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Meta's $10 billion Hyperion project will gobble up an estimated $3.3 billion in tax breaks. It’ll also have plenty of knock-on effects in the surrounding community.
The stock market has been on a tear during President Donald Trump’s second term. Since Jan. 20, 2025, the S&P 500 has climbed 23.4%. More stunningly, it has surged 48.5% since the April 8, 2025 tariff panic low, as investors decided the White House’s trade fights were survivable and artificial intelligence spending was unstoppable. That ... Uh-Oh! President Trump’s Landmark Tax Cuts Bill Could Be What Kills the Trump Bull Market
Nebius Group recently deepened its AI push by acquiring Eigen AI for about US$643 million, securing very large multiyear AI compute contracts with Meta and Microsoft, and receiving a US$2 billion investment from Nvidia to expand its neocloud data center capacity. These moves are shifting Nebius from a pure infrastructure provider toward a higher-value AI platform model, potentially altering how it monetizes its massive contracted backlog and future capacity build-out. With Nebius’ Nvidia...
Nebius Group (NasdaqGS:NBIS) announced a $643 million acquisition of Eigen AI, adding advanced inference and optimization technology to its AI platform. The company has secured multi billion dollar, long term contracts with Meta and Microsoft tied to its AI infrastructure and platform services. Nvidia is committing a $2 billion investment into Nebius, aligning with Nebius’s shift toward a Platform as a Service model. Nebius Group, traded as NasdaqGS:NBIS, is repositioning itself from a pure...
Meta Platforms, Inc. (NASDAQ:META) is one of the best stocks to buy with wide moats. The latest moat-relevant update came on May 5, 2026, when Reuters reported that Meta Platforms, Inc. (NASDAQ:META) argued against a potential EU order that would require it to give rival AI chatbots free access to WhatsApp. The dispute followed Meta’s […]
Meta Platforms (NasdaqGS:META) expanded its WhatsApp partnership with customer experience company Genesys, integrating AI tools to support multi-modal business communications for a global user base that the company reports is over 3 billion. At the same time, Meta is heading into its annual meeting, where shareholders are set to vote on proposals focused on public reporting of antisemitism and online hate moderation. Investors are also being asked to consider measures that would require...
The AI cloud company's first-quarter bookings hit a record. But soft guidance and rising costs spooked the market.
Vistra Corp. (NYSE:VST) is one of the 10 Best Utility Stocks that Beat Earnings Estimates. On May 7, 2026, Vistra Corp. (NYSE:VST) reported Q1 revenue of $5.64B, ahead of the $5.24B consensus estimate, while ongoing operations adjusted EBITDA totaled $1.49B. President and CEO Jim Burke said the company entered 2026 with momentum driven by its […]
For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...
Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the company during the episode and said: And look, it’s not just Meta. We all kick ourselves for missing out on winners that seem obvious in retrospect. I wish I’d bought […]
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer highlighted the company’s growth, as he commented: This morning on Squawk on the Street, I said something I kind of want to take back. I was being smarmy about Meta Platforms, saying […]
Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps
Virtuix (NASDAQ:VTIX) executives outlined the company’s consumer, enterprise and defense strategy during an investor webinar, while also addressing recent volatility in the company’s share price. Founder, CEO and Chairman Jan Goetgeluk said the stock’s recent decline was “gut-wrenching,” noting tha
The Pentagon's Chief Digital and Artificial Intelligence Office (CDAO) has awarded a major $500 million contract to Scale AI, a startup in which Meta Platforms holds a minority stake, to support data analysis and AI-driven decision-making. The award marks a...
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.” The Bear Case: The Run Already Happened The skeptical ... NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC
Several megacaps are still well below their all-time highs.
The phone is dying. Cristiano Amon knows what's replacing it—he just won't tell you yet.
Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best high volume stocks to invest in according to hedge funds. On May 5, AMD reported Q1 2026 revenue of $10.3 billion, a 38% increase year-over-year. The Data Center segment officially became the company’s primary growth engine, contributing $5.8 billion (up 57% year-over-year) due to high […]
Meta Platforms (NasdaqGS:META) is laying off 8,000 employees as part of an expanded cost control effort. CEO Mark Zuckerberg is linking the cuts directly to record AI infrastructure spending and heavier investment in data centers. Resources are being redirected from employee compensation toward AI hardware and related capital expenditure. The move is contributing to wider pressure on tech employment as peers reassess workforce and AI budgets. For you as an investor, this puts a spotlight on...
Investing.com -- A federal judge in Washington, D.C., has declined to "rubber-stamp" a $1.5 million settlement between Elon Musk and the U.S. Securities and Exchange Commission (SEC), according to a Friday ruling reported by Reuters.
The unemployment rate was unchanged at 4.3%. Nike will reduce its workforce by roughly 1,400 workers, or about 2%, mostly in its tech department, as it simplifies global operations. Inflation and economic uncertainty linked to the Iran conflict is giving some chief executives and tech leaders reason to pull back or pause their IT hiring, said Janco Chief Executive Victor Janulaitis.
The rise of AI agents is swinging attention back to the main brain of data-center computing, the CPU.
'The best growth opportunities I have seen in 10 to 15 years,' says Greg Ebel
(Updates with Meta's statement in the fourth and fifth paragraphs.) Apple (AAPL) and Meta Platfor
The Senate Democrat said Meta’s reported plans to partner with a third-party stablecoin issuer could undermine “competition, privacy… and financial stability.”
Sen. Elizabeth Warren (D-Mass.) raised an alarm over Meta's (NASDAQ: META) upcoming stablecoin plans. In a letter to CEO Mark Zuckerberg on May 6, she demanded transparency over the company's plans to integrate a third-party stablecoin into its platform in the coming months. "The lack of ...
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