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(Updates with index/price moves, macroeconomic data, comments and company/geopolitical news from the
$20 and $100 subscriptions give Meta a direct AI monetization test beyond advertising.
Meta stock is soaring as the social media giant touts early signs of success with a new AI agent.
Corning just locked in a supply deal with Verizon that stacks on top of agreements already signed with Meta, Amazon, and NVIDIA, and the market is treating the two sides of this transaction very differently.
Muse is turning Meta's massive AI spending into a product investors can finally measure.
Meta's AI Agent Muse Takes Aim at Google and Anthropic
The social media company just introduced a new AI-centric revenue stream.
By Niket Nishant and Tharuniyaa Lakshmi Sept 9 (Reuters) - The main U.S. stock indexes fell on Wednesday as oil prices soared past $100 a barrel and Treasury yields rose, putting pressure on equities
Meta has acquired Swedish AI startup Stilla.ai to accelerate development of Meta Business Agent, which facilitates transactions on WhatsApp, Messenger and Instagram, Axios has learned.
States are starting to question tax breaks once used to attract data centers.
Hock Tan built something rare in tech: a tollbooth that the biggest AI spenders on the planet have no choice but to pay. Here is why that changes where my next dollar goes.
Jim Cramer spent Tuesday night hyping what could be a landmark AI IPO, then spent Wednesday morning explaining why a safety researcher at that same company just made him want nothing to do with it.
Broadcom (AVGO) stock sits about 23% below its 52-week high, and it has lost 6.9% over the past three months while the S&P 500 gained 3.6%. The latest drop followed a fiscal Q4 2026 revenue guide that fell short of Wall Street expectations. Set beside that guide was a revenue schedule stretching to fiscal 2028. That schedule is where the upside case lives.
Jim Cramer says buy the Magnificent Seven before the AI payoff hits, but one market strategist argues the group has already fractured into winners and losers, and the 2026 scoreboard is starting to prove him right.
Wall Street sees the Facebook parent in pole position to dominate the AI online shopping space. Morgan Stanley analyst Brian Nowak on Wednesday wrote that Meta could “win” a substantial piece of the estimated $30 trillion consumer AI agent total addressable market. Meta stock advanced 7% to $656.71 and was the best-performing component in the for the trading session.
Meta stock has started to recover after recent progress with its AI models.
Meta may be in hot water over a thorny intellectual property case.
AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's biggest hopes.
Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU slip.
On this episode of Stock Movers: - Meta (META) shares are gaining with analysts positive on the Facebook parent after it debuted Muse, an AI assistant. Firms wrote that Meta is well positioned to succeed with the product. - Lyft (LYFT) shares are higher as the ride-hailing company is starting to offer Waymo robotaxi rides in Nashville, marking the second US city where it's providing driverless trips. - Apple (AAPL) shares are on the move ahead of today's product unveil. Apple's stock has rallied 15% since June 25, driven by excitement about the new lineup of devices, particularly the foldable phone.
Nebius just auctioned its first Blackwell capacity above any price it has ever charged, and management says it could sell all of 2027 right now but is choosing not to. Whether that restraint makes the stock a buy at these levels depends on signals the market has not priced in yet.
Meta (META) stock rallied more than 5% on Wednesday.
Meta Platforms (NASDAQ:META) shares climbed around 5% in premarket trading on Wednesday as analysts responded positively to the launch of Muse, the company’s standalone personal AI agent. The product is being viewed as an important test of whether Meta can translate its substantial spending on artificial intelligence infrastructure into consumer products and, eventually, additional revenue opportunities.
The two companies have shared a new partnership.
OpenAI’s new AI model proves the firm’s technology is still on track. It’s also good news for Oracle and SoftBank.
Meta stock jumped Wednesday in a sign that investors are excited by the early results of the company's new AI agent app.
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