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Meta Platforms (META) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
CoreWeave stock continues to fall after the report that Meta could look to sell AI computing capacity. But Wall Street says it may be time to buy CoreWeave.
Washington quietly reversed course on one of the more consequential AI export restrictions of the year, and the beneficiary happens to be the one U.S. lab most aggressively courting overseas customers. Bloomberg senior strategist Neil Campling flagged the shift on July 1. He called it a green light for Anthropic’s global push at the exact ... Trump Just Cleared Anthropic to Go Global, and Google DeepMind Should Be Sweating
My Amazon (NASDAQ:AMZN) call is straightforward. The 24/7 Wall St. price target for Amazon is $323.43 by July 2, 2027, and my base-case path has the stock crossing $300 for the first time around April 2, 2027 at a modeled $301.86. From a current price of $241.70, that is roughly 33.81% of upside. My recommendation ... Amazon Price Prediction: The Stock Will Trade at $300 on This Date
Asian semiconductor stocks tumbled on Thursday, tracking tech losses on Wall Street after Meta Platforms Inc.'s plan to develop a business that would sell access to AI computing power raised worries about overcapacity. Brian Belski, CEO and founder at Humilis Investments, discusses the recent tech sector rout and what stocks he is keeping an eye on.
(Updates with a response from a WhatsApp spokesperson in the fourth and fifth paragraphs.) Meta P
The Magnificent 7 erased $2.3 trillion in market cap in June alone, the largest monthly loss ever for the group, even as the Nasdaq heads for its best quarter since 2020. CNBC’s MacKenzie Sigalos framed the split neatly on June 30: “the mag-7 erased 2.3 trillion in June alone, the largest monthly market cap loss ... The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It
The company's proposed new business line could require costly capital outlays.
India asks Meta to delay WhatsApp usernames over fraud concerns despite planned privacy-focused rollout.
CoreWeave (NASDAQ:CRWV) is under real pressure. The stock fell almost 14% on Wednesday, market cap has slipped under $50 billion to $46.75 billion, and the balance sheet is finally getting the attention bulls spent a year asking you to ignore. CoreWeave rents GPU compute to AI customers, with Meta and OpenAI anchoring a $99 billion ... CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?
OpenAI (Unlisted:OPAI) has proposed giving the US government a 5% equity stake in the company as part of early discussions with the Trump administration, according to a Financial Times report citing people familiar with the matter. The reported proposal comes as leading artificial...
Meta Platforms (META) is considering selling "raw" compute capacity to external companies or access
The cable will connect India with Malaysia and Singapore.
OpenAI already has a lineup of impressive investors ahead of its eagerly awaited initial public offering. OpenAI has talked about offering a 5% ownership stake to the U.S. government, potentially via a sovereign wealth fund, the Financial Times reported Thursday, citing people familiar with the talks. There would be a couple of potential benefits for OpenAI if the Trump administration were among its investors.
It’s official, Meta Platforms (NASDAQ:META) is getting into the business of selling extra AI compute to others. The big news sent shares of the social-media and AI fast-mover up close to 9% in a single session of trade. While shares were incredibly cheap going into the session, the news shouldn’t have come as such a ... Why Meta Can Outmuscle its Hyperscaler Peers in the Great AI Buildout
Venu Krishna went on CNBC’s Closing Bell Overtime on June 30 and argued that the money fleeing Big Tech is running the wrong direction. His pitch: a PEG ratio below 1 for the Mag 7 excluding Tesla, roughly 30% earnings growth in Q1, and multiples that have already been marked down. “Everybody, when they think ... A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails
There is such a thing as being too bullish.
AI infrastructure spending is still the defining trade of 2026, but the leadership inside the trade keeps rotating. June reminded investors of that NVIDIA (NASDAQ:NVDA) slid nearly 12% over the past month, Microsoft (NASDAQ:MSFT) dropped nearly 17% and Broadcom (NASDAQ:AVGO) gave back nearly 20%. That pullback is the setup. Three names continue to compound the ... 3 Top AI Stocks to Buy in July
Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud. “The semis and the memory names are the most crowded ones in the market right now.” The AI trade, in his framing, has split into two separate trades, and retail is looking at the wrong ... A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight
CoreWeave Tumbles After Meta's Surprise AI Cloud Move Rattles Investors
Meta is developing a cloud business to sell AI models and computing capacity to external customers.
Rosenblatt said its channel checks show no change in hyperscalers' demand for GPU computing capacity.
Meta’s unconfirmed plan to build a cloud business faces competition from a well funded rival less than 24-hours later.
A 5% holding in OpenAI would be worth roughly $42.6 billion based on the company's $852 billion March valuation
Meta is planning to start a cloud computing business. It could be a game changer.
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