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Microsoft Posts Biggest One-Day Market-Cap Gain for Any U.S. Company
The Wall Street Journal56d agoneutral
Microsoft Posts Biggest One-Day Market-Cap Gain for Any U.S. Company

Tension between Silicon Valley’s astronomical AI spending and Wall Street fears that it won’t pay off had been sending markets on a wild ride. The company’s stock surged 16% after its earnings quelled concerns that investments on data centers, chips and more would outpace the company’s ability to generate cash. Microsoft’s $450 billion one-day gain in market capitalization was the largest by any U.S. business, ever.

Visa vs PayPal: The Post Earnings Winner
24/7 Wall St.56d agoneutral
Visa vs PayPal: The Post Earnings Winner

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 stock poised for a new losing streak: Earnings call takeaways
Yahoo Finance Video56d agoneutralVIDEO
Meta stock poised for a new losing streak: Earnings call takeaways

Meta (META) stock continues to plunge after the company reported its second quarter earnings results on Wednesday. Yahoo Finance Technology Editor Dan Howley and BD8 Capital Partners CEO and CIO Barbara Doran chat with Morning Brief host Julie Hyman about the results, the stock reaction, and their outlook for Meta.

Microsoft and Meta boost AI spending, but only one stock pays the price
Yahoo Finance Video56d agoneutralVIDEO
Microsoft and Meta boost AI spending, but only one stock pays the price

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 check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Meta's AI Spending Faces Wall Street Test
Bloomberg56d agoneutralVIDEO
Meta's AI Spending Faces Wall Street Test

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.

Scale AI taps former Google Cloud executive as CEO
Reuters56d agoneutral
Scale AI taps former Google Cloud executive as CEO

Scale AI said on Thursday it had named former Google Cloud executive Francis DeSouza as ‌chief executive officer, effective August 10, as the ‌AI company looks to expand its data and applications businesses. DeSouza will succeed Jason ​Droege, who has served as interim CEO since June last year. Droege will work with deSouza in the coming months to support the transition, Scale said.

Investing.com56d agoneutral
TSMC is moving in on Intel’s turf; Why Intel is up anyway

Intel’s stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. Here is why Intel’s stock is h

Stocks Bounce Back From Fed Day Turmoil
Barrons.com56d agoneutral
Stocks Bounce Back From Fed Day Turmoil

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.

These Companies Are Cooking With Gas
The Wall Street Journal56d agoneutral
These Companies Are Cooking With Gas

​📈 Follow our live markets data and coverage. Natural gas is where the list of winners and losers gets really interesting. As the world’s largest producer—and a substantial exporter—there are no physical shortages (yet) and energy companies are earning temporary windfalls.

Analysis-Meta's AI splurge lays bare its compute conundrum
Reuters57d agoneutral
Analysis-Meta's AI splurge lays bare its compute conundrum

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 should keep and build around, rather than simply sell for short-term profit.

Bitcoin Rises as Traders Weigh Fed Decision, Tech Earnings
Barrons.com57d agoneutral
Bitcoin Rises as Traders Weigh Fed Decision, Tech Earnings

Bitcoin edged higher as investors digested the Federal Reserve's latest policy decision and earnings from U.S. tech giants Microsoft and Meta. The Fed left rates unchanged while Fed Chairman Kevin Warsh provided few clues about future policy.

Meta Platforms Q2 Earnings Call Highlights
MarketBeat57d agoneutral
Meta Platforms Q2 Earnings Call Highlights

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

Review & Preview: Warsh’s Credibility
Barrons.com57d agoneutral
Review & Preview: Warsh’s Credibility

Then Kevin Warsh started talking. The new Federal Reserve chairman did little to ease investor concerns about the central bank’s fight with inflation, so the S&P 500 closed down 1.5%. The Dow Jones Industrial Average sank 2.2% The Nasdaq Composite fell 1.7%.

Wedbush on Meta: We're Not Seeing Its Capex Pay Off
Bloomberg57d agoneutralVIDEO
Wedbush on Meta: We're Not Seeing Its Capex Pay Off

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.'

Meta narrows annual capex forecast as AI buildout grows
Reuters57d agoneutral
Meta narrows annual capex forecast as AI buildout grows

The Facebook parent now expects 2026 capital expenditure to be ‌between $130 billion and $145 billion, compared with its prior forecast of $125 billion to $145 billion. Meta said it now expects full-year 2026 total expenses to be in the range of $165 billion to $169 billion, compared with its prior forecast of $162 billion to $169 billion.