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Moby summary of Ciena Corporation's Q2 2026 earnings call

Snowflake delivered a blockbuster quarter, and SNOW stock is rallying higher. Here's why this data cloud giant is becoming one of the most compelling AI plays in the market right now.

Mega IPOs from SpaceX, Anthropic, and OpenAI are already turning heads on Wall Street and Main Street, expected to fetch some of the steepest valuations in the history of U.S. markets. However, those banking on these IPOs being a guaranteed payday might want to revisit those assumptions. Despite ...

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Market Domination to discuss Meta's (META) decision to delay the release of its latest AI model and what the move means for the company's AI ambitions.

There's an insane claim doing the rounds on social media that Nvidia now earns $1 million every 129 seconds. If you really examine the numbers, it looks like that might actually be a conservative estimate.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

Dell’s record earnings prove that the corporate AI hardware buildout is finally in full swing. As new localized data centers plug in, they will inevitably need open-source "brains" to protect corporate data, making Meta's Llama the default and setting up META stock for a long-term breakout.

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than

Shares of Advanced Micro Devices (NASDAQ:AMD) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55% over the past month, compared with just 17% for Intel (NASDAQ:INTC) stock. That kind of gap raises a fair question for Intel’s loyal shareholders. Should Intel stockholders ... AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?

A position in the Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) bought at the close on May 29, 2025 for $38.08 was worth $101.03 on May 29, 2026, a 165% twelve-month gain on a low-cost, plain-vanilla index fund that anyone with a brokerage account could have bought. Run that back to inception in June 2021 and the ... If You Bought SOXQ During the March 2026 Selloff, You’re Sitting on a Triple-Digit Year

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Broadcom (AVGO) stock has fallen as much as 15% in Thursday's trading session despite reporting record Q2 results yesterday evening.

AI capex could reach roughly $800 billion in 2026 as TS Lombard questions whether expectations can keep pace.

Meta’s Instagram has launched "Instagram Plus," a premium subscription service offering exclusive customization, deeper story insights, and advanced sharing controls.

AI Spending Boom Raises Sustainability Questions For Investors

GLW has soared 126.6% in six months as AI-driven demand, hyperscale deals and solar growth boost results, but key risks could test momentum.

President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for. CNBC’s Megan Cassella, reporting on the development June 2, 2026, said the document “appears to be a scaled back, slightly weaker version than what we had initially been expecting.” The White ... Trump Just Signed a Scaled-Back AI Executive Order: What the Voluntary 30-Day Review Means for Big Tech

Cathie Wood Loads Up on Alphabet Across Four ARK ETFs

Meta Platforms (NASDAQ:META) employees are facing a double whammy. Not only is the company going through mass, successive layoffs, but the remaining employees are now supposed to forego their privacy… to train an even better replacement. Reuters caught wind of what has been happening inside Meta, and it doesn’t bode well if you work using ... Zuckerberg Backs Down on AI Tracking After Meta Employee Revolt – But They’ll Still Get the Data They Need

Meta Platforms (NASDAQ:META) at $622.98 looks stretched on any rally toward $650, where the math behind its escalating AI capital bill stops working in shareholders’ favor. The stock has spent six months stuck in a corridor, and one structural concern overshadows an otherwise strong operating story. Meta runs the largest advertising network on the open ... 1 Big Reason to Sell Meta Platforms Stock Above $650

With strong hedge fund and Wall Street support, Meta Platforms, Inc. (NASDAQ:META) ranks among the best AI infrastructure stocks and carries an upside potential of 30.4%. Meta Platforms, Inc. (NASDAQ:META)’s AI ambitions are expanding well beyond its core advertising business, and Wall Street is starting to price in the potential value of those opportunities. On […]

For the past two years, Wall Street has asked Meta the same question. The company has committed hundreds of billions of dollars to AI infrastructure, data centers, and custom chips. The returns have been real but indirect: better ad targeting, stronger engagement, and higher revenue from a business ...

Broadcom's (AVGO) fiscal Q2 results and Q3 guidance only modestly exceeded Street expectations, but

Dell's recent stock rally helped propel CEO Michael Dell up the ranks of the world's richest people.

Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a “neo cloud” by providing both Colossus-1 and Colossus-2 data centers to Anthropic’s Claude, which has been “severely compute constrained throughout the year.” The ... Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic

Wondering whether Meta Platforms at around US$622.98 is priced for perfection or still offers value is a fair question for anyone watching the stock. The share price has been mixed recently, with a decline of 1.9% over the last week, a 2.1% gain over 30 days, a year-to-date decline of 4.2%, a 1-year decline of 9.2%, but a rise of 138.2% over 3 years and 90.1% over 5 years. Recent headlines have focused on Meta Platforms' continued heavy investment in artificial intelligence, including...

Not all "Magnificent Seven" names are in favor.

The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing Anthropic’s plan to expand access to Mythos was that they knew that there was a token shortage and they didn’t want other people ... The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

Broadcom’s 15% slide in premarket trading has widely been blamed on guidance that merely held steady against Wall Street’s lofty expectations. But there might be more to the story. According to Ben Barringer, head of technology research at U.

The popular growth investor keeps adding to some of her favorite stocks.