Earnings fell significantly below Wall Street’s expectations, though Meta said it would have exceeded projections before the tax charge.

Microsoft (MSFT), and Alphabet (GOOG, GOOGL) reported earnings results on Wednesday, to be followed by Amazon (AMZN) and Apple (AAPL) on Thursday after the closing bell. Yahoo Finance Executive Editor Brian Sozzi and Yahoo Finance Technology Editor Dan Howley join Morning Brief host Julie Hyman to discuss Microsoft's earnings call,

Microsoft, Google, and Meta are pouring billions into AI data centers and cloud systems. Analysts warn of a growing AI bubble as spending soars.

Alphabet was a bright light among the Magnificent 7 stocks today after the Google parent's quarterly revenue topped $100 billion for the first time.

Arista's stock was up 2% in after-hours action Wednesday, with the networking company poised to benefit from the heightened spending at Microsoft and Meta. Microsoft accounted for 20% of Arista's sales last year,

Immersive productivity for Windows 11 is now available on the Meta Quest 3 and 3S with the latest release of Meta's Horizon OS. The feature, called Mixed Reality Link, was available on a limited basis after public previews began last year. The Windows virtual desktop experience is now rolling out to all users.

Stocks traded mostly to the downside Thursday with shares of companies in the tech sector leading declines as Meta Platforms and Microsoft fell following the release of their quarterly earnings.These stocks were moving Thursday:Meta Platforms missed analysts’ third-quarter earnings expectations and the stock declined 10%.

Microsoft posted its fiscal first-quarter earnings after Wednesday's closing bell, joining Alphabet and Meta on a packed afternoon for Big Tech results. While the headline results impressed, Microsoft ended up spending way more on capital expenditures like chips than analysts were anticipating.