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Meta just shattered Wall Street's consensus price target on the back of a 37% monthly surge, but with free cash flow collapsing 91% and capex ballooning toward $145 billion, the real debate is whether the AI spending spree pays off before it breaks the stock.
Data centers are quietly reshaping which utility stocks deserve a spot in an income portfolio, and four regulated electric companies just locked in contracts that could rewrite their dividend growth stories for the next decade.
Google’s test launch with SpaceX will evaluate how its Tensor Processing Unit chips perform in space.
The home improvement retailer says orders of roughly 2.5 pounds can reach eligible customers near a Charlotte-area store in as fast as 20 minutes
Wall Street has already written Apple off as a stock with nowhere left to go, but a fresh look at the numbers tells a very different story about where shares could head over the next 12 months.
Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era. Here is why that disconnect creates one of the more compelling setups in semiconductors right now.
If you own Alphabet (GOOGL) or Meta Platforms (META), you own the same idea: AI makes an advertising machine earn more, and both companies are spending heavily on computing capacity. The fork is where the money comes back from. Alphabet already has outside customers under contract through Google Cloud. Alphabet already sells directly to enterprise customers under contract through Google Cloud, whereas Meta is in the earlier stages of commercializing enterprise access to its AI models.
ARK Invest just rotated out of the world's most valuable company to load up on a loss-making space startup trading at 58 times sales. The reasoning reveals something important about how ARK thinks the next decade of infrastructure gets built.
CoreWeave's Harell Data partnership brings proprietary datasets and AI infrastructure together, opening another potential growth avenue amid fierce cloud competition.
The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.
Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.
Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list...
Meta has surged 33% in a month while analysts debate whether its cash flow turns negative for the next two years. Before you hold, hear the case for rotating into a rival trading at a steep discount with cleaner AI revenue already on the books.
Google DeepMind says Gemini 4 has entered post-training as Alphabet pushes to keep pace in the fast-moving AI model race.
Nvidia's decade-long transformation from gaming chip maker to AI infrastructure backbone rewrote the rules of semiconductor investing, but the real question is whether the next $1,000 faces the same odds as the last one.
AI leadership is increasingly becoming a key growth engine across Alphabet Inc. (NASDAQ:GOOGL)’s core businesses. Tigress Financial analyst Ivan Feinseth echoed this sentiment on September 17, citing strong Search momentum, rising Cloud growth, and margin expansion in second-quarter results. Consequently, the analyst has reiterated a Buy rating on the stock and hiked the price target […]
SYDNEY, Sept 24 (Reuters) - Australia said on Thursday an OpenAI agent breached a government health data portal in June, gaining unauthorised access to files, in what could be the first known instance of an AI agent hacking a government website. The breach is one of the highest-profile incidents of AI agents accessing external systems outside the United States, coming on top of several recent breaches globally by rogue AI agents that have alarmed governments and companies.
S&P 500 Q3 earnings are projected to rise 23.9%, with Micron, NVIDIA and Alphabet materially shaping tech-sector growth.
Google signals an accelerated AI push as competition intensifies, particularly from Meta’s Muse AI agent.
Alphabet (NasdaqGS:GOOGL) and Experian have partnered to integrate Experian's personal finance features into the Google Gemini AI platform for U.S. users. Experian becomes the first personal finance app available inside Gemini, giving consumers conversational access to tailored credit insights. The collaboration focuses on delivering personalized credit information through Gemini's chat interface, targeting mainstream personal finance use cases. The Experian and Google Gemini credit insights...
Meta Platforms, Inc. (NASDAQ:META) used Meta Connect 2026 to unveil a $1,299 VR glasses device, expand its AI glasses lineup and bring its Muse personal AI agent to more products, but market watchers were divided over whether the announcements could extend the stock’s recent rally. Gene Munster Says Meta Needed More Muse Data Deepwater Asset Management managing partner Gene Munster said he expected Meta shares to be "flat to down" following Mark Zuckerberg’s keynote, pointing to a lack of concre
U.S. markets were keyed into inflationary concerns on Wednesday as the 10-year Treasury yield soared to close at 5.11%, notching its highest level since July 2007.
One Wall Street analyst says the streaming giant’s edge over its biggest rival is slipping.
SYDNEY, Sept 23 (Reuters) - Australia said on Wednesday an OpenAI agent breached a government health data portal in June, gaining unauthorised access to files, in what could be the first known instance of an AI agent hacking a government website. The breach is one of the highest-profile incidents of AIagents accessing external systems outside the United States,coming on top of several recent breaches globally by rogue AIagents that have alarmed governments and companies.
Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.
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