Microsoft, Meta's AI Spending Surge Fuels Stock Gains Across Infrastructure Sector

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Microsoft, Meta's AI Spending Surge Fuels Stock Gains Across Infrastructure Sector

GuruFocus.com01-30

Shares of AI infrastructure companies moved higher Thursday after Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) outlined increased capital expenditures for AI development. Warning! ...

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MaxGain
·01-31
The whole Azure story is a FARCE in the face of competition from Google and Amazon, doomed to fail. Better bail out before the USD80 billion is spent and and flunking out in utter failure. Bloody CEO is acting tough and talk about end of SaaS, when his own ship in going up is freaking flames 🔥.
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...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-metas-ai-spending-surge-154730369.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MSFT","symbol_name":"微软","start_time":0,"source_url":"https://finance.yahoo.com/news/microsoft-metas-ai-spending-surge-154730369.html","article_id":"2507570673","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2507570673","pubTimestamp":1738252050,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Shares of AI infrastructure companies moved higher Thursday after Meta Platforms  and Microsoft  outlined increased capital expenditures for AI development.GuruFocus has detected 5 Warning Sign with META.Meta expects 2025 capital expenditures between $60 billion and $65 billion, up from an expected $52 billion this year. 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Investors appear bullish on AI-related capital investment continuing to drive growth.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":398205342798328,"gmtCreate":1738257945870,"gmtModify":1738257949526,"author":{"id":"3575426937784230","authorId":"3575426937784230","name":"MaxGain","avatar":"https://static.tigerbbs.com/1e7ec5528a5a65cfeab0826428adcb08","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575426937784230","idStr":"3575426937784230"},"htmlText":"The whole Azure story is a FARCE in the face of competition from Google and Amazon, doomed to fail. Better bail out before the USD80 billion is spent and and flunking out in utter failure. Bloody CEO is acting tough and talk about end of SaaS, when his own ship in going up is freaking flames 🔥.","listText":"The whole Azure story is a FARCE in the face of competition from Google and Amazon, doomed to fail. Better bail out before the USD80 billion is spent and and flunking out in utter failure. Bloody CEO is acting tough and talk about end of SaaS, when his own ship in going up is freaking flames 🔥.","text":"The whole Azure story is a FARCE in the face of competition from Google and Amazon, doomed to fail. Better bail out before the USD80 billion is spent and and flunking out in utter failure. Bloody CEO is acting tough and talk about end of SaaS, when his own ship in going up is freaking flames 🔥.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398205342798328","repostId":2507570673,"repostType":2,"repost":{"id":"2507570673","kind":"highlight","pubTimestamp":1738252050,"share":"https://ttm.financial/m/news/2507570673?lang=&edition=fundamental","pubTime":"2025-01-30 23:47","market":"us","language":"en","title":"Microsoft, Meta's AI Spending Surge Fuels Stock Gains Across Infrastructure Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2507570673","media":"GuruFocus.com","summary":"Shares of AI infrastructure companies moved higher Thursday after Meta Platforms  and Microsoft  outlined increased capital expenditures for AI development.GuruFocus has detected 5 Warning Sign with META.Meta expects 2025 capital expenditures between $60 billion and $65 billion, up from an expected $52 billion this year. CFO Susan Li said most of this spending will support both generative AI initiatives and Meta's core business. Microsoft CEO Satya Nadella highlighted AI's growing role, calling Azure the infrastructure layer for AI. He noted that the company has doubled its total data center capacity in three years, with 2023 marking its largest-ever expansion.Microsoft CFO Amy Hood added that fiscal 2025 operating margins should improve slightly, citing efficiency gains from scaling AI infrastructure. Following these announcements, shares of Broadcom , Arista Networks , Vertiv , Marvell Technology , Cisco Systems , and Super Micro Computer  all posted single-digit gains. Investors app","content":"<html><body><p><span>Shares of AI infrastructure companies</span><span> moved higher Thursday after Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) outlined increased capital expenditures for AI development. </span></p>\n<ul>\n<li>Warning! GuruFocus has detected 5 Warning Sign with META.</li>\n</ul>\n<p><span>Meta expects 2025 capital expenditures between $60 billion and $65 billion, up from an expected $52 billion this year. CFO Susan Li said most of this spending will support both generative AI initiatives and Meta's core business. Microsoft CEO Satya Nadella highlighted AI's growing role, calling Azure the infrastructure layer for AI. He noted that the company has doubled its total data center capacity in three years, with 2023 marking its largest-ever expansion. </span></p>\n<p><span>Microsoft CFO Amy Hood added that fiscal 2025 operating margins should improve slightly, citing efficiency gains from scaling AI infrastructure. Following these announcements, shares of Broadcom (NASDAQ:AVGO), Arista Networks (NYSE:ANET), Vertiv (NYSE:VRT), Marvell Technology (NASDAQ:MRVL), Cisco Systems (NASDAQ:CSCO), and Super Micro Computer (NASDAQ:SMCI) all posted single-digit gains. Investors appear bullish on AI-related capital investment continuing to drive growth.</span></p>This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft, Meta's AI Spending Surge Fuels Stock Gains Across Infrastructure Sector</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft, Meta's AI Spending Surge Fuels Stock Gains Across Infrastructure Sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-metas-ai-spending-surge-154730369.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of AI infrastructure companies moved higher Thursday after Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) outlined increased capital expenditures for AI development. \n\nWarning! ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-metas-ai-spending-surge-154730369.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","TSYW.SI":"TESLA 3xLongSG261006","CSCO":"思科","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","QLD":"纳指两倍做多ETF","BK4592":"伊斯兰概念","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","META":"Meta Platforms, Inc.","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","VRT":"Vertiv Holdings LLC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","TQQQ":"纳指三倍做多ETF","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","USAW.SI":"AMZN 3xLongSG261006","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","QID":"纳指两倍做空ETF","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","ANET":"Arista Networks, Inc.","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC",".IXIC":"NASDAQ Composite","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","MRVL":"迈威尔科技","USJW.SI":"ALPHAB 3xLongSG261006","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","NVIW.SI":"NVDA 3xLongSG261006","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","AVGO":"博通"},"source_url":"https://finance.yahoo.com/news/microsoft-metas-ai-spending-surge-154730369.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2507570673","content_text":"Shares of AI infrastructure companies moved higher Thursday after Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) outlined increased capital expenditures for AI development. \n\nWarning! GuruFocus has detected 5 Warning Sign with META.\n\nMeta expects 2025 capital expenditures between $60 billion and $65 billion, up from an expected $52 billion this year. CFO Susan Li said most of this spending will support both generative AI initiatives and Meta's core business. Microsoft CEO Satya Nadella highlighted AI's growing role, calling Azure the infrastructure layer for AI. He noted that the company has doubled its total data center capacity in three years, with 2023 marking its largest-ever expansion. \nMicrosoft CFO Amy Hood added that fiscal 2025 operating margins should improve slightly, citing efficiency gains from scaling AI infrastructure. Following these announcements, shares of Broadcom (NASDAQ:AVGO), Arista Networks (NYSE:ANET), Vertiv (NYSE:VRT), Marvell Technology (NASDAQ:MRVL), Cisco Systems (NASDAQ:CSCO), and Super Micro Computer (NASDAQ:SMCI) all posted single-digit gains. Investors appear bullish on AI-related capital investment continuing to drive growth.This article first appeared on \nGuruFocus.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}