Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.

The cloud computing sector is driving the digital economy through AI, multi-cloud strategies, and sustainability, making it a top investment choice. Therefore, investors can’t afford to miss industry leaders like Microsoft (MSFT),

Amazon is suing an agency in Washington state to prevent the release of some company materials to The Washington Post.

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a half a trillion dollars in the first month of 2025 as banks and technology vendors vie to build out massive AI compute.

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the tech vendor’s 2Q 2025 earnings call.

Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.

Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while Amazon's was marginally lower.

Microsoft Corporation (NASDAQ:MSFT), with its impressive $3.29 trillion market capitalization, continues to solidify its position as a leader in the technology sector, with its cloud computing platform Azure and artificial intelligence (AI) initiatives at the forefront of its growth strategy.

Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet to satisfy investors.

Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 earnings, Microsoft announced revenue of $69.6 billion for the quarter, up 12 percent year-over-year, and net income of $24.1 billion, which is up 10 percent year-over-year.

Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data center supply.

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,