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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The social giant is spending hundreds of millions on Azure models.

Anthropic CEO Dario Amodei could receive super-voting shares ahead of the AI company’s potential IPO, giving him and other co-founders greater control even as their ownership stakes remain relatively small. Anthropic Reportedly Eyes Super-Voting Shares Ahead of IPO Anthropic is...
BNP Flags Major AI Compute Opportunity for Meta, Keeps $855 Target

Meta Platforms Inc. (NASDAQ:META) has become one of Microsoft Corp.

As U.S. companies raise billions of dollars to fund their AI dreams, they’re primarily tapping debt markets. Nearly 70% of the $456 billion cash raised for AI from the public market in 2026 has come from the investment-grade debt market, according to Bank of America Global Research. At $309 billion, that amount is more than double the $136 billion in AI-related investment-grade debt issued in all of 2025.

Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.

Some of Wall Street's most influential artificial intelligence (AI) stocks are being shuffled around by Third Point's billionaire boss.

As large language models become more interchangeable, balance sheets will matter as much as tech breakthroughs in the AI race.

Massachusetts lawmakers are seeking to establish the nation’s most stringent state-level safeguards for artificial intelligence, a proposal that’s divided an industry the governor’s office is concurrently seeking to woo.

Meta Platforms Inc. has become one of Microsoft Corp.’s biggest AI customers, underscoring how demand for the emerging technology remains concentrated in the tech industry.

Chamath Palihapitiya says Mark Zuckerberg avoids emphasizing Meta Platforms Inc.‘s advertising roots because “great engineers” would rather join companies seen as leaders in space, search or artificial intelligence, even though ads remain the engine funding Meta’s costly AI push. Meta’s...
A Kentucky family walked away from a life-changing offer for their land, and they are not alone. A wave of resistance is forcing one of the most powerful industries in America to reckon with the communities it needs most.

Meta Platforms' revenue growth is accelerating thanks in part to its AI efforts, but the scale of its infrastructure spending is increasing its long-term financial risk.
Australia passed a law on Thursday ordering Meta Platforms' (META) Facebook and Instagram, Alphabet'

Australia passed legislation on Thursday that will force tech giants to pay millions of dollars in levies if they fail to strike commercial deals with local media outlets for news on their platforms. Proceeds from the scheme would be directed to local Australian news outlets, whose content helps drive user engagement and advertising revenue on the tech firms' platforms. The levy applies to Meta, Alphabet's Google, TikTok and Microsoft's LinkedIn, covering companies with a "significant" social media or search service in Australia, and local advertising revenue exceeding A$250 million ($178 million).

The $1.4 trillion figure may be unlikely, but the case could give states a new way to challenge how social media platforms are designed.

CORRECTIONS A judge ordered Meta Platforms to create a $567 million abatement fund as part of remedies stemming from a New Mexico trial. A U.S. News article on Wednesday about a different child-safety trial in California incorrectly said $567 billion.

The app takes a photo of someone real and does something Meta says it bans.

Big Tech's AI data center spree still needs power and hardware. Three industrial stocks positioned to benefit: Caterpillar, Eaton, GE Vernova.

Broadcom Inc. (NASDAQ:AVGO) stock is down roughly 20% from its all-time highs in June, a pullback driven by a mix of lofty AI expectations, a high valuation multiple, broader market pressures, the Mediatek-driven narrative, and more recently, Marvell Technology Inc. (NASDAQ:MRVL). Despite the drop, TD Cowen analyst Joshua Buchalter recently reiterated a Buy rating on […]

Economist Justin Wolfers said the artificial intelligence shock to labor markets may resemble what happened to diamonds once lab-grown alternatives hit the market, not eliminating jobs entirely but sharply reducing the worth of certain tasks. ‘Lab-Grown Diamonds Didn’t Abolish Diamonds’...

Mark Zuckerberg sidelined child safety concerns at Meta and parents “cannot trust” the billionaire to protect their kids online, a former engineer has claimed.
The stock recovered nearly 1%, but surging expenses still threaten Meta's operating leverage.





