Meta

Investing.com-- U.S. stock futures fell on Sunday evening as markets braced for fresh weakness in technology shares after OpenAI said it was halting development of some advanced artificial intelligence models.

Outages at Meta Platforms, Inc. (NASDAQ:META)’s platforms don’t usually move the stock, but they do tend to raise the same question each time they recur. On September 20, Reuters reported that Facebook and Instagram went down for U.S. users for roughly an hour, starting around 8:55 p.m. Eastern, with Downdetector logging more than 17,000 Facebook […]

Cantor Fitzgerald believes Meta could benefit from the third S-curve in AI: personal AI agents.

Meta Platforms, Inc. (NASDAQ:META) lost a civil jury verdict in Santa Fe on September 25. The jury found that the company misled New Mexico residents about how Facebook handled their personal information. The shares fell 3.33% to close at $751.66. The case took five years to reach trial. It reaches back further than that, to […]

This week will bring the September jobs report and data on personal consumption, manufacturing, and home prices. Carnival, Conagra, and Jefferies report earnings.

Micron earnings and the September jobs report are set to lead market headlines this week.

Meta Platforms Inc. shares surged 4.5% on Thursday, making it the world’s seventh most valuable public company, a rally Gene Munster admits he missed after predicting the stock would be “flat to down” following Meta Connect event. Munster ‘Missed’ the...

One firm trimmed its Meta call in July. Its new target rests on a product it hasn’t even modeled yet.

Investing.com -- The adoption of AI shopping agents could reshape U.S. retail by giving consumers greater control over purchasing decisions and shifting profit pools away from retailers that rely heavily on product discovery and advertising, UBS analysts said.

Bond yields in the US recently moved to their highest levels in about two decades, which has pushed borrowing costs higher and put more pressure on traditional, debt heavy business models. Founders who still run the companies they built often respond faster when money gets expensive, because their own legacy is on the line. This article walks through three founder led stocks from our screener that tap into that mindset. The three founder led stocks below are just a sample, and the full screen...

In recent days, Shopify has accelerated its push into AI-powered commerce, signing an AI sales partnership with Meta’s Muse agent, completing the acquisition of Tailwind Labs (creator of Tailwind CSS), and highlighting strong growth in AI-driven traffic and orders alongside profitability. This cluster of AI initiatives and developer tools enhances Shopify’s ambition to be the interface layer for global, high-margin, software-based commerce infrastructure, even as investors weigh higher...

Most of the social media giant's earlier 20% months came with hard numbers behind them. Does this one?

Key Stats for Roblox StockCurrent Price: $46. 44Target Price (Mid): ~$86Street Target: ~$49Potential Total Return: ~85%Annualized IRR: ~15.

SHOP's competitors are also using AI to a large extent.

Shares of customer engagement platform Twilio (NYSE:TWLO) fell 7.6% in the afternoon session after HSBC downgraded the stock from Hold to Reduce.

Meta had a big week. JPMorgan just told investors what it thinks.

Twilio shares sink as HSBC issues a bearish research note. Here’s why analyst Sameer Lam recommends caution in playing TWLO stock.

Meta has announced plans surrounding AI monetization, causing Wall Street to send META stock soaring.

The Week in Stocks: How bond yields are hitting utility stocks, why this REIT suspended its cash distribution and more

Stock Market Today: The Dow Jones index rises Friday on U.S.-Iran peace hopes. Stock indexes found support from sliding oil prices.

Brad Gerstner just made his loudest public case yet for Meta Platforms while simultaneously pulling Altimeter back from full market exposure, and his reason has nothing to do with AI doubts.

As most financial advisors know, having some solid dividend stocks can cushion a portfolio’s volatility, reduce reliance on stock price appreciation, and allow for better sleep. BP Kraft Heinz and Morgan Stanley are just a few of the 11 stocks mentioned. Concerns about the impact of artificial intelligence on brokerage firms have repeatedly driven selloffs this year.

Stock Market Today: The Dow Jones index rises Friday on U.S.-Iran peace hopes. Stock indexes found support from sliding oil prices.

Twilio drops after HSBC downgrades the stock on concerns that investors overestimated early gains from Meta’s Muse.

Meta Platforms’ Muse personal agent isn’t even three weeks old, but the stock is up 27% in that period. Muse and similar artificial-intelligence-based personal agents aren’t just apps. If personal agents become widespread, websites and apps will likely have separate ways for humans and machines to interact with them.

Microsoft gave up on building your personal AI assistant. Meta doubled down on it. Only one stock rose, but both moved the major indexes.

Perhaps some investors were giving up on the company a bit too soon.

Persistent AI agents increase orchestration demand, but workload growth must still become licensing and royalty revenue.

Zscaler is bleeding sales leadership at the worst possible moment, and Fastly is sitting on a massive rally that one analyst thinks rests on a faulty assumption about how AI traffic actually pays the bills.

the question isn’t who will pick up the slack if and when the AI heavyweights slow down—it’s whose lunch the tech will eat next.

Dolby Laboratories Inc. and Meta Platforms Inc. said Wednesday they are expanding Dolby Atmos and Dolby Vision across Meta’s ecosystem. Meta’s new AI glasses will be the first global consumer device that can capture audio in Dolby Atmos. Users can...

Meta's Muse AI Boom Triggers Twilio Stock Selloff as HSBC Cuts Rating

This valuation metric seems outdated for Meta.

Goldman Sachs sounds a warning on AI hyperscaler profits.

Call traders are targeting META and VTGN

Meta Platforms is sliding after a stunning one-month run, but the real question is whether its new AI agent Muse can actually deliver the revenue that fueled the rally or leave investors holding an expensive bet on unproven execution.

Three Wall Street firms just raised their Meta price targets after Connect, and the reason has nothing to do with advertising. Whether Muse AI can actually deliver on projections stretching to 2031 may define the stock's next chapter.

Anthropic is asking its shareholders to approve a structure that would give its seven co-founders a combined 50.1% of the vote on most corporate matters.

Shares of Meta Platforms are having a moment, fueled by excitement from Wall Street and consumers alike around the Facebook-parent’s consumer artificial-intelligence model Muse and the company’s overarching AI ecosystem. The stock’s recent surge could just be the beginning if it’s able to claim a key price level. Meta stock declined 3.5% to $750.36 on Friday after ending Thursday up 4.5%.

The Nasdaq hit a new high this week, but the Dow Jones set fresh three-month lows as Treasury yields skyrocketed.

JPMorgan, Raymond James, and BofA all raised their Meta price targets in the same week, and their reasoning has little to do with advertising. The catalyst they keep pointing to could redefine what kind of company Meta actually is.

Stock Market Today: The Dow Jones index rises Friday on U.S.-Iran peace hopes. Micron stock and Sandisk rally Friday.

Meta stock is soaring as Muse climbs the download charts. Wall Street is still sorting out winners and losers.

Meta stock has rallied 16% over the past week on the heels of the company's AI agent release.

After Meta Platforms, Inc. (NASDAQ:META) settled with state attorneys general in a lawsuit targeting underage social media use, Cramer continues to assert that the deal is a major win for the firm. His thoughts are unsurprising since the firm was targeted by claims that exceeded a trillion dollars. On the other hand, Meta Platforms, Inc. […]

Meta Platforms, Inc‘s AI strategy is getting an unusual makeover. CEO Mark Zuckerberg is talking about a "private cinema," a "joyful little device" for your keychain, Kylie Jenner and BlackPink’s LISA-branded glasses and hearing enhancement — while JPMorgan sees the...

Meta Platforms has surged back into the spotlight, with the stock recently closing at US$777.59 and riding a wave of AI driven headlines, which raises a straightforward question for investors who care about valuation. Are the cash flows that Meta can realistically generate over time enough to justify where the share price has now moved? Over the past 3 years, Meta has delivered a total return of 158.3%, which puts a lot of weight on the assumption that future cash flows will keep pace with...

Muse even surpassed ChatGPT as a top free app.

Major banks, insurers and online travel agencies stocks took a tumble this week after Meta's new artificial intelligence agent, Muse rose to the top of Apple's app store. Increasing usage of the app sparked fears that personal AI tools could disrupt businesses that benefit from so-called consumer inertia. The Opening Trade spoke to guests about whether the latest AI developments are impacting their outlook for stocks and the broader sector amid an increasingly complex AI trade.

Okta, SentinelOne and Meta Platforms jumped to 52-week highs on Thursday amid a series of positive catalysts and rising Wall Street optimism.

Meta Platforms Inc. (NASDAQ:META) has overtaken Space Exploration Technologies Corp. (NASDAQ:SPCX) to become the world’s seventh-largest public company by market capitalization, as excitement builds around its new AI agent, Muse. Muse Gives Meta a New Growth Story At Thursday’s close, Meta’s market cap was roughly $1.72 trillion, ahead of SpaceX’s $1.14 trillion, according to Yahoo Finance data. Muse was launched on Sept. 8 and quickly climbed to No. 1 on Apple’s U.S. App Store, with its 12-day

A Wall Street bank that soured on the stock in April now sees a historic run for its newest AI app

Shares of online marketplace Etsy (NYSE:ETSY) fell 8.1% in the afternoon session after online marketplace shares fell as investors kept pricing in the threat that Meta’s Muse AI agent could disintermediate shopping and booking platforms. According to CNBC, Muse can shop on a user’s behalf across sites and marketplaces, and while Meta stock has rallied on the product’s early traction, the same rollout has pressured financial-services and online-travel names as investors see AI agents moving into

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 4.3% in the afternoon session after investors continued to bid the stock higher as the Meta Connect event showcased new hardware and deeper Muse AI distribution beyond the phone. According to Meta’s Connect 2026 recap, the company said it is bringing Muse to its AI glasses so users can interact with the agent hands-free throughout the day, and showed Muse updates including new features, connectors, and a state-of-the-art model

Meta Platforms (META) shares have been red-hot as of late, seeing big gains on the recent release of Muse, apersonal AI assistant that can autonomously complete multi-step tasks across the web, apps, and smart glasses.

Arm Holdings (NasdaqGS:ARM) gained alongside a broader semiconductor rally on 23 September 2026 linked to AI hardware demand. Investors focused on AI-driven CPU demand after Meta Platforms reported rapid uptake of its Muse AI agent for CPU-based inference workloads. Arm’s CPU designs were highlighted as a key foundation for handling Muse-related AI inference volumes, reinforcing its relevance in AI infrastructure discussions. The Muse-linked surge in AI CPU demand is important, but Arm...

Meta shares are experiencing their strongest monthly surge in over a decade, driven by strong consumer adoption of its new Muse AI assistant.

Meta Platforms Inc. is finally seeing the stock breakout that beleaguered bulls had been banking on.

Videogame stocks took a hit Thursday afternoon after Meta Platforms announced new artificial intelligence tools that can build mobile games. Gaming investors shouldn’t be concerned just yet. Meta announced during the second day of its Connect conference that it was launching two new tools—Horizon Create and Horizon Studio—that enable creators to turn ideas into complete 2-D and 3-D mobile games.

Meta Platforms, Inc. (NASDAQ:META) has galloped over the last few weeks, jumping almost 40% since the end of July. Meta has risen by more than 20% since the September 8 launch of its Muse AI assistant alone. The rally has pushed the company’s valuation close to the $2 trillion mark, raising an important question: Is […]

Meta introduced Horizon Create and Horizon Studio, two AI-powered tools designed to let users build and publish complete 2D and 3D games.

Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth managers, brokerages, and travel names. Oil prices swung sharply on shifting Middle East diplomacy headlines all week. President Trump and Xi Jinping met at the White House extending their trade truce throu

Investing.com -- Unity Software Inc. (NYSE:U) fell 5%, while Roblox Corporation and AppLovin each dropped 1% after Meta announced new AI-powered game creation tools at its Connect conference.

Meta Platforms Inc.‘s new Muse AI agent could become the most widely used consumer artificial intelligence app since OpenAI‘s ChatGPT, according to analysts at JPMorgan, after the app quickly climbed to No. 1 on Apple‘s U.S. App Store following its...

Meta Platforms gave several updates on its AI efforts last night that analysts see driving big gains for its business, and its stock.

The value of Meta's new AI agent goes beyond the subscription revenue it could generate.

Meta's AI agent Muse is driving a month-long stock rally that has investors questioning whether the company's heavy AI spending is finally paying off in ways that could reshape its business far beyond advertising.

Meta Platforms (META) continues to run away with stock gains on Thursday following the launch of its new Muse AI. How much of a game changer for the Big Tech company has this chatbot already been? Today's Market Hang panel consists of Host Turney Duff, Business Insider Today executive editor Dan DeFrancesco, The Wall Street Skinny co-founders Jen Saarbach and Kristen Kelly, and author Armando Pantoja.

Key Stats for Expedia StockCurrent Price: $259. 04Target Price (Mid): ~$447Street Target (Mean): ~$339Potential Total Return: ~73%Annualized IRR: ~14% / yearWhat Happened?Expedia Group (EXPE) said on September 22 that it is joining Muse, Meta Platforms’ new personal AI agent.

Amazon cut off Meta's shopping agent from its inventory, and within days Zuckerberg responded by announcing retail partners that conspicuously left Amazon off the list. The stock market noticed immediately, and not in Amazon's favor.

Amazon's full-stack AI strategy drives AWS, chips, retail and ad growth, while Meta faces rising costs and legal uncertainties.

Yahoo Finance's Julie Hyman, Jake Conley, and Pras Subramanian break down the biggest market and business stories driving the day's conversation. From the latest moves in stocks and bonds to key corporate news and economic developments, the 8:30 panel delivers the essential headlines and market context you need to start your day informed.

Muse AI agents could be a $50 billion business for Meta, says Raymond James.

To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.

Investing.com -- Fastly (NYSE: FSLY) saw its stock drop 9% on Thursday, wiping out some of the 14% surge it enjoyed on Wednesday. The earlier spike was fueled by new data showing Fastly plays a major role in powering Meta’s new AI assistant, Muse. However, Citi analyst Fatima Boolani isn’t buying the hype and remains neutral on the stock.

Key Stats for Booking Holdings StockPrice change for Booking Holdings stock in Last 1 Year: -29%$BKNG Stock Price as of Sep. 23: $15652-Week High: $225$BKNG Stock Price Target: $239What Happened?Booking Holdings (BKNG) stock fell 5% on Wednesday, hitting a session low of $155.

Meta Platforms stock has surged on the success of its Muse agent. Now it hopes to buck the trend of AI-hardware failures with its Muse Charm gadget.

Walmart shares have quietly built a powerful track record over the past few years, which puts a sharper spotlight on what investors are really paying for its earnings today. With the stock last closing at US$110.53, the key issue is whether that price still lines up with what the retailer is generating in profit. Over the past 5 years, Walmart has returned 151.3%, which raises the question of how much of that gain is backed by its earnings power versus higher expectations being baked into...

Meta's Muse AI agent is expanding into commerce ahead of the holiday season. Can it unlock a new revenue stream?

Cantor Lifts Meta Stock Price Target 26% as AI Agents Open $1 Trillion Market

Meta Platforms stock has surged on the success of its Muse agent. Now it hopes to buck the trend of AI-hardware failures with its Muse Charm gadget.

Citizens said Meta Connect 2026 highlighted how the company’s expanding hardware ecosystem could strengthen distribution and engagement around its Muse personal AI agent.

Megacap tech stocks were struggling on Thursday as the run-up in bond yields weighed on risk assets. The Roundhill Magnificent Seven exchange-traded fund, which tracks shares of seven Big Tech companies, slid 0.

The bank says Muse has the potential to become the most widely used consumer AI application since ChatGPT

Yahoo Finance Executive Editor Brian Sozzi talks with former Meta CTO and Gigascale Capital founding partner Mike Schroepfer about a radical new solution to AI's massive energy demands.

To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire market has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.

Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.

(Updates with Muse partnerships and the recent stock movement in the second and fifth paragraphs, re

CEO Evan Spiegel’s SPECS posts drew replies questioning Snap’s share price and whether he would buy stock.

Meta Platforms, Moderna and Okta rallied to fresh 52-week highs on Wednesday amid positive company catalysts and improving investor sentiment.

Meta's latest hardware push puts its Muse AI vision at the center of its next-generation devices.

Meta’s latest device launches could broaden the developer ecosystem around its immersive computing platform.

Dongguan, Guangdong, Sept. 23, 2026 (GLOBE NEWSWIRE) -- Recently, the event “Launching New Products to the World — From Crowdfunding Debut to Global Growth,” jointly organized by Cifnews (Xiamen) Cross-border E-commerce Co., Ltd., Meta, NEW WAVES, and 41Caijing (41财经), was successfully held at Hyatt Regency Dongguan Songshan Lake. Rock, Head of Business at 41Caijing, shared how overseas crowdfunding brands can use a GEO+PR strategy to build trust among global consumers cost-effectively and creat

The stock market fell as Treasury yields skyrocketed and oil prices rose, but Palantir and Palo Alto flashed buy signals.

Earlier this week, Twilio reported a strong Q2 with 22% year-on-year revenue growth, raised its full-year 2026 organic growth outlook, and highlighted robust demand across messaging, voice, and software add-ons tied to AI-driven communications. At the same time, growing interest in AI agents such as Meta’s Muse has highlighted Twilio’s role as a key infrastructure provider for higher-volume, automated customer interactions across digital channels. With AI-powered customer engagement now a...

The number that should worry a holder of AppLovin (APP) stock is its revenue growth. Revenue rose 53% from a year earlier in the fiscal second quarter of 2026. That was the third quarter in a row of slower growth. The pace is still fast. But the stock is priced for growth to stay fast, which is why the slowdown matters.

Shares of online grocery delivery platform Instacart (NASDAQ:CART) fell 2.4% in the afternoon session after the market digested the long-term implications of the company's new integration with Meta's Muse AI.

The stock market fell as Treasury yields skyrocketed and oil prices rose, but Palantir and Palo Alto flashed buy signals.

FEATURE Stocks fell Wednesday as bond yields soared, oil prices rose, and investors faced uncertainty over the war in Iran. IonQ gained 4.4% after the company said its latest quantum computer, Superion 256, will be the first system in Nvidia’s quantum research center.

Shares of financial marketplace platform LendingTree (NASDAQ:TREE) fell 7.4% in the afternoon session after the Wall Street Journal reported that Meta’s Muse can buy goods online, respond to emails, and complete other tasks a user authorizes. Barron’s Anita Hamilton wrote Tuesday that this is already hitting travel sites, because Muse can book flights and places to stay. Expedia, Booking Holdings, Tripadvisor, and Airbnb were falling, she reported. Bloomberg Intelligence analysts Mandeep Singh a

Muse’s growing popularity has led Wall Street to worry that agentic AI adoption poses a risk for companies that rely on consumers who pay for their products or services out of habit.

Concerns about AI have repeatedly sparked selloffs of shares of brokerage firms. On Tuesday, Meta’s Muse AI agent became the latest catalyst.

Investors continued to be impressed by the robust take-up of Muse.

A number of stocks fell in the afternoon session after the adoption of Meta Platforms' new AI agent, Muse, continued to raise Wall Street fears about the disintermediation of direct user gateways.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 1.7% in the afternoon session after early traction for its new Muse artificial intelligence agent continued to drive market optimism ahead of the Meta Connect conference.

Two of retail’s biggest names just took opposite bets on AI shopping agents, and only one stock is moving on it.

Muse could "Spark" the next level of Meta's growth.

Concerns about AI have repeatedly sparked selloffs of shares of brokerage firms. On Tuesday, Meta’s Muse AI agent became the latest catalyst.

Shares of online accommodations platform Airbnb (NASDAQ:ABNB) fell 6.2% in the afternoon session after Barron’s said Meta’s Muse can make bookings itself, which is the transaction Airbnb charges for when a guest reserves a home. Anita Hamilton wrote that Airbnb and Booking were falling alongside Expedia because Muse can book flights and places to stay, the transaction those sites charge for. Booking was down 2.6% in Tuesday’s session, Maeil Business Newspaper reported. Both are still lower Wedne

An image posted on X showing Meta Pay as a payment option in Muse alongside Shop Pay drove the selloff, but Rosenblatt said it does not appear to threaten Shopify’s payments business.

Meta's new AI agent can book a flight or hotel room without ever visiting Expedia, Airbnb, or Booking Holdings, and Wall Street is now asking whether the aggregator business model has a future at all.

Meta’s Muse release has disrupted stocks of online travel booking platforms. Expedia was among those dropping on Wednesday.

Meta Platforms (META) has a problem: The narrative right now is built around AI…but AI isn’t actually generating any meaningful revenue for the company. Case in point: Muse, Meta’s new AI agent, just became the #1 free app on the Apple and Google app stores, sending shares soaring 11% on Monday.

Check out the companies making headlines yesterday:

BofA analysts said agentic AI could eventually pressure banks' deposit economics.

An $875 target implies 18% upside, but downloads must become subscription, advertising or commerce revenue.

Meta's (META) Muse is the latest AI product that consumers have adopted to help in everyday purchases, raising the question yet again if people should be comfortable with sharing their financial information with a chatbot. Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, tockBrokers.com director of investor research Jessica Inskip, and The Wealth Consulting Group chief market strategist Talley Léger.

UBS says CoreWeave’s contracts with major customers could help it finance a costly AI data-center expansion.

Two major Wall Street firms just handed Meta dramatically higher price targets, and the reasoning goes well beyond advertising. The real question is whether Meta's AI spending spree is finally opening doors that could redefine its growth story.

LUXEMBOURG, September 23, 2026--The SES Board of Directors has approved the payment of an interim dividend of EUR 0.25 per A-share (EUR 0.10 per B-share) to be paid to shareholders on October 15, 2026, in line with SES’s commitment to shareholder returns.

Meta stock is riding high as the social media giant readies its annual Connect conference, helped by buzz around Muse AI.

Key Stats for Charles Schwab StockCurrent Price: $100. 35Target Price (Mid): ~$180Street Target: ~$125Potential Total Return: ~69%Annualized IRR: ~13% / yearWhat Happened?The Charles Schwab Corporation (SCHW) fell 6.

Key Stats for Shopify StockCurrent Price: $147. 74Model Entry Price: $137.

Innodata Inc (INOD) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

The AI assistant is starting to reshape Wall Street forecasts.

Investing.com -- Morgan Stanley said in a note Wednesday that the rise of consumer AI agents such as Meta's Muse could benefit communications and software vendors long seen as vulnerable to automation, rather than threaten them.

Monday was a great day if your name is Mark Zuckerberg or you own Meta Platforms stock. Here’s how much, in dollars, Meta’s strong stock performance helped CEO Zuckerberg’s wealth grow. Mark Zuckerberg’s Wealth Gains Meta stock soared 11.4% to...

KeyBanc's revenue estimates sit 3% to 4% above Wall Street through 2028

The Street is getting more bullish on Meta stock as Muse’s rapid adoption strengthens the case for new consumer AI revenue streams and faster medium-term earnings growth.

U. S. stock futures moved slightly higher on Wednesday as investors monitored developments around Meta Platforms’ (NASDAQ:META) Muse AI agent, Middle East diplomacy and upcoming U.

Shopify (NasdaqGS:SHOP) moved back into focus after Meta’s Muse AI agent gained the ability to browse Shopify-powered stores and complete purchases through Shop Pay across all merchants on the platform. The Muse announcement arrived after a choppy spell for Shopify, with the share price down 6% year to date and the 1 month share price return slightly negative. However, the stock has recently regained momentum, with a 7 day share price return of 13.8% and a 90 day share price return of 29.4%...

President Donald Trump confirmed that U.S. and Iranian officials met on the sidelines of the United Nations General Assembly on Tuesday.

Muse is changing how Wall Street sees Meta’s AI bet

Hunterbrook said former employees and job listings point to Meta as Innodata’s largest customer.

PayPal customers can now use Meta’s Muse artificial-intelligence consumer agent to shop and check out, PayPal said Tuesday. Shares of PayPal rose 0.5% to $52.90 after the announcement. Meta Platforms stock fell 0.4% to $738.53.

Expedia, Booking, and other travel stocks fell on worries that artificial personal assistants could siphon off some of their business.

Shares of major U.S. lenders fell on Tuesday as investors rotated away from the sector and into technology stocks.

A number of stocks jumped in the afternoon session after growing optimism surrounding agentic artificial intelligence and Meta Platforms' Muse application fueled expectations of higher demand for central processing units.

Shares of major banks, insurers and online travel agencies slid on Tuesday as investors fear that tools like Meta Platforms Inc.’s personal AI agent could disrupt businesses that benefit from so-called consumer inertia, the tendency to keep buying something out of habit even when a better alternative exists.

Early signs of success from Meta’s Muse AI agent have Wall Street analysts growing more bullish on the stock, with some now anticipating a run to new highs.

Jefferies sees $10.8 billion in new revenue if the AI agent converts users to paid tiers

Investors watch for developments in the Middle East as rally slows on further oil uncertainty, today, Sept. 22, 2026.

PayPal customers can now use Meta’s Muse artificial-intelligence consumer agent to shop and check out, PayPal said Tuesday. Shares of PayPal advanced 1.2% to $53.26 after the announcement. Meta Platforms stock rose 1% at $748.94.

SpaceXAI's newly launched Grok Bot has built early traction in the enterprise market, reaching over 400,000 weekly users, even as rival consumer tool Meta Muse surges to the top of mobile app charts.

Expedia, Booking, and other travel stocks fell on worries that artificial personal assistants could siphon off some of their business.

Tuesday’s selloff echoes the garden-variety selloffs earlier this year, driven by anxiety over AI displacing traditional industries.

Meta Platforms (META) stock is trying to hold onto gains from its latest rally fueled by the release of its new Muse AI chatbot. Is this another big moment for the Big Tech company or are investors still wary of trust concerns? Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, Defiance ETFs CIO Sylvia Jablonski, Interactive Brokers chief strategist Steve Sosnick, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber.

The e-commerce tools provider is leaning into AI agent shopping.

The EU and Philippines are edging closer to a full trade deal, and that shift in the rules of global commerce could quietly reshape where future winners and losers emerge on the Philippine Stock Exchange. Investors are watching for potential beneficiaries of freer flows of goods, capital, and supply chain contracts. This article unpacks three stocks from a focused export and logistics screener that appear well positioned for this changing trade setup. The three stocks highlighted next are...

Investing.com -- Financial sector stocks took a significant hit on Tuesday as investors aggressively rotated capital into the technology space, driven by mounting enthusiasm for Meta’s Muse AI agent. The artificial intelligence frenzy sharply divided the financial landscape: traditional banking and wealth management took the brunt of the selloff, while fintech giant PayPal saw a notable surge following a newly announced integration with Meta. PayPal Climbs on Meta Integration Shares of PayPal Ho

Meta spent over $130 billion on infrastructure with nothing to show investors beyond ad revenue, until two new products shipped this month and changed the conversation entirely.

Shopify stock and shares in Twilio gained amid expected upside from Meta Platform's rollout of "Muse," an AI personal assistant.

A relentless tech-stock rally pushed the Nasdaq 100 Index toward its first record since June on Tuesday, extending gains fueled by bets on artificial intelligence tools from the likes of Meta Platforms Inc.

Meta Platforms has delivered staggering growth, but whether a $10,000 stake can actually double depends on which of three very different futures plays out over the next five years.

Early demand is real; paid adoption and merchant access decide whether popularity becomes revenue.

Meta Platforms boosted markets with strong investor enthusiasm for its new Muse AI agent.

Wall Street just handed one executive a staggering single-day paper fortune bump tied entirely to a single stock, and the pattern behind that move tells a wilder story than the headline number does.

Yahoo Finance Executive Editor Brian Sozzi makes the case against chasing Meta (META) stock amid Muse hype and the warning signs in the company's capital expenditures next year.

Meta Stock Jumps 11% as Wall Street Delivers a Bold New Price Target

Muse’s early momentum is giving analysts more confidence that Meta can turn its AI spending into new revenue streams, with subscriptions, advertising and transaction fees all emerging as potential paths.

The widely followed growth investor keeps making moves.

High-profile IPOs don't always make the best stocks to own.

Stock futures edged higher Tuesday, a day after a tech rally helped the Nasdaq Composite register a record-high close, as Treasury yields and oil prices declined modestly.

Meta's Muse agent can now shop for you and check out on your behalf, but the company that quietly captured the transaction layer is not Meta. Here is why that detail is moving one stock sharply higher while leaving Amazon almost completely untouched.

The hype around Meta's Muse AI assistant has investors excited that perhaps Meta's investments in AI could pay off.

Investing.com - The Nasdaq 100 posted its best session since early August on Monday, surging 2.8% to a record close as investors concluded that AI-driven earnings growth has made the Federal Reserve’s latest rate hike a secondary concern.

The Three Errands That Failed On September 9, one day after Meta launched Muse, PYMNTS ran the agent through three basic consumer tasks: reordering toilet paper on Amazon, ordering a pizza from Domino’s, and booking a reservation on Resy. All three failed. PYMNTS reported the problem was not the AI’s reasoning. “It came down to […]

Taipei leads data center growth as cloud, AI and hyperscale demand rises. Submarine cables, net-zero funding and liquid cooling offer new infrastructure opportunities.Dublin, Sept. 22, 2026 (GLOBE NEWSWIRE) -- "Taiwan Data Center Market - Investment Analysis & Growth Opportunities 2026-2031" has been added to ResearchAndMarkets.com's offering. The Taiwan data center market was valued at USD 1.97 billion in 2025 and is projected to reach USD 5.72 billion by 2031, expanding at a compound annual gr

Key TakeawaysAI Re-Rating: Meta Platforms stock jumped 11% to $741 on Monday, September 21, after Wells Fargo raised its price target to $796 from $640 on record Muse AI adoption. Street Positioning: TIKR tracks 63 analysts on Meta stock: 47 buys, 9 outperforms, 6 holds, and 1 no opinion, with a $758 mean target just 2% above Monday’s close.

Meta Platforms (META) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

US stock futures steadied on Tuesday after confidence in artificial intelligence and falling oil prices spurred a rally on Wall Street.

Why Muse is the new darling of Meta investors.

Meta surged 11% as investors embraced its Muse AI agent, which surpassed 2.5 million downloads and briefly topped Apple’s U.S. App Store.

Anna Edwards, Guy Johnson and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Meta stock surged 11% Monday after Wells Fargo raised its price target, citing early demand for the Muse AI assistant.

Wall Street is finally recognizing the potential of Muse.

Meta’s new AI agent sparks a broader debate over agentic AI, platform access and the future of app-based services.

Oil prices fell further Tuesday on speculation the United States and Iran could make progress on talks to end the Middle East war this week, but a tech rally on enthusiasm about Meta's new AI agent faded.But gains in tech shares faded in Tuesday trading in New York.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 8.6% in the afternoon session after sentiment improved as attention shifted to the company’s AI products — the new Muse personal agent, the Muse Spark models behind it, Meta AI inside its apps, and AI glasses — heading into this week’s Meta Connect conference.

Meta CEO Mark Zuckerberg is set to give a keynote address at the company’s Connect conference this week, with traders anticipating a sizable move from the social media giant’s stock.

It hasn’t been a fun year to own shares of Meta. The stock is down over the past 12 months, and the reason isn’t all that complicated.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares surged 12% to $747.91 in afternoon trading on Monday, putting the stock on track for a strong daily gain, as investors responded to early traction for its new Muse artificial intelligence (AI) assistant and a higher price target from...

Meta Platforms stock rose Monday, driven by optimism over its new personal artificial-intelligence agent, Muse.

Meta stock climbs 10%.

Muse’s rapid adoption is reportedly putting fresh attention on the CPU layer of AI infrastructure, an area Arm has been targeting directly with its new data-center silicon.

Wells Fargo just handed Meta a dramatically higher price target, and the reasoning behind it points to something bigger than a routine upgrade. Here is why one analyst believes the AI story at Meta is only getting started.

A Wall Street analyst highlighted the potential of Muse, the company's personal AI agent.

AI agents are going mainstream, and AMD's processors will likely benefit.

News of the day for Sept. 21, 2026

Investors face a busy week of diplomatic developments, technology announcements and economic releases, with talks between US President Donald Trump and Chinese President Xi Jinping among the main events on the calendar. Artificial intelligence will also attract attention as Meta Platforms prepares for its Connect conference and world leaders gather in New York for the United Nations General Assembly.

Meta Platforms (META) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

OpenAI's Astra has overtaken Anthropic on developer spend for the first time in over two and a half years

Wells Fargo expects Meta Connect to put fresh attention on adoption of the company’s newest AI products after a series of recent launches, per TheFly.

A state visit from Chinese leader Xi Jinping, conferences from Meta and Qualcomm, and a lot of FedSpeak form the last full week of September.

Cergy, on 21 September 2026 SPIE announces the launch of a sustainability-linked bond issue. The proceeds of the issue of such bonds would be used by SPIE for general corporate purposes and the partial refinancing of the existing debt of the Group, including the outstanding Bonds Settled in Cash and/or Convertible into New Shares and/or Exchangeable for Existing Shares due January 17, 2028 (FR001400F2K3). About SPIE SPIE is the independent European leader in multi-technical services in the areas

CEO of OpenAI, Nvidia, and Microsoft, as well as Apple’s chairman Tim Cook, among others, would attend the state dinner with Chinese President Xi Jinping.

Caterpillar is in an excellent position as hyperscalers rush to spend capital on their AI build-outs.

Meta’s AI momentum is heating up, and its Sept. 23 Connect event could bring another catalyst for META stock.

Meta is building new subscription revenue streams to help offset its massive AI spending.

Oppenheimer's top internet analyst ran the numbers on Meta's AI subscription push and walked away skeptical, raising a pointed question about whether Muse can ever justify the valuation premium Wall Street is quietly pricing in.

Bill Ackman's Pershing Square Inc., a recent IPO, broke out past a buy point Friday in a rocky market.  The hedge fund billionaire's publicly traded investment vehicle, Pershing Square Inc., rallied an impressive 27% for the week after bullish analyst upgrades.

Citi sees Meta rising 19% on its Connect event, but the real question is whether AI spending is finally boosting the ad business.

Meta Platforms is catching up with OpenAI and Claude, and its Muse Spark models are surprising analysts.

Here’s the bull thesis Wall Street thinks investors are missing

As the market rotates away from large-cap stocks, new opportunities have emerged in their place.

I believe investors are underrating the potential of this compounding machine.

Meta Platforms, Inc. (NASDAQ:META) is taking another step toward monetizing artificial intelligence beyond its core advertising business. On September 9, the company acquired AI startup Stilla.ai. The acquisition will strengthen the company’s agentic AI capabilities as it moves to capitalize on growing demand for AI agents that can handle business transactions. Plans are underway to […]

Investing.com -- Artificial intelligence infrastructure has become a politically charged issue ahead of the November U.S. midterm elections, but growing opposition to data centers has yet to materially weaken the construction pipeline, according to Citi.

In SEC filings for a $2.2B debt raise, CleanSpark revealed that Meta holds the lease for its $6.6B deal at Sandersville, plus exclusivity rights for 885 MW in Texas.

Reddit (RDDT) stock trades near $153, down about 43% over the past year while the S&P 500 returned 17%. The market has already decided something here is wrong. The advertising business is not the problem; it is still growing fast. The risk sits one step upstream, in where the next visitor comes from.

Meta's New AI App Grew Almost as Fast as ChatGPT in Its First 5 Days. Is Meta Stock a Buy?

The first junk-bond offering for a data center tied to Meta Platforms Inc. attracted demand more than four times the deal’s size, with juicy yields helping to lure investors.

AI Boom Is Supercharging S&P 500 Profits. Goldman Sachs Warns the Boost Won't Last

Aptos SVP Ash Pampati warns the quantum threat is closer than people think. Aptos already has a post-quantum upgrade accepted and ready to go.

The AI agent startup is in talks with IDG Capital, Boyu Capital, and battery maker CATL at a roughly $4 billion valuation

Meta Platforms surged far past its mega-cap peers in a single month while the broader tech sector sat flat, and now shareholders face a decision that hinges entirely on how you read what the July earnings report actually said about the business.

Manus, which earlier this year had to break off a merger with Meta, is in discussions to raise $500M at a $4B valuation.

Tech stocks were edging higher Friday afternoon, with the State Street Technology Select Sector SPDR

AI spending is reshaping how investors value tech giants

Meta shares are up big, Muse just hit number one in the App Store, and Wall Street is quietly raising its targets. Here is why some analysts think a path to $1,000 exists and what has to go right for it to happen.

Serial entrepreneurs and investors Mike and Kass Lazerow have taken a controlling interest in Merraine Group, an executive search and staffing firm founded by David Gantshar, who remains CEO. The firm launched Merraine Growth, a practice to help growth-stage companies hire faster.

Morning Brief host Julie Hyman sits down with Yahoo Finance Breaking Business News Reporter Jake Conley and Washington Crossing Advisors senior portfolio manager Chad Morganlander to discuss the latest updates with the New York Times's (NYT) lawsuit against OpenAI (OPAI.PVT) and Microsoft (MSFT).

Meta has clawed back nearly 20% in a single month, but the real question is whether the AI event on the horizon justifies pushing the stock even higher against a capex bill that crushed free cash flow by 90%.

Perhaps to the surprise of some, a few non-technology companies have seen wildly strong performances YTD, with their lower-beta nature providing a nice shield against volatility.

CGDV and SCHD both carry the dividend label, but their portfolios share almost nothing in common and their recent returns have split dramatically. The fund that dominated for five years is now lagging badly, and the reason comes down to a single philosophical disagreement about what a dividend ETF should actually own.

Anthropic could be public in a matter of weeks. Wall Street—and the world—are nowhere near prepared for what’s to come.

Meta launched its Meta One subscription to monetize AI spending.

In the most recent trading session, Meta Platforms (META) closed at $682.31, indicating a +1.34% shift from the previous trading day.

Snap is bringing SPECS Intelligence to its smart glasses, iPhones, and Macs as competition in consumer AI intensifies.

History says you should buy META stock right now

Here’s what could be next for Meta stock

Three CEOs with hundreds of billions already committed to AI infrastructure made separate calls to the White House last week, and a proposed federal oversight body quietly disappeared. Here is what each of them said on their earnings calls that explains why.

Meta Platforms stock is riding a near 20% rally this month with shares boosted by optimism about its Muse AI agent app and, more recently, custom chips. The next test for Meta's rally comes next week. Meta is hosting its annual Connect developer conference starting Wednesday.

PJM capacity prices just hit the ceiling for the third straight auction, and the utilities scrambling to meet hyperscaler demand are not all playing the same game. Three names are getting paid to solve the grid crisis in very different ways, with very different risks hiding behind the same tailwind.

Alphabet (GOOGL) has gained 3.7% over the last five trading days while the S&P 500 fell 1.1%. A stock that rises in a down week gets attention. But five days say nothing about what Alphabet does to the rest of your money. The real question is what it does to your portfolio every time the market moves, because it travels further than the index in both directions.

CleanSpark Inc. is seeking to borrow roughly $2.23 billion through a junk-bond offering to fund artificial intelligence infrastructure tied to Meta Platforms Inc..

CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot afford to get wrong.

Citi just flagged a specific date on the calendar as a near-term trigger for Meta stock, and a prominent analyst is telling clients to get positioned before that window closes.

Telecom and software ETFs may offer a defensive AI opportunity as investors rotate away from rate-sensitive chip stocks toward cash-rich mega-cap platforms.

Meta stock is on pace to close higher for a fifth consecutive trading session as Muse builds momentum with customers.

During the September 11 episode of Mad Money, a caller asked about Meta Platforms, Inc. (NASDAQ:META)’s recent AI launch and whether the company can successfully monetize its AI infrastructure for consumers over the next six to 12 months or whether the opportunity is mostly hype. In response, Jim Cramer said: Well, I want to take […]

Elon Musk owns 28% of Tesla — making him the largest shareholder. It's similar at Meta. What about Nvidia? Not even close.

Morningstar says Amazon’s advertising platform and other data-heavy rivals could put pressure on The Trade Desk.

Meta Platforms (NasdaqGS:META) appointed Dina Powell McCormick to lead its AI infrastructure buildout and outside capital strategy. Her remit includes coordinating Meta's internal AI development plans with potential external financing partners and policy stakeholders. Multiple U.S. school districts expanded litigation that alleges Meta's platform design contributes to youth mental health risks. The combination of Powell McCormick's AI mandate and the school district lawsuits should sit...

AppLovin (APP) has climbed 6.2% over the last five trading days while the S&P 500 slipped 1.1%. With the stock about 55% below its 52-week high, a week like that pulls in bottom hunters. But next week is the wrong question. What matters to your money is what holding AppLovin does every time the market moves, because it travels far further than the index, and furthest on the way down.

Apollo's Torsten Slok warns hyperscaler debt risk mirrors 2008 housing crisis signals as CDS spreads widen sharply.

Meta’s upcoming developers conference could fuel some fresh enthusiasm for the stock, according to one Wall Street bull.

Wall Street wants more proof behind Meta's AI investment

The recent outperformance of Verizon and AT&T is not the kind of leadership that typically accompanies a durable growth cycle. Both names posted mid-to high-single-digit gains over the past month, while many of the growthier, internet, and entertainment stocks that dominate the (XLC) have lagged or declined. Verizon is up 26% year to date, comfortably outperforming flashier sector peers like Alphabet up 10%, Meta Platforms up 2%, and Netflix down 17%.

Meta CEO Zuckerberg Sends Fresh Signal for Nvidia Stock and AI Spending

Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying more shares.

Amazon.com (AMZN) stock has returned 8.9% over the past twelve months and trades about 13% below its 52-week high. Its cloud arm spent those months doing something the share price has not reflected. AWS growth sped up again in Q2 2026, and the contracts queued up behind it kept building. The upside case for the stock rests almost entirely on turning that queue into revenue.

Nvidia stock is at risk if companies pause AI development. CEO Jensen Huang is determined to make sure that doesn't happen.

Empower today announced four senior appointments to its marketing organization as the company invests in building a more relevant and consumer-focused financial brand. Led by Chief Marketing Officer Sangita Woerner, the marketing organization is focused on strengthening how people understand, experience, and connect with Empower, from the stories they see in the marketplace to the products and services they use.

Nvidia stock is at risk if companies pause AI development. CEO Jensen Huang is determined to make sure that doesn't happen.

​NEW YORK & LONDON, September 16, 2026--AI remained a key theme for global hedge funds in August, as the financing of the AI infrastructure buildout increasingly shifted from equity toward debt-financed structures. As AI-related corporate debt issuance accelerated, companies relying more heavily on external financing for AI investment showed early signs of greater sensitivity than those funding growth through internal cash generation, according to Data Insights, the institutional hedge fund mark

PRINCETON, N.J., September 16, 2026--Bristol Myers Squibb Announces Dividend

Does Ackman know something Wall Street doesn't?

The quiet deal that reveals where Meta’s AI cash is going

Roblox (RBLX) stock rose 12.7% in Monday's session. Two things drew the coverage: a developer conference the Friday before, and a price target raise that came with a neutral rating. The problem management named in July was bookings per hour of play.

Today, we open with a stock price update for MARA following its Batch Zero base load and studied load classifications, plus a debate about CoreWeave's value proposition and Crusoe's latest…

AppLovin (APP) grows revenue faster than any peer and earns the group's highest operating margin. It also carries the highest earnings multiple, and the premium is thin: 25.5 times earnings, against 24.9 for Meta Platforms (META), which grows at less than half AppLovin's pace. What holds the multiple up is a belief about where the growth comes from.

Meta Platforms, Inc. (NASDAQ:META) could be entering a new phase of artificial intelligence monetization. JPMorgan analyst Doug Anmuth highlighted the opportunity on September 10, arguing that the social networking company is moving beyond AI experimentation and toward meaningful commercialization. AI Monetization Push Meta Platforms, Inc. (NASDAQ:META) is already using AI to make its existing advertising […]

Meta Platforms (META) has taken a clear step away from being purely an advertising story. The official launch of its Meta One subscription tiers focuses squarely on turning AI tools like Muse into recurring revenue. Recent trading suggests investors are warming to this pivot. Meta Platforms has logged a 1-day share price return of 2.71%, a 7-day move of 7.92% and a 30-day gain of 12.84%. Yet year to date the share price return is only 2.34%, while the 1-year total shareholder return has...

Tech stocks were mixed late Tuesday afternoon, with the State Street Technology Select Sector SPDR E

The new offering expands paid access to AI, social-media features, and professional tools while keeping Meta’s core apps and AI experience free.

Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.

Anthropic CEO Dario Amodei’s call to slow frontier AI development has fueled “even bigger panic” among investors, according to investing commentator Joseph Carlson, who says Meta Platforms Inc. (NASDAQ:META) may have the best setup whether the slowdown happens or not....

If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.

Pinterest is gaining advertiser demand as AI tools improve campaign performance, but fierce competition and a 45.7% stock decline cloud its momentum.

One company is already supplying power to the AI infrastructure build-out with rapidly growing revenue and improving profits. The other is building toward a nuclear future that has not arrived yet.

Reddit's user base is growing faster than ever, yet the stock is sliding while smaller rivals catch a bid. Here is what the divergence between Reddit's operating results and its stock price reveals about where social-media investors are placing their bets right now.

Picture 1 Picture 1 Picture 2 Picture 2 New York, USA, Sept. 15, 2026 (GLOBE NEWSWIRE) -- New Bliss Point tool, Meta Creative Health Dashboard, shows where creative fatigue is putting media investment at risk - and where new creative can unlock growth. Tinuiti, a leading independent media agency, today announced it is first-to-market in translating Meta's new Creative Fatigue and Creative Diversification signals into financial and operational guidance inside its Bliss Point Marketing Operating S

Wall Street's analyst community has reached a verdict on Meta that almost never happens with a mega-cap stock, and the numbers behind that consensus point to a price target that may surprise even longtime bulls.

One portfolio shift stands out from Wood's latest moves

Meta Platforms Inc. shares have been on a rollercoaster ride through 2026, rising and falling as investor belief in the Facebook parent’s status as a player in the artificial intelligence space ebbs and flows.

Goldman Sachs has proclaimed Meta Platforms, Inc. (NASDAQ: META) as a stock currently in transition. The Wall Street firm believes that the stock is moving from a “wall of worry” to a company that is well-positioned to monetize and productize compute in a manner that increases investor confidence. On September 14, Goldman Sachs analyst Eric […]

Meta Platforms (META) trades about 17% below its 52-week high, and has lost ground over the past year while the S&P 500 climbed. You can be paid now for agreeing to buy the shares well below today's price, whether or not you ever own them. The catch is the reason they have lagged: Meta is spending on data centers almost as fast as the business turns cash.

AI infrastructure is becoming a credit story as much as a technology story. Reuters Breakingviews reported that AI-related debt issuance had reached nearly $500 billion by early August, about one-fifth of higher-rated U.S. issuance this year versus roughly 1% in 2024. Meta Platforms, Inc. (NASDAQ:META) and CoreWeave, Inc. (NASDAQ:CRWV) sit at opposite ends of that […]

Texas is no longer treating every proposed data center as an automatic addition to the grid. On August 3, Governor Greg Abbott ordered an audit of projects moving through ERCOT’s interconnection process, which contained more than 474 gigawatts of requests, over five times the state’s record peak demand. ERCOT began issuing verification requests on September […]

A favorable trading rotation does not reverse the gap between revenue growth and expense growth.

Fred Alger Management, LLC ("Alger"), a privately held growth equity investment manager, today announced the quarterly rebalancing of the Alger Russell Innovation Index ("Index"). Following the close of trading on Friday, September 18, 2026, the Index will be rebalanced, and the following changes will be effective.

Morgan Stanley's determination that Meta may win a large piece of the $30 trillion consumer AI pie buoys a firm viewed as an AI also-ran.

Industry leaders rattle AI stocks as they speak out about rapid development and call for a slower pace of growth, today, Sept. 14, 2026.

Meta trades cheaper than the S&P 500 despite explosive growth and 3.6 billion daily users, and the math behind one bold price target exposes just how much the market may be underestimating this stock.

Here are Cathie Wood’s latest moves.

The business is performing much better than its stock may suggest.

Amazon stock was lower while Google and Microsoft were higher as investors digested Anthropic's AI slowdown call.

Google owner Alphabet and Facebook parent Meta Platforms have been frustrating stocks to own in 2026—but they were getting some love from investors on Monday, even as a broader tech selloff raged on. Alphabet climbed 2.7% and Meta added 2.9% in Monday trading. The tech-heavy fell 0.3% after the bosses of Anthropic, OpenAI, and SpaceX called for a slowdown in AI development.

Investing.com -- Goldman Sachs reiterated a bullish stance on Meta Platforms in a note Monday, telling investors that the launch of the Muse AI agent and a recent legal settlement have created a clearer path of catalysts for the stock.

Vistra has quietly shed a quarter of its value while its operating results kept beating expectations, and Wall Street's most bullish analyst thinks that disconnect points to something big coming in 2027.

Public pushback against AI data centers is spiking. Cleanview's Michael Thomas explains how local politics threaten Big Tech margins.

It’s a big name that has dealt with plenty of controversy.

The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

Cathie Wood is swapping Google for Meta as AI takes center stage. But is Meta the better bet now?

According to a note published on August 31, Bernstein analysts believe Meta Platforms, Inc. (NASDAQ:META) will surpass Alphabet Inc. (NASDAQ:GOOGL)’s Google Search in advertising revenue by the end of 2026. The firm’s theory is interesting for what it excludes: by omitting other Google ad revenue streams like Maps and Gmail, Bernstein says Meta Platforms, Inc. […]

Meta Platforms, Inc. (NASDAQ:META)’s $18 billion settlement with a coalition of 29 state attorneys general over youth safety on Instagram and Facebook could clear the way for a wave of new AI product launches, Morgan Stanley analysts said, according to CNBC on September 2. The case, which went to trial in August in Oakland federal […]

That was the market's reward for maintaining its dividend policy.

Reddit (RDDT) stock is down about 35% over the past twelve months. Yet at about $155 it still trades at about 26.5 times trailing adjusted earnings, meaning normalized net income with stock-based compensation added back. The forecast that makes Reddit look cheaper does not need wider margins. It needs advertising to keep growing while search referrals stay volatile.

Meta is now contending for the $30 trillion consumer agentic AI market with the launch of Muse.

At about $644.38 a share, Meta Platforms (META) stock carries options that price a range from roughly $418 to $993 for about a year out. The floor of that band would take about a third off a position, and the ceiling would add more than half. Wide as it is, the range carries only a normal premium over how much the shares actually moved in the past year.

Alphabet (GOOGL) stock trades at about $332, and options expiring roughly a year out price a 68% probability range running from roughly $233 to roughly $474. That floor sits just under the stock's 52-week low of $235.96, while the ceiling clears its 52-week high of $402.12. Yet, a range this wide is close to normal for these shares, not a sign of unusual fear.

The No. 2 exec at OpenAI also led Instacart through its IPO in 2023.

AppLovin's profit margins are among the highest in digital advertising, while Meta's user base is unmatched anywhere on earth.

The stock market fell as oil prices and Treasury yields soared, but rebounded Friday on the CPI inflation report. Apple, Oracle, Meta were key movers.

Simo, who left OpenAI in July after a medical leave, was recruited to the board by fellow director Sheryl Sandberg

Meta Platforms Inc. has been speaking to bond investors in Europe as part of a non-deal roadshow for at least a week as hyperscalers look to tap different global debt markets to fund the AI boom.

Meta's new AI agent Muse shot to third on the US App Store in two days, but the feature that makes it genuinely useful is the same one giving analysts pause: it needs your inbox, your accounts, and possibly your passwords to work.

Alphabet and Meta both dropped Q2 earnings within days of each other, but the results sent these two AI giants down sharply different paths. One trades at a discount despite explosive cloud growth, while the other faces a balance sheet doing heavier lifting than investors may realize.

Meta just outran a falling market by more than 7 points in a single month, yet the stock still trails the S&P 500 by nearly 13 points year to date and carries a capex bill that cratered free cash flow by over 90%. Something has to give.

Meta just put a price tag on its AI ambitions, and the number reveals something uncomfortable about how dependent the company still is on a single revenue stream that has nothing to do with subscriptions.

Palantir’s real-world AI exposure could help it weather both continued AI spending and a potential slowdown, according to D. A. Davidson’s Gil Luria.

The social media giant's new AI agent is free for most people. But what can the paid plans add to a business built almost entirely on ads?

Wall Street’s view of Meta is shifting as the company pushes deeper into artificial intelligence and looks for its next major source of growth.

AppLovin (APP) stock has lost about 55% since mid-December 2025, falling to $305 by September 9, 2026, while the S&P 500 gained 12.5%. The business did not shrink: second-quarter revenue grew 53% year over year. A single report cannot account for a nine-month slide, but the August one shows why growth that fast is hard to price. It arrives in steps the company cannot schedule.

AppLovin (APP) stock trades at $312.01, at about 43% of its 52-week high, after a 44.6% fall over the past three months. After the June quarter, the market treated one light quarter of model improvement as the growth engine breaking, though year-over-year revenue growth had already slowed in each of the last three quarters. One number argues the operating business kept getting more profitable straight through it: an operating margin of 77.4% over the trailing twelve months, up from 69.6% a year

JPMorgan raises its price target for Meta stock to $820. Here’s why analyst Doug Anmuth turned bullish on META shares today.

The Meta Platforms, Inc. (Nasdaq: META) board of directors today declared a quarterly cash dividend of $0.525 per share of the company's outstanding Class A common stock and Class B common stock, payable on September 28, 2026 to stockholders of record as of the close of business on September 21, 2026.

Meta has acquired Swedish AI startup Stilla.Ai with shares spiking over 6% as investors react to the news.

Meta's stock surged on the promise of an AI agent that wants access to your inbox, calendar, and payments. Then a cease-and-desist letter arrived, and the question of whether users will actually hand over those keys got a lot more complicated.

Wall Street has long feared that new AI shopping agents are coming for Shopify But those worries could be overblown, says one analyst. Shares of Shopify have fallen 14% this month, according to Dow Jones Market Data. Smilek acknowledged that consumer AI agents like SpaceX’s Grok Bot and Meta’s Muse—which launched earlier this week—have weighed on Wall Street’s confidence in Shopify.

JPMorgan sees a new commerce engine, but early downloads cannot prove subscription retention or safe autonomous execution.

Amazon.com (AMZN) plans to spend roughly $220 billion of cash on capital in 2026, against $775.7 billion of revenue over the trailing twelve months. The sheer size of that bill introduces notable capital allocation and cash flow pressures that investors must weigh. The rest is who sets the number, and how long the money has to stay out before any of it comes back.

Barclays Raises S&P 500 Forecast Despite Warning Signs From Utilities and Valuations

Goldman sees lasting AI growth but a rougher road ahead

Pocket FM uses AI to produce 99% of its new content, helping make content production about 80 times cheaper.

Meta Platforms (META) trades at about $653, roughly 16% below its 52-week high, and at 11.3 times operating cash flow against 15.2 for the S&P 500. A discount of this scale on a business delivering 28% top-line growth presents a notable valuation divergence, though one largely explained by the company's surging capital commitments. The cash flow that multiple is priced on is money Meta plans to spend.

Anmuth says early Muse usage is running at 10 times the training cohorts

Snap (SNAP) has slipped about 10% from its late-August high to around $5.31, and the reflex is to call it an entry point. The company underneath is healthier than the chart implies, but this stock has a long record of sharp falls, and what usually followed them is not encouraging. Snap is also funding Specs, a hardware bet whose payoff management puts years away. Start with the falls.

Meta stock is a buy after the strong initial reaction to its Muse AI app, according to analysts at JPMorgan.

Meta shares remain deep in the red over the past year, yet one Morgan Stanley analyst just staked out a target that towers above Wall Street consensus and hinges on an AI bet most investors have not fully priced in.

Meta’s consumer AI agent moment is here. Will it be a hit with customers and the stock? Wall Street isn’t sure.

Fresh third-party data on Reddit's user momentum sent shares surging against a down market, but a looming audience measurement reset threatens to scramble the very numbers investors are celebrating today.

Nvidia's foundational role in artificial intelligence (AI) infrastructure sets the stage for future dividend hikes.

ARK Invest just swapped nearly $28 million out of a cheaper, faster-growing stock and into a pricier one fresh off an earnings miss. Whether that makes Cathie Wood a contrarian genius or a momentum chaser depends on which numbers you trust.

The outcome of the lawsuit over teen social media addiction should have minimal impact on Meta's business.

JPMorgan Upgrades Meta to Overweight as AI Assistant Fuels New Growth Bet

A small acquisition could unlock a much larger commerce opportunity

Oppenheimer questioned whether consumers will pay for Muse when many already subscribe to competing AI services such as Gemini and ChatGPT.

Investing.com -- JPMorgan upgraded Meta Platforms to Overweight from Neutral in a note Thursday, saying the company’s push into frontier artificial intelligence models and AI agents opens a new avenue for growth beyond advertising.

President Donald Trump sold stock in Palantir and Meta Platforms in June, according to a recent disclosure.

A “Magnificent Seven” member that’s never split, and an AI powerhouse that hasn’t split in over a quarter-century, are the ideal forward-split candidates.

Phillips 66's strong quarter, soaring estimates, buyback and debt plans fuel the bull case, while Tyson faces mounting pressure on beef margins.

MALMÖ, Sweden, Sept. 10, 2026 (GLOBE NEWSWIRE) -- ECCV 2026, one of the world’s premier conferences in computer vision and machine learning, is taking place in Malmö, Sweden, from September 8 to 12. Managed by the European Computer Vision Association (ECVA), the conference brings together the global research and technology community, with major sponsors including Google, Meta, Apple and Amazon. On September 9, Tec-Do led the 2nd Multimodal Reasoning and Slow Thinking in the Large Model Era (MARS

Oil prices and Treasury yields weighed on the indexes, But Meta, AMD were winners. Apple unveiled its foldable iPhone. Inflation data looms.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 6.7% in the afternoon session after the company launched Muse, a new artificial intelligence agent designed to execute consumer tasks. Muse integrates directly with Meta's social platforms and third-party services to handle everyday tasks such as sending emails, booking reservations, and managing purchases. The offering includes a free tier alongside $20 and $100 subscription tiers, providing a direct framework to monetize the

While Wall Street focuses on capital expenditure, Yorkville Ives partner Dan Ives argues that growing political backlash against data center buildouts is the single biggest threat to the tech revolution, following his tour of Midwest infrastructure sites.The ‘Hearts and Lungs’...

The acquisition of Swedish AI startup Stilla.ai is part of Meta's effort to accelerate the commercialization of its agentic offerings, which are costing the company billions.

Meta's new Muse agent could turbocharge web traffic and Cloudflare's revenue.

Today, Sept. 9, 2026, investors are watching whether the autonomous agent can unlock a new revenue stream for the social platform.

CEO John Ternus hosted the event, his first since Tim Cook’s departure. ServiceTitan sank 30% after a disappointing revenue outlook overshadowed the software company’s second-quarter earnings beat. Meta Platforms rose 6.6%.

Tech stocks eased late Wednesday afternoon with the State Street Technology Select Sector SPDR ETF (

US tech giants such as Meta Platforms Inc. and Google parent Alphabet Inc. have been heavily investing in data center expansion across. Yorkville Ives partner Dan Ives estimates that between 1,000 and 1,500 data centers are currently in motion across...

Meta stock is soaring as the social media giant touts early signs of success with a new AI agent.

Meta has acquired Swedish AI startup Stilla.ai to accelerate development of Meta Business Agent, Axios reports.

Today, Sept. 9, 2026, Brent crude climbed, reigniting inflation concerns as geopolitical tensions weigh on investor sentiment.

RDDT's AI push is boosting ad automation, advertiser adoption and monetization as quarterly revenues surge and Max campaigns gain traction.

ServiceTitan sank 29% after a disappointing revenue outlook overshadowed the software company’s second-quarter earnings beat. Meta Platforms rose 6%. The Facebook-parent company on Tuesday launched its artificial-intelligence consumer agent, called Muse.

The social media company just introduced a new AI-centric revenue stream.

Wall Street sees the Facebook parent in pole position to dominate the AI online shopping space. Morgan Stanley analyst Brian Nowak on Wednesday wrote that Meta could “win” a substantial piece of the estimated $30 trillion consumer AI agent total addressable market. Meta stock advanced 6.1% to $651.05 and was one of the best-performing components in the for the trading session.

Meta's AI Agent Muse Takes Aim at Google and Anthropic

States are starting to question tax breaks once used to attract data centers.

All three major US stock indexes were down in late-morning trading Wednesday, as oil prices climbed,

Jim Cramer spent Tuesday night hyping what could be a landmark AI IPO, then spent Wednesday morning explaining why a safety researcher at that same company just made him want nothing to do with it.

On this episode of Stock Movers: - Meta (META) shares are gaining with analysts positive on the Facebook parent after it debuted Muse, an AI assistant. Firms wrote that Meta is well positioned to succeed with the product. - Lyft (LYFT) shares are higher as the ride-hailing company is starting to offer Waymo robotaxi rides in Nashville, marking the second US city where it's providing driverless trips. - Apple (AAPL) shares are on the move ahead of today's product unveil. Apple's stock has rallied

Meta stock has started to recover after recent progress with its AI models.

Meta Platforms (NASDAQ:META) shares climbed around 5% in premarket trading on Wednesday as analysts responded positively to the launch of Muse, the company’s standalone personal AI agent. The product is being viewed as an important test of whether Meta can translate its substantial spending on artificial intelligence infrastructure into consumer products and, eventually, additional revenue opportunities.

Meta stock rallied more than 5% on Wednesday.

Uber initiated, Thermo Fisher upgraded: Wall Street's top analyst calls

Investing.com -- Wall Street is greeting Meta Platforms’ unveiling of "Muse" with broad optimism, framing the standalone personal AI agent as the tangible payoff investors have been demanding following quarters of aggressive artificial intelligence capital expenditure. That optimism quickly spilled over into Wednesday’s trading; after a choppy initial reaction following the announcement, Meta shares jumped roughly 5% in pre-market action as investors digested the bullish analyst commentary. Equi

Meta stock jumped Wednesday in a sign that investors are excited by the early results of the company's new AI agent app.

BOCA RATON, Fla., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Jushi Holdings Inc. (“Jushi” or the “Company”) (CSE: JUSH) (OTCQX: JUSH), a vertically integrated, multi-state cannabis operator, announced today that Chief Executive Officer, Chairman and Founder, Jim Cacioppo, purchased 2,019,798 shares of the Company’s common stock in open-market transactions through One East Partners L.P., an affiliated investment vehicle. These shares were purchased between August 24, 2026, and September 1, 2026, for a to

Investing.com - U.S. stock futures traded below the flatline on Wednesday as oil prices climbed above $100 a barrel and investors awaited inflation data that could reinforce expectations for the Federal Reserve to raise interest rates later this month.

Google Faces AI Threat, But Traffic Keeps Growing: Bank of America Weighs In

Vistra has spent nine months drifting lower while Wall Street piled up bullish price targets, and at least one major bank now sees a setup that looks nothing like the slow bleed playing out on the chart.

Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) investment in artificial-intelligence infrastructure in Finland, in a blog post Wednesday. The company leads the way among its peers, though, committing to long-term spending of $811 billion for technical infrastructure and inventory as well as energy contracts and content licenses, Barron’s recently r

Meta CEO Mark Zuckerberg says Threads is now bigger as X, but he still uses X to connect with AI communities.

Meta’s latest AI push gets early backing from tech leaders, but investors remain divided over its impact on the stock.

The coding and agentic AI push could strengthen Meta’s products, advertising engine, and longer-term AI ambitions, but the company still faces a major spending challenge.

Meta Platforms on Tuesday launched a personal AI agent app that it said will be simple to use and can help people accomplish real-world tasks. Meta stock closed regular-session trading slightly lower. The so-called Muse agent fits with a broader effort from Meta Chief Executive Mark Zuckerberg to offer "personal superintelligence."

A technology firm is generating cash at a rate that dwarfs the market average, yet its stock is being offered at a deep discount. Here is the reason for the markdown.

Investing.com -- Meta Platforms (NASDAQ:META) shares saw a choppy trading session—initially popping 1% before sliding into the red—following the reveal of Muse, a proactive personal AI agent built to execute digital chores on your behalf. Powered by Meta’s new real-world task model, Muse Spark, the agent goes far beyond standard chatbots. Muse acts as an autonomous digital proxy that can independently send emails, book travel arrangements, and complete web forms. Crucially, it doesn’t need const

When a corporate giant appears to trade for less than the average stock after a pullback, investors must look past headline multiples to distinguish a genuine bargain from an optical distortion.

Quietly, a merchant silicon business is emerging inside the world's largest advertising platform. The company has now started delivering its custom TPU systems directly into customer data centers. This marks a fundamental expansion of the business model, moving from selling services to selling the core hardware that powers the AI transition.

Collaboration covers AI inference and optical connectivity up to 1.6T

RUM Group has soared past its social-media peers and moved into AI infrastructure, but a 33% monthly gain forces a real question about whether the best of this rally is already behind investors.

DAEJEON, South Korea, September 08, 2026--Panmnesia, a fabless semiconductor company, and Meta, a global hyperscaler, have jointly proposed a next-generation artificial intelligence datacenter architecture in which an entire datacenter operates like a single chip. The work appears as an invited Review in Nature Reviews Electrical Engineering (NREE), a Nature Portfolio journal.

The chip maker and online retailer are teaming up to build data-center infrastructure, including chips and optical networking products.

Meta is quietly assembling one of the largest AI compute empires on the planet, and the funding source hiding in plain sight changes everything about how you should value this stock.

Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very different from a year ago.

The five hyperscalers are projected to spend over $5 trillion on capex between now and 2030, according to S&P Global Market Intelligence.

Meta's ad engine is accelerating at a historic pace while the stock sits near a level that has historically signaled a cyclical floor, but the $130 billion capex bet hanging over the company changes every calculation an investor needs to make before touching it.

Senior Meta Infrastructure Program Leader to Lead Development and Delivery Across 's Data Center PortfolioLAS VEGAS, NV / ACCESS Newswire / September 8, 2026 / Inc. (OTCQB:VDTA) ("" or the "Company") today announced that Christopher Larsson has joined to lead the development, strategic growth and operational execution of its data center portfolio, including Vertical Edge, the Company's proprietary edge data center platform that holds equity in the data centers that the Company sources, develops,

AI stocks show diverging fortunes in Q3, with Nvidia, Snowflake and Palantir gaining momentum while AMD, Ciena and Google lag.

The AI boom is becoming a power-and-real-estate story as developers race to build much larger computing campuses.

Growing data center backlash in key midterm races raises the risk of local policies becoming national legislation.

AI-driven power demand and expiring utility contracts are tightening uranium supply, lifting long-term price targets to $95 per pound and boosting Cameco, NexGen Energy, and BWX Technologies.

Bank of America’s Meta rating and price target zeroed in on what the tech giant is building next.

Palantir Crushes Tech Stocks in August: Salesforce Nears 40% Gain, Super Micro Jumps

During the September 3 episode of Mad Money, host Jim Cramer said Meta Platforms, Inc. (NASDAQ:META) had become “a hated stock,” as he said: Next, okay, here’s one. Maybe the cheapest of all. I’m going to walk you through this one. It’s a hated stock, but I’m going to walk you through it. It’s called […]

Down about 6% in 2026, Meta trails every trillion-dollar peer except Tesla. Here's a bear call spread built to profit from the next 41 days of caution.

Google Cloud is growing at twice the rate of Azure while GOOG trades at half the valuation multiple, and the gap between perception and reality may be the biggest opportunity hiding in plain sight among mega-cap tech stocks.

Meta Platforms (META) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

GameStop, Apple, and Meta face key September catalysts: an earnings report, a product event, and a developer showcase that will test each company's strategy and stock narrative.

NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Meta and SpaceX, for an outsized share of revenue, and in May began splitting its data center reporting into “hyperscalers” versus everyone else, a group it calls AI clouds, industrial, and […]

Apple, which was seen as an "AI laggard," is outperforming the hyperscalers this year. Can AAPL stock continue its outperformance?

NORTH PALM BEACH, FL / ACCESS Newswire / September 5, 2026 / Eylsia Nicolas is one of the most unusual success stories in modern music. She has nearly three‑quarters of a billion views on Meta, dominates global singer‑songwriter charts, earns rave reviews from curators, critics, and radio stations - yet on industry‑partnered platforms, you practically need a magnifying glass to find her.

Thiel is known for his ability to spot a future winner.

Yahoo Finance Senior Business Reporter Ines Ferré discusses how major energy companies like ExxonMobil (XOM), Chevron (CVX), and ConocoPhillips (COP) are set up to be the biggest winners of the AI infrastructure boom.

AppLovin (APP) has fallen about 43.9% over the trailing three months and sits roughly 57% below its 52-week high, at about $313.58 a share. Even after a drop that size, the advertising platform is priced at about 23.2 times its trailing adjusted earnings. That figure is on every screen, and it is the one that tells you least about what you are buying.

Alphabet (GOOGL) stock has slipped about 8% over the past three months, even as revenue growth accelerated to 24% year over year in the second quarter of 2026. What changed is the bill. Capital spending guidance for full year 2026 has been raised to $195 billion to $205 billion, and free cash flow turned negative in the quarter. The bull case points to the cloud segment for relief, but Cloud’s expanding margins cannot shoulder a company-wide capital bill on their own.

Meta Platforms (NasdaqGS:META) introduced Muse Spark 1.3, a major upgrade to its flagship AI model, positioning it as a rival to Anthropic and OpenAI. The new release focuses on stronger agentic and coding capabilities, which Meta describes as its biggest leap in AI performance so far. Muse Spark 1.3 is immediately available to developers and is being integrated across Meta's core platforms and services. For readers tracking how large tech groups are building AI ecosystems, the next logical...

Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps adding shares despite the loudest capex alarm bells in the sector.

Lululemon Stock Plunges as China Weakness Deepens. Burry Eyes $100

Meta Stock Jumps After Unveiling New AI Coding Model

You don't need to guess which big tech company will come out on top.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 3.5% in the afternoon session after the stock continued to rally as the company opened paid developer access to its upgraded Muse Spark 1.3 artificial intelligence model.

A2035 Ventures has expanded the technical leadership around Project 777 as the company advances strategic discussions with major AI organizations.

Texas stopped approving additional grid hookups as bipartisan scrutiny intensifies over power, water, rural development and incentives.

CUPERTINO, Calif., September 03, 2026--Alcatraz AI today announced the hiring of Bobby Louissaint as its first Head of Business Development, a newly created role tasked with scaling the company's presence across data centers, AI infrastructure, enterprise access and executive protection.

Reddit (RDDT) stock closed 9.3% higher on Wednesday at $158.10, and the news behind it came from a research desk rather than from Reddit. The argument was that the worst outcome for two of its data licensing contracts is already in the price. That put a price on the cheaper half of Reddit's AI question. The expensive half is untouched.

While known for gaming, the company's fastest growth is happening elsewhere. Its consumer vertical is quietly becoming a second engine, with advertiser spend already setting records. This segment finished the second quarter 28% above fourth quarter 2025 levels.

Data center demand is surging, but utilities, electric transmission and grid connections can take years to meet the need

Meta just fired its loudest shot yet at Anthropic and OpenAI, and the stock is surging on a claim that no independent benchmark has confirmed yet.

Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.

Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF was up 2.7% to $70.58, just a stone's throw from its record closing price of $70.94. The Nasdaq was up 1.4% while the S&P 500 rose 1%.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares climbed more than 4% on Thursday after the company unveiled an upgraded version of its flagship AI model, which its AI chief says now matches offerings from Anthropic and OpenAI. The new model, Muse Spark 1.3, marks Meta's "biggest...

Zuckerberg's Q2 message was blunt about AI transforming Meta's business, yet the stock sits more than 25% below its all-time high while legal storms and a historic capex surge squeeze free cash flow to a fraction of last year's levels. Whether the ad machine can overpower those headwinds is the trade every Meta investor needs to understand right now.

Gains in big technology stocks and easing bond yields helped lift Wall Street on Thursday even as oil prices marched higher as the U.S. war with Iran escalates. Giant chip maker Nvidia, whose high-end chips have emerged as AI’s best building blocks, rose 1.1% after saying it would buy the artificial intelligence platform Hugging Face for $13 billion. Oil prices ticked higher as the six-month long U.S. war with Iran intensified.

Pinterest (PINS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Stocks edged higher as Treasury yields slipped ahead of Friday's jobs report.

Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your portfolio, and treating them as one trade could cost you.

Meta's stock is down sharply, capex is ballooning toward $145 billion, and Wall Street's average target stops well short of four digits. So what would actually need to happen for shares to reach $1,000 by 2027?

Amazon, Alphabet, and Meta Platforms are three top AI stocks to own for the long term.

AbbVie (NYSE: ABBV) will participate in the Morgan Stanley 24th Annual Global Healthcare Conference on Tuesday, September 15, 2026. Management will participate in a fireside chat at 9:00 a.m. Central time.

Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is still looking elsewhere.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

Meta Platforms Inc. has launched Muse Spark 1.3, its most advanced artificial intelligence model to date.

Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92

For five years, one of tech's biggest names operated a cash-return machine of astonishing scale. Now, an all-in bet on artificial intelligence is changing the equation for owners.

Reddit's 15% slide reflects search traffic volatility and valuation concerns, even as ad revenues, users, and ARPU continue to grow.

Magnite and Trade Desk are surging while AppLovin sits perfectly still, and the reason points to a fault line forming inside programmatic advertising that could reshape how investors price all three stocks.

Ondas Stock Tops the List as Short Sellers Build Huge Bets

CNA Financial (CNA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

EverQuote (EVER) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Snap (SNAP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

Three stocks you know are trading lower this year. One should bounce back soon.

Organic growth for brokerage stocks like WTW, AJG and AON remains resilient as softer insurance pricing shifts the focus to underlying business activity.

A classic safe-haven trade is suddenly behaving differently

AMG vs. BLK: Which Stock Is the Better Value Option?

FuboTV is surging midday with no earnings release, no filing, and no corporate announcement to explain it. Something is shifting in how the market values the combined live TV bundle, and it shows up very differently across three tickers.

Bank of America dropped a fresh price target on Affirm just as yields began to ease, and the combination sent buy-now-pay-later stocks racing ahead of a sleepy broad market. Whether the rally holds depends on a credit question Levchin himself flagged on live television.

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

J.P. Morgan Asset Management today announced the rebrand of Campbell Global, a leading global investment manager focused on forestland and nature-based assets, to J.P. Morgan Natural Capital. This milestone reflects the evolution of the business and the growing importance of nature-based assets in institutional portfolios.

Pinterest’s 21.7% return over the past six months has outpaced the S&P 500 by 9.9%, and its stock price has climbed to $21.27 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Citi has reiterated its 'sell' rating on Novo Nordisk (NYSE:NVO), the Danish pharmaceutical group, with a price target of 265 Danish krone against a last close of 292.4 Danish krone. Analyst Emmanuel Papadakis published Citi's weekly IQVIA tracker of Novo's GLP-1 assets, using retail...

UFC Hall of Famer Tito Ortiz Joins Sold-Out September 5 Championship Event at River Cree Resort & Casino PPVOne Has Generated More Than $30 Million in Revenue and $5 Million in EBITDA Across 250+ Livestreams LOS ANGELES, Sept. 02, 2026 (GLOBE NEWSWIRE) -- LiveOne (Nasdaq: LVO), an award-winning, creator-first music, entertainment, and technology platform, today announced the expansion of its PPVOne pay-per-view partnership with Bare Knuckle Ice Wars, the fast-growing combat sports property follo

Deutsche Bank just made a bold call on the one audio stock that has already outpaced its rivals by a wide margin in 2026, and the market is listening. Here is what the upgrade reveals about where Sirius XM stands heading into a pivotal second half.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Here is how Interactive Brokers Group, Inc. (IBKR) and Adamas Trust (ADAM) have performed compared to their sector so far this year.

Here is how CBIZ (CBZ) and FactSet Research (FDS) have performed compared to their sector so far this year.

Wong retains approximately 482,000 shares valued at $10 million after the sale.

COFE Tech (formerly COFE APP), the leading operator of agentic AI enterprises and provider of intelligent procurement and AI-powered commerce infrastructure to more than 1,000 businesses across the Gulf, announced yesterday at LEAP 2026 in Riyadh the close of a pre-IPO funding round valuing the company at $178 million. The round was co-led by Wa'ed Ventures, the venture capital arm of Aramco, and Aditum Investment Management, regional fund partner to global asset managers including BlackRock, al

Hewlett Packard Enterprise (NYSE:HPE) shares rose 4. 7% to $53.

BW LPG Limited (NYSE:BWLP) shares fell 5. 4% on Wednesday after the company announced the placement of $300 million in senior unsecured convertible bonds due in 2031.

Larry Botel, Jamie DeRevere and Jake Tolkin bring institutional real estate investment, acquisition, underwriting and asset management experience to StewardsFORT LAUDERDALE, Fla., Sept. 02, 2026 (GLOBE NEWSWIRE) -- Stewards Inc. (OTC: SWRD) (“Stewards” or the “Company”), a diversified financial platform operating across private credit, income-producing real assets and technology-enabled financial infrastructure, today announced that Larry Botel, Jamie DeRevere and Jake Tolkin of JOSS Realty will

Brookfield and Bloom Energy have dramatically enlarged their wager on data-center electricity. On June 30, Brookfield Asset Management Ltd. (NYSE:BAM) and Bloom Energy Corporation (NYSE:BE) expanded an AI infrastructure framework from $5 billion to as much as $25 billion. Brookfield can finance eligible deployments through its investment vehicles, while Bloom can supply fuel-cell systems that […]

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Goldman Sachs (NYSE:GS) and its peers.

PARSIPPANY, N.J., September 02, 2026--Zoetis Inc. (NYSE:ZTS) today announced that Kristin Peck, Chief Executive Officer, and Jay Saccaro, EVP, Chief Financial Officer and Chief Operating Officer, will participate in a fireside chat at the Morgan Stanley 24th Annual Global Healthcare Conference on Monday, September 14, 2026 at 1:50 p.m. ET.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the reinsurance industry, including Everest Group (NYSE:EG) and its peers.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the regional banks industry, including F.N.B. Corporation (NYSE:FNB) and its peers.

The banks plan to complete systems integration in November, when operations will move under the Banner name.

BofA said demand “continues to outpace supply” and raised its Dell price target to $600 from $505.

HOUSTON, September 02, 2026--Stewart Information Services Corporation (NYSE:STC) today announced the acquisition of Tower Title, a leading national provider of telecommunications-focused title services. The acquisition strengthens Stewart’s National Commercial Services (NCS), specifically the company’s Energy & Infrastructure group, by adding a highly complementary infrastructure business that expands service capabilities, increases transaction volume and further diversifies the company's commer

KBWB concentrates on 26 banking stocks with higher yield, while IYF diversifies across more than 140 financial firms with lower volatility.

Transaction in Own Shares September 01, 2026 • • • • • • • • • • • • • • • • Shell plc (the 'Company') announces that on 01 September 2026 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of PurchaseNumber of Shares purchasedHighest price paidLowest price paidVolume weighted average price paid per shareVenueCurrency01/09/2026485,995£ 34.3050£ 33.9500£ 34.1397LSEGBP01/09/2026----Chi-X (CXE)GBP01/09/2026----BA

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Blackstone (BX) is preparing to list hotel group Hotel Investment Partners, or HIP, in Spain, CincoD

On August 25, JOYY Inc. (NASDAQ:JOYY) reported second-quarter results that show a livestreaming company turning into something else entirely. Net revenue climbed 16.3% year over year to $590.8 million, and non-GAAP operating income jumped 28.2% to $49.1 million, some of the fastest combined growth the company has posted in years. What stands out is that […]

LONDON, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Leading global advisory, broking and solutions company, WTW, (NASDAQ: WTW), has become the official insurance partner of the Barclays WSL and WSL2 in a new multi-year partnership. The partnership unites two organisations with a shared ambition to support people and build a stronger future. WTW’s expertise in helping people and organisations understand risk, build resilience, make informed decisions and create conditions for stronger performance is a nat

Sharplink stock has seen a very steep drawdown over the past few years, yet the current market multiples still screen as expensive and the broader valuation checks do not flag it as a bargain. Over the past 5 years Sharplink shareholders have seen the stock fall about 98.9%, which points to very heavy long term value erosion for early investors. Future revenue growth and cash generation can support the share price if execution improves, while ongoing losses or further balance sheet pressure...

Rome Resources Plc (AIM:RMR) has raised the tin content of its Kalayi deposit in the Democratic Republic of Congo by 45%. That puts it among a small group of high-grade tin resources, right as tin prices climb. Georgina Energy PLC (LSE:GEX) has finished key civil works at its Hussar prospect in Western Australia. It's now closing in on mobilising the drill rig for a subsalt target worth an estimated $152 billion in-situ. Sterling Digital Plc (AQSE:ASIC) has recorded its first verified Bitcoin ou

U.S. Bancorp has delivered a very strong 91.5% share price gain over the past three years, yet several valuation checks still point to the stock trading below an estimate of its intrinsic value. For investors, the focus is on how that gap between the market price and the Excess Returns model compares with a more mixed overall value score. The 91.5% three year return suggests U.S. Bancorp has already rewarded patient shareholders. Any valuation upside now may matter more to new buyers than to...

LVMH Moët Hennessy Louis Vuitton Société Européenne has seen its share price fall sharply over the past three years, yet current checks on both earnings multiples and an intrinsic value estimate still suggest the stock may trade below what its cash flows imply. Investors now have to weigh a weak recent share performance against indications that LVMH could be pricing in a more cautious outlook than its fundamentals alone might suggest. The share price is down about 37.3% over three years,...

STOCKHOLM, SE / ACCESS Newswire / September 2, 2026 / (STO:HILB-B)(FRA:999) invites shareholders to a live business presentation & Q&A next week (see details below).The Company wishes to provide additional clarity on cash runway, cost flexibility and the Group's transition from investment to revenue generation following its Q2 report.

On August 3, TKO Group Holdings (NYSE:TKO) reported second-quarter 2026 results that topped the prior year across nearly every line and pushed the company to raise its full-year guidance for the second time this year. Revenue climbed 18% to $1.547 billion for the quarter ended June 30, 2026, while net income rose to $303.9 million […]

On August 26, Northern Trust (NASDAQ:NTRS) and Commonwealth Superannuation Corporation, one of Australia’s largest superannuation funds, signed a Memorandum of Understanding to explore next-generation digital investment infrastructure. The agreement covers tokenisation, digital assets and enhanced digital cash capabilities, building on both organizations’ earlier work in Project Acacia, the Reserve Bank of Australia-led research effort into […]

Why Warner Music Group Stock Is Back On Investors’ Radar Warner Music Group (WMG) has attracted fresh attention after its latest quarter produced higher revenue than analysts expected, along with EPS and EBITDA results that also surpassed forecasts in a challenging media sector. The earnings beat has come after a mixed year for Warner Music Group, with the share price down 8.11% year to date and the 1 year total shareholder return declining 13.33%. However, the 30 day share price return of...

Great earnings are now old news. The next market hurdles are the jobs report, CPI, and the Fed’s rate decision.

Popular dividend decision puts income and valuation in focus Popular (BPOP) recently approved a quarterly cash dividend of $0.90 per share, payable on October 1, 2026. The payout gives income focused investors a fresh reference point for assessing the stock. The dividend applies to shareholders of record as of September 10, 2026. That cut off often matters for timing decisions, especially if you watch ex dividend dates and compare income opportunities across regional bank stocks. Popular’s...

MGIC Investment has delivered a strong 127.0% total return over the past 5 years, yet the stock now trades on earnings multiples that look broadly in line with its fundamentals while broader valuation checks still lean cheap. The 127.0% 5 year return suggests MGIC Investment has already rewarded patient shareholders and may have fewer obvious mispricings left for new buyers. Future valuation may be supported if MGIC Investment can keep credit performance and capital levels on a solid...

Hut 8 stock has delivered a very strong 1 year return, yet current valuation checks suggest the shares screen as expensive rather than a clear bargain. After a sharp run up, investors are now weighing that momentum against a low value score and an overvalued signal on market multiples. Hut 8 is up 183.1% over the past year, which puts recent share price gains well ahead of what broad valuation tools currently support. The long term AI data center agreements linked to the Beacon Point campus...

The transaction strengthens 's ability to execute a strategy already in motion, with long-term capital, increased financial flexibility and the consortium's global infrastructure experience providing continued growth and momentum. Customers will continue to be served by the same leadership team, operating discipline and long-term commitment that have underpinned the company's growth for more than a decade.

Pinterest (PINS) is back in focus after Chief Financial Officer Julia Brau Donnelly resigned on August 26, 2026, with Vice President of Finance and Business Operations Vikram Naidu set to become interim CFO. The CFO transition comes after a weak run for Pinterest’s stock, with the share price at US$21.25 and down 10.19% over the past week and 19.99% year to date. The 1 year total shareholder return has declined 42.15%, signalling fading momentum despite a slightly positive 90 day share price...

Charter Communications has seen its stock fall sharply over the past several years, yet on broad valuation checks it now screens as one of the cheaper large U.S. telecom and cable plays. Investors are weighing whether the current share price already reflects recent setbacks or if the market is punishing Charter more than its fundamentals justify. Over the past 5 years, Charter Communications stock has declined about 81.7%, which puts the focus firmly on whether the current level reflects...

Netflix (NFLX) is back in the spotlight after unveiling “The Gentlemen’s Serve,” a multi-country partnership with Stella Artois tied to the second season of Guy Ritchie’s series The Gentlemen. Netflix’s latest brand tie up lands as the stock trades at US$80.81, with a 30 day share price return of 12.69% but a year to date share price decline of 11.19%, while the 1 year total shareholder return is down 33.44% despite an 80.11% gain over three years. This suggests that long term momentum...

Disney stock is showing extremely low implied volatility. Consider setting up a long strangle with options.

Multiple retail investors on Stocktwits named Robinhood as a better bet compared to SoFi Technologies.

Despite a 13% sequential revenue decline, DMG advances its 50-megawatt AI colocation project with key infrastructure milestones and financing exploration.

Zoomd Technologies Ltd (ZMDTF) reports a 10% quarter-over-quarter revenue increase and improved profitability, while navigating a year-over-year decline due to major customer model changes.

QYOU Media Inc (QYOUF) accelerates growth with full-stack influencer platform, India expansion, and new Q Amplify service despite margin pressures.

Partners Group posts best-ever first-half fundraising of $16 billion, up 31% year-on-year, while navigating leadership transitions and a cautious performance fee outlook.

SoftBank Group stock has delivered a very strong 3 year return, yet current valuation checks send a mixed signal, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a roughly fair price while earnings based multiples still screen the shares as undervalued. After such a move, the question for investors is whether SoftBank Group is still pricing in enough caution around its complex AI and financing exposure. The stock has returned 232.3% over the past 3 years, which puts...

Intercontinental Exchange (ICE) recently put a new Eighth Amended and Restated Certificate of Incorporation into effect, formalising tighter rules around ownership, voting rights and SEC oversight linked to its security based swap execution facility. Intercontinental Exchange shares last closed at US$159.60, with the stock seeing a 4.67% 1 month share price gain and a 15.28% 3 month share price return, while the 1 year total shareholder return declined 7.68% despite a 44.56% total shareholder...

Charter Communications (CHTR) moved into focus after announcing that Chief Financial Officer Jessica Fischer will step down on October 15, 2026, and that long serving finance executive Kevin Howard has been appointed as interim CFO. Charter Communications' latest executive changes come after a challenging period for investors, with the share price down 30.15% year to date and the 1 year total shareholder return down 44.71%, despite a 13.32% 90 day share price gain that hints at some...

Western Union stock has seen a steep share price decline over the past few years, yet the broader valuation checks currently lean cheap. For investors, the question is whether that gap between price pressure and a positive value score reflects opportunity or persistent concern about the business. The share price has fallen about 50.8% over 5 years, which signals that the market has marked Western Union down heavily over a sustained period. Ongoing scrutiny of Western Union's anti money...

Telephone and Data Systems, Inc. (NYSE: TDS) (the "Company" or "TDS") today announced that it is no longer pursuing the acquisition of the Common Shares of Array Digital Infrastructure, Inc. (NYSE: AD) ("Array") that it does not already own and has withdrawn its previously announced proposal. Under the terms of the proposal, each Array Common Share not owned by TDS would have been exchanged for 0.86 of a TDS Common Share, subject to the assumptions set forth in the proposal. TDS will continue to

NEW YORK, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Quantumsphere Acquisition Corporation (Nasdaq: QUMS) (the “Company”) announced today that the Company, QUMS Pubco Ltd. and SACH Merge Sub Ltd. (collectively, the “Purchaser Parties”) have terminated the Agreement and Plan of Merger, dated October 3, 2025 (the “Merger Agreement”), with Omnivate Global Ltd. and SACH Pte. Ltd. (“SACH”). On September 1, 2026, the Purchaser Parties delivered written notice to SACH terminating the Merger Agreement pursuant

Mark Zuckerberg and Elon Musk told G20 technology ministers Tuesday that AI data center growth requi

A number of stocks fell in the afternoon session after benchmark Treasury yields and surging crude oil prices stoked renewed concerns over inflation and balance sheet stability. The 10-year U.S. Treasury yield rose to about 4.79%, a 20-month high, as U.S.-Iran hostilities lifted energy prices, according to CNBC. Bloomberg noted that elevated oil prices are fanning inflation concerns and weighing on bonds and risk assets on fears the Fed may need to tighten. A steeper long end can deepen mark-to-

The latest trading day saw Morgan Stanley (MS) settling at $211.04, representing a -1.07% change from its previous close.

NEW YORK, September 01, 2026--The Boards of Trustees/Directors of the PIMCO closed-end funds below (each, a "Fund" and, collectively, the "Funds") have declared a monthly distribution for each Fund’s common shares as summarized below.

The Highland Opportunities and Income Fund (NYSE: HFRO) ("HFRO" or the "Fund") today announced its regular monthly distribution on its common stock of $0.0385 per share. The distribution will be payable on September 30, 2026, to shareholders of record at the close of business September 23, 2026.

The PC giant-turned-AI infrastructure player smashed expectations, raising FY 2027 revenue expectations by $25 billion.

Loan volumes fell 25%, but AI expansion and improved collections signal recovery potential.

The largest ETFs by assets aren't necessarily the most profitable for issuers.

Software has been getting the silent treatment from Wall Street. This open source giant wasn’t an exception.

Washington's proposed Carolina Principles could reduce regulatory friction as Meta targets $130 billion to $145 billion in 2026 capital spending.

Charter Communications (NasdaqGS:CHTR) announced that CFO Jessica Fischer is stepping down, and Kevin Howard has been appointed as interim CFO. The executive change follows multiple recent Board shifts related to Liberty Broadband's merger and new appointments from Cox Enterprises. Taken together, these leadership moves represent a key transition period for Charter Communications' governance and senior finance team. Readers who want more ideas in this area can continue by reviewing 74...

Meta Platforms (META) has reached an approximately US$17 billion to US$18 billion settlement with a coalition of US states over alleged harm to children from Facebook and Instagram. Investors are now reassessing the stock with a clearer legal backdrop. Over the past year, Meta Platforms’ share price has pulled back, with the year to date share price return down 12% and the 90 day share price return down 8.1%. The 3 year total shareholder return of 92.4% shows how strong the earlier rally was...

Peter Thiel is a billionaire investor who co-founded PayPal and Palantir. He was the first outside investor in Facebook, and he runs Founders Fund, the venture firm that put the first institutional money into SpaceX. Thiel Macro LLC, the fund run by the PayPal and Palantir co-founder, recently filed its second-quarter 13F. The filing shows […]

PJM yanked a Meta-backed nuclear campus from its grid queue, hitting Oklo with a company-specific blow on top of a sector already reeling from surging Treasury yields. How those two pressures compound tells investors something important about every pre-revenue reactor developer right now.

JERSEY CITY, N.J., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Moomoo, a leading global investment and trading platform with over 30 million users worldwide, has launched its most expansive out-of-home (OOH) advertising campaign throughout New York City. Timed to coincide with Q2 earnings season, the campaign runs from July 20 through September and is projected to generate more than 81.4 million impressions, anchored by a major presence across the city's transit system and widespread street-level adverti

Meta's shareholders should celebrate this recent news.

Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.

On a recent webinar, Aaron Anderson shared how Meta is moving artificial intelligence into accounting while trying to keep controls and reporting intact.

Morgan Stanley says teen-engagement limits could be a bigger headwind for YouTube.

Apple and Meta both stumbled through August, but their earnings reports reveal two very different companies heading into a September packed with product launches, legal settlements, and AI spending decisions that could swing either stock hard.

A top Wall Street analyst is sounding the alarm on a fast-growing OpenAI revenue stream that targets the exact same advertiser budgets powering Alphabet's most profitable business.

DoubleLine Income Solutions Fund (the "Fund"), which is traded on the New York Stock Exchange under the symbol DSL, this week declared a distribution of $0.11 per share for the month of September 2026. The distributions are subject to the following ex-dividend, record and payment dates set by the Fund's Board of Trustees.

Alphabet has had a rough run.

XLC carries the word "communication" in its name, but the fund's actual portfolio has almost nothing to do with phone bills, fiber lines, or fat dividend checks. Before you assume you own telecom income, check what you actually hold.

President Donald Trump has backed the AI infrastructure buildout as data center projects face growing public resistance.

A new revenue stream could reshape OpenAI's IPO story

What Deutsche Bank’s new bond issues and buyback mean for equity investors Deutsche Bank (XTRA:DBK) has been active on both sides of its balance sheet in late August 2026. The bank announced a series of new fixed income offerings and completed a €1,000 million share buyback program. Across several days, Deutsche Bank issued or announced multiple senior unsecured, fixed coupon Eurobonds and Eurodollar bonds with maturities stretching from 2029 out to 2051. Coupon rates on these securities...

In a group of tech giants, one company delivers top-tier growth but wears the group's lowest price tag, forcing investors to decide if it's a bargain or a warning sign.

India's biggest-ever IPO could give investors a new benchmark for Meta and Alphabet's stakes in Jio Platforms.

NEW YORK, August 31, 2026--Saba Capital Income & Opportunities Fund II (NYSE: SABA) (the "Fund"), a registered closed-end management investment company listed on the New York Stock Exchange, is notifying shareholders, prospective shareholders, and third parties of the sources of distributions pursuant to Section 19(a) of the Investment Company Act of 1940 (the "Investment Company Act").

Toronto, Ontario--(Newsfile Corp. - August 31, 2026) - Altrova Health Inc. (CSE: ROVA) (OTCQB: ATVHF) (FSE: WF8) ("Altrova Health" or the "Company") today announced its financial results for the three and nine-month periods ended June 30, 2026 ("Q3 Fiscal 2026"). The Company's condensed interim consolidated financial statements and related management's discussion and analysis for the period (collectively, the "Interim Filings") have been filed under the Company's profile on SEDAR+ at...

Public backlash against artificial intelligence data centers is real, but investors still like it when companies gain a toehold in the booming business. The latest example comes from SLB the oilfield services provider formerly known as Schlumberger whose stock jumped 2.5% on Monday after announcing its acquisition of thermal management company Kelvion. The deal is designed to build out SLB’s data center solutions business.

Over five years the stock has tracked the index closely and still returned less, at more than twice the volatility.

AMZN stock dropped on Monday after a Wall Street Journal report said the FTC plans to sue the company over how it prices ads on its retail site.

Investing.com -- Amazon.com Inc shares fell 2.8% on Monday following a report by the Wall Street Journal that the Federal Trade Commission will file a lawsuit against the company over allegations related to its advertising pricing practices.

Advertisements within ChatGPT are now generating $1 billion in annualized revenue, OpenAI announces Monday.

Public backlash against artificial intelligence data centers is real, but investors still like it when companies gain a toehold in the booming business. The latest example comes from SLB the oilfield services provider formerly known as Schlumberger whose stock jumped 2.5% on Monday after announcing its acquisition of thermal management company Kelvion. The deal is designed to build out SLB’s data center solutions business.

Netflix and Meta both reported strong revenue growth in Q2 2026, yet the market punished both stocks hard. One of them is now setting up as a surprisingly calm compounder while the other bets everything on a $140 billion AI wager.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does ConnectOne (CNOB) have what it takes? Let's find out.

“Planned AI infrastructure spending of approximately $650 billion in 2026 is increasing demand for advanced engineering plastics used in servers, semiconductor packaging, connectors and thermal systems, while AI simultaneously transforms polymer R&D and manufacturing efficiency.”Boston, Aug. 31, 2026 (GLOBE NEWSWIRE) -- A sweeping wave of AI-driven infrastructure investment is fundamentally transforming demand dynamics across the plastics in electronics components value chain, creating high-conv

Meta and Alphabet both posted massive AI ambitions in Q2 2026, but the market is treating them very differently, and the valuation gap between a surging cloud giant and a bruised ad machine raises a question every investor should answer before Q3 earnings arrive.

OpenAI revealed that its nascent advertising business has achieved a $1 billion annualized revenue run rate, a significant milestone reached within just 200 days of its inception. The Sam Altman-led company assured on Monday that its ads are distinctly marked...

Meta stock has struggled this year but could reach a milestone in the battle for digital ad dollar against Google.

Pinterest's surprise CFO resignation sent shares sliding Monday while a direct rival moved in the opposite direction, raising a pointed question about whether investors are reacting to a leadership gap or something more fundamental lurking in the guidance.

Amazon Lands Major Government AI Boost: AWS Expansion Puts AMZN Stock in Focus

Civista Bancshares, Inc. (NASDAQ: CIVB) ("Civista") today announced the completion of its previously announced leadership transition. Charles A. "Chuck" Parcher has assumed the role of President and Chief Executive Officer of Civista Bancshares, Inc. and Civista Bank, effective today.

Shares need to climb about 36% in under two and a half years. The ads business is arguably already growing fast enough to get there.

CNBC host Jim Cramer said Meta Platforms Inc.‘s (NASDAQ:META) $17 billion child safety settlement will likely have a smaller financial impact than many investors expect, calling it “barely material” to the company’s earnings once spread over a decade. ‘It Could Have Been Disastrous’ Cramer said the settlement could end up being far smaller once spread over its full ten-year term, saying it is “not impactful” compared to what he originally feared. “It could have been disastrous,” he said in a pos

The suit represented an uncertainty for the company and shareholders.

Investors’ intense focus on AI is at times adding to the might of a small club of Big Tech stocks with mega market values to potentially make or break a single trading session for the S 500.

Jay Bacow, Morgan Stanley Managing Director and Co-Head of Securitized Products Research, joins Josh Lipton to explain how AI could help address the housing affordability crisis by reducing inefficiencies across the housing market.

Reddit stock has had a weak start to the year, with the share price down 36.7% year to date, while broad valuation checks suggest the stock is not a clear bargain at current levels. The year to date decline of 36.7% raises the question of whether Reddit is now priced for too much caution or simply moving closer to a fairer trading range. The recent focus on Reddit content within Meta's planned Hatch AI agent can support long term monetisation hopes, while the key risk is that content...

Meta Platforms, Inc. (NASDAQ:META) has fallen around 27% from its 2025 high as investors question how quickly its huge AI spending will pay back. Evercore ISI analyst Mark Mahaney now sees a strange optional answer hiding inside that spending: Meta could eventually rent a small slice of excess AI compute and create an $11 billion […]

Meta explored cutting some teams by as much as 60% as it pushed an aggressive AI restructuring strategy, highlighting both the potential and risks of automation.

Dick’s Sporting Goods Dick’s Sporting Goods has a sneaker problem and footwear stocks are feeling the pinch. Shares of the sporting goods retailer fell more than 25% after reporting second-quarter earnings, its largest percentage decrease on record, according to Dow Jones Market Data, and its lowest close since late 2023. The retailer’s bad day sent footwear stocks tumbling.

The ad-tech firm's shares have pulled back, but history suggests that simply buying on weakness here has been a painful trade.

India's regulator approved a $3.8 billion IPO that will establish a market benchmark for Meta's strategic investment.

META has underperformed the broader market over the past year, while analysts remain highly bullish on its future prospects.

Opening arguments began in a California-led trial against Meta Platforms, Inc. (NASDAQ:META), brought by a coalition of 29 state attorneys general alleging the company designed Facebook and Instagram to be addictive to children and teens. New Mexico’s attorney general warned the consequences for Meta could be “astronomical.” Why This Matters Meta already lost a case […]

Peter Thiel is a billionaire venture capitalist most famous for co-founding PayPal and Palantir.

The stock has trailed the market over the past year, yet its margins sit at multi-year highs, and it is the margin that has room to fall.

Meta Platforms' closed-loop liquid cooling reduces water use, enables denser GPU racks, and supports its push to scale AI computing capacity.

Meta Platforms, Inc. (NASDAQ:META) is on trial in federal court in Oakland, California, where 29 states led by California Attorney General Rob Bonta are seeking penalties as high as $1.4 trillion and court orders forcing changes to Facebook and Instagram, Bloomberg reported. California deputy attorney general Megan O’Neill said in opening statements that Meta’s business […]

Meta Platforms (META) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Amazon is pouring hundreds of billions into AI infrastructure while free cash flow turns negative, yet something unexpected is showing up in its retail data that suggests this spending may be doing far more than powering cloud servers.

AFRM's Australia comeback through Shopify's Shop Pay Installments opens a growth channel as GMV, revenues and its user base continue to rise.

Meta shares have shed more than 23% over the past year, and a brutal Q2 report gave bears plenty of ammunition. But our proprietary model sees a very different story forming underneath the selloff.

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

META's $18 billion settlement over youth-safety claims removes a legal overhang but could raise compliance risks across social media.

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

Every dip in Meta stock triggers the same response: another buy. With capex fears mounting and a trillion-dollar lawsuit underway, the case for adding shares keeps getting harder to ignore.

Meta Platforms stock has pulled back this year, yet a fresh valuation read suggests the market price may still sit well below what its cash flows imply. Both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples point in the same direction, which is unusual for a large US$571.10 stock that has already delivered strong medium term returns. Over the past 3 years Meta Platforms has returned 94.7%, which puts today’s valuation debate in the context of a stock that has...

Meta Platforms, Inc. (NASDAQ:META) was in the news this week after the firm managed to keep a major headwind at bay. The firm had been facing legal action for its social media platforms and youth usage. On this front, the firm reached an agreement with nearly all states through which it agreed to pay up […]

Thiel is one of the great tech innovators of the modern era, having co-founded companies such as PayPal and Palantir.

The North America data center construction market, valued at USD 85.23 billion in 2025, is projected to reach USD 158.20 billion by 2031, growing at a 10.86% CAGR. Growth is driven by AI, cloud computing, hyperscale campuses, renewable energy procurement, liquid cooling, and advanced power infrastructure. The US leads investment, while Canada and secondary US markets gain momentum. Key players include AWS, Microsoft, Google, Meta, Equinix, Digital Realty, and Vantage Data Centers. North American

AppLovin's revenue is expanding at double-digit rates while Meta sustains massive scale; the real question is whether the growth gap will persist.

NEW YORK CITY, NY / ACCESS Newswire / August 27, 2026 / Emerging Growth Research, LLC ("Emerging Growth Research" or "EGR") today announced the release of its company-sponsored research quarterly update on (NASDAQ:VTIX), a leading developer of AI-driven, full-body simulation systems for consumer, enterprise, healthcare and defense applications.This release is being issued as an updated version of EGR's previously published press release regarding its Fiscal Q1 2027 Quarterly Update on The update

Strong demand pushed earnings and guidance higher.

Its shock history says it falls much harder than the index, and the decline it is living through arrived while the index was climbing.

Forty-nine state attorneys general spent years building what some feared could be an existential legal threat against Meta, and the final number shocked analysts on both sides of the trade. Whether that surprise is reason to buy or a distraction from a deeper problem is the question Wall Street has not answered yet.

Rosenblatt called the settlement a significant win for Meta, noting that the payments represent only about 1% of Meta’s market value.

Alphabet and Meta both posted blockbuster Q2 2026 revenue, but one company's AI spending quietly destroyed its free cash flow by more than 90% while the other expanded margins to levels rarely seen at this scale. The divergence points to a clear winner for the next four quarters.

Alphabet's ad revenues surge 14.4% in Q2 as Search, YouTube and Gemini-powered tools strengthen its position against Reddit and Meta Platforms.

JPM's potential stablecoin could extend its blockchain payments reach, improve settlement efficiency and deepen institutional digital-finance ties.

Nvidia, Salesforce, and CrowdStrike prove it pays to bet on the AI veterans, stock futures jump, and AMD partner Nutanix’s earnings beat.

PLANTATION, Fla., Aug. 27, 2026 (GLOBE NEWSWIRE) -- Alliance Entertainment Holding Corporation (Nasdaq: AENT), a premier distributor, logistics provider, and omnichannel fulfillment partner to the entertainment and pop culture collectibles industry, supplying more than 340,000 unique SKUs across physical media, video games, toys, licensed merchandise, and exclusive collectibles to over 35,000 retail and e-commerce storefronts, will hold a conference call on Thursday, September 10, at 4:30 p.m. E

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Prudential Public (NYSE:PUK) reported first-half 2026 growth across several key financial measures, with new business profit rising 8%, earnings per share increasing 17%, and gross operating free surplus generation climbing 15% from a year earlier. Chief Executive Officer Anil Wadhwani said the ins

Investing.com -- Toronto Dominion Bank (TSX:TD) (NYSE:TD) reported third-quarter adjusted diluted earnings per share of C$2.77, up from C$2.20 a year earlier, with adjusted net income rising to C$4.67 billion from C$3.87 billion. Total revenue climbed to C$16.92 billion from C$16.03 billion.

AI infrastructure spending is accelerating toward numbers that would have seemed absurd two years ago, and three mega-caps sit directly in its path. The question is which one gives a patient investor the best shot at a life-changing return before 2030.

Blackbird, one of the longest-running venture capital funds in Australia and New Zealand (ANZ), has fully closed its sixth fund at a record A$1.05 billion (about $740 million). The Sydney-based VC drew re-commitments from Australian sovereign and superannuation investors, including the Future Fund, Aware Super, HESTA and Hostplus. It also received cheques from new LPs from the US and Asia, including Morgan Stanley Investment Management, Adams Street Partners, and Schroders. This is among ANZ’s l

Meta has agreed to pay up to $18 billion to settle a landmark lawsuit alleging its social media apps harm teenagers.

Pershing Square's billionaire boss is betting big on artificial intelligence (AI) applications transforming the world.

Young investors who focus on growth can reap significant rewards when they reach retirement.

Fed’s preferred inflation gauge (PCE) showed core prices rose 3.3% annually in July.

Investors need to pay close attention to (Ticker) stock based on the movements in the options market lately.

Investors need to pay close attention to EVR stock based on the movements in the options market lately.

Today, Aug. 26, 2026, Pennsylvania's attorney general filed suit against Snap, targeting Snapchat's design and child-safety claims as legal exposure mounts.

On Aug. 26, 2026, hotter-than-expected July inflation and rising bond yields shifted rate-cut expectations, weighing on chip stocks ahead of Nvidia's earnings.

NEW YORK, August 26, 2026--Industrial Physics, the global packaging, material, and coating test and measurement group backed by KKR-affiliated investment funds, today announced the acquisition of Vitrek, a US-based provider of electronic test and precision measurement equipment, from the Branford Castle Fund, LP, which is managed by Branford Castle Partners, LP (Branford Castle).

Wall Street sees the settlement as a manageable financial hit and a relief for Meta, but analysts add that new teen usage restrictions could weigh on engagement, ad load and pricing.

Meta Stock Holds Up After $12.6 Billion Settlement Report

Meta stock rallied on news that the technology giant has settled a federal social media addiction lawsuit.

A landmark legal settlement sent Meta stock climbing while Snap cratered 9% on the same day over the same issue, exposing a sharp divide in how courts and investors are treating the teen safety crisis hitting social media.

Anthropic is pitching investors a revenue number so large it strains belief, but buried beneath the headline figure lies a tangle of risks involving overbuilt data centers, geopolitical threats, and an AI economy that could ultimately devour the very consumers it depends on.

Meta Platforms stock was reacting to news of its settlement over a trial alleging its platforms harmed children.

DIS' stronger momentum and lower valuation give it an edge over AAPL, despite both navigating shifting consumer trends.

Cramer reached a conclusion about Meta that Bank of America is backing with a specific number.

Meta just settled one of the largest state attorney general cases in tech history, and the stock did not move. Jim Cramer has a theory about why investors treated a major legal victory like it never happened.

Meta Platforms stock was gaining on news of its settlement over a trial alleging its platforms caused harm to children.

Meta stock rallied on news that the technology giant has settled a federal social media addiction lawsuit.

Meta (META) agreed to settle a social media addiction case with a group of state attorneys general on Wednesday, ending the trial in its second week and sending Meta's stock higher.

FibroBiologics, Inc. (Nasdaq: FBLG) ("FibroBiologics" or the "Company"), a clinical-stage biotechnology company with 270+ patents issued and pending with a focus on the development of therapeutics and potential cures for chronic diseases using fibroblasts and fibroblast-derived materials, today announced that it received confirmation from The Nasdaq Stock Market LLC ("Nasdaq") on August 25, 2026, informing the Company that it has regained compliance with the bid price requirement in Listing Rule

Moody's (MCO) is back in focus after the company reported that its connected intelligence is now integrated into Google Cloud's Gemini Enterprise for Financial Services through the Moody's Credit Model Context Protocol server. The Gemini integration follows a period of steady performance in the stock, with a 30-day share price return of 8.82% and a 90-day share price return of 13.63%. The 3-year total shareholder return of 55.64% indicates that longer term holders have seen stronger gains...

PJT Partners has delivered a strong 140.7% return over the past 5 years, yet current valuation checks suggest the stock may still trade below an intrinsic value estimate based on an Excess Returns model. That creates a gap between what the market is currently paying and what the intrinsic value framework implies. The 140.7% 5 year return highlights that PJT Partners has already created substantial shareholder value, which makes any suggestion of further upside more sensitive to the...

Billionaire investors were buying shares of Alphabet, Apple, and Meta Platforms in Q2.

Meta estimates an adverse judgment could reach $1.4 trillion, nearly matching its market value.

Meta's massive AI spending is crushing free cash flow, but BNP Paribas sees multiple ways the company could eventually turn its enormous computing capacity into a new source of revenue.

TORONTO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK), today announced the final August 2026 cash distributions for the iShares Premium Money Market ETF. Unitholders of record on August 26, 2026 will receive cash distributions payable on August 31, 2026. Details regarding the final “per unit” distribution amounts are as follows: Fund NameFund Ticker Cash Distribution Per Unit

Chris Malone’s exit adds to a string of senior departures as OpenAI reshuffles its infrastructure team and prepares for a potential IPO.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Fiverr (NYSE:FVRR) and the best and worst performers in the gig economy industry.

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 4.9% in the afternoon session after The Information reported that Meta Platforms is preparing to launch a consumer AI agent named Hatch that is trained to access and browse the social discussion platform. According to coverage of the upcoming launch, Hatch will allow users to navigate Reddit, order from DoorDash, shop on Etsy, check Yelp, and manage Microsoft Outlook directly inside Meta’s ecosystem. Meta plans to launc

Meta Platforms Inc. (NASDAQ:META) could generate as much as $22 billion in annual gross revenue starting in 2027 by renting out excess AI computing capacity, according to Evercore ISI analyst Mark Mahaney, who raised his price target to $860 from...

Tech stocks advanced late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF

Tech stocks advanced Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK

The market has heavily discounted this social media company's stock, yet its financial engine continues to generate cash at a notable rate.

Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.

If you hold Alphabet (GOOGL) stock, the recent top-line numbers look spectacular. In the second quarter of 2026, the company delivered 24% overall revenue growth, propelled by an 82% surge in its Google Cloud segment. This is the AI-fueled future investors have been waiting for. But beneath the surface of that growth, a fundamental shift is underway in the company’s financial DNA, and it represents the most significant risk to the stock today.

Management's narrative has pivoted hard from optimizing its massive retail machine to funding aggressive AI infrastructure buildouts, quietly changing what an investment in the company is actually a bet on.

Meta Platforms (NasdaqGS:META) is moving ahead with Hyperion, a planned US$50b data center project in the US, as part of its long term AI build out. The Hyperion facility is intended to be one of the largest data centers in the country, focused on supporting Meta's AI workloads and operational flexibility. Meta has recruited AI researcher Luke Metz to its Superintelligence Labs unit, adding senior talent to its advanced AI research efforts. Meta is far from the only company investing...

Political and community pushback is reshaping the data center boom, but the shift could favor hyperscalers. Here are the ETFs that could gain.

Meta Stock Jumps as New AI Agent Nears Launch, October Model Raises AI Stakes

A big year for Coca-Cola stock holders.

Coinbase tokenized US equities went live on Base on Monday, putting four technology stocks onchain as transferable tokens that eligible non-US users can hold in a self-custodial wallet with no brokerage account required.NVDAc, AAPLc, METAc, and GOOGLc track Nvidia, Apple, Meta, and Alphabet, and Chainlink now sits as the official ...

Scotiabank today announced a dividend on the outstanding common shares of the Bank, payable on October 28, 2026, to shareholders of record at the close of business on October 6, 2026:

The "Mad Money" host argues big tech can absorb tougher regulatory requirements that smaller developers cannot afford

Bank of Montreal (TSX: BMO) (NYSE: BMO) today announced that its Board of Directors declared a quarterly dividend of $1.71 per share on paid-up common shares of Bank of Montreal for the fourth quarter of fiscal year 2026, unchanged from the prior quarter.

A big year for Coca-Cola stock holders.

Advanced Micro Devices, Inc. (NASDAQ:AMD) has finally landed the kind of AI customers investors spent years waiting for. OpenAI and Meta have committed to massive deployments of AMD Instinct GPUs, helping validate the company as the clearest large-scale alternative to Nvidia Corporation (NASDAQ:NVDA). But Morgan Stanley thinks one less-discussed part of those deals makes the […]

XP Inc (XP) reports 8% revenue growth to BRL5.1 billion, with corporate segment surging 117% and ROE improving to 22.5% despite challenging market conditions.

Meta Platforms may be smaller, but it's producing bigger profits.

The AI spending boom is outrunning Wall Street estimates, Trump considers changing capital-gains taxes, China’s property crisis isn’t over, and more news to start your day.

The social media giant is delivering elite-level growth and profits, yet its stock commands only a mid-tier valuation. Is the market right to be so cautious, or is this a classic mismatch.

Jim Cramer says the Meta stock trial risk is overblown, and the $1.4 trillion figure is a ceiling, not a demand.

For Netflix shareholders, here is a way to get paid a meaningful income right now, money you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it climbs.

Coinbase Tokenized Stocks just went live on Base, running on the new B20 standard. Here's what to expect.

MOUNTLAKE TERRACE, Wash., Aug. 24, 2026 (GLOBE NEWSWIRE) -- FS Bancorp, Inc. (NASDAQ: FSBW) (“Company”), the holding company for 1st Security Bank of Washington (“Bank”) announced that its Board of Directors has authorized a share repurchase program of up to $5.0 million in shares of the Company’s outstanding common stock in the open market, in privately negotiated transactions from time to time over a 12-month period until August 24, 2027, at such prices as may be determined by the Company’s ma

New Street Research urges Meta to establish a cloud business and reiterates a Buy rating and $700 price target on Meta stock.

Something unusual is happening inside the social media trade today, and the stocks moving hardest are the ones that have fallen the most. Understanding why the laggards caught the bid while the sector fund slipped into the red reveals a tension that cuts against how investors have been positioned all year.

Does Franklin Templeton (BEN) have what it takes to be a top stock pick for momentum investors? Let's find out.

Meta Platforms' ad growth accelerates as AI tools, user engagement and advertiser adoption fuel revenue, helping it stay ahead of RDDT and SNAP.

SMCI, DELL and HPE are positioned to ride on rising AI data center spending with servers, rack-scale systems, networking and cooling.

SANTA ROSA, Calif., August 24, 2026--First American Home Warranty, a subsidiary of First American Financial Corporation and one of the nation’s leading home warranty companies, today announced that Jason Gritters has joined the company as Chief Revenue Officer (CRO).

Toronto, Ontario--(Newsfile Corp. - August 24, 2026) - NorthPalm Capital Corp. (CSE: NP) ("NorthPalm" or the "Company"), is pleased to announce that it has committed to a 12-month lock-up of its entire remaining position of 60,000,000 common shares of Cybeats Technologies Corp. (CSE: CYBT) ("Cybeats"), representing approximately 30% of Cybeats' outstanding shares.NorthPalm remains the largest institutional shareholder of Cybeats and is committed to maintaining a significant long-term ownership..

This week's major tech news

Transaction in Own Shares August 21, 2026 • • • • • • • • • • • • • • • • Shell plc (the 'Company') announces that on 21 August 2026 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of PurchaseNumber of Shares purchasedHighest price paidLowest price paidVolume weighted average price paid per shareVenueCurrency21/08/20261,300,000£ 34.4900£ 34.0550£ 34.2588LSEGBP21/08/2026200,000£ 34.4850£ 34.0550£ 34.2329Chi-

The president's accounts sold Meta stock and bought shares of Berkshire Hathaway, Visa, and Mastercard on a single day in June

Black said META stock looks cheap at 15.6 times 2026 adjusted earnings against more than 15% long-term growth.

Meta was a popular stock pick by hedge funds during Q2.

AI stocks have put the market in a precarious position. Here's how to prepare.

Nvidia still remains a leading way to play the AI infrastructure boom, driven by strong data-center growth, its full-stack ecosystem, pricing power, and massive AI demand.

On August 23, the two-day 2026 TMElive International Music Awards (TIMA) successfully concluded at Kai Tak Stadium in Hong Kong, China. Produced by Tencent Music Entertainment Group, this year's TIMA presented a cross-language, cross-genre music celebration for fans worldwide, with comprehensive upgrades across its line-up, venue and scale.

Normalized NPAT surges 108% to $93.3 million, driven by record net flows of $1.4 billion and robust performance fees.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Peter Thiel's fund reveals an 8-stock 13F filing dominated by utilities, betting AI needs power more than chips.

President Trump's accounts executed more than 1,000 trades in a single month, including moves in a major defense contractor timed suspiciously close to a surprise geopolitical agreement, and Congress just passed a fix that deliberately leaves him out.

Microsoft (NasdaqGS:MSFT) faces new obligations in Australia as a law requiring large digital platforms to pay local publishers for news content comes into effect, affecting LinkedIn’s news distribution. Meta has become one of Microsoft’s largest AI customers, with a major spend on Azure AI infrastructure and services. Microsoft Advertising introduced an agentic commerce blueprint that uses AI tools to reshape how brands run digital shopping and ad campaigns. Consider exploring other stocks...

The economic value from this technological revolution may accrue to the businesses that leverage AI to improve their existing operations.

Meta, Microsoft, and TSMC are all Buffett-style compounding stocks.

Microsoft Corporation (NASDAQ:MSFT)’s shares have witnessed a major turnaround in 2026. They are up by 2% year-to-date, primarily on the back of 23.7% gain since late July. The shares closed a strong 15.5% higher on July 30th, the day after Microsoft Corporation (NASDAQ:MSFT) reported its fiscal fourth quarter earnings. The results saw the firm beat […]

Regions Financial stock has delivered an 87.6% gain over the past three years, yet valuation checks suggest the current share price of US$30.41 may still sit below an intrinsic value estimate based on the Excess Returns model, with market multiples pointing in the same direction. The 87.6% total return over three years highlights that investors have already seen strong gains. The question is whether there is still mispricing left in the share price. For Regions Financial, expectations for...

Banco BPM's share price has delivered very large gains over the past five years. However, current valuation checks and an intrinsic value estimate that sits close to the market price suggest the stock may no longer be an obvious bargain after the latest move and the fresh takeover interest from Monte dei Paschi. Over five years, Banco BPM has returned about 8x, which puts the recent share price near a very different starting point than long term holders remember. The proposed all share offer...

Why Synchrony Financial stock is back in focus Synchrony Financial (SYF) has moved into the spotlight after announcing an enterprise collaboration with OpenAI to support AI native shopping and checkout experiences across financing, rewards, and loyalty. See our latest analysis for Synchrony Financial. The OpenAI collaboration comes after a stretch where Synchrony Financial's 30 day share price return of 9.15% and 90 day share price return of 10.64% point to firming momentum. However, the year...

LPL Financial Holdings (LPLA) has drawn renewed attention to its stock after releasing July 2026 monthly activity data, reporting total client assets of US$2.55b and an advisory assets mix of 60.6%. See our latest analysis for LPL Financial Holdings. Set against this July activity update and recent technology and product announcements, LPL Financial Holdings’ 1 month share price return of 8.14% and 3 month gain of 23.88% suggest momentum has been building, even though the year to date share...

David Tepper's hedge fund, Appaloosa Management, recently initiated a position in CoreWeave while also raising its exposure to Meta Platforms.

Cincinnati Financial Corporation (Nasdaq: CINF) announced that at today's regular meeting, the board of directors declared a 94 cents-per-share regular quarterly cash dividend. The dividend is payable October 15, 2026, to shareholders of record as of September 23, 2026.

Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR E

Nscale is seeking to raise as much as $3 billion in its US IPO, according to people familiar with the matter, joining a rush of artificial intelligence data center companies tapping public market investors.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does U.S. Bancorp (USB) have what it takes? Let's find out.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

His Duquesne Family Office opened a position in Reddit in the second quarter.

A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.

Meta Platforms (NasdaqGS:META) has become one of Microsoft's largest AI customers, according to recent internal discussions. The company is exploring a new API business that could let external developers tap Meta's own AI infrastructure. The plan aims to reduce Meta's reliance on outside vendors while creating a potential revenue stream from its internal compute stack. The shift highlights how large tech groups are rethinking AI infrastructure partnerships and in house capacity as of August...

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Q2 2026 earnings put NetEase in focus NetEase (SEHK:9999) is back on investor radars after reporting second quarter 2026 earnings. Revenue reached CNY 30,106.55 million, while net income and earnings per share from continuing operations both declined year on year. See our latest analysis for NetEase. At a share price of HK$193.4, NetEase has seen short term momentum soften, with a 30 day share price return down 7.2% and year to date share price return down 15.47%, while the 3 year total...

Reddit (RDDT) has just been added to several major S&P indices, including the S&P 500 and S&P Global 1200, while exiting a Russell small cap growth benchmark. This change sharpens attention on how the stock fits into large cap portfolios. See our latest analysis for Reddit. Recent index additions coincided with a volatile stretch for Reddit, with the 1 day share price return declining 0.9% and the 30 day share price return down 19.1%, while the 90 day share price return is still up 6.1% and...

Upstart Holdings comes into focus today because the stock has delivered a steep decline of about 86.7% over the past five years, while the current valuation checks still suggest the shares screen as expensive rather than a clear bargain. Over the last five years, Upstart Holdings' share price has declined about 86.7%, which means long term shareholders have seen a very large erosion in value. As peer to peer lending platforms increasingly use AI underwriting, expectations for Upstart...

PEG-driven GARP picks EnerSys, Globus Medical, DoubleVerify and Match Group pair discounted valuations with strong growth potential.

SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for July 2026. Total client assets at the end of July were $2.55 trillion, a decrease of $16.1 billion, or 0.6%, compared to the end of June. Advisory assets as a percentage of total assets increased to 60.6%, up from 55.5% a year ago. Total organic net new assets (“NNA”) for July were $7.4 billion, translating to a 3.5% annualized growth rate. Total

The evidence that search advertising was getting more valuable, not less, sat in Alphabet's own numbers weeks before the price started to move.

Ackman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.

Meta stock looks ripe for a short volatility strategy. The trade could produce a return in just a few weeks.

A costly infrastructure build may unlock another growth engine

CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.

Anthropic CEO Dario Amodei could receive super-voting shares ahead of the AI company’s potential IPO, giving him and other co-founders greater control even as their ownership stakes remain relatively small. Anthropic Reportedly Eyes Super-Voting Shares Ahead of IPO Anthropic is...

PARIS and NEW YORK, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Bleichroeder Acquisition Corp. II (Nasdaq: BBCQ) ("Bleichroeder") will hold a shareholder vote on August 25, 2026 to consider the proposed business combination with Pasqal Holding SAS ("Pasqal"), a global leader in neutral-atom quantum computing. The companies continue to advance toward completion of the previously announced transaction following the SEC's declaration of effectiveness of the parties' joint registration statement on Form F-4.

BNP Flags Major AI Compute Opportunity for Meta, Keeps $855 Target

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Early in its life as a publicly traded company, SpaceX stock has shown little correlation with other large tech stocks.

Meta Platforms' revenue growth is accelerating thanks in part to its AI efforts, but the scale of its infrastructure spending is increasing its long-term financial risk.

Investing.com -- A record $2.7 billion in bearish crypto bets were wiped out in a single 24-hour window on Wednesday, the largest short liquidation event in records going back to 2021, sending Bitcoin to its highest level since early June and lifting crypto-linked equities sharply.

Australia passed legislation on Thursday that will force tech giants to pay millions of dollars in ‌levies if they fail to strike commercial deals with local ‌media outlets for news on their platforms. Proceeds from the scheme would be directed to local Australian news outlets, whose content helps drive user engagement and advertising revenue on the tech firms' platforms. The levy applies to Meta, Alphabet's Google, ‌TikTok and Microsoft's LinkedIn, ⁠covering companies with a "significant" soc

Big Tech's AI data center spree still needs power and hardware. Three industrial stocks positioned to benefit: Caterpillar, Eaton, GE Vernova.

Its largest peers all trailed the market over the same year, so the re-rating was about what Alphabet's own spending started to earn rather than about artificial intelligence in general.

BOCA RATON, Fla., Aug. 19, 2026 (GLOBE NEWSWIRE) -- Karman Line Acquisition Corp. (the “Company”), a special purpose acquisition company, today announced the closing of its initial public offering of 20,000,000 units at a price of $10.00 per unit. The units began trading on the Nasdaq Global Market (“Nasdaq”) under the ticker symbol “XTERU” on August 18, 2026. Each unit consists of one Class A ordinary share and one-half of one redeemable warrant of the Company. Each whole warrant entitles the h

Spotify stock has cleared a historically bullish trendline

While the S&P 500 is up 12.9% since February 2026, Everest Group (currently trading at $367.36 per share) has lagged behind, posting a return of 7.1%. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

The stock recovered nearly 1%, but surging expenses still threaten Meta's operating leverage.

It seems the Nasdaq doesn’t need chips to rally, after all. After losing steam on a chip stock slide, the Nasdaq Composite was back up 0.4% on Wednesday. The S&P 500 was up 0.6%. The Dow Jones Industrial Average was up 333 points, or 0.

While rivals commit hundreds of billions to AI infrastructure, Apple's restrained capital approach has made its stock a hedge against volatility

The world's biggest company faces another reminder that hyperscalers want cheaper GPU alternatives.

Eagle Mountain residents are fuming and have to cut through the bureaucratic red tape to get results.

Proving social media's harmful effects on children and mental health won't be easy.

Bank of America sees Nvidia shares trading at a steep discount to where they should be, but the bold price target rests on assumptions that could unravel fast given the debt piling up across the AI industry.

Weibo (NASDAQ:WB) reported second-quarter 2026 revenue growth of 2% as gains in value-added services offset a modest decline in advertising revenue amid cautious spending by advertisers in several industries. Total revenue for the quarter was $453.8 million, up 2% year over year, though down 4% on

Recent stock move puts First Commonwealth Financial in focus First Commonwealth Financial (FCF) has attracted fresh attention after its stock tracked the S&P 500 over the past six months, while analysts describe its long term revenue and earnings per share trends as relatively subdued. See our latest analysis for First Commonwealth Financial. Over the past year, First Commonwealth Financial’s share price return has risen strongly, supported by a 27.13% year to date share price gain. The 1...

Meta Stock Takes a Hit as California Child Safety Case Moves to Trial

NEW YORK, Aug. 19, 2026 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX: OTCM), operator of regulated markets for trading 12,000 U.S. and international securities, today announced Saga Metals Corp. (TSX-V: SAGA; OTCQX: SAGMF), a North American mining company, has qualified to trade on the OTCQX® Best Market. Saga Metals Corp. upgraded to OTCQX from the OTCQB® Venture Market. Saga Metals Corp. begins trading today on OTCQX under the symbol “SAGMF.” U.S. investors can find current financial disc

Coinbase Global (NasdaqGS:COIN) executives are set to join U.S. regulators and Ripple leaders at a White House crypto summit, highlighting direct policy engagement at the federal level. The summit will include participation from key agencies such as the SEC and CFTC, with crypto regulation and industry input expected to be central topics. Coinbase is also taking a leading role in the CFTC's new Innovation Advisory Committee, where new approaches to crypto oversight are under discussion. The...

Kuaishou Technology ("Kuaishou" or the "Company"; HKD Counter Stock Code: 01024 / RMB Counter Stock Code: 81024), a leading content community and social platform, today announced its unaudited consolidated results for the three months and six months ended June 30, 2026.

The Meta trial opens in Oakland and Meta stock drops 4.45%, but the $1.4 trillion figure traces back to Meta itself.

Marex Group (MRX) stock is back in focus after the company combined fresh fixed income offerings with half year 2026 earnings and a new quarterly dividend, giving investors several developments to weigh together. See our latest analysis for Marex Group. Marex Group's recent fixed income launches, higher half year 2026 earnings and the new dividend have come alongside strong share price momentum, with the share price at $71.88 and a year to date share price return of 89.46%, while the 1 year...

WEST PALM BEACH, Fla. & ZEPHYR COVE, Nev., August 19, 2026--Hennessy Capital Investment Corp. VII (NASDAQ: HVII) ("Hennessy VII"), a Nasdaq listed special purpose acquisition company, and ONE Nuclear Energy LLC ("ONE Nuclear"), an independent developer of large-scale energy solutions powered by natural gas and advanced nuclear technologies, today announced that they will host an investor update call on August 20, 2026 at 11 am ET ahead of Hennessy VII's extraordinary general meeting of sharehold

While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside big tech that investors may have been ignoring.

Despite a 15.3% drop in net income, Halyk Bank of Kazakhstan JSC (FRA:H4L1) leverages robust loan growth and digital engagement to position for margin expansion amid rate cuts.

Berkshire increased its Alphabet holding to nearly 106 million shares worth $37.8 billion.

A social-media trial adds fresh pressure while Meta's spending already outruns its revenue growth.

AI spending is forcing investors to pick a side

As global bond yields (^TYX, ^TNX, ^FVX) remain elevated after surging on Tuesday, WisdomTree head of fixed income strategy Kevin Flanagan examines what these movements may be signaling to the Federal Reserve ahead of the US central bank's Jackson Hole Economic Policy Symposium next week.

Tech stocks were lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR E

Reddit's rapid ad growth and expanding advertiser base give it an edge over Meta Platforms, despite a richer valuation and search traffic headwinds.

The company's latest court case could have significant implications for the future.

Meta Platforms (META) is heading into a high stakes federal trial as 29 states accuse its social media apps of addicting and harming children, while investors also focus on the company’s heavy AI infrastructure spending. See our latest analysis for Meta Platforms. Meta Platforms' share price has come under pressure recently, with the stock down 11.93% on a 1 month share price return basis and 12.52% year to date, while legal headlines and heavier AI capex shape sentiment. Even so, the 3 year...

Meta Platforms Inc. has deceived the public for years by targeting children on Facebook and Instagram with technology designed to turn them into compulsive users and drive up advertising revenue, a lawyer at the California attorney general’s office told a jury.

Meta stock could take a big hit as the company faces a major trial over the alleged harms of social media.

Meta's ad engine is breaking records and daily users just crossed 3.60 billion, yet the stock keeps sliding as Wall Street flinches at Zuckerberg's AI spending spree. The real question is whether that selloff is a warning sign or the opportunity of the cycle.

TD Cowen raised its price target on Everpure stock to $170 from $100 and maintained a ‘Buy’ rating.

Meta (NASDAQ:META) delivered 28% revenue growth last quarter, but its costs and expenses rose nearly twice as fast, surging 55%.This gap, according to Steve Eisman, is getting hard to ignore.“I just found it astonishing,” the investor of “The Big Short”...

One strategist on CNBC compared today's market to a plane running on a single engine, and he named exactly which names would go down first if that engine cuts out. The consumer stocks in your portfolio may be more exposed than you think.

AI has become a powerful tool for Alphabet and Meta to optimize ads to the right viewers.

Company Recognized for 370% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent BusinessesWEST PALM BEACH, Fla., Aug. 18, 2026 (GLOBE NEWSWIRE) -- Hotelplanner today announced it has been ranked No. 917 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses, recognizing companies that have achieved rema

There are questions the artificial intelligence boom has raised that investors will have to wait to get answered.

If Meta's court loss from two weeks ago in New Mexico left the company's shareholders shaken, the court battle that is just beginning in California could turn out to be an existential crisis for the social media giant. Meta shares closed trading down 3.54% Monday, August 17, as markets seemed to ...

On Aug. 17, 2026, bond yields climbed while major indices drifted near record levels ahead of pivotal retail earnings reports.

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Could this be big tech's "big tobacco" moment?

A child safety trial opening Tuesday in federal court is hammering Meta Platforms stock and pulling Pinterest and Snap down with it, even though neither faces the bench, as potential damages the company itself has flagged approach its entire market cap.

Meta's $14 Billion Data Center Project Hit by Major Insurance Concerns

Coverage leaves billions potentially exposed.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Bill Ackman and Pershing Square Capital (NYSE:PS) have unveiled their portfolio for the second quarter, which includes several new stocks added. The quarter also included major changes to Ackman’s growing bets on the Magnificent Seven stocks. Bill Ackman Keeps Betting on Magnificent Seven Since 2023, the Pershing Square USA (NYSE:PSUS) investment portfolio, now publicly traded under the ticker PSUS, has been adding Magnificent Seven stocks to its investment ideas. This started with Alphabet Inc

Alibaba has unveiled its compact Qwen3.8-27B model, designed for local laptop deployment, intensifying the global competition with Meta for dominance in open-weight artificial intelligence.

While megatech stocks chase AI billions and swing wildly, one tobacco giant quietly delivers the kind of income and stability that most growth investors dismiss until the market turns ugly.

The next AI bottleneck may have little to do with chips

Warren Buffett just made one of his boldest recent bets on a stock that has cooled significantly from its highs, and the reasoning behind that conviction points to a cloud and AI story that most investors may be undervaluing.

Meta Platforms' (META) and BlackRock's (BLK) Sopaipilla data center campus in El Paso, Texas, is exp

Tech stock coverage for the week of Aug. 17.

Meta Platforms (NasdaqGS:META) is expanding the use of off-balance-sheet credit backstops to finance AI data centers through residual value guarantees, according to a new report. These structures keep certain liabilities off Meta's balance sheet while potentially exposing the company to future obligations if leveraged data center assets are exited or become unprofitable. Other large cloud providers are beginning to adopt similar financing approaches as AI chip demand drives data center...

Asking for a Trend Host, Josh Lipton breaks down what investors should be on the lookout for the week of Monday, August 17, including opening arguments in the Meta (META) social media addiction trial, earnings from Walmart (WMT), Target (TGT), Lowe's (LOW), and Home Depot (HD).

Reddit (NYSE:RDDT) delivered the strongest year-on-year growth in average revenue per user among major social media platforms during the second quarter of 2026, according to analysis published by Bank of America on Monday. In the U.

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 13.8% in the morning session after S&P Dow Jones Indices announced the social media company will join the S&P 500, replacing AvalonBay Communities (NYSE: AVB), effective prior to the open on Tuesday, August 18. The stock jumped in Thursday’s extended session and held the move into Friday’s regular trading. S&P 500 trackers must own every constituent, so Reddit gets a large, mechanical bid into a name that had already be

Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI infrastructure.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

The company is making risky bets on artificial intelligence, but that may be undervaluing the stock.

Microsoft's successful AI strategy has legs.

Wall Street sees booming cloud growth as a sign that AI spending is giving a return on investment.

Newsmax (NYSE:NMAX) reports its first profitable quarter since going public, alongside record revenue and audience metrics. The company announces a new AI content partnership with Meta focused on expanding its distribution and content tools. Management highlights the profit milestone and Meta agreement as key steps in reshaping Newsmax's operating model. Newsmax is not the only company tied to the build out of AI tools and infrastructure, so it can be useful to compare this story with a...

Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.

The fair value estimate for Meta Platforms has been trimmed from about US$828.80 to about US$754.10, pointing to a more conservative price target in updated models. This shift lines up with a split analyst view, where some highlight long term upside from AI and advertising while others focus on higher spending and less certain AI monetization timing. Reading on, you will see how this evolving narrative shapes key questions to watch and how to track future updates. Analyst Price Targets don't...

CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.

Institutional investors pulled back slightly from key stock market segments such as semiconductors, AI infrastructure and megacap technology companies during the second quarter, with few big bets in either direction, U.S. Securities and Exchange Commission filings show. A Reuters analysis of quarterly 13F filings from 6,371 pension ‌funds, hedge funds, wealth managers and other institutional investors reveals a narrow gap between the number of investors increasing their positions and those redu

The social media company's business is booming, but a nagging concern about its audience has investors on edge after the recent drop.

Meta removed hundreds of thousands of suspected teen accounts, but regulators say platform compliance remains inadequate.

Reddit just scored S&P 500 membership, but the pop is already fading and the stock sits down 24% for the year. The path back to $200 depends on forces that index inclusion alone cannot deliver.

Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced ‌Micro Devices and SpaceX during the second quarter, according to ‌regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • ‌It trimmed its Microsoft ⁠stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million sha

Shares in Reddit Inc (NYSE:RDDT), the social media platform, surged 12.45% in extended trading on Thursday after S&P Dow Jones Indices announced the business will join the S&P 500. The company will enter the prominent equity index before the US market opens on August 18. The stock...

Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo

Oklo's nuclear opportunity is expanding, but rising spending and execution risks cloud its path to recurring power revenues.

Anthropic's investors are penciling in a $2 trillion October IPO that would shatter every record in stock market history, and the revenue growth backing that number is genuinely jaw-dropping. But one overlooked pattern in mega-cap listings suggests the opening bell could be the worst time to buy.

Natural gas prices could triple in some parts of the U.S., which could saddle hyperscalers with massive bills to power their AI data centers.

Meta shares are under pressure amid fears about heavy AI spending. Roger McNamee, co-founder of Elevation Partners, recently said in a program on CNBC that Zuckerberg is trying to create an “illusion” that the company is positioned well in the AI race. He thinks the company is losing the race and criticized Zuckerberg’s latest manifesto […]

The standards target projects seeking interconnection within ERCOT, while Meta’s 1-GW campus will be served by El Paso Electric. Existing tax incentives and road funding remain in effect.

Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.

Meta's ad engine is humming and Alphabet's cloud is accelerating, yet both stocks trade at multiples that look almost suspiciously cheap for hyperscalers of this caliber. Something is keeping investors away, and figuring out what reveals a lot about where the real opportunity sits.

Reddit will join the benchmark index on Aug. 18, replacing AvalonBay Communities, becoming only the second pureplay social media company in the S&P 500

Mark Zuckerberg's AI manifesto hints at multiple investment opportunities.

Meta is pouring an almost incomprehensible sum into a single Louisiana parish, and the ratio of dollars to permanent jobs raises a question every state chasing AI investment should be asking.

Reddit (NYSE:RDDT) is set to be added to the S&P 500 index, making it the second pureplay social media company in the benchmark alongside Meta. The inclusion marks a key milestone for Reddit’s profile with large institutional investors and broad market index funds. Index tracking funds are expected to adjust holdings to reflect Reddit’s addition, which may affect trading volumes and liquidity in the stock. The move places Reddit among established technology leaders tracked by one of the most...

The Magnificent Seven have been mostly poor performers this year.

Meta Platforms stock has pulled back over the past year, yet the latest valuation work suggests the current price may still sit well below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. At the same time, market based multiples also point to the shares screening as undervalued, which is unusual when both methods line up on the same side. Meta Platforms has returned 110.5% over the past 3 years, which means the current valuation debate is happening after a strong...

Newsmax Inc (NMAX) reports record Q2 revenue of $54.1 million and net income of $2.9 million, driven by surging affiliate fees and international licensing growth.

Reddit shares rose 11% on S&P 500 inclusion news, even as Google's AI Overviews pressure its search traffic.

Meta is teaming up with NABTU to tap a massive skilled labor pipeline as the tech giant ramps up construction and maintenance of AI infrastructure in the U.S.

Australia's escalating enforcement could test whether Meta's automated age-detection systems satisfy regulators considering substantially higher penalties.

Meta Platforms Chief Executive Mark Zuckerberg this week stepped back into the ring as a champion for open AI models. It remains to be seen what that means for Meta stock and the social media giant's expensive push to be an AI leader. Zuckerberg published more than 6,000 words detailing his view that broad access to AI models is best for the industry's future.

As AI fuels demand for power, these companies are well-positioned to meet the moment.

Jeff Bezos filed a Form 144 with the Securities and Exchange Commission on Aug. 3, proposing to sell up to 15 million Amazon shares worth approximately $4.07 billion. Within the same week, Sky Sports reported that Bezos had joined a consortium closing in on a deal for a roughly one-third ...

Wall Street is nearly unanimous that Meta is a screaming buy, yet the stock keeps sliding while one analyst eyes a price target that sounds almost reckless. The story behind that gap is more complicated than a simple earnings miss.

On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages.

The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.

Mark Zuckerberg is sparring with UFC fighters and betting the house on AI infrastructure, and Wall Street still can't decide if it's genius or recklessness. What bargain hunters see in Meta right now might change how you think about the entire AI race.

Legal operations and legal department leaders from Mastercard, Meta, Google, Uber, General Motors, U.S. Bank, Capital One and more will help shape the future of outside counsel managementNEW YORK, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Priori, the legal technology company modernizing outside counsel management and hiring, today announced the members of its 2026–2027 Client Advisory Board (CAB), a group of senior legal operations and legal department leaders who provide strategic guidance on the compa

Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.

Meta launches a $1B community fund to ease opposition to AI data centers as concerns over local impacts and benefits grow.

Revenue grows 5% but PAT margin slumps to 1.8% amid heavy marketing spend and soft discretionary demand.

Zuckerberg recently shared what he sees for the future of AI on Meta's Q2 earnings call.

A new training program is designed to support skilled workers across the U.S. even as community sentiment about data center development wanes.

As CrowdStrike’s August 26 earnings report approaches, AI-driven cyber threats are adding fresh momentum to the cybersecurity giant’s growth story.

Trade Desk shares slid 23.5% in a week as slowing revenue growth, weaker margins and execution gaps deepen concerns over advertiser demand.

Microsoft is already relatively close to its median 12-month price target.

Meta Stock Drops 1.6% While $1.4 Trillion Trial Opens

Google Cloud's growth rate stayed in the same band in the quarters before the run, but the margin underneath it was doubling in plain sight.

The cloud unit is a minority of revenue and the majority of operating profit, and what it has already contracted is what makes the upside case testable rather than hopeful.

Meta's AI investments face monetization uncertainty, while Texas Instruments and CrowdStrike benefit from strong demand and Weyco gains sales momentum.

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]

Meta shed more than 10% in a month while Wall Street analysts refused to blink, and one firm is now sitting on a price target that implies nearly double the current stock price. What they see in the wreckage is worth understanding.

Horatio, a global leader in AI-enabled business solutions and tech-powered talent, today announced it has been named No. 1,745 on the 2026 Inc. 5000, the annual list of America's fastest-growing private companies. The prestigious ranking provides a data-driven look at the nation's most successful independent businesses based on revenue growth over the past three years. Past Inc. 5000 honorees include Microsoft, Meta, Chobani, Under Armour, Patagonia, Oracle, and many other industry-leading compa

Over the past six months, Meta’s shares (currently trading at $591.67) have posted a disappointing 11.8% loss, well below the S&P 500’s 11% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?

CoreWeave beat second-quarter top- and bottom-line expectations as soaring artificial intelligence computing demand pushed quarterly revenue up 112% to $2.58 billion and prompted the company to raise its full-year guidance.

We examine the investment opportunity in cybersecurity stocks and highlight three ETFs.

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft’s market cap to $3.35 trillion and beating Nvidia’s previous record one-day gain […]

CoreWeave lifted its annual capital spending forecast on Tuesday after beating second-quarter estimates, betting on a surge in demand for ‌its AI cloud computing services, sending the company's shares more than 14% higher ‌in extended trading. CoreWeave, a so-called neocloud that offers hardware and cloud capacity to other technology companies, has seen demand skyrocket on relentless enterprise spending on AI. CoreWeave reported revenue backlog of $104.2 billion in the second quarter, up from

Muse Glimmer brings autonomous AI tasks onto consumer hardware, potentially reducing dependence on costly cloud infrastructure.

SAN MATEO, Calif., August 11, 2026--Arkose Labs, the leader in agent trust, today announced it has once again been named to Inc. Magazine’s prestigious 2026 Inc. 5000 List of America’s fastest-growing companies. This marks the company’s fifth appearance on the annual ranking, driven by three-year revenue growth. Arkose Labs’ customer base includes Anthropic, Microsoft, Meta and Roblox, plus other Fortune 500 leaders in financial services, online dating, travel and gaming.

Meta Platforms (NasdaqGS:META) is pushing to open source superintelligent AI models and has launched Muse Glimmer as part of this effort. Mark Zuckerberg outlined a plan to make advanced AI widely accessible rather than keeping it locked behind premium services. Meta announced a US$1b fund aimed at supporting communities located near its data centers. The 9th Circuit allowed thousands of social media addiction lawsuits against Meta to proceed, increasing legal and regulatory pressure on the...

The options market prices a very wide band for the year ahead, while charging only the ordinary premium for it.

LEXINGTON, Mass., August 11, 2026--VulnCheck, The Exploit Intelligence Company, today announced that it ranked No. 478 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. With 717% three-year revenue growth, VulnCheck placed in the top 10% of all honorees and among the top 10 fastest-growing cybersecurity companies on the list.

Chinese regulators ordered Meta to reverse its December acquisition of the AI agent startup, triggering a data deletion process for some users

SpaceX has attractive prospects, but the market has already factored that into its share price.

AI startup Manus said Tuesday it would resume "operating as an independent company," months after Beijing blocked Meta's multi-billion-dollar acquisition of the Chinese-developed, Singapore-based company.Meta agreed to acquire Manus, an artificial intelligence (AI) agent developed by the startup Butterfly Effect, in a deal reportedly worth around $2 billion.

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

Moby summary of BioHarvest Sciences Inc. Common Stock's Q2 2026 earnings call

Company Recognized for 100% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent BusinessesAustin, TX, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Brevo today announced it has been ranked No. 1306 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth whi

The company pledged to cover its facilities’ energy, water and grid costs as Texas audits a 474 GW interconnection pipeline. Meta disclosed no spending amount, capacity or timetable.

CoreWeave (CRWV) is set to report quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma discusses more in the video above.

The disruptive cloud-based brokerage shatters records in its first year on the prestigious list, securing the #1 spot in Houston and #2 in Texas following exponential, multi-million-dollar revenue growth. NEW YORK CITY, NY / ACCESS Newswire / August ...

NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to establish independent computing financing platforms for Nvidia’s customers. Marking […]

The president's media company has tried its hand at a half-dozen new lines of business to lift its stock, but nothing has worked. In a conference call with investors Monday, the company behind Truth Social said it will be unwinding much of its expansion and doubling down on its original media business by selling a form of White House access, a move that has raised big ethical questions among Democrats and government watchdogs. Trump started Truth Social after he was kicked off Twitter and Face

Nvidia and major Wall Street firms plan to mobilize at least $500 billion to invest in artificial intelligence (AI) infrastructure, seeking to attract large amounts of investor capital for funds financing data centres equipped with Nvidia chips. The partnership includes Goldman Sachs and investment firms Apollo, BlackRock and KKR, Nvidia said on Monday, without providing details on the timeframe for raising more than $500 billion.

The company released a statement upholding Governor Greg Abbott’s standards amid widespread backlash against unfettered development.

(Bloomberg) -- Meta Platforms Inc. Chief Executive Officer Mark Zuckerberg touted his views on artificial intelligence in a 6,500-word essay published Monday, emphasizing his belief that wider access to AI models is key to the industry’s future.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling

Yahoo Finance Tech Editor Dan Howley analyzes Meta (META) CEO Mark Zuckerberg's vision for open-source "personal superintelligence," his criticism of rival AI labs, and Meta's $1 billion initiative to support communities hosting its data centers.

CoreWeave will report its second quarter earnings after the bell Tuesday.

The tech giant says its AI infrastructure will bring prosperity to small towns. But communities are asking whether the economic windfall is worth the environmental and taxpayer costs.

Meta introduced an open-weight model and a community fund intended to reduce resistance surrounding its enormous data-center expansion.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

DJT shares are taking another hit while the broader market climbs, and the pile of political and regulatory pressure building against Trump Media suggests today's drop may be the least of shareholders' worries.

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 3.5% to $1,254.16 on Monday while the traded a fraction lower. At the time, Sandisk was trading around $1,757.

The Magnificent 7 has long ruled the market, but 2026 has exposed a deep split in the group, and most names are quietly losing ground. Two stocks still have a clear shot at massive gains by 2027, and the case for each one is stronger than you might expect.

Developed by PSOne, “Every Jif’ing Thing” sets peanut butter snacking occasions to a remix of classical epic “O Fortuna.”

Tech stock news for the week of Aug. 10

BlackRock (NYSE:BLK) agreed a major infrastructure partnership with Meta to build a large AI focused data center campus in El Paso. The deal includes significant joint investment and shared ownership of the new AI oriented facilities. The El Paso campus is planned as a core hub for supporting Meta's AI workloads and related digital infrastructure. The partnership underscores BlackRock's push into large scale digital infrastructure alongside global technology companies. Consider broadening...

Zuckerberg Could Take the Stand as Meta's Child Safety Fight Intensifies

Meta stock climbed after the company's Muse Glimmer release and an essay on the future of AI from Mark Zuckerberg.

Amazon stock trades near records as founder Jeff Bezos closes in on a $2 billion Liverpool Football Club stake.

Ark Invest increased its position in Taiwan Semiconductor Manufacturing (NYSE: TSM) after Meta shared updated AI focused capital expenditure plans. The move follows Meta guidance that points to higher investment in AI infrastructure to support its platforms. TSMC is a key contract manufacturer for advanced chips used in AI data centers and related hardware. The position change draws attention to how large funds are repositioning around potential AI infrastructure demand. This type of...

Airbnb CEO Brian Chesky reveals to Yahoo Finance Executive Editor Brian Sozzi how AI is driving the company's fastest growth in years, shares his bold predictions for the future of consumer tech, and confirms the existence of a secret internal AI lab.

Meta and Alphabet both poured record billions into AI last quarter, but one came out with expanding margins and a soaring cloud business while the other watched free cash flow crater 91%. The gap between their results raises a hard question about which AI spending bet Wall Street should still trust.

The latest monthly jobs report could take the pressure off the Fed to hike rates.

Ark Invest just doubled down on Nvidia and TSMC stock, and the reason why is obvious.

IonQ's revenue has accelerated fivefold in two years, while Meta maintains a vastly larger but steadier base. Their divergent growth patterns hint at very different investor risk profiles.

As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.

Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square (PS) is back in focus after Bill Ackman spotlighted the hedge fund’s concentrated portfolio of seven stocks and emphasized key positions in Microsoft and Meta tied to artificial intelligence themes. See our latest analysis for Pershing Square. Pershing Square’s recent Microsoft and Meta commentary comes after a sharp rebound in momentum, with the stock posting a 56.53% year to date share...

Black Hills (NYSE:BKH) said it remains on track to meet its 2026 earnings guidance as new rates and rider recovery, large-load demand growth and ongoing capital investments supported second-quarter results. The utility reported second-quarter GAAP earnings per share of $0.50, including $0.04 per sh

Revenue surged 28% on advertising strength, but net income fell 14% due to legal charges.

After a sharp pullback, Meta Platforms is testing a price floor that has held strong on seven prior occasions. The business arriving this time is different, setting up a classic standoff between history and today's reality.

The New Mexico decision adds financial and operational obligations while Meta prepares an appeal.

Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 22% over the past year and by 9% year-to-date. The stock cosed 7.9% lower on July 30th, after the firm reported its fiscal second quarter earnings the previous day. However, they are up. by 9.4% since then. Cramer, who has mostly praised Meta Platforms, Inc. (NASDAQ:META) in […]

Google and Meta both reported blowout Q2 revenue growth, yet only one of them left investors rattled and sitting on a year of losses. The divergence between their AI bets reveals a fundamental split in how Big Tech survives the spending era.

Digitalbox PLC (AIM:DBOX, FRA:RLXB) CEO James Carter spoke with Proactive's Stephen Gunnion about the company's new Creator Network strategy, aimed at accelerating video production, broadening audience reach and supporting future revenue growth. The initiative has already recruited around 200 creators across brands including The Tab, with Digitalbox targeting roughly 500 original videos a month as it diversifies beyond its traditional text-based publishing model. Carter said the expanded output

Wall Street expects second-quarter revenue of about $2.55 billion.

One of Britain’s biggest AI companies is planning to float in New York in a new blow to London’s hopes of attracting tech listings.

AppLovin just posted its fourth straight earnings beat while the stock sits nearly 40% below its peak, and the tension between that contradiction points to something unusual happening inside this business.

News of the day for Aug. 7, 2026

Meta Hit With $567 Million Court Penalty Over Instagram, Facebook Harms

PARSIPPANY, N.J., Aug. 07, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Embecta Corp. (“embecta”) (Nasdaq: EMBC) has declared a quarterly cash dividend of $0.01 for each issued and outstanding share of the Company’s common stock. The dividend is payable on September 15, 2026 to stockholders of record at the close of business on August 27, 2026.About embectaembecta is a global company that is advancing its 100-year legacy in insulin delivery to become a broad-based medical supplies company,

One of Britain’s biggest AI companies is planning to float in New York in a new blow to London’s hopes of attracting tech listings.

Investors want to forget about the fact that this dominant company's shares have underperformed the S&P 500 index in the last five years.

Zuckerberg's fortune swung by tens of billions, but the real story is what Meta's AI spending means for every investor holding the stock.

Snap stock popped after it reported earnings, but soon crackled as the gains disappeared. Shares of Snap initially jumped 15% on Tuesday following its earnings release, as investors cheered stronger-than-expected revenue and earnings. All the growth is coming from the rest of the world, but those users aren’t very valuable, with average revenue per user (ARPU) of just $1, versus $10.26 in North America.

SpaceX stock has fallen back to its all-time low, extending a decline that began almost as soon as the euphoria surrounding its record-setting June IPO faded.

Coupled with heavy cloud infrastructure investments, the launch underscores the company's efforts to diversify revenue streams.

(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine

Moby summary of Black Hills Corporation's Q2 2026 earnings call

Meta's shares appear primed for a rebound.

CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the next earnings report.

Meta is the latest AI developer to disclose a rogue hacking incident. It’s not a bad thing for the stock — it might even help.

Meta's earnings just cratered free cash flow by over 90% and broke a six-quarter winning streak, yet nearly every analyst on Wall Street refuses to downgrade the stock. The reason why reveals something important about where this company is actually headed.

Netflix shares dropped sharply after its Q2 earnings, but three popular ETFs that all hold the stock reacted in surprisingly different ways. The structure of each fund tells you far more about your real risk than the name on the label.

Reddit sits at the intersection of AI training data, social commerce, and authentic human conversation, making it one of the most strategically valuable assets on the internet right now. But super-voting insiders hold the real power, and the list of buyers capable of clearing that bar is shorter than you might expect.

Optical networking startup Lumilens said on Thursday it was valued at $5.51 billion in its latest funding round, ‌as surging investment in AI data centers fuels demand for ‌high-speed connectivity technologies. The San Jose, California-based company designs and manufactures optical and networking products ​that help data centers move data faster while using less power. It raised more than $700 million in the Series C funding round co-led by Atreides Management, Bain Capital Ventures, Meritech,

Sandisk stock was falling early Thursday after a disappointing outlook from the memory maker seemed to overshadow strong fourth-quarter results.