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Shopify gets a downgrade, with an analyst writing that Meta Platforms could do serious damage to the e-commerce platform provider.

Both Meta and Pinterest crushed Q1 earnings with double-digit revenue growth, but one is spending $125 billion chasing a superintelligence future while the other just hit a billion-dollar quarter for the first time. The gap between them tells a very different story about which stock actually belongs in a long-term portfolio.

BlackRock combines GIP and HPS to finance Meta's AI data center project through a major bond sale.

Nvidia's investment deepens its ties with one of Europe's fastest-growing AI cloud providers.

Meta Platforms (META) stock has been in focus after talks to lease AI computing capacity to Anthropic in a potential US$10b deal over two years, raising fresh questions about how investors value Meta’s AI build out. See our latest analysis for Meta Platforms. Meta Platforms shares have pulled back slightly from an intraday high of about US$686. However, the 30 day share price return of 11.89% and 3 year total shareholder return of 123.42% show momentum that has built over a longer horizon,...

Meta Platforms said on Tuesday it is adding the Xbox Game Pass ‌starter edition to its Meta Horizon+ subscription service, ‌expanding its gaming offering on Quest virtual reality headsets. The move deepens ​Meta's partnership with Microsoft's Xbox and will give Horizon+ subscribers access to more than 50 Game Pass titles alongside the existing catalog of more than 100 ‌virtual reality games available ⁠through the service.

Snap reached a tentative settlement, leaving Meta as the only platform headed to trial in Los Angeles.

Facebook and Instagram, owned by Meta Platforms (NasdaqGS:META), experienced a global outage that caused widespread login failures and disruption to core features. The disruption affected users across multiple regions, interrupting access to feeds, messaging tools, and account authentication. The incident drew attention because it temporarily limited communication, content sharing, and business activity that rely on Meta’s platforms. Meta Platforms operates some of the largest social media...

Ark Invest added to three existing positions that have fallen over the past year.

Hock Tan turned a struggling chip company into a trillion-dollar AI powerhouse through relentless acquisitions and brutal capital discipline. What that journey actually returned to patient investors since day one will make you rethink how long you hold a winning stock.

(Bloomberg) -- Moonshot AI is preparing to begin discussions in August on a final round of fundraising before listing in Hong Kong, capitalizing on the excitement around its latest model to raise capital at a valuation of as much as $50 billion.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than

A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about the financial foundation under the entire AI investment trade.

By Foo Yun Chee BRUSSELS, July 21 (Reuters) - A group of 25 U.S. lawmakers has written to U.S.

Meta Platforms will report its second-quarter results on July 29.

AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet that changes what kind of company AMD actually is.

(Bloomberg) -- Alphabet Inc., has more than quadrupled its office space in Miami this year shortly after co-founders Larry Page and Sergey Brin bought homes in the area.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS Strikes Iran in Escalating Campaign After Troops KilledGoogle’s pa

Mark Zuckerberg bragged about taking a secret business call from a jet ski, and the person on the other end never suspected a thing. But the division behind that $799 party trick is bleeding money fast, and investors are starting to ask how long the fun lasts.

Google Cloud is sitting on a backlog so enormous it had to turn away some of the biggest names in tech, and the company's answer to breaking that logjam starts not with more data centers but with a radical rethinking of silicon itself.

The rally appears to be on as Meta heads into earnings.

The stock of artificial intelligence (A.I). data centre operator Nebius (NASDAQ: $NBIS) is up 7% on news that chipm...

A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.

JPMorgan Chase and Morgan Stanley are arranging the debt sale for a 1-gigawatt campus in El Paso that BlackRock's infrastructure and private-credit units own 80% of

Jeff Bezos, the founder of Amazon.com and the UK government have invested a substantial amount in the British startup CuspAI. CuspAI, on Monday, declared a collaboration with Nvidia Corp. and several other industry leaders. The startup aims to make advancements...

According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767.

Market concentration has turned most S&P 500 index funds into a quiet bet on a handful of AI mega-caps, and one overlooked ETF is already outperforming in 2026 for a structural reason most investors ignore.

<body><p>STORY: From Anthropic's class action settlement to the world AI conference in Shanghai... This is Tech Weekly.</p><p>:: Tech Weekly</p><p>A federal judge has approved Anthropic's $1.5 billion class action settlement...</p><p>the largest known in a U.S. copyright case.</p><p>A group of writers sued Anthropic in 2024, arguing that the company used pirated versions of their books without permission to train its Claude AI model.</p><p>The lawsuit is one of dozens brought by copyright owners against tech companies over the training of large language models.</p><p>Tennessee state has claimed Instagram's design is to blame for a youth mental-health crisis.</p><p>Meta Platforms went to court on Monday – one of several trials in the coming weeks...</p><p>on allegations that the company's social media platforms were intentionally built to be addictive.</p><p>The lawsuit claims Meta failed to disclose extensive internal research..</p><p>showing Instagram could harm teens.</p><p>A Meta spokesperson previously said in a statement that the company already has built-in controls to protect teens.</p><p>Ongoing conflicts shaped discussions at the Farnborough Airshow, one of the world's largest aerospace and defense&nbsp;gatherings.</p><p>The show brings together hundreds of companies across commercial aviation, propulsion and military technology...</p><p>from unmanned fighter jets and hypersonic missiles to spy satellites and AI-enabled weapons systems.</p><p>Defense companies made up half of a record 1,600 exhibitors at this year's show.</p><p>Apple overtook Nvidia to become the world's most valuable company...</p><p>reshuffling the top ranks of tech giants as investors reassess the outlook for AI.</p><p>The shift in the pecking order illustrates how investors are looking beyond the most obvious beneficiaries of the AI boom, such as Nvidia.</p><p>The 2026 World Artificial Intelligence Conference kicked off in Shanghai...</p><p>showcasing the shifting AI landscape with Chinese open-weight AI models making rapid gains against systems from U.S. companies such as OpenAI and Anthropic.</p><p>Huawei's Atlas 950 SuperPoD large-scale AI computing system made its public debut...</p><p>demonstrating China's efforts to produce tech without U.S. giant Nvidia's most advanced chips.&nbsp;</p><p>Li Tianyi was an exhibitor at the show.</p><p>"We work in AI applications, which are more on the software side. As far as foundation models are concerned, I think we're still slightly behind. But it's not a gap that can't be closed. At least after visiting the exhibition today, I feel confident that we can catch up with the U.S. in terms of foundation model capabilities within a relatively short period. Perhaps three to five years."</p><p>An entire hall of humanoid companies also showcased robots dancing, weight lifting and looking eerily human like.&nbsp;</p></body>

The AI Materials Foundry combines data, lab access, computing power and expertise on one platform for new materials design.

AMD's hyperscaler deals, Azure partnership and long streak of EPS beats highlight why the chipmaker is drawing attention as AI demand fuels growth.

Asian stocks mostly rebounded after days of losses on Tuesday led by technology shares, while oil prices eased slightly even as Iran said it had struck hit US military targets in Bahrain and Kuwait.Iran's Revolutionary Guards said on Tuesday they hit US military targets including air defence systems in Bahrain and Kuwait, state news agency IRNA reported.

Meta stock slumped in June -- then jumped in July.