News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
NVIDIA sells the compute powering the AI boom while Meta bets billions that buying it will print money through ads. Wall Street expects both to lead the pack in Q3, but the logic behind each bull case could not be more different.
Meta is aggressively testing the boundaries of its messaging ecosystem, moving beyond simple chat interfaces to integrate third-party agentic AI directly into WhatsApp. This shift, currently in limited trials, serves as a precursor to a more ambitious, internal project codenamed “Hatch.” If realized, Hatch would transform Meta from a social media giant into a primary […]
A big year for Coca-Cola stock holders.
A big year for Coca-Cola stock holders.
Businesses seeking more affordable and secure ways to use AI are turning to routing — the process of matching each query with the best, most efficient model for the task.
Meta plans to launch its Hatch AI agent within weeks as Zuckerberg moves to monetize the company's AI spending.
Eight months after implementing a ban on under-16s accessing social media services like TikTok, Australia finds its younger users are returning in droves, according to new data from Qustodio.
Advanced Micro Devices, Inc. (NASDAQ:AMD) has finally landed the kind of AI customers investors spent years waiting for. OpenAI and Meta have committed to massive deployments of AMD Instinct GPUs, helping validate the company as the clearest large-scale alternative to Nvidia Corporation (NASDAQ:NVDA). But Morgan Stanley thinks one less-discussed part of those deals makes the […]
Meta Platforms may be smaller, but it's producing bigger profits.
Jim Cramer says the Meta stock trial risk is overblown, and the $1.4 trillion figure is a ceiling, not a demand.
Investors weren’t happy, dumping the stock 10% Monday after Alibaba sold 710 million shares to fund more AI.
Investors are rewarding Meta's inexpensive earnings multiple despite collapsing free cash flow and expanding legal risk.
Investors are cutting accelerator exposure before the report that could reset the entire AI-chip trade.
New Zealand weighs an under-16 ban.
New Street Research urges Meta to establish a cloud business and reiterates a Buy rating and $700 price target on Meta stock.
Something unusual is happening inside the social media trade today, and the stocks moving hardest are the ones that have fallen the most. Understanding why the laggards caught the bid while the sector fund slipped into the red reveals a tension that cuts against how investors have been positioned all year.
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the crushing debt load that shadows the more famous name.
Meta Platforms' ad growth accelerates as AI tools, user engagement and advertiser adoption fuel revenue, helping it stay ahead of RDDT and SNAP.
The Autoriteit Persoonsgegevens found that Uber relied on software to track driver conduct and customer feedback, leading to accounts being automatically suspended over suspected fraud and permanently shut down where ratings stayed low over time.
Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.
This week's major tech news
This week's major tech news