The stock market showed resilience after Monday's DeepSeek-spurred sell-off in AI hardware stocks. Apple, Tesla, Microsoft led big earnings.

Related: Analyst reboots CrowdStrike stock price target on market conditions Decades later, the U.S. is facing another so-called Sputnik moment. The tech sector took a flying kung-fu kick recently when Chinese startup DeepSeek launched its latest AI model,

Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024.Microsoft and Meta, which cumulatively expect to invest nearly $150 billion in infrastructure in their respective 2025 fiscal years,

Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, major earnings, and government cuts ahead.

Wall Street's main indexes rose on Thursday, driven by post-earnings advances in Meta and Tesla, although Microsoft's weak cloud forecast and downbeat results from Cigna dampened investor enthusiasm. Microsoft MSFT.O dropped 4.7% after forecasting disappointing growth in its cloud computing business.

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

Dow Jones stocks edged higher in the stock market today as investors awaited Powell's remarks and earnings from three tech titans.

Microsoft and Meta report earnings today, with AI investments and cloud growth in focus. Can these tech giants sustain their stock market momentum?

(Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud revenue, while Meta rose 4% after CEO Mark Zuckerberg assured Wall Street about growth with promises of a "really big year".

Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly changing and DeepSeek’s announcement is simply a part of that ebb and flow.

It could be one of the biggest private computing infrastructure projects in history — or a disaster.