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A widening state backlash threatens Big Tech's costly expansion plans

Vistra just signed 20-year nuclear deals with Meta and AWS, acquired thousands of megawatts of gas generation, and committed a billion dollars to an AI venture with NVIDIA and KKR. What CEO Jim Burke is actually assembling underneath all of it is something the headline deals alone do not reveal.

The main US stock measures were mostly pointing higher in Thursday's premarket activity as traders a

Investing.com -- JPMorgan upgraded Meta Platforms to Overweight from Neutral in a note Thursday, saying the company’s push into frontier artificial intelligence models and AI agents opens a new avenue for growth beyond advertising.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

A “Magnificent Seven” member that’s never split, and an AI powerhouse that hasn’t split in over a quarter-century, are the ideal forward-split candidates.

President Donald Trump sold stock in Palantir and Meta Platforms in June, according to a recent disclosure.

ARK Investment Management purchased META shares worth a total of $27.9 million and sold GOOGL shares for a total value of $27.8 million.

Walmart (NASDAQ:WMT) is expanding its advertising business beyond traditional retail media by building self-service tools, broadening its connected-TV capabilities and pursuing more advertising opportunities both inside and outside its shopping ecosystem, Walmart Connect U.S. General Manager Ryan Ma

While Wall Street focuses on capital expenditure, Yorkville Ives partner Dan Ives argues that growing political backlash against data center buildouts is the single biggest threat to the tech revolution, following his tour of Midwest infrastructure sites.The ‘Hearts and Lungs’...

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 6.7% in the afternoon session after the company launched Muse, a new artificial intelligence agent designed to execute consumer tasks. Muse integrates directly with Meta's social platforms and third-party services to handle everyday tasks such as sending emails, booking reservations, and managing purchases. The offering includes a free tier alongside $20 and $100 subscription tiers, providing a direct framework to monetize the

BUZZ HPC, HIVE’s AI subsidiary, signed Canada’s data center development principles alongside Google, Microsoft, AWS, Meta and Anthropic.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Asana (NYSE:ASAN) and the best and worst performers in the productivity software industry.

Andrew Tulloch, the star AI researcher who was offered a pay package worth more than $1 billion to join Meta Platforms last year, is leaving the company, according to people familiar with the situation. Tulloch’s hiring was a coup for Meta and capped a frantic recruiting spree last summer, when Meta threw money at researchers to try to catch up in the race to build artificial intelligence.

Meta's new Muse agent could turbocharge web traffic and Cloudflare's revenue.

Today, Sept. 9, 2026, investors are watching whether the autonomous agent can unlock a new revenue stream for the social platform.

The acquisition of Swedish AI startup Stilla.ai is part of Meta's effort to accelerate the commercialization of its agentic offerings, which are costing the company billions.

Ohio is reportedly reconsidering incentives worth billions as states weigh the costs of data center growth and rising demand for power and water.

(Updates with index/price moves, macroeconomic data, comments, and company/geopolitical news from th

Oil prices and Treasury yields weighed on the indexes, But Meta, AMD were winners. Apple unveiled its foldable iPhone. Inflation data looms.

Find insight on Apple, digital banks, Braze and more in the latest Market Talks covering Technology, Media and Telecom.

(Updates with market moves at the end of the day, and other changes, if any.) US stocks fell for

After a successful agentic AI debut and a favorable, high-stakes multi-year legal settlement, Meta Platforms has finally turned the corner.

US equity indexes ended lower Wednesday after crude oil climbed and government bond yields rose desp

Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue line the company only began recognizing in the second quarter of 2026: TPU system sales, shipped into customers' own data centers.

Tech stocks eased late Wednesday afternoon with the State Street Technology Select Sector SPDR ETF (

Muse connects to email, calendar, payments, health, shopping and smart home apps

Meta has acquired Swedish AI startup Stilla.ai to accelerate development of Meta Business Agent, Axios reports.

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

US tech giants such as Meta Platforms Inc. and Google parent Alphabet Inc. have been heavily investing in data center expansion across. Yorkville Ives partner Dan Ives estimates that between 1,000 and 1,500 data centers are currently in motion across...