Meta

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.

The main ‘big tech’ names recently reported quarterly financial results. We look at what is being signalled to investors.

News (NASDAQ:NWS) reported record fourth-quarter profitability for fiscal 2026, with revenue rising 11% year over year to $2.3 billion and total segment EBITDA increasing 31% to $423 million. Net income from continuing operations climbed 167% to $230 million, while reported earnings per share rose t

Rising yields on long-term Treasurys pushed the largest long-term bond fund, iShares 20+ Year Treasury Bond ETF (TLT), to a 22-year low.

AST SpaceMobile shares rose 10.69% on August 4 after a Meta executive revealed a technical workshop exploring how WhatsApp could operate over the company’s satellite network for messaging, voice, video, and AI features on standard smartphones.

(Bloomberg) -- Stocks in Asia were poised to ease Thursday as investors digested gains in technology shares while watching for fresh signs of progress toward a deal to reopen the Strait of Hormuz.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasit

Meta offers ad strength, but Amazon stock looks like a better option for investors given the company's diverse set of businesses and leverage to the AI boom.

Sandisk stock was falling late Wednesday after a disappointing outlook from the memory maker seemed to overshadow strong fourth-quarter results.

Amazon's cloud business is growing at a historic pace, but its plan to spend a fortune on new data centers was the only thing analysts wanted to talk about.

Sandisk shattered Wall Street estimates for its fiscal fourth quarter as relentless hyperscaler demand for AI data storage triggered severe capacity bottlenecks and surging memory chip prices.

If you hold shares, you're already carrying exposure to a potential swing that could redefine the stock's value over the coming year.

A sweeping AI leadership overhaul sent Alphabet shares sliding Wednesday, rattling investor confidence despite a blowout earnings quarter. The path to $400 hinges on something far less obvious than executive rosters or earnings beats.

Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter. Something about this setup does not add up, and the answer points toward a price target most analysts have not caught up to yet.

Shares are down roughly a fifth over the past year, and the risk that matters now is a spending plan with no stated payback date.

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

Follow these guidelines and you'll be on your way to building a durable and sustainable long-term income stream.

CNBC’s Jim Cramer said Monday that Amazon.Com Inc CEO Andy Jassy’s explanation of the company’s artificial intelligence (AI) spending during its latest earnings call changed how Wall Street views Big Tech’s multibillion-dollar AI investments. AI Spending Strategy Cramer said investors...

(Bloomberg) -- A key Senate committee on Wednesday advanced a package of bills aimed at improving children’s safety online, teeing up a showdown with the House over whether to hold Meta Platforms Inc. and Alphabet Inc.’s Google liable for harms done to minors on their social media platforms. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model Mak

Advanced Micro Devices has had a stellar year so far. AMD shares were down 5.8% at $488.56 on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a handful of tech giants quietly doing the math. The catch is a pair of founders who may have no intention of answering the phone.

When Meta announced a $50 billion data center in a Louisiana parish of 20,000 people, some landowners became overnight millionaires. For retirees living on Social Security and a monthly lease, the same project set off a very different kind of countdown.

PHILADELPHIA, August 05, 2026--Aramark’s (NYSE: ARMK) Board of Directors approved a quarterly dividend of $0.12 per share of common stock payable on September 9, 2026 to stockholders of record at the close of business on August 19, 2026.

(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) delivered close to the quarter the bulls wanted, and the shares fell almost 9% anyway. Revenue of $11.5 billion was up 50% year on year and ahead of the $11.28 billion consensus, while adjusted earnings of $1.66 a share beat forecasts of...

Investing.com -- Pinterest (NYSE:PINS) reported second quarter results that exceeded Wall Street expectations, but shares tumbled 5% in early trading on Wednesday as the company’s current-quarter guidance pointed to a slowdown in revenue growth.

On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spendin

Pinterest expects current quarter revenue to be between $1.19 billion to $1.21 billion, roughly in line with Wall Street’s estimate of $1.2 billion.

Based on an inductive analysis of past analogs, META stock may present a bullish opportunity for intrepid speculators.

Image-sharing platform Pinterest forecast slower revenue growth for the third quarter on Tuesday, a sign of tough ‌competition for digital advertising from bigger players including Meta's Instagram, sending its ‌shares down 9% in extended trading. Pinterest has been expanding Performance+, its AI-powered suite for advertisers, ​to attract more marketers by helping them optimize and scale their campaigns with less manual effort. As Meta continues to improve its Advantage+ ad automation tools, Red

Amazon's cloud business is growing at a historic pace, but its plan to spend a fortune on new data centers was the only thing analysts wanted to talk about.

Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.

Meta Platforms (META) has moved back into focus after Q2 2026 earnings showed strong revenue growth alongside sharply higher AI infrastructure spending. Investors are weighing that combination against a lumpier share price over the past year. See our latest analysis for Meta Platforms. Meta Platforms' latest Q2 update and heavier AI data center spend have come after a choppy run for the stock. The share price is up 6.02% over one day but down 9.25% year to date, and the 1 year total...

CoreWeave stock rose after the artificial intelligence data center builder said it will expand in Asia-Pacific markets.

Pinterest is scheduled to report second-quarter financial results after the stock market closes on Tuesday.

The bill for the AI build is easy to see, and the payback is already turning up in what advertisers pay for an ad.

Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.

Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest of the market catches on.

Free cash flow is negative while the cloud build runs, and that is the whole question for anyone weighing the stock today.

Meta just posted 28% revenue growth and investors sold the stock hard anyway, spooked by soaring infrastructure spend and a murky AI strategy. Before you join the panic, consider what Wall Street may be getting badly wrong about where Meta is actually headed.

Every earnings season has a moment where a CEO says something that cuts through the noise. Not a guidance range or a revenue beat. Something that reframes how investors are supposed to think about the company. Meta's Q2 call on July 29 had one of those moments, and it didn't come from the income ...

Ford Motor (NYSE:F) The surprise: Wall Street expected Ford’s Q2 2026 earnings to fall about 5% year over year. Ford instead posted an increase. The stock jumped more than 6% after the report. The quarter’s story was Ford making more money on fewer sales. Wholesale volumes dropped 12% year over year, but revenue fell just […]

Reddit beat earnings estimates and raised guidance, yet the stock cratered anyway after four words from the CEO spooked investors. Now the platform's own users are fighting each other over whether the selloff is a gift or a warning sign.

The Middle East conflict is impacting many industries, but Meta's bump amid a cooling in the conflict highlights something important.

Semiconductor stocks are 20% off of their highs. That might not be a bad thing.

Analyst upgrades are piling up ahead of earnings

Social network operator Meta Platforms (NASDAQ:META) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 28% year on year to $60.8 billion. On the other hand, next quarter’s revenue guidance of $62.5 billion was less impressive, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $6.18 per share was 16.5% below analysts’ consensus estimates.

With volatility heating up, some investors may prefer the straightforward approach of the Vanguard Mega Cap Growth ETF.

(Bloomberg) -- The breakdown of Uber Technologies Inc.’s robotaxi partnership with Alphabet Inc.’s Waymo is looming large over the ride-hailing giant’s quarterly results, as investors grow anxious about the stock that has lagged the broader market this year. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders

Google's massive AI spending comes with a new risk investors can't ignore

Snap Inc. (NYSE:SNAP) said its $2,195 artificial intelligence-powered Spectacles are a long-term investment, with CEO Evan Spiegel acknowledging that mass-market adoption is unlikely before the end of the decade even as the company continues to invest in what it sees as the next computing platform. Mass Market Adoption May Take Years Speaking on the company’s second-quarter earnings call, Spiegel said Snap plans to unveil its augmented reality glasses at its Sept. 16 event before a commercial la

Wall Street closed sharply higher on Monday to start August trading.

President Trump's brokerage accounts have bought substantial shares of Alphabet and Meta Platforms stock this year.

Amazon posted its biggest rally since 2012 after AWS revenue surged to $42.2 billion, while Microsoft's Copilot adoption doubled to 30 million users.

BlueBird satellites 11-13 are scheduled to launch on Wednesday aboard a Falcon 9.

Mark Zuckerberg is pouring over $130 billion into AI infrastructure, and one leveraged ETF bets those dollars will double your returns. But the mechanics behind that promise carry a risk most investors never see coming.

Aswath Damodaran warns smaller AI stocks face a shakeout as Big Tech's cash flow protects Magnificent Seven giants.

Meta's ad business is on fire, but on its latest earnings call, analysts kept probing the large, open-ended bill for its AI future, and management’s answers revealed the real risk.

MAGS, MGK and QQQ are the three ETFs that hold all seven Magnificent 7 stocks. Compare their weights, fees and 2026 returns to find the right fit.

STORY: "Meta actually feels quite a bit like SpaceX now, where both companies are building data center capacity as quickly as they can," said Ellerbroek. "They're spending more than 100% of their operating cash flows to build new data centers. Their existing core businesses do not have use for everything that they're building. They're building excess. And they're doing that with the intention of building new businesses that will fill and use that capacity with a backup option of renting it to ot

For investors who expect continued weakness or sideways trading in Meta Platforms, a bear call spread in Meta Platforms stock offers a way to express that view with defined risk. Last week's Magnificent Seven companies' earnings produced some clear winners and losers.

Hyperscaler earnings flipped from a fade to a buy and now Amazon, Microsoft, Meta Platforms and Alphabet shares are surging.

Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.

Amazon's accelerating cloud growth helped investors reconsider Meta's higher capital-expenditure plan and potential AI returns.

Meta's heavy AI capex spending could eat up all its free cash flow this year -- and next year, too.

CoreWeave stock jumps as AI infrastructure spending gets another boost

Chip stocks have taken it on the chin lately, but worries about the AI trade don’t have to bring down the entire market. The S&P 500’s information technology and communications sectors fell 15% from June 1 through July 29, when the Federal Reserve announced it was holding the fed-funds rate steady, strategist Jim Paulsen wrote Monday on Substack. The overall S&P 500 ended up down less than 4%.

Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.

Microsoft spent about $175 billion this year, mostly for AI. It just showed shareholders that it can make good on its AI investments.

AI optimism and blockbuster Big Tech earnings fueled last week's biggest winners. Here are the top-performing stocks and their leveraged ETFs.

Meta shed more than 15% this year while its ad engine quietly posted one of its strongest quarters ever, and that contradiction is exactly where the opportunity hides.

Alphabet, Amazon and Meta all raised 2026 guidance

Evaluate Meta Platforms' (META) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

Meta missed earnings, Apple beat and still sold off, and Amazon rallied on its strongest cloud growth in years. Three very different post-earnings stories now point to three very different decisions for investors sitting on the sidelines.

Morningstar argued that Meta's reported plans to sell excess AI computing capacity reinforce the persistent supply-demand imbalance of AI infrastructure rather than signal a weakening market.

The social media stock has fallen by more than 20% in the past 12 months.

The charge would apply to advertising revenue for companies earning more than A$250 million locally.

Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s performance remained stable in the second quarter, with the portfolio declining about 1$ from the first quarter, resulting in a net return of -21% for the second half of 2026. Despite the […]

One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.

CoreWeave's revenue backlog just hit nearly $100 billion while its stock trades near a 52-week low, and that gap between signal and price is exactly where the opportunity or the trap lives.

Tech investors hoping for less robust AI spending may have to wait until 2028 before the fog lifts on this balance sheet line item.

Artificial intelligence is carrying this tech giant into a new era.

Snap stock trades near an all-time low.

Meta Platforms (NASDAQ:META) has reduced the volume of IT services outsourced to Wipro Ltd (NYSE:WIT) by at least 25% after an artificial intelligence-driven reorganisation that resulted in the closure of its digital marketing division, according to a report from Mint. Wipro’s Revenue from Meta Expected to DeclineThe report, citing two people familiar with the matter, said Wipro now expects to generate approximately $75 million in annual revenue from Meta after the technology giant decided to br

U. S. stock index futures traded higher on Monday as investors reacted to renewed diplomatic efforts between the United States and Iran while preparing for another busy week of corporate earnings and economic data.

This Magnificent Seven stock continues to slide. Investors should buy the dip before it rebounds.

Big Tech earnings showed AI spending faces a new test as investors weigh returns, cloud growth, and chip costs.

Microsoft Q4 showed that its multibillion-dollar AI strategy is already paying off, and the best days may still be ahead.

The company offered guidance on how to plan for ad spending and promotional budgeting ahead of the upcoming shopping season.

Meta's quarterly results were much better than some reports would have you believe.

Nothing wrong with a comeback story.

Investors looking to add one of these tech giants to their portfolios have an easy decision to make.

CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.

In late July 2026, Bitmine Immersion Technologies came under pressure as crypto-linked equities weakened amid falling Bitcoin and Ethereum prices and ongoing regulatory uncertainty, while ARK Invest trimmed its Ethereum exposure by selling Bitmine shares on Ethereum’s 11th anniversary. The move was especially closely watched because Bitmine is viewed as one of the two leading Ethereum treasury companies, and ARK Invest still described its Ether-focused treasury approach as an exponential...

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Meta's free cash flow is getting crushed, but Zuckerberg's AI compute gamble could be the stock's next big catalyst.

Meta Platforms continues to trade at a discount while strengthening its fundamentals.

Bill Ackman is an avid investor who can spot major value.

Analysts are bullish on the social media company, but investors are less confident.

The social media stock fell 10% immediately after it reported Q2 financial results on July 29.

Meta's Family of Apps generated $59.4 billion in advertising revenue during the second quarter, up 27% year-over-year.

Lightspeed Commerce Inc. reported its first-quarter 2027 results in late July, with revenue of US$322.7 million and net loss narrowing to US$2.42 million, while confirming revenue guidance for the September quarter and full fiscal year and completing a US$65.13 million buyback of 6,973,406 shares. A key development was the launch of the Lightspeed with Meta Conversions API integration for Lightspeed Retail, aiming to give brick-and-mortar merchants clearer insight into how Meta ads drive...

Capital Power (TSE:CPX) said its second-quarter results reflected higher generation, contributions from its expanded PJM platform and continued commercial optimization, while management raised its estimate of annual adjusted EBITDA upside embedded in its existing portfolio to approximately C$1.25 bi

For five consecutive quarters, Meta Platforms did something that very few companies at its scale manage to pull off. It beat earnings expectations every single time, while simultaneously ramping one of the most aggressive AI spending programs in corporate history. The market rewarded both things. ...

Ever the Apple Inc. (NASDAQ:AAPL) bull, Jim Cramer is nothing but ecstatic about the firm’s recent fortunes. With a market capitalization of $4.90 trillion when Cramer made his remarks, the firm was the most valuable company in the world once again after losing the place to NVIDIA. Most of the debate surrounding Apple Inc (NASDAQ:AAPL) […]

Pembina Pipeline (NYSE:PBA) reported second-quarter adjusted EBITDA of C$1.064 billion, up C$51 million, or 5%, from the same period a year earlier, as solid pipeline and facilities operations and stronger marketing results offset the impact of a revised Alliance Pipeline toll structure and revenue-

(Bloomberg) -- The four largest players in the data center race have committed nearly $2.4 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance S

Earnings from Microsoft and Amazon offered hope that the AI trade remains very much alive. Plus, good news for software.

Record revenue growth and strong guidance failed to offset concerns about volatile search referrals and weaker domestic audience expansion.

Let's say you're buying a new house, and you've been tracking mortgage rates before closing. And you're within your rights to be concerned that the rate on a 30-year mortgage has been rising of late. In fact, the rate has risen from just under 6% at the end of February to 6.66% as of July 30, ...

Amazon's accelerating cloud business encouraged investors to reconsider whether large AI investments can generate sufficient revenue.

Microsoft and Amazon emerged as winners in the earnings season which underlined disenchantment with runaway AI spending.

Profit growth is finally catching up with market dominance

Meta Platforms (META) generated the kind of sales growth most firms would be thrilled to see. Wall Street retaliated by cutting about 9% off the stock early Thursday, July 30. Facebook's and Instagram's parent company earned $60.8 billion in sales in the second quarter, up 28% from a year ago. ...

In Donna Tartt’s The Secret History, the narrator compares the childhood experience of discovering that his father was “not only deluded and ignorant, but incompetent in every way” to “walking into the cockpit of an airplane and finding the pilot and co-pilot passed out drunk in their seats.” Investors got a taste of that horror on Wednesday, when Federal Reserve Chairman Kevin Warsh explained his decision to keep rates steady with a series of contradictory, confounding, and supremely confident

As the Magnificent Seven stocks report earnings, the results have been broadly strong, but Microsoft, Amazon and Meta Platforms really stand out.

Apple earnings growth is picking up while largely avoiding the AI spending spree by other tech giants.

Wall Street's biggest concern is attracting contrarian buyers

Meta and Microsoft both reported the same week, both spending billions on AI infrastructure, yet Wall Street greeted them very differently. The reason comes down to one thing neither CEO said outright.

The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.

The Dow was caught in the middle of a Magnificent Seven earnings divergence story. The Dow was up 0.3%, or 164 points, around noon after a turbulent morning. Amazon stock popped more than 13%, while Apple slid 9.

Meta sold off hard after a Q2 print that spooked investors, but a closer look at what actually drove the earnings gap raises a question the market may have answered too quickly.

Reddit just posted a beat-and-raise quarter yet its stock is cratering while Alphabet surges, and the reason why reveals a fault line running through every social media investment thesis right now.

Meta Platforms shares fall after mixed Q2 results as cash flow pressure and Reality Labs losses rattle investors. ETFs offer diversified exposure.

Meta Platforms (NASDAQ:META) fell 20% since July 15th, even though FQ2 2026 revenue beat estimates. Sales rose 28% year over year to $60.8 billion, ahead of the $60.3 billion Wall Street wanted, and ad impressions climbed 14%. Investors aren’t punishing Meta’s ad business, they’re punishing what it costs to run. Why Did it Tank? What […]

Meta just dropped 18% while spending at a scale that dwarfs most industries, and over 50 analysts think that gap between price and potential closes by 2027. The question is whether three very specific things break right in time.

Meta just snapped a six-quarter earnings beat streak while pouring capital into AI at a pace that crushed free cash flow, and whether the ad engine can carry that weight determines everything about where this stock goes next.

AI-driven power demand puts Bloom Energy's commercial scale against OKLO's advanced nuclear ambitions in a high-stakes clean energy comparison.

Meta Platforms Inc. is betting that artificial intelligence won’t just improve Instagram’s recommendations — it will fundamentally change what people see on the app. Speaking during Meta’s second quarter earnings call, CEO Mark Zuckerberg outlined a vision where AI-generated content...

IDACORP (NYSE:IDA) raised the lower end of its 2026 earnings guidance after reporting higher second-quarter profit, supported by January rate changes, customer growth and an early ramp in revenue from large industrial customers. The utility holding company reported second-quarter diluted earnings p

The benchmark US stock measures were tracking in the green before the open Friday as Amazon's (AMZN)

While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.

Cook, who steps down as CEO on Sept. 1, said Apple's hybrid AI approach is an advantage as rivals rely on massive cloud infrastructure

STRL is projected to double its revenue and its earnings again between 2025 and 2027 as the AI data center boom ramps up. The stock is down ~43% from its highs and finding technical support heading into Q2 earnings.

The tech rebound has legs. Stock futures were rising early Friday as the technology sector looked set to end a bad July on a positive note despite disappointing earnings from Apple. S&P 500 futures rose 0.

STORY: :: Central California / July 30, 2026:: AI is costing billions and Wall Street expects returns:: Stephen Nellis, Technology Correspondent"The big takeaway from a spate of big tech earnings this week is that AI costs a lot of money to build, but what Wall Street really cares about is whether you have a credible plan in place to make money off of AI once you've built it.""Microsoft and Meta both talked about spending a lot of money to build up data centers to deliver AI, but one stock, Meta

Meta Platforms stock has fallen sharply over the past year but still screens as undervalued on both its Discounted Cash Flow (DCF) intrinsic value estimate and earnings-based multiples, which puts recent price weakness at odds with what the valuation checks are indicating. Over the past 3 years, Meta Platforms has returned 73.5%, so the recent pullback comes after a strong multi-year gain rather than from a standing start. Heavy spending on artificial intelligence infrastructure and new AI...

Futures rise with Amazon extending the AI rebound, even with Apple tumbling on mixed results and a weak outlook.

(Bloomberg) -- CoreWeave Inc. is no stranger to shaking off wild stock-market swings like those of the past few days, when its shares plunged to their lowest level in 14 months only to then stage their sharpest rally of the year.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Post Biggest Advance Since April 2025: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMet

(Bloomberg) -- He was hailed as the “Nostradamus” of AI — a young oracle with bold prophecy for the future.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Post Biggest Advance Since April 2025: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMeta Falls After Defending AI Bets to Skeptical Investors“Before long, the world will wake up,” Leopold Aschenbrenner, tech-s

Meta Platforms' second quarter wasn't entirely a bad quarter. However, it forced investors to rethink the cost of its AI ambitions.

Amazon shares surged in after-hours trading Thursday after the tech giant posted its first $200 billion quarter and beat Wall Street expectations with its financial results. Growth in advertising and AWS keyed the performance, which boosted shares 9%. Revenue at AWS surged 37%, the biggest quarterly increase in more than four years. Overall earnings per …

Amazon exceeded Wall Street's expectations in the second quarter, according to results released on Thursday. In the key AWS cloud division, which investors monitor particularly closely, revenue rose by 37% year-on-year to $42.

Lackluster earnings and revenue projections dimmed investor confidence in CEO Mark Zuckerberg’s AI vision.

Despite plenty of uncertainty on some of the bigger economic issues, Q2 earnings season rolls along quite successfully to this point.

Surging long-term Treasury yields didn't hold stocks back on Thursday, as Wall Street cheered one Big Tech's blowout earnings report.

Stocks are likely to post another month of declines, but Truist’s Keith Lerner likes the longer game.

The latest Big Tech earnings brought plenty of fireworks —and the conflicting reactions from Meta Platforms and Microsoft shed light on just what the is worried about right now. Both Microsoft and Meta are spending well over a hundred billion dollars this year on capital expenditures for new artificial-intelligence data centers. On that front, Microsoft and Meta had very different things to say.

Both tech companies beat Wall Street predictions on revenue in their second quarters

Reddit said on Thursday that choppy search-engine traffic affected U.S. user growth in the second quarter, overshadowing an upbeat revenue forecast ‌and sending its shares down about 12% in extended trading. Bigger rival Meta through its Threads communities hub and new Forum app ​for Facebook Groups users appears to be directly targeting Reddit's core community model. "Search referrals were choppy in the quarter, and traffic was more volatile later in the quarter, but the bigger picture is unc

Meta raised its minimum capital-spending forecast as its artificial-intelligence infrastructure expansion consumed substantially more cash.

Meta boosted its ad revenue in its Q2 report for 2026, while its CEO attempted to assure investors on the company's AI-first investments and looming regulatory issues.

Stocks are likely to post another month of declines, but Truist’s Keith Lerner likes the longer game.

In midday trading on Thursday, Microsoft stock had surged 17% while Meta Platforms shares had sunk 9%. On that front, Microsoft and Meta had very different things to say. In the latest quarter, Meta’s cash flow was near zero after capex, while Microsoft had just shy of $20 billion, still enough to buy back some shares.

Microsoft's revenue lead has widened significantly over the past eight quarters, while Meta shows consistent seasonal swings.

Microsoft and Meta just confirmed what AI infrastructure bulls wanted to hear: Demand for compute isn't cooling off.

Microsoft and Meta maintained substantial infrastructure programs, supporting expectations for continuing demand for NVIDIA processors.

Meta Platforms' Q2 revenues rise 28% on strong ad demand and AI-driven engagement, but surging costs drag earnings below estimates.

Meta Platforms (META) may benefit from new revenue streams from its Business Agents, further AI-driv

Microsoft and Meta reported their earnings on Wednesday.

Meta Platforms Inc. gave a disappointing quarterly revenue forecast, stepping up pressure on Chief Executive Officer Mark Zuckerberg to allay investor concerns that the company isn't swiftly benefiting from its massive outlay on artificial intelligence. David Kirkpatrick, Founder of Techonomy joins Bloomberg Intelligence to recap Meta's earnings.

Visa crossed $4 trillion in global payments volume the same quarter PayPal brought in a new CEO to salvage branded checkout, and the two earnings reports could not paint a more different picture of where fintech power is actually concentrating.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares fell as much as 10% on Thursday morning after the company's third-quarter results left investors unconvinced that its massive artificial intelligence spending is translating into tangible returns. Earnings per share came in at $6.18,...

CoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 bi

Scott Melker discusses Meta's (META) and Microsoft's (MSFT) recent earnings results and rising AI expenses. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

NVIDIA and AMD both beat earnings and both leaned hard into AI infrastructure, but the story of who actually wins from the hyperscaler buildout is more complicated than the headlines suggest.

Meta’s stock is taking a hit after the social media giant posted earnings that missed analysts’ estimates.

Meta's AI spending is under intense scrutiny after a softer outlook. MoffettNathanson analyst Michael Nathanson explains why investors no longer want promises they want proof. Michael Nathanson joins Bloomberg Open Interest to break down Meta's unclear AI infrastructure strategy, the risk of massive capex, and why the company's metaverse history is making Wall Street far less patient this time. Correction: This video has been edited to update a graphic with correct analyst disclosures.

Scott Melker discusses the Federal Reserve's latest decision to hold interest rates steady, Meta (META) and Microsoft's (MSFT) increasing AI expenses, but only one stock is getting punished. Meanwhile, bitcoin (BTC-USD) continues to hover around $64,000, Melker explains why the cryptocurrency's resilience is a bullish sign despite the broader market uncertainty. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also che

Meta Shares Plunge as AI Spending Plan Sparks Massive Selloff

AMD Stock Surges After Bullish Analyst Sees More AI Upside

Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings reports have produced starkly different reactions. Microsoft Corporation (NASDAQ:MSFT) jumped 15% on Thursday after the tech giant reported better-than-expected fiscal fourth-quarter results and issued a better-than-expected outlook for the first quarter of 2027. Meanwhile, Meta […]

Meta just posted staggering revenue growth while watching its stock crater 10%, and the reason why reveals a fundamental tension at the heart of Zuckerberg's empire that investors can no longer ignore.

STORY: ''One of the analysts notes said that it's a strategy only a CEO can love. It's essentially, there are a lot of questions about how well Meta can execute, '':: Meta's AI splurge lays bare its compute conundrum:: July 30th, 2026 // Bengaluru, India:: Aditya Soni, Tech Editor, Bengaluru'''Meta, like the rest of the big tech companies, is spending tens of billions on AI data centers that includes chips, that includes servers, that includes the energy infrastructure that's needed to support t

All three major US stock indexes were up in late-morning trading Thursday, rallying from Wednesday's

Meta spent $31 billion on AI infrastructure in one quarter. Wall Street wants to know when it pays off.

(Bloomberg) -- The US economy grew at a weaker-than-expected pace in the second quarter, though a pickup in consumer spending and solid business investment signaled underlying strength. Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapMeta’s Zuckerberg Defends AI Bets to Skeptical InvestorsTrump Says US Will Strike Iran Hard as War Esca

Microsoft and Meta both reported earnings the same day, but the two results tell completely different stories about where AI spending actually leads. One company printed a backlog. The other printed costs.

Stock Market Today: The Dow Jones index rallies with the Nasdaq composite following a Fed Day tumble. Meta stock plunges on earnings.

News of the day for July 30, 2026

Costanoa, a venture capital firm investing in companies of consequence across Applied AI, AI Infrastructure, Cybersecurity, National Security, and Fintech, today announced that Joe Sullivan has joined the firm as a Venture Partner, a part-time advisory role. Sullivan will advise Costanoa's cybersecurity portfolio and help the firm source and evaluate new investments in the sector.

Meta Platforms' (META) shares fell early Thursday as the technology giant provided a soft third-quar

Meta stock takes another plunge.

U. S. stock index futures pointed to a stronger opening on Thursday, with investors looking for a rebound after the heavy losses recorded in the previous session.

Wall Street cheered one tech giant's AI spending this week and punished another's, even though both reported strong revenue growth and both are betting their futures on artificial intelligence. The reason behind that split verdict reveals something important about where the AI investment cycle is heading.

Stocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.

During an interview with CNBC, Moorhead said that Meta’s Q2 earnings miss was down to the company’s own decisions rather than external market conditions.

US equity futures were higher pre-bell Thursday as traders took note of the Federal Reserve's decisi

Meta Platforms stock slid Thursday, a signal that its second-quarter results failed to ease concerns about the tech giant's growing AI costs. The Facebook parent upped his capital expenditure forecast while offering sales guidance below expectations. The Menlo Park, Calif.-based Meta earned $6.18 per share from sales of $60.8 billion for the June quarter, according to a company press release.

Repurchases went to zero from $10.17 billion a year ago, with $24.91 billion of debt issued instead

The social media giant reported its second quarter results after the bell on Wednesday, missing on earnings per share but beating on revenue.

Microsoft topped earnings estimates while the Fed held rates steady, as mixed results from Meta and Qualcomm and upbeat reports from Starbucks and Chipotle shaped trading.

Meta can simultaneously fuel its own AI ambitions and rent out its scarce computing capacity to bolster returns, CEO Mark Zuckerberg signaled on Wednesday. The Instagram owner is splurging billions to build compute - chips, servers, energy and data centers that ‌power AI - leaving it with free cash flow of just $784 million in the second quarter to run and grow its business. Pressed by analysts for details on Meta's plans, Zuckerberg framed compute as a scarce strategic asset that the company

Meta Platforms (NASDAQ:META) shares fell more than 8% in premarket trading on Thursday after the company issued third-quarter revenue guidance that disappointed investors, despite reporting revenue ahead of expectations for the second quarter. The social media giant also posted earnings that missed Wall Street forecasts as rising legal, restructuring and infrastructure costs weighed on profitability.

Meta Platforms earnings disappoint, Qualcomm’s pivot away from smartphones, beer makes a comeback, and more news to start your day.

Wall Street was feeling a little calmer on Thursday after Microsoft kept its capital expenditures guidance for 2026 unchanged, easing worries about Big Tech companies overspending on AI. The Cboe Volatility Index, or VIX, dropped 1.

The social media company's net income fell 14% year over year as expenses surged 55%, and its free cash flow shrank to $784 million

Futures pointed higher Thursday as investors also weighed the Fed's decision to hold rates and rising Treasury yields

Uncharacteristically, the company missed the consensus analyst estimate for profitability.

Investing.com - European shares traded in a narrow range on Thursday, as a massive wave of solid corporate earnings led by an energetic profit beat from oil major Shell helped offset an ambiguous interest rate outlook from the Federal Reserve and fresh U.S. airstrikes in Iran.

Traders will be watching Apple and Amazon earnings, fresh inflation data, and the direction of Treasurys and oil prices.

Microsoft reported record quarterly profit and forecast accelerating Azure growth, while Meta’s profit and margins were hit by severance costs and legal expenses.View on euronews

Traders intensely debated whether the post-earnings sell-off represents a catastrophic break of support or a bargain buying opportunity.

U. S. stock futures edged higher on Thursday as investors weighed the Federal Reserve’s latest interest rate decision alongside a fresh wave of earnings from major technology companies.

Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg said the company will continue building its own frontier AI models rather than relying on third-party open-source alternatives, saying today’s open-source models lag behind the industry’s most advanced systems and that depending on other companies’ technology carries strategic risks. Rejects an Open-Source-Only AI Strategy During the company’s second-quarter earnings call, Zuckerberg said the company cannot rely on third-party open-source AI

On Wednesday, Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said personal AI agents could eventually help billions of people manage everything from their careers and finances to their health and relationships, calling the opportunity "almost inevitable." Meta Sees Personal AI Agents as the Next Big Market During Meta’s second-quarter earnings call, Bernstein analyst Mark Shmulik asked whether consumer AI adoption could move beyond using chatbots as "glorified search" tools and whether a

Meta's record revenue driven by AI-enhanced advertising and new products is offset by a 55% expense surge and a sharp drop in free cash flow to $784 million.

Meta said that it’s evaluating various approaches for its cloud business.

Meta Platforms has reported its Q2 2026 results, with revenue rising to about US$60.80 billion from US$47.52 billion a year earlier, while net income fell to around US$15.85 billion and diluted EPS dropped to US$6.18 amid sharply higher costs. The company also lifted the floor of its 2026 capital expenditure guidance to US$130‑145 billion and flagged heavier legal and infrastructure spending, putting renewed focus on whether its extensive AI build‑out can translate into stronger long‑term...

Meta’s quarterly results showcased the strength of its core social media business, as well as the gap in its business model in the AI arms race.

While the top- and bottom-line numbers for Meta Platforms (META) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The Federal Reserve held benchmark interest rates steady for a fifth consecutive session.

Meta Platforms (NASDAQ:META) reported second-quarter 2026 revenue growth of 28% as the company said artificial intelligence initiatives improved content recommendations, advertising performance and product development, while it continued to accelerate spending on data centers and other AI infrastruc

Dow Jones futures rose early Thursday, along with S&P 500 futures and especially Nasdaq futures. Microsoft, Meta Platforms, Starbucks and Fortinet headlined another big night of earnings. Amazon and Apple will report after the close.

Meta beat on revenue and Zuckerberg called AI a generational opportunity, yet the stock cratered in after-hours trading and wiped out billions from his personal fortune. The gap between the bullish pitch and the brutal numbers tells a complicated story.

The social-media giant reports weaker-than-expected earnings and narrows its expectations for 2026 capital expenditures.

As Meta pours billions into AI infrastructure and agents, Zuckerberg is working to convince investors that the payoff will be worth the price.

U.S. equity futures were little changed on Wednesday as investors digested Microsoft, Meta and Qualcomm earnings and the Federal Reserve’s decision.

Ygal Arounian, Wedbush Managing Director of Internet Equity Research, reacts to the latest Meta earnings and highlights potential concerns on ROIC from investors with the company's various forays into the AI space. He speaks to Romaine Bostick and Emily Graffeo on Bloomberg's 'The Close.'

Microsoft Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, above expectations of 40%.

Microsoft and Meta reported ballooning AI costs on Wednesday, but Microsoft still managed to increase its profits, while Meta posted a sharp earnings decline.

Investing.com -- Meta Platforms shares tumbled 8% in after-hours trading on Wednesday after the company posted a second-quarter earnings miss and forecast third-quarter revenue below Wall Street expectations.

Ygal Arounian, Wedbush managing director, Internet equity research, reacts to Meta Platforms Inc.'s second-quarter earnings and disappointing earnings forecast on "Bloomberg The Close."

Meta Platforms stock slid after the social media giant reported second-quarter earnings below expectations. The Facebook parent's sales forecast was below estimates as well, while its AI spending forecast was upped slightly. The Menlo Park, Calif.-based Meta earned $6.18 per share from sales of $60.8 billion for the June quarter, according to a company press release.

Stock Market Today: The Dow Jones index sinks Thursday as rising bond yields reflect uncertainty about the Fed's direction on interest rates.

Meta Platforms (META) delivered earnings and revenue surprises of -12.96% and +0.98%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

On July 29, 2026, a hawkish shift from three Federal Reserve officials rattled investors who were already bracing for geopolitical risks.

Stock tumbles nearly 8% after weaker-than-expected results, despite CEO’s blitz to tout positive effects of AI

One is pre-revenue with zero debt; the other generates $710 million in sales but burns cash faster.

Meta Platforms said it expects Q3 revenue between $61 billion and $64 billion, or $62.5 billion at the middle of the range, below average analyst expectations of $63.24 billion.

On the company’s second-quarter earnings call Wednesday, CEO Mark Zuckerberg said Meta sees a “large enterprise opportunity” spanning AI agents, APIs, compute, and internal software.

The stock market sold off as oil prices surged on Trump's Iran threats. Microsoft, Meta and Fortinet were key earnings movers late.

Microsoft Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, above expectations of 40%.

Social network operator Meta Platforms (NASDAQ:META) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 28% year on year to $60.8 billion. On the other hand, next quarter’s revenue guidance of $62.5 billion was less impressive, coming in 0.9% below analysts’ estimates. Its GAAP profit of $6.18 per share was 14.4% below analysts’ consensus estimates.

Meta Platforms stock slid after the social media giant reported second-quarter results late Wednesday. Here are the numbers to know: Meta earned an adjusted $6.18 per share from sales of $60.8 billion for the June quarter, according to a company press release.

Meta beat revenue estimates in Q2, but soaring AI spending squeezed profits as the company raised 2026 capex guidance to as much as $145 billion.

Meta (META) reported second quarter results on Wednesday after the closing bell. Earnings per share (EPS) came in at $6.18 (compared to analyst estimates of $7.14), and revenue came in at $60.80 billion (compared to analyst estimates of $60.24 billion). Yahoo Finance Senior Business Reporter Ines Ferré takes a closer look at the breaking numbers.

Meta Platforms said Wednesday its second-quarter profit declined even as revenue beat Wall Street's expectations, as legal expenses and severance costs for recent layoffs weighed on its results. Revenue grew 28% to $60.8 billion from $47.52 billion. Analysts, on average, were expecting earnings of $7.19 per share on revenue of $60.22 billion, according to a poll by FactSet.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) missed second-quarter profit estimates on Wednesday, weighed down by a jump in costs including legal charges, even as revenue grew faster than expected. The social media giant reported earnings per share of $6.18, down 13% year-over-year...

SK Hynix just posted one of the most explosive profit surges in semiconductor history, yet investors punished the stock anyway. The reason comes down to a spending commitment so aggressive it raises a question the entire memory sector now has to answer.

The Nasdaq erased a brief venture into the black Wednesday afternoon following the Federal Reserve's decision to keep its benchmark rate unchanged while Fed Chair Kevin Warsh addressed a press conference on the rate decision.

Healthcare stocks were lower late Wednesday afternoon, with the NYSE Healthcare Index down 0.3% and

US benchmark equity indexes fell intraday as traders awaited the Federal Reserve's policy decision a

Meta Platforms and BlackRock announced a partnership to develop a US$14b data center campus in Texas focused on AI infrastructure. The project is structured as Meta's largest external infrastructure collaboration to date and is intended to expand AI compute capacity. The data center campus is designed to support the training and deployment of Meta's AI models for its products and services. Meta Platforms, trading on NasdaqGS:META, is moving ahead with this large AI focused buildout while...

Investors will assess whether Meta's advertising growth and AI-driven engagement can justify its expanding infrastructure investment.

Major stock indexes pared losses Wednesday afternoon following the Federal Reserve's decision to keep its benchmark rate unchanged, calming Wall Street's nerves about an imminent rate hike. In stocks, Visa rose after an earnings beat in the stock market today, and Meta Platforms sought firm direction ahead of its earnings report.

SHOP's AI tools span merchant workflows, discovery and checkout, giving it an edge over META, as AI-driven traffic and orders surge.

The U.S. Federal Trade Commission sued Hims & Hers on Wednesday alleging the telehealth platform shared ‌users' health data with online advertisers, despite promising privacy, and engaged ‌in deceptive billing and cancellation practices. Hims & Hers stock added to losses after ‌the news and was ⁠trading down around 12%. ⁠The company offers telehealth appointments and prescriptions for erectile dysfunction, hair loss, and mental health medications, which it ships straight to customers.

Healthcare stocks were slightly lower Wednesday afternoon, with the NYSE Healthcare Index down 0.1%

The telehealth provider shared patient health information with Snap and Meta, a federal complaint says.

A Fast Money host is sounding alarms that the AI buildout is quietly cracking under the weight of debt that even the bond market seems reluctant to absorb, and the ripple effects could reach far beyond Silicon Valley balance sheets.

Mark Zuckerberg is treating AI infrastructure like a personal passion project, and one venture capitalist thinks Wall Street may not have enough pull to stop him no matter how loud the complaints get.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is expected to post second-quarter results above Wall Street expectations, with analysts pointing to healthy advertising demand and early returns from artificial intelligence investment even as investors press the company for clearer evidence...

Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are cro

Stock Market Today: The Dow Jones index drops Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. KLA stock is hit.

Meta's stock has shed nearly 17% even as its advertising engine accelerated, creating the kind of price-versus-fundamentals gap that tends to resolve violently in one direction. Before Q2 earnings land, the window to position may be narrower than it looks.

Meta Platforms (META) CEO Mark Zuckerberg has been defending AI in a media campaign, telling the New York Times that artificial intelligence discourse is "overwhelmingly filled with doom." Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down the latest comments from Zuckerberg and Anthropic (ANTH.PVT) CEO Dario Amodei. Meta, alongside Microsoft (MSFT), will be releasing its latest quarterly earnings result

Meta stock was lower Wednesday morning, setting up a 10th straight losing day for the social media giant.

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

The latest oil spike was sending the Dow tumbling, but the Federal Reserve’s interest-rate decision and a gauntlet of earnings loom. The Dow Jones Industrial Average fell 700 points, or 1.3%. The S&P 500 was down 0.

Mark Zuckerberg is making the rounds of the business press with a very public campaign to reshape AI regulation, but the real story is what his lobbying reveals about Meta's increasingly desperate position in the AI race.

Stock Market Today: The Dow Jones index drops Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sells off.

Wall Street is taking center stage in financing the AI buildout. On July 28, Meta Platforms, Inc. (NASDAQ: META) and asset ‌manager BlackRock, Inc. (NYSE: BLK) announced a venture to develop and operate a one gigawatt data center campus in El Paso, Texas. The project, costing about $14 billion in development, marks the emergence of […]

Meta Platforms, Inc. and BlackRock, Inc. recently announced a venture to develop and own a US$14.00 billion, 1‑gigawatt data center campus in El Paso, Texas, with funds managed by BlackRock holding an 80% stake and Meta contributing land and construction‑in‑progress assets valued at about US$2.30 billion. The structure of the deal, including BlackRock’s roughly US$4.90 billion cash contribution and use of a US$12.50 billion debt facility, highlights how large asset managers are increasingly...

Meta and BlackRock form an 80/20 joint venture to build a planned $14 billion AI data center in El Paso, Texas.

Meta shares have fallen for nine straight sessions.

U. S. stock index futures pointed to a largely unchanged open on Wednesday as investors adopted a cautious stance ahead of the Federal Reserve’s latest monetary policy announcement.

Stocks were on track to open a touch higher Wednesday as investors shrugged off a rally in oil prices ahead of the Federal Reserve’s July interest-rate decision. S&P 500 futures rose 0.2%. Nasdaq 100 futures added 0.3%.

Stock Market Today: The Dow Jones index drops Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sells off.

U. S. stock futures traded close to unchanged on Wednesday as investors prepared for a pivotal session featuring the Federal Reserve’s latest interest rate decision and quarterly earnings from artificial intelligence leaders Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT).

"This danger is real": AI training loads threaten the systems that power them, testing already-extensive turbine backlogs.

Stocks were on track to open a touch higher Wednesday as investors shrugged off a rally in oil prices ahead of the Federal Reserve’s July interest-rate decision. Dow Jones Industrial Average futures climbed 41 points, or 0.1%. This could be a crucial day for the market, with the Fed set to announce its policy decision and mega-cap tech companies Meta and Microsoft due to report earnings after the closing bell.

Retail sentiment remains ‘bearish’ on SPY and QQQ. Further weakness in QQQ will put it on track for the longest losing streak since August 2025.

The company could prove the doubters wrong if this deal goes through.

Jensen Huang had never posted on X before July 24. His first post on the platform wasn't about chips or Nvidia's earnings or the next GPU architecture. It was a letter. An open letter signed by more than 20 tech companies, including Nvidia, Microsoft, Meta, Google, OpenAI, Hugging Face, Mistral, ...

Meta's tiered AI glasses strategy could create years of repeat hardware sales and recurring revenue.

Nasdaq dropped for the fifth straight session on Tuesday, its longest losing streak since January this year.

Josh Lipton stock the market movers for Wednesday, July 29th, including the Federal Reserve's interest rate decision. After the closing bell, Microsoft (MSFT) and Meta (META) report second quarter earnings, with investors watching closely for signs that their massive AI investments are beginning to pay off.

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.

It’s a chip panic that “appears to be indiscriminate,” analysts say.

NEW YORK, July 28, 2026--IFF (NYSE: IFF) announced that its Board of Directors has declared a regular quarterly cash dividend of $0.40 per share of its common stock, payable on October 9, 2026 to shareholders of record as of September 18, 2026.

Lots of popular stocks like Starbucks and Lam Research will report this week.

AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who flagged it says the real story is the structural trap waiting for thousands of companies built on top of it.

Investing.com -- Koch Inc. is considering a sale of Edged, the data center developer it cofounded, in a transaction that could exceed $15 billion, according to a Bloomberg report Tuesday.

Microsoft and Meta both crushed their last quarters, yet Wall Street's real verdict on July 29 has nothing to do with revenue beats. The question traders are actually pricing is which AI capex monster blinks first.

Meta's ad machine is printing money and analyst targets point to nearly 30% upside, yet something in the options market and recent earnings history suggests the smartest trade right now is doing nothing at all.

META's Q2 results may show ad revenue gains as AI targeting, stronger engagement and rising impressions boost advertiser returns.

META is scaling AI data centers to boost model development, ad performance and engagement despite rising costs and fierce competition.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) and BlackRock Inc (NYSE:BLK) have formed a joint venture to develop and operate a large-scale artificial intelligence data center campus in El Paso, Texas, as Meta looks to expand the infrastructure supporting its AI ambitions. The venture...

“This is my direct path to achieving the American dream.”

Ark Invest recently bought $18.4 billion in shares of Meta Platforms.

BlackRock-sponsored Sopaipilla Investor LLC on July 27 placed $12.547 billion of 7.534% amortizing notes due Nov. 30, 2048 at T+287.5, in line with early whispers for the deal, which went out to investors last week. Proceeds back a massive 960-megawatt data center campus in El Paso, Texas (under an 80:20 joint venture with a Meta Platforms affiliate). That pricing level — which didn’t budge from initial whispers last week in the T+287.5 area — reflected concessions to investors to clear that amo

Opine, the AI orchestration platform for complex sales teams, today announced the appointment of Vince Beese as its first Chief Revenue Officer. Beese will lead Opine's revenue organization as the company enters a new phase of growth focused on solving the challenges enterprise revenue organizations face when trying to establish AI-first sales execution at scale in today's high-stakes, fast moving markets they compete in.

Core AI Holdings (NASDAQ:CHAI) is expanding its strategic relationship with TikTok as it builds a broader AI-driven distribution network designed to support customer acquisition, digital advertising, and future consumer applications. Key Investor TakeawaysCore AI is deepening its TikTok partnership as part of a broader AI-powered global distribution strategy.

A $20,000 investment in Meta five years ago would be worth much more today, but the result did not come from a steady rise in the stock price. During 2022, the value of that investment fell, and some investors may have chosen to sell while others continued to hold their shares without knowing whether the […] The post If You Invested $20,000 in Meta 5 Years Ago, How Much Could You Have Now? appeared first on SmartReads by SmartAsset.

As the FIFA World Cup 2026 comes to an end, Miami-based Link.Me is emerging as one of the tournament's biggest behind-the-scenes winners. FIFA selected Link.Me as the centralized social destination connecting fans from Instagram, TikTok, Facebook, X, YouTube, Threads and other platforms to World Cup schedules, highlights, ticketing, updates and fan destinations. Since FIFA began using Link.Me, its combined social media following has grown by more than 50 million followers, surpassing 300 million

BlackRock-managed funds will own 80% of the venture, with Meta retaining 20% and leasing back the entire campus

Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into a deeper spiral.

Meta Platforms Inc. (NASDAQ:META) stock rose in Tuesday’s premarket session, outperforming a weaker broader market ahead of the company’s quarterly earnings. Nasdaq futures fell 0.91%, while S&P 500 futures slipped 0.18%. Meta’s gains came despite a risk-off tone in equity futures as investors positioned ahead of the company’s second-quarter earnings report, due on Wednesday, July 29. The stock is drawing attention as traders weigh expectations for advertising growth, artificial intelligence inv

Meta Stock Faces Big Test as AI Spending Hits Center Stage

BlackRock contributes $4.9 billion in cash against Meta's $2.3 billion of land and construction

The firm cited strong demand for upcoming AI chips and expanding market opportunities.

(Bloomberg) -- Meta Platforms Inc. and BlackRock Inc. will establish a joint venture to build and operate a 1-gigawatt data center complex in Texas, adding to a wave of investment in the computing hubs that power artificial intelligence.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapCit

To be sure, SpaceX has been expensive, valued at about $1.8 trillion in its mega-IPO. Shares traded as low as $107.01, a new all-time low, early on Tuesday, before reversing to $116.41, up 2.6% on the day. Amid all the trading volatility, are shares a good deal yet?

Meta Platforms (META) and BlackRock (BLK) have agreed to form a strategic venture to develop and own

The venture will fund the construction and operation of the campus, which Meta says will provide the compute capacity needed to train and deploy next-generation AI models.

Investing.com -- Just one of five mega cap technology companies that reported earnings this quarter managed to outperform the S&P 500 the following day, which warns that the pattern is likely to persist as AI capital expenditure anxiety continues to overshadow otherwise solid results.

Social network operator Meta Platforms (NASDAQ:META) will be reporting earnings this Wednesday after market close. Here’s what to expect.

Meta Platforms, Inc. (NASDAQ: META) and BlackRock, Inc. (NYSE: BLK) today announced a venture to develop and own a data center campus in El Paso, Texas.

Meta Platforms and the world's largest asset manager BlackRock on Tuesday announced a venture to develop and operate a data center campus in El Paso, Texas, a project that would cost about $14 billion ‌in development. The race to build out AI infrastructure has prompted tech giants to turn to debt sales worth tens of billions ‌of dollars and seek external capital from fund managers such as BlackRock due to an unprecedented scale of investment. Meta said BlackRock-managed funds will take an 80%

Wall Street says Meta Platforms' stock is undervalued ahead of its upcoming earnings report.

After a volatile day of trading built around falling oil prices, investors attention is about to turn back to earnings.

Meta Platforms is slated to post its quarterly earnings after markets close Wednesday, with traders pricing in a sizable move from the social media giant’s stock.

(Bloomberg) -- Bonds that BlackRock Inc. is selling, tied to a Meta Platforms Inc. data center project in Texas, rallied in early trading on Monday before the notes were formally priced, signaling demand for the securities may be stronger than it initially appeared.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in D

STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.Skyler Weinand is chief investment officer at Regan Capital."If they don't come out and beat [estimates], they're

The numbers were huge, but so were the costs, and analysts wanted to know if Alphabet's large AI spending is building a real moat or just digging a hole.

Big Tech names like Microsoft, Meta, Apple and Amazon report this week, and Gene Munster breaks down the one earnings signal that could determine whether the AI trade accelerates or stalls — plus why he still believes we’re only in the third inning of AI and how retail investors should position now.

(Updates with market moves at the end of the day.) US stocks ended mixed in what turned out to be

Wall Street is headed for its busiest week of the earnings season and while earnings have been strong so far, one thing is clear: Good isn't good enough for tech companies. Amazon, Microsoft, and Meta are some of the 170 companies reporting earnings this week after Alphabet and Tesla set the stage last week. More than 130 S&P 500 companies have already reported earnings, with most beating earnings expectations, but whether those earnings beats translated into a move higher for the stocks was a

The CME’s new futures contracts let investors make magnified wagers on individual stocks—and on margin.

Meta and Microsoft both report on July 29, but their AI bets pay out on completely different timelines, and that gap could decide which stock gets punished and which gets rewarded before October.

(Updates with latest market prices and developments.) US stocks were mixed intraday amid a sharp

Meta heads into Q2 earnings with strong ad growth and AI-driven gains, but rising costs, heavy capex and a stretched valuation cloud the outlook.

Dow and S&P 500 futures gain 0.8% and Nasdaq futures 1.4% ahead of Microsoft, Meta, Apple and Amazon results and Wednesday's Fed call.

S&P 500 companies' second-quarter earnings growth reached 70%, driven by the information technology

The social media company may also become a cloud computing provider.

Oil prices (CL=F, BZ=F) are pulling back as the U.S. and Iran pause military strikes. Tortoise senior portfolio manager & managing director Rob Thummel joins Market Catalysts to discuss the volatility of oil prices and why he sees long-term value in energy stocks.

Three megacaps that fell sharply last week have been on growth investors' radars in recent days.

Apple stock has climbed more than 22% year to date, with investors rewarding the iPhone maker for its capex-light approach to AI spending.

It's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.

Apple is close to overtaking Nvidia as the largest company for the first time in more than a year. Nvidia stock is down 3.7% today, extending its losses from last week. This brought its market capitalization down to $4.8 trillion.

Each of these founders has unique strengths and a vision for their company.

Yoodli, the AI-powered experiential learning platform that uses AI roleplays to help teams practice high-stakes conversations, today announced the appointment of Kartik Murthy as Vice President of Product. Murthy officially joins the company July 27 and will lead product strategy and execution as Yoodli scales its platform for global revenue teams.

Wall Street is heading for a pivotal week as Big Tech earnings, the Federal Reserve's rate decision and key inflation data test a market hovering near record highs. The busiest stretch begins on Wednesday, when Microsoft and Meta Platforms report earnings before the focus quickly shifts to...

(Bloomberg) -- Forget the VIX at 18. The stock market is swinging around in ways that are beyond what’s seen as normal in bull markets.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysStocks and Bonds Rally as Brent Tumbles Below $90: Markets WrapThe broader S&P 500 Index looks steady i

News of the day for July 27, 2026

All eyes on Meta's big spending plans.

The Richland Parish project, originally announced at $10 billion, has grown into one of the largest AI infrastructure investments in the world

The benchmark US stock measures were pointing higher before the opening bell Monday after the US and

Eyes on capex guidance this week from Big Tech.

(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re

The multiple has come down while the growth rate has gone up. Wednesday decides whether that gap is an opportunity or a warning.

(Bloomberg) -- Meta Platforms Inc.’s Facebook and Instagram have served thousands of ads for AI “nudify” apps in breach of the company’s policies, delivered by one of its few advertising partners in China, according to the nonprofit Tech Transparency Project.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew Wi

Microsoft, Apple, Amazon and SK Hynix report this week as investors test Big Tech's AI spending against real returns.

Both stocks are cheaper than the S&P 500.

A report stating that Meta Platforms intends to sell its excess cloud computing capacity doesn't bode well for CoreWeave.

Hyperscaler cash levels will be a key focus in the coming week as Apple, Amazon, Meta and Microsoft report.

This is a huge earnings week, with nearly a third of S&P 500 companies reporting. The Fed is expected to hold rates steady after its confab ends Wednesday, and we’ll see key inflation data on Thursday.

The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...

Meta has launched a dedicated Seller app for Facebook Marketplace, aimed at professional sellers. The app focuses on enhanced seller tools and potentially lower fees, directly challenging eBay's core seller base. This development introduces fresh competitive pressure on eBay's marketplace model and its high-margin seller segment. eBay, traded as NasdaqGS:EBAY, now faces a new competitor targeting the same professional sellers that are central to its marketplace model. The stock trades at...

Cathie Wood's latest trade makes a strong case for Meta stock prior to Q2 earnings.

Meta Platforms (NasdaqGS:META) and Lightspeed Commerce have launched a direct integration that syncs in-store sales data with Meta's advertising systems. The integration allows physical retailers to connect point-of-sale transactions to Meta ad campaigns, even without an ecommerce site. The move is aimed at improving attribution of Meta ads to offline purchases and expanding Meta's role in brick-and-mortar retail marketing. Meta Platforms enters this partnership with Lightspeed Commerce...

Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough spot ahead of the July 29 earnings report. Whether the pullback is an opportunity or a warning depends on one question Wall Street is still debating.

Despite tremors in its share price, Cramer continues to be lukewarm about Meta Platforms (NASDAQ:META). The shares are down by 8.5% year-to-date and by 16.7% over the past year. One major point of debate surrounding Meta Platforms (NASDAQ:META) relates to its heavy capital expenditure in order to keep up with other mega cap peers. However, […]

Meta has abandoned a global pledge by leading companies to source all of their electricity from renewable sources, the social media giant confirmed Friday.A Meta spokesperson told AFP the company is continuing to scale up investments in renewable energy, and that leaving RE100 does not change its goal of matching its electricity use with 100 percent clean energy.

Meta escapes proposed class-action as WhatsApp privacy lawsuit is tossed

Just over a month since its initial public offering, SpaceX has delivered one of the weakest post-debut performances of any major U.S. listing since the end of the 2008-2009 financial crisis. A Barron’s analysis found that the stock performed worse than 90% of other U.S. IPOs with market capitalizations of $1 billion or more since July, 2009. Over the first 27 trading days, SpaceX was down 23% from its first day closing price of $161.

The market reaction to Alphabet's Q2 results has significantly raised the bar for its Magnificent Seven peers that are on deck to report results this week, namely Microsoft and Meta Platforms on Wednesday, July 29th, and Apple and Amazon on Thursday, July 30th.

Investors aren’t buying the earnings story this summer, in contrast to the spring rally that powered stocks to a record high in early June, suggesting a tough climb for markets over the back half of the year. Early second-quarter earnings data suggests companies are beating Wall Street forecasts by nearly 9%, well ahead of the four-quarter average of around 7.5% and the 4.4% tallied since 1994, according to LSEG. Nearly 85% of companies are beating estimates, compared with the recent average o

Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come next week, including Mag 7 earnings from Microsoft (MSFT), Meta (META), Apple (AAPL) and Amazon (AMZN), as well as the Fed decision and the latest Consumer confidence data.

STORY: Investor concerns over the growing cost of AI investments have become a central theme for markets after results from Google parent Alphabet, and Tesla, highlighted rising capital spending and cash burn among major technology companies.That has set a cautious tone ahead of next week's earnings from Microsoft, Amazon and Meta.If those companies "continue to raise their CapEx spending, then guess what? There'll be a negative reaction from the stocks, just like we saw this week from Google,"

Alphabet just reported the strongest quarter in Google Cloud's history. Revenue came in at $119.8 billion, up 24% year over year. Cloud grew 82% to $24.8 billion and blew past analyst estimates. The Cloud backlog hit $514 billion. Nearly 90% of the Fortune 100 is using Gemini Enterprise. By most ...

Meta’s latest corporate bonds earmarked for AI data center spending are called Beignet Investor and Sopaipilla Investor, after two popular sweet treats popular in these states.

Meta Platforms is launching a dedicated app for sellers on Facebook Marketplace. Meta stock was a fraction higher midday Friday while the news appeared to weigh on eBay shares. The new app will be called Seller, according to an announcement from Meta on Friday morning.

Bond investors are repricing AI infrastructure risk

Meta and Alphabet both reported blowout quarters, but one relied on a tax windfall while the other borrowed billions to fund its AI ambitions. The gap between their valuations tells a story that ad revenue and cloud growth alone cannot explain.

Get a deeper insight into the potential performance of Meta Platforms (META) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) ("Lightspeed" or the "Company"), the unified omnichannel platform powering ambitious retail, golf and hospitality businesses in over 100 countries, today announced the launch of Lightspeed with Meta Conversions API for Lightspeed Retail. The integration helps brick-and-mortar retailers better understand how Meta ads influence in-store purchases, making it easier to measure performance and optimize campaigns around revenue-driving outcomes.

Meta Platforms is launching a dedicated app for sellers on Facebook Marketplace. Meta stock was a fraction lower early Friday while the news appeared to weigh on eBay shares. The new app will be called Seller, according to an announcement from Meta on Friday morning.

(Bloomberg) -- BlackRock Inc. began marketing $12.3 billion of high-grade bonds to fund a Meta Platforms Inc. data center project, testing investor appetite amid growing concerns about excessive AI infrastructure spending. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Fall

Meta's AI strategy has quietly shifted from playing catch-up to raising the stakes in ways most analysts have yet to price in, and the CapEx fears dominating headlines may be obscuring something much bigger building beneath the surface.

Shares of eBay (NASDAQ:EBAY) declined 3. 7% on Friday after Meta (NASDAQ:META) introduced a standalone Seller app for Facebook Marketplace, prompting fresh concerns that the social media giant is targeting the online marketplace’s professional merchant base.

Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) ("Lightspeed" or the "Company"), the unified omnichannel platform powering ambitious retail, golf and hospitality businesses in over 100 countries, today announced the launch of Lightspeed with Meta Conversions API for Lightspeed Retail. The integration helps brick-and-mortar retailers better understand how Meta ads influence in-store purchases, making it easier to measure performance and optimize campaigns around revenue-driving outcomes.

Shares of eBay (NASDAQ:EBAY) fell 3.7% Friday morning as investors reacted to Meta’s launch of a dedicated Seller app for Facebook Marketplace. While Meta’s product rollout was public, the stock decline underscores growing concern on Wall Street that Meta is making a direct play for eBay’s core seller base. Historically viewed as an informal, local yard-sale platform, Facebook Marketplace’s standalone "Seller" app introduces tools specifically engineered to siphon professional, high-margin power

Tesla Bears Score $9 Billion Windfall After Brutal Earnings Selloff

(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo

Short sellers gained about $4.3 billion in one session.

A potential $10 billion compute-leasing deal with Anthropic could mark Meta's first major step toward generating revenue from its massive AI infrastructure investments.

Alphabet reported blowout earnings results late Wednesday, but the stock is dropping after the search giant again raised its forecast for capital expenditures. The Google-parent reported second-quarter adjusted earnings of $9.11 per share, well ahead of Wall Street’s consensus estimate for earnings of $2.88 per share, according to FactSet. Alphabet said the results included $6.26 a share in gains on the fair value of its equity securities.

Today, July 23, 2026, investors punished the search giant after it raised capital spending forecasts again, signaling aggressive AI investment ahead.

BATON ROUGE, La., July 23, 2026 (GLOBE NEWSWIRE) -- Business First Bancshares, Inc. (NASDAQ: BFST) (Business First), parent company of b1BANK, today announced its unaudited results for the quarter ended June 30, 2026. Business First reported net income available to common shareholders of $22.8 million or $0.70 per diluted common share, increases of $0.6 million and $0.02, respectively, compared to the linked quarter. On a non-GAAP basis, core net income for the quarter ended June 30, 2026, which

D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.

The "Magnificent Seven" group of stocks suffered its steepest one-day decline since the tariff-driven market sell-off in April 2025.

Meta's next quarterly report will be about far more than ad revenue -- it could reveal whether Zuckerberg is building the world's next AI cloud giant or simply spending at an unprecedented pace.

The broader technology sector weakened after renewed geopolitical tensions in the Middle East weighed on investor sentiment.

CEO Andy Jassy has pledged that Amazon will be a "meaningful leader" in AI.

Tesla and Alphabet both delivered blowout quarters and both got punished by the market anyway. Before you follow the crowd and sell, our price targets reveal why the selloff reaction may be telling the wrong story entirely.

CCC Intelligent Solutions (CCC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.

Google stock fell as Wall Street analysts questioned Alphabet's AI leadership, Gemini 4 roadmap and rising capital spending after its Q2 earnings report.

Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The letter emphasizes the vital role of AI adoption in capital markets, highlighting a projected $7 trillion in new debt issuance by 2029 due to increased AI computing investments by hyperscale companies. This […]

Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether retail investors are reading the same signal Wall Street is.

Alphabet just posted a cloud quarter that should have sent shares soaring, yet investors are selling hard this morning. The reason comes down to a spending commitment so large it flipped free cash flow negative and rattled the entire AI trade.

Company to Host First Quarter Fiscal Year 2027 Results Conference Call on Thursday, August 13, 2026, at 8:30 a.m. Eastern Time AUSTIN, Texas, July 23, 2026 (GLOBE NEWSWIRE) -- Virtuix Holdings Inc. (NASDAQ: VTIX), a leading developer of AI-driven, full-body simulation systems, will hold a conference call on Thursday, August 13, 2026, at 8:30 a.m. Eastern time to discuss its results for the first quarter fiscal year 2027 ended June 30, 2026. Virtuix will provide an update on the company’s acceler

Meta keeps raising its capital spending to eye-watering levels, and the bear case says margins should be collapsing by now. Here is why the opposite keeps happening and why that changes the math on owning the stock.

Google stock fell as Wall Street analysts questioned Alphabet's AI leadership, Gemini 4 roadmap and rising capital spending after its Q2 earnings report.

Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook Alphabet has nothing to do with AI hype and everything to do with a structure that quietly collects a fee from nearly every corner of the internet.

The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind.

The social media company is posting stellar results, but after a recent drop in the shares, the real question is what you're paying for that growth.

Space Exploration Technologies Corp. (NASDAQ:SPCX) stock fell for a seventh straight session on Monday, dropping 3.3% to $119.85. That’s below its $135 IPO price from June. The stock has fallen about 27% in July alone. SpaceX’s market cap dropped to $1.52 trillion, pushing it below Meta Platforms and out of the top seven U.S. companies […]

The stars are aligning for a special member of the "Magnificent Seven" to become the next blockbuster stock split.

Alphabet reported blowout earnings results late Wednesday, but the stock is dropping after the search giant again raised its forecast for capital expenditures. The Google-parent reported second-quarter adjusted earnings of $9.11 per share, well ahead of Wall Street’s consensus estimate for earnings of $2.88 per share, according to FactSet. Alphabet said the results included $6.26 a share in gains on the fair value of its equity securities.

BlackRock cements its role in the AI data center sector, financing Meta’s $12B Texas project and closing a $40B Aligned acquisition.

3M beat second-quarter estimates and raised full-year adjusted EPS guidance following its AI infrastructure partnership with Microsoft.

HSBC believes Apple may win the AI race without matching the massive spending of its tech rivals.

To gauge where retail sentiment stands on major AI stocks, we scoured Reddit investing communities where retail traders debate stock picks and swap theses in real time. Meta Platforms (NASDAQ:META) was a clear favorite of many long-term retail investors. The stock is down roughly 4% this year, but many Redditors believe now is the time […]

Alphabet reported blowout earnings results late Wednesday, but the stock dropped after the search giant again raised its forecast for capital expenditures. The Google-parent reported second-quarter adjusted earnings of $9.11 per share, well ahead of Wall Street’s consensus estimate for earnings of $2.88 per share, according to FactSet. Alphabet said the results included $6.26 a share in gains on the fair value of its equity securities.

Keren will succeed Meta’s Guy Rosen, who will reportedly remain CISO through a transition period before leaving later this year.

Reddit is growing faster, but the question is how long it will be before its revenue growth decelerates.

Alphabet shareholders await results from the first of the Magnificent Seven stocks.

A majority of US residents object to artificial intelligence data centers being built near their hom

Joby Aviation gains as Virgin Atlantic backs UK air taxi rollout

Morgan Stanley just raised its AI spending forecast to a staggering new ceiling, but the firm's own analysts warn that most of those dollars never actually stay in the American economy.

Google is doing a great job of converting AI Overview and AI Mode traffic into Search revenue, Gene Munster said in a post on X.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB)’s AI-enabled glasses could represent a new growth opportunity for the company as the wearables move toward broader consumer adoption, according to Jefferies analysts who tested multiple models and highlighted the product’s potential as a...

Six weeks ago, investors were openly questioning whether Meta Platforms' enormous spending on artificial intelligence would deliver a clear return to shareholders. Meta shares climbed 21% through mid-July, adding roughly $270 billion in market capitalization, Motley Fool reported. That rally pushed ...

OpenAI just raised its compute spending target to a figure that dwarfs its entire revenue base, and the gap between what it earns and what it plans to spend raises a question the AI industry has been avoiding: at what point does ambition become a liability?

Meta is taking on more debt that isn't reflected yet in the company's quarterly balance sheets.

Will an announcement on Meta's earnings call lead to a surge in the stock price?

Here is a way to collect a steady income stream from one of the market's biggest names now, which you keep no matter what, while lining up a chance to buy its shares at a serious discount if they ever get cheap enough.

Today, July 22, 2026, WTI crude oil jumped above $86 per barrel on Middle East tensions, sparking inflation fears.

Meta Platforms (META) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

GE Vernova and NextEra Energy are in focus as AI-driven power demand boosts energy infrastructure investment ahead of their upcoming earnings reports.

Forget the red-hot headline grabbers for a minute. We're dedicating space to high-quality sleeper stocks that have already delivered and could keep climbing.

(Bloomberg) -- Investors who spent weeks watching US stocks go nowhere are pinning their hopes for a breakout on a key pillar of the four-year bull run: corporate earnings. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftTreasury Flags Concern Over ‘Potenti

Google stock faces Q2 earnings test as investors watch cloud growth, AI progress, advertising trends, capital spending and Gemini updates.

BlackRock (BLK) just stepped into the middle of the AI buildout, and it did so as a lender rather than a builder. The world's largest money manager is looking to raise more than $12 billion in bonds to help fund a Meta Platforms (META) data center campus in El Paso, Texas. That single move tells ...

Meta Platforms' cloud computing business changes the investment thesis completely.

It remains unclear how Meta, which is aggressively buying compute for its own needs, will have enough excess compute to sell at scale.

Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.

Rothschild & Co Redburn analyst Dominic Ball maintained a Buy rating on the Facebook parent and raised his price target to $1,000 from $900.

Collect upfront option premium while agreeing to potentially buy the stock at a lower target price if assigned.

Wall Street keeps punishing Meta every time Zuckerberg talks about trillion-dollar bets on AI and virtual reality, and that recurring panic is exactly where one investor keeps parking fresh capital.

Shopify gets a downgrade, with an analyst writing that Meta Platforms could do serious damage to the e-commerce platform provider.

Meta Platforms (META) stock has been in focus after talks to lease AI computing capacity to Anthropic in a potential US$10b deal over two years, raising fresh questions about how investors value Meta’s AI build out. See our latest analysis for Meta Platforms. Meta Platforms shares have pulled back slightly from an intraday high of about US$686. However, the 30 day share price return of 11.89% and 3 year total shareholder return of 123.42% show momentum that has built over a longer horizon,...

BlackRock combines GIP and HPS to finance Meta's AI data center project through a major bond sale.

Both Meta and Pinterest crushed Q1 earnings with double-digit revenue growth, but one is spending $125 billion chasing a superintelligence future while the other just hit a billion-dollar quarter for the first time. The gap between them tells a very different story about which stock actually belongs in a long-term portfolio.

GameChange Energy, a global energy infrastructure company, announced that its Genius Tracker™ solar tracker systems have been selected for the Pepper and Lucky 7 utility-scale solar projects in Texas, developed by Sabanci Renewables.

Ark Invest added to three existing positions that have fallen over the past year.

GameChange Energy, a global energy infrastructure company, announced that its Genius Tracker™ solar tracker systems have been selected for the Pepper and Lucky 7 utility-scale solar projects in Texas, developed by Sabanci Renewables.

Meta Platforms will report its second-quarter results on July 29.

(Bloomberg) -- Moonshot AI is preparing to begin discussions in August on a final round of fundraising before listing in Hong Kong, capitalizing on the excitement around its latest model to raise capital at a valuation of as much as $50 billion.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than

The rally appears to be on as Meta heads into earnings.

Google Cloud is sitting on a backlog so enormous it had to turn away some of the biggest names in tech, and the company's answer to breaking that logjam starts not with more data centers but with a radical rethinking of silicon itself.

JPMorgan Chase and Morgan Stanley are arranging the debt sale for a 1-gigawatt campus in El Paso that BlackRock's infrastructure and private-credit units own 80% of

Stock markets rose Tuesday as technology shares rebounded further, while oil prices climbed as Iran targeted US radar and air defence installations in the Gulf.Elsewhere, oil prices climbed as Iran stepped up its attacks in the Middle East, two weeks after its war with the United States resumed.

Meta stock slumped in June -- then jumped in July.

Hut 8 did not disclose the tenant for its 1 GW Beacon Point data center, but process of elimination points to Amazon, Nvidia, Meta, or Microsoft.

Meta recruits a top Amazon executive as it expands into the cloud business.

Expectations are running high for Alphabet's Q2 results on Wednesday, July 22, but so is the company's earnings momentum.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is expected to deliver second quarter results above Wall Street expectations when it reports earnings on July 29, according to Bank of America analysts, who believe that healthy advertising demand and AI-driven improvements should support...

In the past few years, NVIDIA Corporation (NASDAQ:NVDA) has been one of the most-covered stocks in the media as analysts and experts give their take on the undisputed engine of the AI revolution. A lot of this analysis has been dedicated to the graphics processing power of the company and how it has helped turn […]

The next "Magnificent Seven" stocks won't be the "Mag 10," Citi analysts say: Watch these "Growth Industry" sectors instead.

Here is a way to collect and generate upfront income today from one of the market's biggest names while establishing an opportunity to buy shares below current prices.

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Wedbush said the move reinforces expectations that Meta is expanding its AI infrastructure strategy.

The British AI materials startup launches a 48-member foundry and reaches a $2.6 billion valuation.

Meta Platforms (META) is expected to report Q2 revenue and earnings above Wall Street estimates, sup

Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data tell a completely different story about where this company is actually headed.

Meta crushed earnings five quarters running yet the stock has gone nowhere, and a $145 billion capex bet is the reason investors are split. Whether that spending becomes a catalyst or a liability depends on what happens next quarter.

Wall Street closed sharply lower on Friday, pulled down by tech and discretionary stocks.

Anthropic's potential $10B AI computing deal with Meta could boost AI infrastructure demand and lift Meta-focused communication services ETFs like XLC and VOX.

New data from BrightEdge shows Google AI turning to Facebook and Instagram to help answer consumer questions about local businesses, events, entertainment and cultural moments.SAN MATEO, Calif., July 20, 2026 (GLOBE NEWSWIRE) -- BrightEdge, the global leader in enterprise organic search, content, and AI discovery, today released new data showing Google’s AI is drawing a significant volume of information and recommendations from social platforms, with Meta properties emerging as a top source. In

(Bloomberg) -- The popular Magnificent Seven stocks moniker is “no longer relevant” in assessing how to play the US artificial intelligence trade, according to Citigroup Inc. strategists.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Against Disney Over

(Bloomberg) -- Producing the world’s most in-demand semiconductors requires enormous amounts of energy and access to rare minerals. CuspAI, a two-year-old British startup, has raised nearly half a billion dollars on its bet that artificial intelligence can improve that process. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC

The team debates whether Meta's new AI, semiconductor manufacturing, and prediction market initiatives are value-added ideas or wasted capital for the tech juggernaut.

Although it may be unloved, this big tech stock is worth considering.

Nvidia, Meta Platforms, and Microsoft are all trading at cheap valuations.

The race to build AI data centers is huge, and key industry suppliers are reaping big rewards.

Netflix shares fell over 8% after-hours as revenue missed estimates despite an EPS beat, with investors weighing lower free cash flow and reduced engagement-data disclosures.

Oklo stock has plummeted in 2026, in spite of the company's positive progress. This is the buying window long-term investors have been waiting for.

The tech company just added $270 billion to its market cap.

When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst saw the opposite, and has been loading up on shares ever since.

Investors are focusing more on what could be the company's most important segment going forward.

Alphabet’s broader ecosystem gives it the long-term edge, while Meta offers faster growth, a lower valuation and a higher yield.

Meta stock extends gains on reports Anthropic is interested in buying computing power from it. Does that warrant buying META shares? Let’s find out!

Shares of social network operator Meta Platforms (NASDAQ:META) fell 3.1% in the afternoon session after a broader sell-off in AI-related technology stocks and rising investor anxiety over its massive spending on artificial intelligence initiatives. The decline was fueled by concerns about the company's projected capital expenditures for 2026, which were raised to a range of $125 billion to $145 billion. According to BMO Capital, Meta has the "least visible return on investment story among peers"

Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.

SpaceX (SPCX) canceled the test launch of its latest Starship rocket on Thursday due to engine ignition failure. The space venture's stock sinks lower ahead of Friday's close after already dropping below its mega-IPO price earlier this week. William Blair research analyst of industrials Louie DiPalma — whose firm maintains an Outperform rating on SpaceX's stock — comes on to talk more about the opportunities and risks ahead for Elon Musk's company.

In the stock market, earnings and earnings growth are paramount, but in business there is something that matters even more. Shares of the EV start-up fell as low as $2.37, down more than 50%, on Tuesday after news portal electric-vehicles.com said the company was considering a bankruptcy filing, which Lucid strenuously denied. Lucid stock was susceptible to damage because the company isn’t profitable and will need billions in new capital over the coming years to reach that point—expected when

Anthropic proposed the arrangement in June, according to a report in The New York Times, citing people familiar with the discussions.

AI is no longer just an emerging technology. In just a few years, it has become one of the biggest forces shaping how people search for information, shop online, create content, and get work done. Since ChatGPT brought generative AI into the mainstream, businesses have been racing to weave AI into their products, while consumers continue finding new ways to use it in everyday life.TipRanks Welcomes a New ETF – NYSE:RANK TipRanks has entered a new arena in the investing world, powering the index

Meta keeps printing cash at a scale most companies never see, yet the real reason to keep buying has nothing to do with last quarter's earnings. Three structural advantages are quietly stacking in ways the stock price has not yet fully priced in.

Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter bet right now, and it may not be the obvious choice.

According to the report, Anthropic proposed the deal in June, which would involve the AI startup paying Meta in monthly increments over a two-year period for access to its AI data centers. Both companies would have the option to exit the agreement early.

Meta stock trimmed early losses after The New York Times reported the tech giant is in talks with Anthropic for a cloud deal.

Three numbers on Meta's income statement keep pulling my money back before the July 29 earnings call, and one of them proves something no other hyperscaler has managed to pull off yet.

Kindig said investors want proof that AI monetization is finally catching up with heavy capital spending.

This analyst thinks Meta stock is worth $720 a share -- and he may be right.

Meta Platforms is in talks to lease computing power to Anthropic in a potential deal worth up to $10 billion over ‌two years, according to a source familiar with the matter. Such a deal would help Meta diversify beyond advertising by generating revenue from its infrastructure and competing with neocloud firms such as CoreWeave and Nebius, as growing adoption of ‌advanced AI tools boosts the ⁠need for computing capacity. The Claude Code creator would pay Meta in monthly increments over the two-

Meta just made a big splash.

SK Hynix just landed on Nasdaq carrying the biggest slice of the high-bandwidth memory market, but arriving at a moment when semis are getting punished raises a pointed question about whether this heavyweight is a steal or a trap.

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

Sandisk's long-term contracts with customers should ensure more upside for investors over the next couple of years.

Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss itself.

Close to half of major IPOs sink below their offering price — and stay there for several years. Here’s why SpaceX is no different.

The stock's recent jump is tempting, but its long-term behavior tells a different story about the kind of risk it adds to your holdings.

AI infrastructure spending is driving rapid growth and multibillion-dollar backlogs for some industrial companies.

Investors are beginning to rethink their artificial intelligence strategies as concerns grow that the rapid expansion in hyperscaler spending could lose momentum over the next few years, prompting some fund managers to reduce exposure to semiconductor stocks in favour of software companies and major cloud providers. AI infrastructure rally faces fresh scrutinyFor much of the past two years, the dominant investment strategy has been to buy companies supplying chips and infrastructure used to powe

Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 4.5% in the afternoon session after reports revealed that the release of its flagship Gemini 3.5 Pro AI model has been delayed by several months.

Meta just doubled its biggest data center weeks after signaling it has more computing power than it needs.

Gemini 3.5 Pro is reportedly months behind schedule after falling short of Google’s internal expectations for coding capabilities.

Amazon, Alphabet, and Meta are my three favorite "Magnificent Seven" stocks to buy right now.

Google stock fell amid a report the internet giant is behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, as rivals gain momentum.

For years, Meta has rewarded shareholders with one of the biggest stock buyback programs in history. But as the company pours hundreds of billions of dollars into artificial intelligence, investors are asking a new question: Has Meta's AI strategy changed how the company returns cash to ...

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

Meta Platforms Inc (NASDAQ:META) is one of the best stocks to buy for the AI boom in the second half of 2026. At the current price, Meta stock carries more than 35% upside potential, according to analysts. Elite investors continue to show strong confidence in Meta Platforms, with 262 hedge funds having positions in Meta […]

Meta Platforms stock has surged back toward its highs, yet on current checks it still screens as cheaper than its underlying worth, with both the market multiples and an intrinsic value estimate pointing to room above the latest US$681.31 close. Over the last three years, Meta Platforms has returned 117.5%, which sets a high bar for any further upside to be justified by fundamentals rather than momentum alone. The heavy build out of AI data centers and custom chips can support long term cash...

Cipher Digital Inc. (NASDAQ:CIFR) is one of the best low priced technology stocks to invest in. On July 2, Rosenblatt Securities reiterated Buy ratings on Cipher Digital Inc. (NASDAQ:CIFR) and Galaxy Digital (NASDAQ:GLXY), saying the recent selloff across high-performance computing (HPC) stocks has made their valuations quite attractive. Rosenblatt noted that the selloff picked up […]

Shares notched another record high on Thursday. Maybe the iPhone maker should thank John D. Rockefeller’s Standard Oil.

Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) closed down 4.4% on Thursday, erasing $200 billion in market capitalization, following a Bloomberg report that Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model.

European stock markets closed mostly lower in Thursday trading, with the Stoxx 600 fractionally lowe

Meta CEO Mark Zuckerberg is teasing launching a data center business.

Nvidia-backed AI infrastructure startup Fireworks said on Thursday it raised $1.51 billion at a $17.5 billion valuation ‌to expand its engineering team and global compute ‌capacity. The Series D funding round was led by investment firms Atreides Management, Index ​Ventures and TCV. Participants included existing investors like Nvidia and Lightspeed Venture Partners.

Meta is pouring hundreds of billions into AI data centers while its stock sits well below its recent highs and insiders quietly sell shares every week. The gap between that spending ambition and what shareholders actually earn back is the tension every META investor needs to understand right now.

Meta and Microsoft both crushed earnings on the same day, yet the executives at one company immediately started selling shares at a frantic pace while the other held steady. What the insiders know about what comes next in August may change how you see both stocks.

Midstream operator Williams Cos. an energy middleman whose pipelines act as toll roads, handles roughly one-third of all the natural gas in the U.S. every day, connecting it from where it’s produced to where it’s used. It’s one of the latest beneficiaries of artificial intelligence, as the company helps to provide some of the juice that increasingly electricity-hungry data centers require. “Williams has articulated an expectation for potentially 10% earnings growth through the end of the dec

Meta just crushed earnings by nearly 57% yet the stock sits flat on the year, and a specific date in fall 2026 is when our model says the dam finally breaks.

Magellan Investment Partners, an Australian investment management company, released its second-quarter 2026 investor letter for “Magellan Global Opportunities Fund”. A copy of the letter can be downloaded here. The Fund invests in companies with sustainable competitive advantages that generate returns exceeding their cost of capital over time. In Q2, the global stock market rose 13.8%, […]

Meta, Pinterest, and Reddit look like bargains given their growth.

The Wall Street firm stated that companies with the strongest technology, products, and distribution are best positioned to benefit.

The social media giant is pouring record sums into an artificial intelligence future, forcing investors to decide if they are buying a proven profit machine or funding an unproven science project.

U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.

IRVINE, Calif., July 16, 2026--Edwards Lifesciences (NYSE: EW) plans to announce its operating results for the quarter ended June 30, 2026 after the market closes on Thursday July 23, and will host a conference call at 5:00 p.m. ET that day to discuss those results.

STORY: From SK Hynix shares yo-yoing to Apple suing OpenAI...This is AI Weekly.:: AI WeeklySK Hynix shares went on a wild ride after its U.S. listing last week.Shares plunged 15% in trading on Monday, marking the South Korean chip giant's biggest one-day fall on record.But the firm's stock bounced back almost 13% later in the week.It followed gains made in U.S. tech stocks after softer-than-expected U.S. inflation data and upbeat analyst forecasts for AI memory demand.Meta plans to produce AI ch

Robinhood executives Stephanie Guild and Steve Quirk join Yahoo Finance Executive Editor Brian Sozzi to break down the unprecedented wave of upcoming AI and SpaceX IPOs, the risks of the "Magnificent Seven" market concentration, and why a looming $150 oil shock could test the stock market this summer.

Investing.com -- Citi is projecting a staggering $801 billion in combined 2027 capital expenditure across Alphabet, Meta Platforms, and Amazon, warning that the scale of AI infrastructure spending will push all three hyperscalers into negative free cash flow territory in both 2027 and 2028.

Chinese rival to Micron could shake up the chip market, U.S. will put 25% tariff on some Brazilian goods, United Airlines raises full-year guidance, and more news to start your day.

Sodexo stock has delivered a 26.6% total return over the past 5 years, yet its current pricing sits in a grey area, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest more room on the upside. That split, combined with a mixed overall value score, raises a clear question about how much of the recent news flow is already reflected in the share price. Over 5 years, Sodexo has returned 26.6%, which points to a moderate payoff for...

The backlog is enormous. So are the losses and the capital bills behind it.

Csquare, a data center operator backed by Brookfield, is going public as investors are growing skeptical about AI and IPOs.

Meta's newest recruits could lose their jobs once data center construction is finished. Nobody knows if they'll get hired anywhere else

Meta and Alphabet may be competing in another field soon.

Meta contracted Turner, Mortenson and DPR to build the Richland Parish facility, which will support 7,500 construction jobs at peak construction.

A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot demand for AI infrastructure can support current valuations. Dell Technologies Inc (NASDAQ:DELL) fell as much as 12%, touching a session...

Three years ago AMD had almost no presence in AI data centers. Today hyperscalers treat it as a strategic partner rather than a fallback option, and the reason why has less to do with chip performance than most investors realize.

UFC CEO Dana White sits inside Meta's boardroom and calls Mark Zuckerberg the biggest killer he has ever met. What he witnessed there explains why Meta is now placing a bet that dwarfs anything Silicon Valley has attempted before.

According to recent research by Arizton, the global data center market was valued at USD 514.26 billion in 2025 and is projected to reach USD 959.19 billion by 2031, growing at a CAGR of 10.95%. Data center investments increased by approximately 35.22% in 2025 compared with 2024, primarily driven by the deployment of AI workloads across data centers worldwide and billions of dollars in annual investments by hyperscale operators, including Amazon Web Services (AWS), Apple, Google, Meta, and Micro

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.

New York Gov. Kathy Hochul, on Tuesday, reportedly ordered the nation’s first statewide pause on new hyperscale data centers, temporarily halting environmental permits for up to a year. The freeze is intended to give the state time to develop rules...

SAN FRANCISCO, July 15, 2026--Rime, the leading enterprise voice AI platform, today announced it has raised $24 million in Series A funding led by M13, with participation from Twilio Ventures, Corazon Capital, and continued participation from Unusual Ventures and other existing investors. As part of the announcement, Morgan Blumberg, Partner at M13, will join Rime’s Board of Directors. The funds will be used to invest in Rime’s proprietary conversational dataset and make strategic hires in engin

SILICON VALLEY, Calif., July 15, 2026--Archer Aviation Inc. (NYSE: ACHR) today announced Zee, what it believes to be the world’s leading aviation-specific foundational model that delivers a unified aviation intelligence platform built on ADS-B, ATC communication, maps and charts, aircraft state, terrain and weather data. Zee is trained on real-world operational data, aggregated through Archer's proprietary data pipeline and a global network of over 6,000 ADS-B receivers.

Buying and holding these tech stocks for the long term could pay off.

Market volatility could be looming. Here's how to protect your investments.

Get paid a healthy income stream today for simply agreeing to buy shares of Meta Platforms at a steep discount, but only if the stock takes a serious tumble.

If you hold shares, the options market is pricing a future for Alphabet that is far from certain, and you're exposed to the full breadth of that potential swing.

(Bloomberg) -- In the span of just two weeks, Meta Platforms Inc. has gone from a market afterthought to one of its hottest stocks, as investors finally like what Facebook’s parent is saying about its artificial intelligence plans.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeOpenAI’s First Device Will Be Movable, Screenless Speaker Buil

Morgan Stanley just revised what it costs to build a frontier AI cluster, and the new numbers are reshaping which companies can actually compete in the AI arms race. The financial gap between winners and everyone else is widening faster than Wall Street anticipated.

As spending on the artificial intelligence (AI) infrastructure build-out accelerates, a separate stock market catalyst is being starved of capital.

Meta Platforms Inc. has significantly ramped up its investment in the Hyperion data center project in Louisiana. The project’s cost now surpasses a whopping $50 billion. The company’s Monday blog post revealed that the Richland Parish-based data center, set to...

Meta is boosting its Louisiana data center investment from $10B to $50B, aiming to create the largest AI campus in its pipeline.

Semiconductor stocks still have plenty of runway in front of them.

Chinese large language model (LLM) developer DeepSeek is reportedly preparing for an IPO later this year or in 2027. Yahoo Finance Technology Editor Dan Howley outlines what we know so far.

Amazon.com, Inc. (NASDAQ:AMZN) is among the Ray Dalio Stock Portfolio. On July 7, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) said it plans to raise $25 billion through a US dollar bond sale. It will extend Big Tech’s focus toward debt financing as companies are increasing AI infrastructure spending. Reuters said the firms, Alphabet, Microsoft, and Meta, are expected to spend […]

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks discussed by Jim Cramer. Micron Technology, Inc. (NASDAQ:MU) has shaped up to be one of the hottest stocks and firms in today’s era. While few would have thought that the […]

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Meta Platforms Inc. (NASDAQ:META) is one of the stocks discussed by Jim Cramer. Jim Cramer has stuck with social media giant Meta Platforms Inc. (NASDAQ:META) despite the weakness in the firm’s share price. A considerable amount of debate in […]

Nvidia (NVDA) stock has struggled to keep pace with the broader semiconductor rally this year, but Morgan Stanley just says the AI chip giant remains one of its favorite names. Shares of Nvidia fell 3.5% on Monday as investors continued to question whether the chipmaker can sustain its growth. ...

Meta stock is back in rally mode, for now.

Meta is expanding its Hyperion data center project in Louisiana to more than $50b of planned investment. Blue Owl Capital (NYSE:OWL) is involved in the project through a joint venture focused on digital and AI infrastructure. The scale of Hyperion highlights the growing role of private capital in funding large U.S. data center and connectivity projects. Blue Owl Capital is stepping into a much bigger spotlight as Meta’s Hyperion data center project in Louisiana scales to a planned...

Meta Platforms, Inc. (NASDAQ:META) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, Bank of America analyst Justin Post maintained a “Buy” rating on the company’s stock with a price objective of $835. As per the analyst, creating a business that is focused on cloud services or AI infrastructure can […]

Meta Platforms (META) stock has finally crossed back above its 200-day moving average, consecutively in its last two sessions. Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about Meta's latest stock moves and what that may signal about its sustainability.

One stock has a very high ceiling, while the other has a much higher floor.

After dominating mobile game advertising, the company is pushing its AI platform into new markets, forcing investors to weigh proven performance against the risks of a major strategic pivot.

(Bloomberg) -- Apple Inc. received a rare bearish rating as KeyBanc Capital Markets downgraded the stock to underweight, citing concerns over both demand and valuation.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With App

Meta Platforms Inc. (NASDAQ:META) has officially transformed from a cautionary tale of extreme capital expenditure into the “market’s latest darling,” following a rapid 20.97% stock rally in roughly three weeks, driven by a radical shift in how Wall Street values the tech giant’s artificial intelligence infrastructure. The 21% Surge Explained Between late June and mid-July 2026, Meta experienced a blistering market rally, with its adjusted closing stock price jumping from $542.87 on June 25 to $

The market is handing investors a gift with the latest sell-off.

Futures tracking the Nasdaq 100 were rising on Tuesday–but the tech-heavy index's biggest names weren't benefiting from the broader rebound. Roundhill's Magnificent Seven exchange-traded fund, which tracks shares of seven mega-cap tech companies, slid 0.

Firms could face fines of up to £18 million or 10% of global revenue, whichever is greater, once the new rules come into effect.

The updated development includes an investment of more than $50 billion in the region and assurances of support for local schools and businesses.

he varying definitions of this stock grouping can make it hard to determine whether investors should put their money there.

Meta Platforms has launched "Meta Compute," a third-party cloud AI offering that directly overlaps with CoreWeave's services. The move turns Meta from a major customer into a significant new competitor for CoreWeave. At the same time, Ark Invest and Cathie Wood have increased their holdings in CoreWeave (NasdaqGS:CRWV). CoreWeave enters this new phase with its shares at $88.88 and a mixed recent track record. The stock is up 2.8% over the past week and 12.1% year to date, but is down 11.6%...

Meta stock has been boosted by signs it is becoming more competitive in AI, but JP Morgan isn’t convinced yet.

CEG adds nearly 10 GW of power capacity as AI, data centers, electrification and U.S. manufacturing drive electricity demand.

Jim Cramer watched a single sentence from Mark Zuckerberg send Meta's stock soaring by a predicted $100 per share, and now he's arguing that big tech has become nearly impossible to sell no matter what the bears say about debt.

Retail is selling former leaders, but record market breadth shows the broader rally is still holding up.

Meta just raised its spending plans to a figure that stopped Wall Street in its tracks, and the stock has not responded the way bulls expected. Whether the math eventually works in investors' favor hinges on three compounding forces inside the business right now.

Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report soon, starting with Microsoft on July 29, and the setup looks nothing like the fear priced in.

Nvidia stock was edging down early Monday. The daily move was broadly in line with the wider market, with the technology-heavy Nasdaq Composite down 0.9%. In fact, Nvidia was holding up better than the PHLX Semiconductor Index, which was falling 4%.

Both Meta and NVIDIA delivered blowout quarters on the same AI wave, yet investors treated the two stocks very differently this summer. One company quietly flipped its biggest cost line into a potential revenue stream, and that changes the comparison entirely.

Contracts, teacher bonuses and restaurant sales show Hyperion’s immediate economic reach, while rising rents, traffic and power demand are testing the rural parish around it.

Meta stock has been boosted by signs it is becoming more competitive in AI but JP Morgan analysts aren't convinced yet.

The company is increasing spending as competition for AI infrastructure accelerates.

The Hyperion supercluster in Richland Parish is nearly double its prior $27 billion price tag and more than double its original 2-gigawatt capacity

Meta stock was a fraction lower after the tech giant revealed an expansion for its Hyperion Louisiana data center project.

The company scaled up the size of its massive data-center project in Northeast Louisiana to 5 gigawatts of compute capacity and said it would now cost more than $50 billion.

Tech stocks fell on Monday amid an ongoing debate over artificial intelligence spending and profitability.

Meta expands its Louisiana data center to 5 gigawatts while total expected investment could exceed $250 billion.

SpaceX faces valuation and execution concerns, but its leadership in satellite connectivity and reusable launches supports long-term growth prospects.

(Bloomberg) -- Meta Platforms Inc. has committed to spending an additional $40 billion on its sprawling data center campus in Louisiana, pushing its total expected investment beyond $250 billion for the site as it continues to grow its artificial intelligence computing footprint. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Em

Meta said the $50 billion expansion will make its Richland Parish site one of the largest data centers in history while bringing jobs and new funding to the rural community.

Mark Zuckerberg‘s net worth surged by more than $13 billion on Friday as Meta Platforms shares extended their strong rebound. He ended the week with an estimated net worth of $237 billion, an increase of about $4 billion since the...

Meta said on Monday its data center in Richland Parish, Louisiana, will expand to 5 gigawatts of compute capacity, ‌with investment in the project increasing to more than $50 billion. The planned ‌data center, known as Hyperion, was earlier projected to deliver more than 2 gigawatts of ​compute capacity to support training of large language models, the technology behind tools such as ChatGPT. • U.S. environmental law group Earthjustice's request ‌to investigate the financing ⁠of Meta's Louisia

The Morning Bull - US Market Morning Update Monday, Jul, 13 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4%, as investors digest a mix of cooling inflation and uneven growth signals abroad. Softer price data in countries like France, where inflation sits at 1.8%, suggests global cost of living pressures are easing, which can take some pressure off central banks to keep lifting interest rates. At the same time, weaker industrial output in...

Meta Platforms Inc (NASDAQ:META) is one of billionaire David Abrams’ top stock picks with upside potential. Analysts project more than 40% upside for Meta stock from the current level. This social media stock is popular with elite investors, as some 262 hedge funds own Meta shares. On July 2, Wolfe Research reaffirmed its Outperform rating […]

Meta Platforms has been announcing a flurry of AI initiatives that would help it monetize its capex. META stock can rise further in 2026 as the company raises its game in AI.

Chinese regulators have required Meta Platforms to unwind its planned $2b acquisition of AI start up Manus, clearing the way for Tencent to become the largest shareholder. The reversal marks a setback for Meta's AI plans in China and raises questions about its ability to secure and retain key AI assets in important markets. Separately, the European Commission has issued preliminary findings that Facebook and Instagram use potentially "addictive" design features such as infinite scroll and...

Meta Platforms Inc. (NASDAQ:META) is one of the 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw. Social media giant Meta Platforms Inc. (NASDAQ:META) has been in the news lately due to its reported decision to sell excess computing capacity. The reports come as discussions and debates about its spending, despite not […]

The tech executive admitted that things are taking longer than he originally hoped.

CNBC's Jim Cramer is bullish on Nvidia and Meta Platforms.

The sky is the limit for these companies.

The social media company's plan to become a cloud computing provider could shift the market's sentiment toward the stock.

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks discussed by Jim Cramer. Meta Platforms, Inc. (NASDAQ:META) is one of Jim Cramer’s favorite stocks that has struggled in 2026. Its shares are down by 16.3% over the […]

Constellation Energy's stock has pulled back from extreme valuation levels, making it far more attractive.

The latest round of earnings could be the catalyst the market needs to turn AI stocks around.

Meta's announcement doesn't spell doom for the neocloud market.

Today's Research Daily features new research reports on 16 major stocks, including Space Exploration Technologies Corp. (SPCX), Meta Platforms, Inc. (META) and The Boeing Company (BA), as well as a micro-cap stock, Value Line, Inc. (VALU).

On July 10, 2026, stock gained on renewed confidence as the S&P 500 edged back toward record highs.

The company's AI strategy is beginning to pay dividends.

Yahoo Finance Tech Editor Dan Howley discusses OpenAI Product and Business Chief Fidji Simo stepping down from her role due to ongoing medical issues.

Earlier Manus investors are discussing unwinding Meta's blocked $2 billion acquisition at the same valuation.

Meta launched Muse Image and Muse Spark 1.1 this week while revealing plans to manufacture its first in-house AI chip in September

Micron has handed investors a historic run, yet one veteran analyst is still pointing at a completely different stock as the smarter place to park money right now, and his reasoning challenges a core assumption most momentum traders are making.

All three major US stock indexes were up in late-morning trading Friday as investors anticipated the

Meta's stock is down more than 7% year to date. The company spent much of this year defending its decision to pour hundreds of billions of dollars into AI infrastructure, and investors who followed the Q1 earnings call on April 29 watched the stock drop another 6% to 7% after the company raised its ...

Meta keeps beating on revenue and margins while its stock sits well below last year's peak, and the gap between operational strength and share price performance raises a question most investors are getting wrong right now.

The social media maven is making waves with its AI progress.

Although much of the attention has centred on Meta’s (NASDAQ:META) newly unveiled Muse Spark 1. 1 AI model and its shift toward a paid developer strategy, investors are increasingly focused on a far less visible development that could have a much greater impact on the company’s long-term value.

Peter Lynch built his legendary track record by reading signals most investors overlook, and one of his most powerful indicators is now behaving in a way the technology sector has not seen in roughly 15 years.

An energy analyst says the AI labs themselves are engineering a power crisis that the U.S. grid cannot survive, and the race to fix it is already minting winners and losers across the market.

News of the day for July 10, 2026

Investing.com - U.S. stock index futures edged lower on Friday as investors consolidated gains following Wall Street’s sharp relief rally, with easing crude oil prices and signs of a possible diplomatic breakthrough between Washington and Tehran helping stabilize broader market sentiment.

BofA Says Meta's Biggest AI Win Isn't Its New Model

While the headlines are buzzing about Meta’s shiny new Muse Spark 1.1 AI model and its pivot to a paid developer model, Wall Street’s biggest bulls are actually focused on a much quieter, highly technical detail tucked away in an internal memo. The real reason shares are pushing higher is tied directly to the underlying math of Meta’s infrastructure, first brought to light by Reuters. The leak prompted BofA Securities analyst Justin Post to reiterate a Buy rating and an $835.00 price target on M

The European Commission's preliminary findings target infinite scroll, autoplay, and personalized recommendations, and could trigger a fine of up to 6% of Meta's global revenue

Beijing Halts Meta's AI Acquisition, Opening Door for Tencent

Micron accelerates U.S. investment plan, SpaceX’s Grok 4.5 is a win for Nvidia, Pepsi posts earnings beat, and more news to start your day.

Nasdaq futures edged lower on Friday, dragged by a decline in chip stocks, ahead of the U.S. listing of SK Hynix later in the day.

(Bloomberg) -- In the weeks leading up to SpaceX’s monster IPO, many Wall Street pros feared the deal represented an existential threat for Elon Musk’s other giant, Tesla Inc. But after a month in the stock market, the outcome is far from clear. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger With Ira

U.S. stock markets closed higher on Thursday as artificial intelligence (AI) trade regained momentum.

Meta released its Muse Spark 1.1 AI model on Thursday, boosting its shares.

Tencent is in talks to become the largest shareholder of Manus as investors race to unwind Meta’s $2bn acquisition of the AI agent start-up after...

Vancouver, BC, Canada, July 10, 2026 (GLOBE NEWSWIRE) -- Global Power Solutions Corp. (TSX Venture Exchange: PWER; Frankfurt Stock Exchanges: NJA) (“Global Power” or the “Company”) is pleased to announce that the Company has registered and will be in attendance at the Data Centre West 2026 (“Data Centre West”) conference, taking place September 9, 2026 at the Hyatt Regency in downtown Calgary, Alberta. Figure 1. Data Centre West – Learn more here Data Centre West is one of Western Canada’s leadi

META is now down just 4.2% YTD, after shedding 14.5% in H1.

Chinese gaming and internet company Tencent is in talks to become ‌Manus' largest shareholder as investors seek alternatives after Beijing ‌ordered Meta to unwind its $2 billion acquisition of the AI startup, two people with ​knowledge of the matter said on Friday. The Financial Times first reported Tencent's talks earlier in the day. Tencent, together with Manus' original investors, including ZhenFund and HSG, is planning to buy the company back from Meta ‌for no less than $2 ⁠billion, said o

The $10 billion project in Alberta will be the company’s 33rd facility worldwide.

Meta stock gains on plans of building first-ever data center in Canada. But does it warrant buying META shares at current levels?

Muse Spark 1.1 topped Opus 4.8 across multiple agentic benchmarks at 10x less the cost opening up a whole new revenue stream.

The Muse Spark 1.1 model is priced at $1.25 per million input tokens and $4.25 per million output tokens, with $20 in free credits to start

Dividends are one way for profitable companies to reward their shareholders, while also signaling financial strength and confidence in their future cash flow. Tech stocks, however, have traditionally prioritized stock buybacks over dividends as a way to reinvest excess cash and return value to ...

Meta Launches Huge AI Infrastructure Bet With $9 Billion Canada Buildout

Sandisk (NasdaqGS:SNDK) has entered a multi-year NAND flash memory supply agreement with Meta Platforms. The deal names Sandisk as a key supplier for Meta’s planned AI computing infrastructure build-out from 2026 onward. The agreement links a portion of Sandisk’s future NAND demand to one of the largest global technology companies. For investors watching Sandisk, this new agreement with Meta comes after a sharp share price move and sets a fresh reference point for expectations. The stock...

Meta Platforms Inc. (NASDAQ:META) is one of the top stocks to buy according to Whale Rock Capital Management. On June 30, Reuters reported that a federal judge in Oakland, California, rejected Meta Platforms Inc.’s (NASDAQ:META) attempt to dismiss a lawsuit filed by dozens of US state attorneys general, who accuse the company of intentionally designing […]

VST's long-term PPAs with Meta and AWS may support growth by improving revenue visibility, cash flow stability and power demand exposure.

CHATTANOOGA, Tenn., July 09, 2026--Effective July 9, 2026, the Unum Group (NYSE: UNM) Board of Directors declared a quarterly dividend of $0.505 per share on its common stock to be paid August 14, 2026, to stockholders of record as of July 24, 2026.

The semiconductor scene is going through an intense period of volatility again, but nothing much has changed when it comes to Wall Street analysts who stand by their targets. With the broader semiconductor names under pressure following the single-day plunge suffered by the South Korean memory giants, questions linger as to whether the AI chip ... Chip Stocks Are Buys on Weakness — A Top Name That Pros Expect Big Things From in the Second Half

Meta Platforms is reportedly going to sell its excess cloud computing capacity, a move that could open a multibillion-dollar business opportunity for the company.

Meta Platforms Inc. (NASDAQ:META) is one of the 10 Best Major Stocks to Buy According to Analysts. According to a report released on July 6, Cantor Fitzgerald analyst Deepak Mathivanan maintained a Buy rating on Meta Platforms Inc. (NASDAQ:META) and a $750 price target. The firm’s price target is below the median Wall Street analyst […]

Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s entry into the neocloud space, as he remarked: Last week, we learned that Meta Platforms might pivot some of its AI business and join the ranks of the neoclouds. These […]

CoreWeave, Inc. (NASDAQ:CRWV) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer called the company “best in the business,” as he stated: Now, next is CoreWeave. It’s a pure-play neocloud firm. I talk about it quite a bit. CoreWeave’s arguably the best in the business with […]

The 1-gigawatt project will support the company's growing AI infrastructure needs.

The 1 GW facility in Sturgeon County is Meta's first in Canada

The 1-gigawatt facility in Sturgeon County will be Meta's largest data center outside the U.S. and its 33rd globally

Meta Platforms plans to start manufacturing an artificial intelligence chip from September as part of its plan to boost overall ‌computing power to 14 gigawatts next year, showed an internal memo reviewed by Reuters. The tech firm's data center ‌chip, code-named "Iris", is part of a four-generation project for Meta Training and Inference Accelerators (MTIA) that it will design in-house. Meta tailored the chip for its own needs and is working with Broadcom ‌to help design it and Taiwan Semicond

Artificial intelligence spending has entered a new phase. The industry’s biggest technology companies are no longer debating whether to build more infrastructure — they’re competing to build it faster than everyone else. Meta Platforms (NASDAQ:META) is among the most aggressive, with capital expenditures expected to reach between $125 billion and $145 billion this year, according ... Meta Plans to Sell AI Compute — So Why Spend $10 Billion to Build Even More Data Centers?

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason — five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.

Investors are taking a serious look at the investment companies are making in AI.

Facebook and Instagram parent Meta said Wednesday it will invest more than US$9.1 billion to build its first artificial intelligence data center in Canada and its largest outside the United States. The facility will be built in Sturgeon County, Alberta, and powered by a natural gas-fired plant being developed by a consortium that includes Calgary-based Pembina Pipeline Ltd. Technology and Innovation Minister Nate Glubish called the project “a big deal for Alberta,” saying the province had crea

Buy Constellation Energy (CEG) stock now for long-term growth, dividends, value, and 70% upside as the nuclear power giant and 21st-Century energy star attempts to find its footing at a key technical level.

CALGARY, Alberta, July 08, 2026--Pembina Pipeline Corporation ("Pembina" or the "Company") (TSX: PPL; NYSE: PBA), Morgan Stanley Infrastructure Partners ("MSIP"), and Kineticor Asset Management ("Kineticor"), partners in the Greenlight Electricity Centre Limited Partnership ("Greenlight") (the "Partners"), congratulate Meta and the Province of Alberta on today's announcement of a major new data centre project in Alberta.

Agreement positions Capital Power as a hyperscale energy partner of choice with 250 MW for Meta's Sturgeon County data centre – powering Alberta's rise in the North American AI economyEDMONTON, Alberta, July 08, 2026 (GLOBE NEWSWIRE) -- Capital Power Corporation (“Capital Power” or the “Company”) (TSX: CPX) today announced it has entered into a long-term (greater than 10 years) Energy Supply Agreement (“ESA”) for 250 megawatts (“MW”) of capacity and energy in support of a data centre in Sturgeon

Meta begins construction on its first data center in Canada, a CA$13 billion-plus project in Sturgeon County, Alberta, that will employ 4,000 skilled trade workers at peak construction.

Capital Power (CPX.TO) said Wednesday it entered a long-term energy supply agreement to provide 250

Meta says it will build its first data center in Canada.

Meta said Wednesday it plans to build a $9 billion data center in western Canada's Alberta province, in what local officials called one of the largest private-sector investments ever in Canada."This is one of the largest private-sector investments in Canadian history," she told reporters, sporting a cowboy hat to mark the ongoing annual rodeo, the Calgary Stampede.

The stock recently jumped significantly on reports that Wall Street deemed exciting.

Tech giant Meta announced Wednesday it will build a massive data center in central Alberta, the company's first in Canada, as it rapidly builds out computing capacity to support the global AI boom. The 1-gigawatt data ‌center, which will be built with the ability to scale up to 1.8 gigawatts, will be located in Sturgeon County and represents ‌a total investment of C$13 billion, or $9.17 billion, Meta said. Meta has doubled down on AI, pledging hundreds of billions of dollars to build large AI

Hyperscalers are spending massively on infrastructure to power the artificial intelligence revolution.

CoreWeave is at risk of losing a customer and gaining a competitor.

Analyst Sees More Upside for Meta Stock After AI Spending Boost

Meta Platforms, Inc. (NASDAQ:META) is one of the AI stocks on Wall Street’s radar. On July 2, Meta Platforms, Inc. (NASDAQ:META) chief executive officer Mark Zuckerberg acknowledged that the company’s AI agents have not progressed as quickly as expected. Likewise, the company’s bet on the new structure has not borne fruit. The remarks come as […]

Four US states are seeking $1.4 trillion in penalties from Meta Platforms over allegations that its platforms addict young users. The case targets core design and engagement features across Meta’s social apps and is set for trial in August. The penalty request is close to Meta’s current market value, raising questions about regulatory risk and future operating flexibility. Meta Platforms, NasdaqGS:META, faces this legal fight with its stock trading at around $615.58 and a mixed recent...

The social media giant could be poised for a longer rally.

Broadcom (NASDAQ:AVGO) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company’s Q2 FY2026 earnings call, when JPMorgan analyst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027. Tan did not push ... Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors

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

Meta's New AI Image Model Gives Investors Another Reason to Watch the Stock

Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector’s growth math. The EIA now models commercial data-center server electricity use growing ... 3 Powerful Nuclear Energy Stocks to Buy in July

Microsoft and Meta Platforms could see a major rally to end 2026.

Meta Platforms (NASDAQ:META) has been through the wringer. The stock is down 18.05% over the past year and 11.54% year to date, with a brutal 4.9% single-day drop on July 2, 2026. After running the numbers, the selloff looks overextended relative to fundamentals. Our 24/7 Wall St. price target for Meta is $828.63, implying 42.16% ... Meta Price Prediction: The Case for 30%+ Upside After a Selloff

Self-improving models are reshaping the AI race as OpenAI, Anthropic, Google and others pursue superintelligence.

On Friday, Mark Cuban said local communities should aggressively hold AI data center operators accountable if they violate laws or cause environmental damage, following reports that a contractor working on a Meta Platforms, Inc. data center contaminated Cheyenne’s wastewater system....

If you held Alphabet (GOOGL) stock over the past year, congratulations. You watched it deliver a +108% return, leaving the S&P 500’s +22% gain in the dust. It also trounced its mega-cap tech peers, with Microsoft (MSFT) falling 21% and Meta Platforms (META) dropping 14.0% over the same period. For years, the story was that Google’s core search business was a cash machine funding a perpetually third-place cloud effort. So what changed to justify this dramatic rerating.

The company doesn't plan to let its hefty data center investments go to waste.

Concerns about it AI spending weighed on the stock.

Time was, the future looked so bright for Meta Platforms that founder Mark Zuckerberg had to wear shades—AI-powered smart glasses, that is. In Zuckerberg’s words, 2023 wasn’t just Meta’s “year of efficiency” — it was actually the company’s best year ever. Shares surged 178% as the digital ...

Meta stock rallies as the multinational rolls out an AI image model dubbed Muse Image. Here’s why the launch is bullish for META shares.

In a child safety case, four U.S. states are seeking combined damages that the company estimates would be close to its market cap, per Reuters.

Shares of CoreWeave took a hard hit after news broke that Meta Platforms is building a cloud business to sell spare AI computing power. The tech stock fell sharply over two trading sessions last week, and is currently valued at a market cap of $64.4 billion. Notably, Meta (META) is one of ...

Aptos (APT) is burning more of its own token than ever before, and the numbers behind that milestone tell a bigger story about the blockchain network's growth. A high-performance layer-1 blockchain, Aptos is built for speed, scalability, and low-cost transactions. Originally ...

The company is giving investors a picture of a new offering, and investors like what they see.

Despite a frothy market, these overlooked names trade at low valuations.

Meta has launched Muse Image, its debut AI-driven image generation model from Meta Superintelligence Labs, integrating multi-photo blending and intelligent layout planning into Meta AI.

On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As of that date, Micron (NASDAQ:MU) carried a 5.7% weighting in QQQ (NASDAQ:QQQ) while Meta (NASDAQ:META) sat at just 2.6%, even though Meta’s total market cap was ... Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger

On July 6, 2026, Meta disclosed in a court filing that four states (California, Colorado, Kentucky, and New Jersey) are seeking approximately $1.4 trillion in penalties ahead of an August 2026 trial in Oakland, California. The number is close to Meta‘s (NASDAQ:META) entire market value of approximately $1.55 trillion. The stock closed up 1.75% the ... Meta’s Legal War Just Escalated to $1.4 Trillion. The Stock Hasn’t Noticed Yet.

Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including JPMorgan analysts raising their price target on Eli Lilly (LLY) stock, Vertex Pharmaceuticals' (VRTX) acquisition of Crinetics (CRNX), and the possible $1.4 trillion lawsuit that multiple states are now suing Meta Platforms (META) for.

TeraWulf Inc (NASDAQ:WULF) shares are pulling back Tuesday, even as two Wall Street analysts raised their price targets following the company’s $19 billion Anthropic data center lease. Here’s what you should know. TeraWulf stock is feeling bearish pressure. Why is WULF stock dropping? TeraWulf Signs Long-Term Lease With Anthropic TeraWulf announced a 20-year lease agreement with Anthropic at its Justified Data campus in Hawesville, Kentucky, expected to generate around $19 billion in contracted

Nvidia stock was headed for its lowest level since April on a report another customer is developing an in-house AI chip.

Meta Platforms (NASDAQ: META) and CoreWeave (NASDAQ: CRWV) just closed the books on their Q1 2026 reports with sharply divergent financial profiles. Meta printed $56.31 billion in revenue while raising capex guidance to $125 to $145 billion. CoreWeave grew sales 111.7% to $2.078 billion but posted a $740 million net loss. One Prints Cash. The ... Meta Vs. Coreweave: Despite 2032 Partnership, ‘Meta Compute’ Remains a Massive Threat to Coreweave

Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT) both reported earnings on April 29, 2026, and both have been punished in 2026 despite operational strength. Meta is off 11.54% year to date; Microsoft has fared worse at down 18.9%. The market is asking which Mag 7 titan is truly the bargain. Ad Engine Roars. Azure ... Meta Vs. Microsoft: Which Underpriced Mag 7 Titan Is a No Brainer?

In just the past month, the stock has fallen more than 15%.

Analyst Chris Brendler argued the Meta-driven selloff in HPC names was overdone, highlighting Galaxy Digital's 22% two-week decline and Cipher Digital's widening valuation gap as entry points.

Four states are asking for $1.4 trillion over Facebook and Instagram's alleged harm to young users

At an internal Meta town hall on July 2, 2026, CEO Mark Zuckerberg told employees that AI agent development over the prior four months “hasn’t really accelerated in the way that we expected,” per a recording heard by Reuters. He added that the company’s reorganization was not as “clean” as planned and that its bets ... After Laying Off 8,000 Employees, Zuckerberg Admits Meta’s AI ‘Hasn’t Really Accelerated’ As Expected

Nvidia stock was headed for its lowest level since April on a report another customer is developing an in-house AI chip.

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. But it’s not all sunshine and rainbows as consumer purchasing power can make or break demand. Unfortunately, the market seems to believe stormy skies are ahead as the industry has shed 9.9% over the past six months. This performance is a stark contrast from the S&P 500’s 8% gain.

Sam Altman wants Wall Street to value OpenAI at $1 trillion. Meanwhile, 14% of US college students are reading at or below the level of a 10-year-old, according to the OECD. Those two facts, sitting side by side, may explain why the most anticipated technology IPO in a generation just got pushed into 2027. OpenAI ... OpenAI Wants a $1 Trillion Valuation. But College Students Are Testing At The Level Of 10-Year-Olds.

Meta Platforms Inc. (NASDAQ:META) is one of the 10 Best Stocks to Buy According to Billionaire Jeffrey Talpins. Social media giant Meta Platforms Inc. (NASDAQ:META)’s shares are among the weakest performers in its mega cap peers. They are down by 18.8% over the past year and by 10% year-to-date. Piper Sandler discussed the firm on […]

We recently published Jim Cramer’s Biggest Losers: 10 Stocks That Just Didn’t Work Out. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks discussed by Jim Cramer. Cramer’s views about Meta Platforms, Inc. (NASDAQ:META) are interesting to say the least. Since 2025’s second half, the CNBC TV host has consistently taken the contrarian approach with […]

Insider activity at three of Wall Street's most influential artificial intelligence (AI) businesses paints a picture worth a thousand words.

Four US states seek $1.4 trillion from Meta over teen addiction claims. See why Meta stock barely moved on the news.

Meta Platforms (META) has reshuffled its senior ranks, naming long time marketing chief Alex Schultz as its first chief data officer and elevating Denise Moreno to CMO, in a move that ties leadership more closely to AI driven decision making. See our latest analysis for Meta Platforms. The executive reshuffle comes at a time when Meta Platforms’ short term momentum is improving. The company has a 1 day share price return of 2.98% and a 7 day share price return of 6.70%. However, the stock is...

Meta Platforms said in a court filing on Monday that four states were seeking $1.4 trillion in penalties over accusations the company designed its Facebook and Instagram platforms to addict young users and misled ‌the public about their safety. Meta put forward the figure in its response to the attorneys general's filings on how penalties should ‌be calculated if the states prevailed at trial. The number, which has not previously been disclosed and is close to Meta’s market capitalization of a

Tech investor Dan Niles on Sunday said that the recent pullback in AI semiconductor stocks is a temporary setback rather than the end of the artificial intelligence rally, arguing that long-term demand remains intact despite growing investor concerns. AI Chip...

A brutal one-day drop has investors asking whether the memory rally has finally run out of room.

CoreWeave stock holds competitive advantages that can solidify its business.

While Wall Street was still sizing up its gaming empire, AppLovin was quietly building a second, faster-growing one right on its earnings calls.

A New York Times report sparked fresh questions about the future of online betting.

NVIDIA (NASDAQ:NVDA) is the stock everyone points at, a $4.75 trillion monument to the AI buildout that just posted 85.23% revenue growth last quarter and guided to $91 billion for the next one. But the more interesting setup right now is elsewhere. Advanced Micro Devices (NASDAQ:AMD) closed Thursday around $517.82 and ripped roughly 7% higher ... Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects

These stocks were down more than 14% at the halfway mark of the year.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Micron Gets Fresh Growth Boost After New Ford Agreement

Excitement has cooled this year around some of the biggest names in tech.

Broadcom wins major Apple partnership expansion as investors eye AI upside

Meta's AI cloud story may be bigger than ads

Microsoft and Meta Platforms are down, but definitely not out.

Sell-offs create opportunities, especially for these three stocks

Micron hits an interesting level on the charts.

OpenAI and Anthropic may want to get their companies public as soon as possible. Microsoft and Meta may want to close financial deals for data centers sometime this year. Several sources say a new AI model from China has already caught up to US AI models across several features. The model in question is GLM-5.2 ... China Becomes Biggest Enemy Of US AI

Microsoft said on Monday it would cut 4,800 jobs, or about 2.1% of its global workforce, overhauling its Xbox gaming business and divesting up to five studios as it looks to boost returns after ‌years of heavy investment in the division. Despite spending tens of billions of dollars to expand Xbox, including its blockbuster acquisition of Activision Blizzard, Microsoft has struggled to narrow the gap with Sony's PlayStation, and Nintendo, prompting ​a broader rethink of the gaming business. The

According to a Bloomberg report citing a Morgan Stanley note, the firm picked Microsoft, Amazon, and Meta as its favorites among AI hyperscalers.

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 2, 2026, Rosenblatt viewed the prior day’s selloff in CoreWeave, Inc. (NASDAQ:CRWV) shares as a buying opportunity after Bloomberg reported that Meta Platforms (META) is planning a cloud business to sell AI computing power. Rosenblatt said […]

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

(Bloomberg) -- Nvidia Corp.'s server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly sales, a sign of sustained AI demand.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil's Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadExxon to Change Name for First Time in Decades After RedomicileRe

Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.

Meta Platforms, Inc. (NASDAQ:META) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 29, reports emerged indicating Meta Platforms, Inc. (NASDAQ:META) is restricting its engineers from using Anthropic’s Claude Code and OpenAI’s Codex. The restriction comes amid concerns that outputs from the AI tools could end up in […]

Meta Platforms trades at an incredible discount, and its growth is poised to accelerate.

The market is giving investors a screaming deal on a handful of stocks.

A photo finish in market value -- and a chasm in everything underneath it.

Inveting.com -- Meta’s (NASDAQ: META) new planned entry into the cloud business makes it a potential competitor to Amazon’s AWS (NASDAQ: AMZN), Microsoft’s Azure (NASDAQ: MSFT), and Google Cloud (NASDAQ: GOOGL). As the company considers two potential offerings, a hosted API/model access service comparable to AWS Bedrock and a neocloud-like raw silicon offering, Morgan Stanley analysts offer 5 takes exploring the monetisation pathways and potential of META’s announcement.

Meta Platform's entry into the compute-as-a-service business could have big implications for CoreWeave.

(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly sales, a sign of sustained AI demand.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadExxon to Change Name for First Time in Decades After RedomicileRe

The largest-cap stocks may have limited upside.

Meta Platforms (META) has spent much of the artificial intelligence boom asking investors to trust the bill. But now Wall Street might finally be getting a clearer answer on how Mark Zuckerberg plans to turn that spending into revenue. Meta is establishing a cloud business to sell spare AI ...

Billionaire Bill Ackman isn’t backing away from Big Tech at a point when Wall Street questions how much money the industry is pouring into AI. During a Forbes Iconoclast sit-down, Ackman discussed his IPO, Howard Hughes plan, and Big Tech-heavy portfolio. The surprising comments at a point when the ...

Meta Platforms Inc.‘s reported plans to rent out artificial intelligence infrastructure have reignited Wall Street’s debate over how the social media giant will monetize its massive AI investments—and one prominent market voice believes investors still aren’t fully appreciating the opportunity....

Meta Platforms Inc. (NASDAQ:META) is one of the best NASDAQ stocks to invest in for long term. On June 24, Qualcomm and Meta announced a strategic, multi-generation agreement for Qualcomm to supply data center CPUs for Meta’s server infrastructure. The partnership will feature the debut of the Qualcomm Dragonfly C1000 CPU, which is scheduled to […]

Meta Platforms, Inc. (NASDAQ:META) is one of the Best AI and Technology Stocks to Buy Now. On June 25, Piper Sandler analyst Thomas Champion reiterated “Overweight” rating on the company’s stock with the price objective of $800. As per the analyst, the AI-powered agents and business messaging provide an underappreciated opportunity. The analyst highlighted that Meta […]

Meta Platforms is launching a new cloud infrastructure business, Meta Compute, to sell excess AI computing capacity. The move positions NasdaqGS:META as a direct competitor to Amazon Web Services, Microsoft Azure, and Google Cloud. Meta aims to turn its heavy AI data center investment into a potential high margin revenue source. Meta Platforms enters this shift with its stock at $582.9 and a mixed recent record, up 5.9% over the past week but down 7.1% over the past month. Shares are also...

Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the stock’s recent rally and the reason behind it, as he stated: Let’s start with one of the Mag Seven stocks. Let’s start with Meta Platforms. Last night, […]

Ackman explains the core of his investment philosophy rooted in the wisdom of Warren Buffett.

The recent Big Tech correction is a healthy reset, not a market crash. Big Tech capex remains the S&P 500's core engine. With falling gas prices driving down headline CPI and an impending dovish Fed pivot, current market levels offer an ideal entry point for a new historic rally.

Alphabet Inc (NASDAQ:GOOGL) is one of Peconic Partners’ stock picks. Some 265 hedge funds are backing Alphabet stock. Over the past year, Alphabet shares have more than doubled, and analysts continue to see upside potential in the shares. Demand for Alphabet Inc (NASDAQ:GOOGL)’s Gemini AI model is outpacing supply so much that the company has […]

Arm Holdings (NASDAQ:ARM) has been one of 2026’s most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains. With shares now near $315, the question is whether the AI CPU thesis still has room to run or if the easy money has already been made. ... Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

Shares of Meta Platforms (META) have struggled in 2026, despite the company's aggressive push into artificial intelligence. The stock is down 11.7% year to date through July 2, trailing the S&P 500's roughly 9% gain over the same period. On July 2, Meta’s CEO Mark Zuckerberg acknowledged that ...

Shares of Meta Platforms (META) have struggled in 2026, despite the company's aggressive push into artificial intelligence. The stock is down 11.7% year to date through July 2, trailing the S&P 500's roughly 9% gain over the same period. On July 2, Meta’s CEO Mark Zuckerberg acknowledged that ...

The Week in Stocks: Rosenberg's picks for the year's second half, oil patch candidates as conflict eases in the Mideast and more

Like its hyperscaler peers, the social media juggernaut is sparing no expense to become a leader in artificial intelligence.

Finding stocks you can comfortably buy and hold for two decades isn't easy.

Meta Stock Stumbles After Zuckerberg Flags AI Development Challenges

Stocks under $10 pique our interest because they have room to grow (as well as the most affordable option contract premiums). That doesn’t mean they’re bargains though, and we urge investors to be careful as many have risky business models.

Recently, Zacks.com users have been paying close attention to Meta Platforms (META). This makes it worthwhile to examine what the stock has in store.

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Meta Platforms (NASDAQ:META) ranks #2 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 262 Meta Platforms (NASDAQ:META) is down about 17% so far this year amid fears that Mark Zuckerberg’s AI spending spree might not result in returns. […]

A reported plan to sell computing power takes direct aim at the market's biggest worry about this stock.

Entrepreneur and venture capitalist Chamath Palihapitiya is best known to many investors for his love of SPACs and for bringing several companies public via reverse mergers, including Virgin Galactic, a space company he previously served as chairman of. Palihapitiya announced...

The Magnificent Seven have been dragging their feet, at least relative to the rest of the tech scene in the past year. And while the semiconductor basket is the new leadership group that could continue to do more of the heavy-lifting as more investors crowd into the “pick and shovels” plays that are profiting in ... The Mag Seven Could Become Magnificent Again in the Second Half, Says Pro

Entergy stock has delivered a strong 168.9% total return over the past five years. Its current checks point to a richer valuation, with the Dividend Discount Model (DDM) suggesting the shares trade at a premium to intrinsic value, while market based multiples look roughly in line. Over five years, Entergy has returned 168.9%. This puts extra focus on whether the current price already reflects much of that progress. Recent equity issuance through the ATM and underwritten forward sale...

Meta Platforms, Inc. (NASDAQ:META) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer noted how people view the stock, as he said: Third, Meta, down 11% this month. Meta is going out of style because it’s now viewed as nothing […]

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer explained why the stock declined in the second quarter, as he commented: Speaking of Google, parent company Alphabet was able to do a giant fundraise not long ago. […]

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 8.6% in the afternoon session after AI-linked stocks pulled back amid fears that AI-driven chip demand may be cooling.

Meta Platforms Inc. released an experimental app called Pocket, allowing users to build and share instantly playable mini-games using simple text prompts.

Meta Chief Executive Mark Zuckerberg acknowledged shortcomings in the company's sweeping restructuring at an internal town hall on Thursday, saying the systems known as AI agents ‌had not progressed as quickly as he had expected, according to a recording heard by Reuters. Zuckerberg added that ‌a company reorganization that included major job cuts was not as "clean" as it could have been and that executives had miscalculated on the timing of the changes. Zuckerberg ​and other Meta executives h

Michael Saylor pits MSTR against Mag 7 giants on options data as the stock rebounds toward $100 in early July.

Mark Zuckerberg just dodged a bullet. Zuckerberg, whom speculators give 32% odds of becoming the next trillionaire, came eerily close to steering Meta Platforms (NASDAQ:META) into one of the most legally and ethically fraught corners of consumer tech. According to NPR reporting from June 30, Zuckerberg personally floated an acquisition of prediction market platform Kalshi. ... Mark Zuckerberg Almost Made a Disastrous Acquisition. Walking Away From Kalshi May Have Been His Best Bet of 2026.

Meta Platforms (META) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Pembina and Morgan Stanley team up to build project

Meta Platforms stock has pulled back over the past year even as valuation checks and intrinsic value estimates now lean supportive, raising the question of whether recent AI heavy spending is being priced too cautiously by the market. Meta Platforms has delivered a 110.0% return over the past 3 years, which shows that long term holders have still seen strong gains despite more recent share price weakness. The planned Meta Compute cloud business, which aims to monetize excess AI capacity, can...

Jefferies Senior Internet Analyst Brent Thill recently appeared on a CNBC Squawk Box segment to argue that Meta Platforms (NASDAQ:META) is making the right strategic move by entering the enterprise AI infrastructure market, even if it’s arriving years after established competitors. Meta’s planning to launch a cloud infrastructure business selling excess AI computing capacity, sending ... Senior Analyst: Meta Is Chasing A $2 Trillion AI Compute Opportunity, But It’s Years Behind

Meta Platforms (NASDAQ:META | META Price Prediction) is the AI story hiding in plain sight. The stock trades at $612.91, down 6.99% year to date, while the underlying business just posted 33% revenue growth and a 41% operating margin. Mark Zuckerberg told investors “we are on track to build a leading lab” after releasing Muse ... Price Prediction: Meta Stock Will Hit $900 on This Date

NEE's long-term PPAs, renewable backlog and partnerships with Google Cloud and Meta strengthen earnings visibility as clean power demand rises.

Asian semiconductor stocks tumbled on Thursday, tracking tech losses on Wall Street after Meta Platforms Inc.'s plan to develop a business that would sell access to AI computing power raised worries about overcapacity. Brian Belski, CEO and founder at Humilis Investments, discusses the recent tech sector rout and what stocks he is keeping an eye on.

The key indexes had strong weekly gains, but AI stocks faltered amid Meta buzz. Tesla fell on a blowout deliveries report.

CoreWeave (NASDAQ:CRWV) is under real pressure. The stock fell almost 14% on Wednesday, market cap has slipped under $50 billion to $46.75 billion, and the balance sheet is finally getting the attention bulls spent a year asking you to ignore. CoreWeave rents GPU compute to AI customers, with Meta and OpenAI anchoring a $99 billion ... CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?

The company's proposed new business line could require costly capital outlays.

My Amazon (NASDAQ:AMZN) call is straightforward. The 24/7 Wall St. price target for Amazon is $323.43 by July 2, 2027, and my base-case path has the stock crossing $300 for the first time around April 2, 2027 at a modeled $301.86. From a current price of $241.70, that is roughly 33.81% of upside. My recommendation ... Amazon Price Prediction: The Stock Will Trade at $300 on This Date

It’s official, Meta Platforms (NASDAQ:META) is getting into the business of selling extra AI compute to others. The big news sent shares of the social-media and AI fast-mover up close to 9% in a single session of trade. While shares were incredibly cheap going into the session, the news shouldn’t have come as such a ... Why Meta Can Outmuscle its Hyperscaler Peers in the Great AI Buildout

NEW YORK CITY, NY / ACCESS Newswire / July 2, 2026 / Emerging Growth Research today announced the release of its Fiscal Q4 2026 Quarterly Update on Virtuix Holdings Inc. (NASDAQ:VTIX), reiterating its Buy-Emerging rating and 12-month price target ...

There is such a thing as being too bullish.

Rosenblatt said its channel checks show no change in hyperscalers' demand for GPU computing capacity.

CoreWeave Tumbles After Meta's Surprise AI Cloud Move Rattles Investors

Meta is planning to start a cloud computing business. It could be a game changer.

Meta plans to set up a cloud business and sell compute and AI to third-party customers, according to a Bloomberg report.

Investors cheered reports of a potentially lucrative new business.

Meta Platforms shares rally on reports that the company is about to launch a commercial cloud infrastructure business. BMO reiterated its $720 price target on META shares today.

Sinking chip stocks dragged on the Nasdaq on Wednesday, but a big rally for Meta Platforms helped limit losses.

Meta rises on a report that it hopes to generate revenue from selling excess computing power to third parties. CoreWeave and Nebius are falling.

Today, July 1, 2026, investors digested slower manufacturing data and the Fed's commitment to lower inflation amid a volatile session.

Meta shares soared nearly 9% Wednesday on a report that the company is wading into the business of selling cloud computing services and access to AI models.

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 12% in the afternoon session after optimism continued around its AI data-licensing leverage (it's pushing Google and OpenAI for higher, "dynamic" pricing on 2027 renewals), layered on a strong risk-on session for internet and advertising names.

Meta’s possible cloud business gives investors another way to evaluate whether its AI infrastructure buildout can support future returns.

Meta Platforms, Inc. (NASDAQ:META) is one of the most promising future stocks to buy right now. Reuters reported on June 23 that, according to a report by the New York Times on Tuesday, Meta Platforms, Inc. (NASDAQ:META) is being pressed by the Trump administration to submit its AI models for voluntary review, allowing the government […]

Meta's AI Cloud Expansion Rattles Big Tech, Cloud Stocks Slide

Meta Platforms looks incredibly cheap right now.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 10.1% in the afternoon session after reports revealed that the company plans to build a cloud business to sell its excess AI computing capacity.

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

Shares of Reddit (NYSE:RDDT), Pinterest (NYSE:PINS), and Snap (NYSE:SNAP) are all trading higher midday Wednesday. However, investors also ought to pay attention to the year-to-date scoreboard heading into the second half of 2026. Each of these social media names has faced its own set of headwinds this year, from regulatory pressure to advertiser caution. Reddit ... Which Social Media Stock Has Dominated in 2026: Reddit, Pinterest, or Snap?

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares rose nearly 10% to $619.44 after a report that the company is building a cloud business to sell its excess AI computing capacity. Bloomberg News, citing people familiar with the matter, said the move could reduce Meta's reliance on...

Bernstein anticipates that competition for CoreWeave will intensify over time, making the company’s business model unsustainable.

The social media giant is bringing data and analytics closer to the executive level as it ramps up its AI strategy.

Meta surged 11% while semiconductor stocks tanked, sending mixed signals through the top market indexes.

Meta Platforms Inc. (NASDAQ:META) ranks among the AI stocks beyond NVIDIA that could surge in 2026. On June 23, Meta Platforms Inc. (NASDAQ:META) launched a new set of $299 smart glasses, at a minimum $80 less expensive than the company’s entry-level second-gen Meta Ray-Ban glasses. The tech giant is actively promoting its smart glasses to […]

Stock are mixed amid key jobs data and Fed chief Kevin Warsh's comments. Bloom Energy, Meta and SpaceX are on the move.