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Spending on AI data centers by cloud hyperscalers could reach $1.4 trillion by 2028, analysts with Morgan Stanley said Monday. The investment bank raised its estimates for capital expenditures by Meta Platforms and Amazon — with returns on AI spending a key debate for both stocks. Morgan Stanley analyst Brian Nowak said in a client note that he expects Meta's capex to reach $225 billion in 2027 and $250 billion in 2028, up 29% and 22% from his prior estimates.
Meta just raised its spending plans to a figure that stopped Wall Street in its tracks, and the stock has not responded the way bulls expected. Whether the math eventually works in investors' favor hinges on three compounding forces inside the business right now.
Jim Cramer watched a single sentence from Mark Zuckerberg send Meta's stock soaring by a predicted $100 per share, and now he's arguing that big tech has become nearly impossible to sell no matter what the bears say about debt.
Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history. Oracle (ORCL) eliminated 21,000 positions over the past year, even as its full-year adjusted ...
European stock markets closed mixed in Monday trading with the Stoxx 600 down 0.1%, Germany's DAX fr
Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report soon, starting with Microsoft on July 29, and the setup looks nothing like the fear priced in.
Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s competition, as he stated: Consider what each of these companies really is. Hey, why don’t we start with Meta? Okay, that’s become a real […]
Jim Cramer keeps pounding the table on one chip stock even as rivals flood the AI market with competing silicon. The reason he gives sounds almost too simple, but the financials suggest he has a point.
Yahoo Finance Executive Editor Brian Sozzi sits down with Visible Alpha Head of TMT Research Melissa Otto to discuss how investors should navigate the technology sector following its recent market sell-off.
Both Meta and NVIDIA delivered blowout quarters on the same AI wave, yet investors treated the two stocks very differently this summer. One company quietly flipped its biggest cost line into a potential revenue stream, and that changes the comparison entirely.
Nvidia stock was edging down early Monday. The daily move was broadly in line with the wider market, with the technology-heavy Nasdaq Composite down 0.9%. In fact, Nvidia was holding up better than the PHLX Semiconductor Index, which was falling 4%.
Meta just broke its open-source religion to charge developers for AI, and Zuckerberg is betting a $145 billion infrastructure gamble on a pricing strategy that undercuts every major rival. Whether that math works out depends on a model the world hasn't seen yet.
Contracts, teacher bonuses and restaurant sales show Hyperion’s immediate economic reach, while rising rents, traffic and power demand are testing the rural parish around it.
The company is increasing spending as competition for AI infrastructure accelerates.
Citizens reiterates $800 Outperform as Instagram posts a 13th straight month of double-digit engagement
Meta expands its Louisiana data center to 5 gigawatts while total expected investment could exceed $250 billion.
Tech stocks fell on Monday amid an ongoing debate over artificial intelligence spending and profitability.
Nvidia still dominates AI training, but a quiet shift in how hyperscalers spend their next trillion dollars is opening a lane for two chip designers most investors have barely considered.
Meta stock was a fraction lower after the tech giant revealed an expansion for its Hyperion Louisiana data center project.
Meta Increases Scale of Louisiana AI ProjectMeta (NASDAQ:META) has unveiled a major expansion of its Hyperion data centre in Richland Parish, Louisiana, increasing its planned computing capacity to 5 gigawatts while lifting total investment in the project to more than $50 billion. The facility had previously been expected to deliver more than 2 gigawatts of computing power to support the training of large language models used in generative AI applications such as ChatGPT.
(Bloomberg) -- Intel Corp. is spending €5 billion ($5.7 billion) to expand its plant in Ireland, as the chipmaker attempts to regain its manufacturing dominance for the AI boom.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hor