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AI spending is now large enough to distort the bond market around it. Reuters reported on September 10 that Alphabet, Amazon, Meta, Microsoft and Oracle issued roughly $220 billion of bonds over the prior year as they funded data-center expansion. Similar credits are no longer always trading at similar spreads as repeated giant deals flood […]
Meta Platforms Inc’s latest AI push is moving beyond chatbots, creating a potential new catalyst for ETFs with sizeable exposure to the social-media giant. The Facebook parent company’s new Muse personal AI agent is designed to move from answering questions...
Meta Platforms (META) trades about 17% below its 52-week high, and has lost ground over the past year while the S&P 500 climbed. You can be paid now for agreeing to buy the shares well below today's price, whether or not you ever own them. The catch is the reason they have lagged: Meta is spending on data centers almost as fast as the business turns cash.
AI infrastructure is becoming a credit story as much as a technology story. Reuters Breakingviews reported that AI-related debt issuance had reached nearly $500 billion by early August, about one-fifth of higher-rated U.S. issuance this year versus roughly 1% in 2024. Meta Platforms, Inc. (NASDAQ:META) and CoreWeave, Inc. (NASDAQ:CRWV) sit at opposite ends of that […]
Texas is no longer treating every proposed data center as an automatic addition to the grid. On August 3, Governor Greg Abbott ordered an audit of projects moving through ERCOT’s interconnection process, which contained more than 474 gigawatts of requests, over five times the state’s record peak demand. ERCOT began issuing verification requests on September […]
A favorable trading rotation does not reverse the gap between revenue growth and expense growth.
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.
Meta trades cheaper than the S&P 500 despite explosive growth and 3.6 billion daily users, and the math behind one bold price target exposes just how much the market may be underestimating this stock.
Here are Cathie Wood’s latest moves.
Nvidia fell more than 3% while Meta, Microsoft and Alphabet rose, as investors begin to separate the companies that need endless AI capex from those that could profit by cutting it.
On Thursday, Gov. Gavin Newsom (D-Calif.) signed legislation to protect children online and while using artificial intelligence (AI). The new laws are aimed at protecting children under 16 and forbid social media companies from providing addictive features to kids in...
Three AI chief executives agreed on one thing over the weekend, and by Monday morning billions in market value had shifted away from chips and toward software. The rotation raises a question every investor in the sector now has to answer.
Arm sits underneath nearly every hyperscaler custom CPU program, collecting royalty checks as AI infrastructure spending accelerates, but its 120x forward multiple means a single stumble could trigger violent downside for a stock already swinging between $223 and $420.
Google owner Alphabet and Facebook parent Meta Platforms have been frustrating stocks to own in 2026—but they were getting some love from investors on Monday, even as a broader tech selloff raged on. Alphabet climbed 1.5% and Meta added 2.1% ahead of the opening bell. Both Meta and Google are working on rival AI systems.
Investing.com -- Goldman Sachs reiterated a bullish stance on Meta Platforms in a note Monday, telling investors that the launch of the Muse AI agent and a recent legal settlement have created a clearer path of catalysts for the stock.
Vistra has quietly shed a quarter of its value while its operating results kept beating expectations, and Wall Street's most bullish analyst thinks that disconnect points to something big coming in 2027.
Public pushback against AI data centers is spiking. Cleanview's Michael Thomas explains how local politics threaten Big Tech margins.
Meta Platforms, Marvell and Amphenol feature in today's research as AI demand drives growth, while spending, competition and execution risks persist.
In a wide-ranging interview with Sources, the Meta CEO said the two platforms shared communities and that he frequently posted the same thing to both apps.
The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.
It’s a big name that has dealt with plenty of controversy.