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Last October, Mark Zuckerberg mentioned almost in passing that companies kept asking Meta if they could buy computing capacity from it, at a premium. It sounded like a hypothetical. On July 17, the New York Times turned it into a very real story. Meta and Anthropic are in early talks for a ...
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.
Meta may lease AI computing power to Anthropic in a $10 billion deal, according to reports. Here is what is on the table.
Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive the fate of an entire index.
When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst saw the opposite, and has been loading up on shares ever since.
Apple's frugal AI strategy saved billions while rivals committed to a spending arms race, but new reports reveal a quiet technical crisis that may force the company into an entirely different kind of expensive bet.
Investors are focusing more on what could be the company's most important segment going forward.
A massive borrowing binge by technology giants expanding their artificial intelligence capabilities is fundamentally transforming fixed-income dynamics. Companies like Meta Platforms Inc., Nvidia Corp., and Amazon.com Inc. are leading a historic capital expenditure push, issuing hundreds of billions in corporate...
Wall Street is underestimating the implications for Meta's long-term growth.
Meta Platforms Inc. (NASDAQ: $META) is in talks to lease as much as $10 billion of computing capacity to Anthropic,...
Alphabet’s broader ecosystem gives it the long-term edge, while Meta offers faster growth, a lower valuation and a higher yield.
Shares of social network operator Meta Platforms (NASDAQ:META) fell 3.1% in the afternoon session after a broader sell-off in AI-related technology stocks and rising investor anxiety over its massive spending on artificial intelligence initiatives. The decline was fueled by concerns about the company's projected capital expenditures for 2026, which were raised to a range of $125 billion to $145 billion. According to BMO Capital, Meta has the "least visible return on investment story among peers"
Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.
Apple is looking to expand its robotics team as it pursues innovation.
Meta stock extends gains on reports Anthropic is interested in buying computing power from it. Does that warrant buying META shares? Let’s find out!
The social media giant's dominant position in its space doesn't prevent investors from being concerned about its AI spending spree.
SpaceX (SPCX) canceled the test launch of its latest Starship rocket on Thursday due to engine ignition failure. The space venture's stock sinks lower ahead of Friday's close after already dropping below its mega-IPO price earlier this week. William Blair research analyst of industrials Louie DiPalma — whose firm maintains an Outperform rating on SpaceX's stock — comes on to talk more about the opportunities and risks ahead for Elon Musk's company.
Investors want customers, chips and stronger deal economics
The facility, maturing in 2030, is priced at SOFR plus 2.50%
Qualcomm Faces Fresh Wall Street Warning Despite Ambitious AI Growth Plans
Tech stocks were falling late Friday afternoon, with the State Street Technology Select Sector SPDR
Anthropic might be looking to make a deal with Meta Platforms to get access to more computing power, a move that would mark a major, but unsurprising, shift in the Facebook parent’s business. The New York Times reported Friday that Meta is in talks to rent computing power to Anthropic in a deal that could be worth as much as $10 billion over two years, citing people familiar with the matter. Meta didn’t immediately respond to requests for comment.
Meta keeps printing cash at a scale most companies never see, yet the real reason to keep buying has nothing to do with last quarter's earnings. Three structural advantages are quietly stacking in ways the stock price has not yet fully priced in.
Meta is in early talks to rent its computing power to Anthropic in what could be a multibillion-dollar deal, as the social media company plans...
In the stock market, earnings and earnings growth are paramount, but in business there is something that matters even more. Shares of the EV start-up fell as low as $2.37, down more than 50%, on Tuesday after news portal electric-vehicles.com said the company was considering a bankruptcy filing, which Lucid strenuously denied. Lucid stock was susceptible to damage because the company isn’t profitable and will need billions in new capital over the coming years to reach that point—expected when it is selling about 150,000 cars a year.
Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter bet right now, and it may not be the obvious choice.
AI is no longer just an emerging technology. In just a few years, it has become one of the biggest forces shaping how people search for information, shop online, create content, and get work done. Since ChatGPT brought generative AI into the mainstream, businesses have been racing to weave AI into their products, while consumers continue finding new ways to use it in everyday life.TipRanks Welcomes a New ETF – NYSE:RANK TipRanks has entered a new arena in the investing world, powering the index
By Daniel Wiessner July 17 (Reuters) - A U.S. judge on Friday rejected a bid by 26 employees of Meta Platforms to block the tech giant from laying them off while they pursue claims that they were
Anthropic proposed the arrangement in June, according to a report in The New York Times, citing people familiar with the discussions.
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