell’s Lumentum deal, Meta’s negative outlook, Alphabet’s AI bond sale ...
seekingalpha.com/news/4662167-4-stocks-to-watch-on-monday-mrvl-meta-goog-and-gme

Bethesda reportedly revealing The Elder Scrolls 6 next month, and we may know what its subtitle is going to be
eurogamer.net/elder-scrolls-6-reportedly-revealed-november

Senators send stern letter to Meta over privacy risks from AI camera glasses: US Senators Ron Wyden and Edward Markey have sent Mark Zuckerberg a rather scathing ...
digitaltrends.com/wearables/meta-smart-glasses-privacy-senators-letter/

Halved from 60,000 to 30,000 users: Meta pushes developers away from Claude Code: Developers at Microsoft and Meta are to use Claude Code less frequently in the ...
t3n.de/news/microsoft-meta-claude-code-30000-mitarbeiter-1766817/

Claude Code: Microsoft and Meta restrict usage for developers - | this is the reason
t3n.de/news/claude-code-microsoft-meta-schraenken-entwickler-ein-1766817/

Microsoft and Meta reduce internal use of Anthropic AI: Microsoft and Meta have invested large sums in Anthropic's AI models. But now the companies are ...
winfuture.de/news,161754.html

Senate Democrats are grilling Meta, Amazon, Google, and Microsoft over AI tax breaks
qz.com/senate-democrats-meta-amazon-google-microsoft-ai-tax-breaks-092826

Engadget Podcast: Can Microsoft fix Windows 11 by dumping AI?: We chat with PCWorld's Mark Hachman about where Windows is headed.
engadget.com/computing/engadget-podcast-can-microsoft-fix-windows-11-by-dumping-ai-122601592.html

Melania Trump walks along humanoid robot Figure 03 in White House: Humanoid Robot Figure 03 joins US President Donald Trump and Melania Trump in White House ...
wionews.com/world/figure-03-humanoid-robot-white-house-melania-trump-ai-summit-1774505265887

More expensive than the moon landing: This is how much tech companies are investing in AI expansion
t3n.de/news/teurer-als-die-mondlandung-so-viel-stecken-tech-konzerne-in-den-ki-ausbau-1728997/

Big Tech’s big AI spending figures revealed – More layoffs expected: Big Tech is going all in on AI. Microsoft, Amazon, Google, and Meta poured billions into AI ...
financialexpress.com/world-news/big-techs-big-ai-spending-figures-revealed-more-layoffs-expected/4029602/

While AI spending is top of mind, online ads are driving a lot of Big Tech's growth
cnbc.com/2025/11/01/meta-alphabet-amazon-microsoft-earnings-ads.html

Meta, Google, and Microsoft Triple Down on AI Spending: Three of the biggest US tech companies reported record profits and record infrastructure spending on ...
wired.com/story/microsoft-google-meta-2025-earnings/

META in charts: R&D expenses top $15B in Q3: Facebook parent Meta Platforms (META) reported quarterly results for Q3 that included more than $15B in R&D ...
seekingalpha.com/news/4510925-meta-in-charts-rd-expenses-top-15b-in-q3
Why AI giants keep axing tech jobs: This is a sign that AI is working, by reshaping staffing needs across Silicon Valley through automation.
businessinsider.com/ai-giants-keep-axing-tech-jobs-layoffs-2025-10

Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion
cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html
Key FactsMicrosoft tops forecasts and reports Azure revenue for first time
Jul 30, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: cnbc.com
Summary created with AI assistance · Source: cnbc.com
- Microsoft reported EPS of $3.65 and revenue of $76.44 billion, both exceeding LSEG expectations.
- Microsoft disclosed Azure’s dollar scale for the first time; fiscal-2025 revenue exceeded $75 billion, while quarterly growth reached 39%.
- Finance chief Amy Hood forecast first-quarter revenue of $74.7 billion to $75.8 billion, above the $74.09 billion LSEG consensus.
- Microsoft expects over $30 billion in first-quarter capital expenditures and assets acquired through finance leases, while data-center capacity remains constrained.
"I talked about it, my gosh, in January, and said I thought we'd be in better supply-demand shape by June," Hood said. "And now I'm saying I hope I'm in better shape by December."— Microsoft CFO Amy Hood, on a conference call with analysts, discussing the expected supply-demand balance and quarterly outlook.

Amazon expands AI footprint with $10 billion data center investment in North Carolina
abcnews.go.com/Business/amazon-expands-ai-footprint-10-billion-data-center/story

The new Nvidia? Can this stock become the next big beneficiary of AI?: Globant is considered an AI growth stock with upside potential, attractive to conservative ...
boerse-online.de/nachrichten/aktien/die-neue-nvidia-kann-diese-aktie-der-naechste-ganz-grosse-profiteur-von-ki-werden-20361230.html

Shiny deals: Microsoft and Alphabet earn more than $20 billion in three months: The American technology giants are making great money. And point to impulses from ...
faz.net/aktuell/wirtschaft/unternehmen/quartalszahlen-microsoft-und-alphabet-beschleunigen-wachstum-19486162.html
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