infrastructure costs

2 articles
The Motley FoolThe Motley Fool··Eric Trie

Meta Stock Plunges 8.6% as AI Spending Boom Overwhelms Earnings Beat

Meta stock fell 8.6% despite Q1 earnings beat, as investors worry its $145B AI spending through 2026 threatens profit margins.
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The Motley FoolThe Motley Fool··Adam Spatacco

Microsoft Stock Declines Amid AI Investment Concerns

Microsoft stock fell 16% since January as investors worry about high AI spending and returns, though Azure grew 39% and analysts see 48% upside potential.
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