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The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the same neocloud thesis after Meta said it would potentially monetize its own compute capacity, but they sit at opposite ends of the risk spectrum. One ... Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

Instagram and WhatsApp draw government scrutiny in Meta's largest user market.

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

(Bloomberg) -- Microsoft Corp.’s Xbox spent nearly $80 billion in the last decade on deals that would give it popular video game titles like Call of Duty and Skyrim, betting that gamers would flock to its Netflix-like subscription service offering hundreds of options for endless play.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaTwo Millennium Trading Pods Made About $3.7 Billion Last MonthNasdaq 100 Falls 2% in Chip-Led Rout as Oil Climbs: Markets WrapM

Fund bets on data center and Bitcoin mining operator as portfolio outperforms S&P 500 by 141 percentage points.

TTRF's debut stake in AI infrastructure provider Nebius makes it the fund's largest holding. The stock has quadrupled over the past year.

Amazon is reportedly readying a bond offering of at least $25 billion, as the tech giant continues to plow investments into AI-related infrastructure. Amazon stock was trading slightly lower. The Seattle-based Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds Tuesday, the Wall Street Journal reported.

July 7 (Reuters) - The world's largest technology companies are tapping debt markets and raising equity to bolster AI infrastructure, marking a shift for Silicon Valley firms that typically relied on

I keep hitting the buy button on NVIDIA (NASDAQ:NVDA), and after the June pullback I hit it again. I bought near $225 in May, I bought near $212 in June, and I added last week close to $194.83. The story that got me into this position keeps getting louder. Here is what pulls me back ... Nvidia Bears are Blind: 3 Reasons to Ignore Them and Buy Now

Joe Gebbia is one of the co-founders of Airbnb, but he's also the first-ever chief design officer of the US. He's responsible for redesigning the government's clunky websites and turning them into glossy copies of high-end corporate websites that are easy to use.

The company is launching a new business that will sell excess compute power.

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?

Another day, another massive bond sale from a company borrowing heavily to invest in artificial-intelligence infrastructure. Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds today, just four months after it issued $37 billion of bonds in the U.

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

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

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.

Samsung Electronics (005930.KS) released preliminary second quarter earnings results on Tuesday, reporting a 19-fold profit jump from a year ago, amounting to $58 billion. Morning Brief Host Julie Hyman welcomes Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to help break down whether Samsung's breakout numbers still weren't enough to impress Wall Street investors and what it signifies for the broader chip space.

Net-zero pledges of Google and Amazon slip out of reach, and struggling Meta makes frantic moves

The penalty demand, close to Meta's entire market value, comes before an August trial over claims Facebook and Instagram were built to addict minors

IREN rallies as bullish analyst backs $58 price target

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

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

Meta stock is off to a strong start in July as investors are sizing up a potential Meta cloud business.

Amazon.com is looking to raise at least $25 billion through a U.S. dollar bond sale, Bloomberg ‌News reported on Tuesday, in the company's latest push ‌to fund its hefty AI investments. Tech companies have been tapping debt markets and ​launching equity sales to fund their costly AI infrastructure build-out. Big Tech, including Amazon, Alphabet, Microsoft and Meta, are expected to spend more than $700 billion on AI this year.

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

SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.

Meta may use Samsung's 2nm process for next-generation MTIA chips, possibly moving away from TSMC.

Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq getting hammered after a gangbuster start to the first full trading week of the third quarter. All of the major indices finished the day higher, with chip stocks once again leading the way. When the dust settled at the close, the Nasdaq finished the day ... Here Are Tuesday’s Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and M

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.

In a group of tech giants, one company is posting top-tier growth for a bargain price, forcing investors to ask if it's a deal or a trap.