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

GuruFocus.com01-30 23:47

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
01:25
MaxGain
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":"LU2237957902.USD","symbol_name":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","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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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.","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,"idStr":"3575426937784230","authorIdStr":"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":0,"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":{"LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","VRT":"Vertiv Holdings LLC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","CSCO":"思科","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","USJW.SI":"ALPHAB 3xLongSG261006","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","MSFT":"微软","BK4592":"伊斯兰概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","PSQ":"纳指反向ETF","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU0149725797.USD":"汇丰美国股市经济规模基金","SQQQ":"纳指三倍做空ETF","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","TSYW.SI":"TESLA 3xLongSG261006","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","QLD":"纳指两倍做多ETF","MRVL":"迈威尔科技","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","AVGO":"博通","ANET":"Arista Networks, Inc.",".IXIC":"NASDAQ Composite","META":"Meta Platforms, Inc.","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","USAW.SI":"AMZN 3xLongSG261006"},"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"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2507570673"}