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CoreWeave’s Credit Rebound Spurs Cheaper Data Center Funding
Bloomberg109d agoneutral
CoreWeave’s Credit Rebound Spurs Cheaper Data Center Funding

(Bloomberg) -- When Applied Digital Corp. first tapped the junk-bond market in November to fund a data center project tied to CoreWeave Inc., it had to stomach a hefty yield to get the deal done. Fast forward to this week, and borrowing costs for another portion of the same project tumbled.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Sto

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Meta Starts Unwinding Manus Deal by Splitting Operations, Data
Bloomberg109d agoneutral
Meta Starts Unwinding Manus Deal by Splitting Operations, Data

(Bloomberg) -- Meta Platforms Inc. has completed an operational split from Manus and halted data sharing between the two companies, taking a pivotal step toward unwinding a $2 billion acquisition opposed by Beijing.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapH-1B Visa Rules Have C

META
Oracle shares plunge as soaring AI spending rattles investors
Reuters Videos109d agoneutralVIDEO
Oracle shares plunge as soaring AI spending rattles investors

<body><p>STORY: Oracle shares plunged in after-hours trade Wednesday, dropping close to 9%.</p><p>:: Oracle</p><p>The dive came after the tech firm said its spending on AI would blow past estimates.</p><p>It also said it would have to raise more debt next year, reflecting the staggering sums of money being put into AI infrastructure.</p><p>Oracle has big deals to build data centers for customers like Meta and OpenAI.</p><p>:: Oracle</p><p>On Wednesday it said its huge “Stargate” facility in Texas would be more than three-quarters complete within 90 days.</p><p>OpenAI said customers can now access its cutting-edge coding models on Oracle’s cloud.</p><p>But the rising costs are giving investors the jitters.</p><p>This year, Oracle says capital expenditures hit close to $56 billion, well above its target.</p><p>In fiscal 2027, it says that figure will balloon to as much as $95 billion, though some of that will be repaid by customers.</p><p>The company also said its profit margins would “step down” over the coming year as it ramps up data-center projects.</p><p>One analyst told Reuters that, while Oracle has real demand for its services, it was getting harder to see how it could fund all the investment required.</p></body>

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SpaceX on cusp of record IPO that could make Musk a trillionaire
AFP109d agoneutral
SpaceX on cusp of record IPO that could make Musk a trillionaire

SpaceX enters the final stretch Thursday before its expected trading on Wall Street as part of the biggest initial public offering in history, which could propel co-founder Elon Musk to trillionaire status.If all goes as expected, the space and rocket company co-founded by Musk in 2002 will begin trading on the Nasdaq exchange on Friday morning, with all eyes on how Wall Street will absorb the blockbuster IPO that could send tremors across global markets.

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Jeremy Strong becomes Mark Zuckerberg in 'Social Network' sequel
Yahoo Finance Video110d agoneutralVIDEO
Jeremy Strong becomes Mark Zuckerberg in 'Social Network' sequel

Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma come on Market Domination to eye some of Wednesday's top headlines, including movie lovers' first look at Jeremy Strong's — best known for HBO's corporate drama "Succession" — portrayal of Meta Platforms (META) CEO Mark Zuckerberg in "The Social Reckoning." The film is a direct sequel to Aaron Sorkin's "The Social Network."

META
AI stocks: MANGOS ascends, replacing FAANG position
Yahoo Finance Video110d agoneutralVIDEO
AI stocks: MANGOS ascends, replacing FAANG position

Long live the new tech. Wall Street investors are adopting the latest acronym grouping Big Tech leaders: MANGOS. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma come on Market Domination to talk about how MANGOS is the newest iteration of FAANG.

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Meta And Reliance Partner On India AI Hub To Support Meta’s Growth
Simply Wall St.110d agoneutral
Meta And Reliance Partner On India AI Hub To Support Meta’s Growth

Meta Platforms (NasdaqGS:META) has agreed to lease India's largest AI-enabled data center from Reliance Industries in Gujarat. The facility is described as built to suit for Meta, with renewable power and advanced cooling technology. This is Meta's first dedicated data center of this type in India, in a sector the government classifies as strategic national infrastructure. For you as an investor, this move ties directly into how Meta earns from advertising, social platforms and its AI...

META
SpaceX’s IPO is 4X Oversubscribed. There’s a Surprising Reason That Number Should Scare IPO Buyers
24/7 Wall St.110d agobullish
SpaceX’s IPO is 4X Oversubscribed. There’s a Surprising Reason That Number Should Scare IPO Buyers

The excitement surrounding SpaceX’s IPO has reached a level rarely seen in modern markets. Investors have spent years waiting for a chance to own a piece of Elon Musk’s rocket giant, and demand has poured in from both Wall Street institutions and retail investors. According to Bloomberg, multiple institutional investors have submitted orders exceeding $10 ... SpaceX’s IPO is 4X Oversubscribed. There’s a Surprising Reason That Number Should Scare IPO Buyers

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Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff
24/7 Wall St.110d agobearish
Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff

Shares of Qualcomm (NASDAQ:QCOM) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape. The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness ... Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff

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QQQ vs. VGT: The Best Way to Own Big Tech?
24/7 Wall St.110d agoneutral
QQQ vs. VGT: The Best Way to Own Big Tech?

The Invesco QQQ Trust (NASDAQ:QQQ) and the Vanguard Information Technology ETF (NYSEARCA:VGT) are often shoved into the same “own Big Tech” bucket, but they answer different questions. QQQ tracks the Nasdaq-100, a listing-based index that is growth-heavy. VGT tracks the MSCI US Investable Market Information Technology 25/50 Index, a pure GICS sector fund. That distinction ... QQQ vs. VGT: The Best Way to Own Big Tech?

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There’s a New Stock to Play the AI Power Boom, and It’s Down Today
Barrons.com110d agoneutral
There’s a New Stock to Play the AI Power Boom, and It’s Down Today

Newly-listed power company ERock could appeal to investors looking for another way to play the AI boom. Erock started trading on the New York Stock Exchange around midday on Wednesday, slipping 5% in early action. ERock makes natural gas-powered engines and generators that can be placed on-site at data centers or other large businesses to provide electricity.

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Is Meta Platforms, Inc. (META) A Good Stock To Buy Now?
Insider Monkey110d agobullish
Is Meta Platforms, Inc. (META) A Good Stock To Buy Now?

Is META a good stock to buy? We came across a bullish thesis on Meta Platforms, Inc. on Fundamentally Sound’s Substack. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.’s share was trading at $584.59 as of June 9th. META’s trailing and forward P/E were 21.29 and 18.62 respectively according to Yahoo […]

META
Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS
24/7 Wall St.110d agoneutral
Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

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Google and Meta denied new trial in youth social media addiction case
Reuters110d agoneutral
Google and Meta denied new trial in youth social media addiction case

June 10 (Reuters) - A California state court judge has denied motions by Meta Platforms and Google's YouTube seeking ‌a new trial after a jury found the companies liable for ‌designing social media platforms that are harmful to young people. Los Angeles Superior Court Judge ​Carolyn Kuhl ruled on the motions on Tuesday, according to court documents.

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Trump says he thinks AI companies will agree to 'giving back' to the public
Reuters110d agoneutral
Trump says he thinks AI companies will agree to 'giving back' to the public

U.S. President Donald Trump said ‌on Wednesday that he expects top artificial ‌intelligence companies to agree to "giving back" to the public, an apparent ​reference to a possible government stake in the firms. "I'm going to have meetings with the top 12 or 15 executives very shortly, and we're talking about giving back ‌something to the ⁠public, and if we do that, the public will become very rich," Trump told ⁠reporters in the White House’s Oval Office. A Trump spokesperson did not ​immediately respond to ​a request for more details about the ‌president meeting with AI executives.

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