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Alphabet plans to raise $80 billion through equity sales to fund its 2026 and 2027 capital expenditures.

CoreWeave (NASDAQ:CRWV) at $124.82 screens as a wait-and-see setup over the next 12 months, with a working reference value near $138.56. The stock has whipsawed since its 2025 IPO, with tension between a $99.4 billion backlog and $50.81 billion in liabilities driving the volatility. CoreWeave rents GPU-accelerated cloud capacity to AI model builders and enterprises. ... Buy, Hold, or Sell: Is CoreWeave a Multibagger in the Making, or an AI Infrastructure Debt Trap?

Artificial intelligence is sucking in capital at a pace never seen before. The five biggest U.S. hyperscalers, namely Amazon, Alphabet, Meta, Microsoft and Oracle, are expected to spend roughly $720 billion on AI infrastructure in 2026. Chip companies are booked out for years, and even ...

Beyond Amazon's (AMZN) familiar cloud and retail operations, a new identity is forming inside the company. Management now frames its custom silicon unit as one of the world's top three data center chip businesses. This internal capability is not just a cost-saving measure; it is a distinct and rapidly growing technology venture.

Meta is tightening teen content settings as social media safety scrutiny grows.

The artificial intelligence boom has survived just about everything investors have thrown at it. Concerns over China, export restrictions, sky-high valuations, and even recession fears have failed to derail a rally that has added trillions of dollars in market value to companies like Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Broadcom (NASDAQ:AVGO), and Meta Platforms (NASDAQ:META). Yet there ... Only One Man Can Kill the AI Boom: Fed Chair Kevin Warsh

Management is signaling a major acceleration, but the market is sitting on its hands. Here’s what it’s waiting for.

The Number Micron Technology (NASDAQ:MU) crossed a $1.16 trillion market capitalization and now sits at $1,189,601,487,240 — roughly $1.19 trillion — as of 10:21 AM ET on June 2, 2026. The figure is a live market valuation derived from the closing price of $1,035.50 on June 1, 2026 applied to roughly 1.13 billion shares outstanding. ... Micron Just Surpassed $1.16 Trillion Valuation How Long Before It Tops Meta?

The biggest story surrounding the IPO landscape is, of course, none other than SpaceX. But CoreWeave's debut last year shouldn't be forgotten either.

Meta Platforms, Inc. (NASDAQ:META) is one of the best stocks to buy now for long term growth. Reuters reported on May 29 that according to its internal documentation, Meta Platforms, Inc.’s (NASDAQ:META) plans to collect detailed records of computer usage by U.S. employees to train its AI models are more extensive than described initially, and are […]

Morning Brief host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Investopedia Editor-in-Chief Caleb Silver to discuss the key question investors should be asking about upcoming IPOs from companies like SpaceX (SPAX.PVT), Anthropic (ANTH.PVT), and OpenAI (OPAI.PVT), and whether retail investors are ready to buy into the hype.

Meta Platforms upgraded, Okta downgraded: Wall Street's top analyst calls

Oklo shares should receive a momentum boost this summer.

At about $170.68 a share, Arista Networks (ANET) is trading near its 52-week high, fueled by a surge in demand for AI networking infrastructure. The world's largest tech companies, including hyperscalers such as Microsoft (MSFT) and Meta Platforms (META), are spending hundreds of billions of dollars to build AI data centers. Arista's high-speed Ethernet switches and routers provide the networking fabric that enables massive clusters of AI GPUs to communicate efficiently at scale. The company rec

Pre-Market Stock Futures: Futures are trading lower on Tuesday, but the technology tsunami continued on Monday, as all major indices dipped into the red early on news that Iran was halting the peace negotiations and would block the Strait of Hormuz. But that sell-off lasted until about noon, before a big reversal, which, by that ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: CoreWeave, Danaher, Hewlett Packard Enterprise, Intuit, Knight-Swift, Meta Platforms, Starwood Property Tr

Mega-cap tech stocks were sliding on Tuesday after Google owner Alphabet outlined a plan to issue $80 billion in stock to fund its AI spending spree. The Roundhill Magnificent Seven exchange-traded fund slid 0.

Meta announces the locations and scale of layoffs affected by the social media company's most recent round of cuts.

The S&P 500's rebound looks a lot thinner once AI enablers are stripped out.

(Bloomberg) -- SK Hynix Inc. plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of AI.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found Guilty in Case That Spooke

Snap (SNAP) has come under fresh scrutiny after Meta hired Jim Shepherd, the company’s former senior director of global content partnerships, to lead creator and content initiatives for its growing wearables business. See our latest analysis for Snap. The latest 1-day share price return of 2.63% and 90-day share price return of 11.62% sit against a year-to-date share price decline of 27.92% and a 5-year total shareholder return decline of 90.45%. This points to short term momentum but a weak...

Meta shares fell sharply on Monday without a clear trigger, while retail sentiment moved up.

Wall Street has spent years pricing AI chip stocks on one core assumption: raw computing power wins. More transistors, more speed, more performance. That was the race, and investors bid up names including Nvidia (NVDA), Taiwan Semiconductor Manufacturing Company (TSM), and Broadcom (AVGO) ...

Amazon (AMZN) stock is up about 14.63% year to date, at the time of writing, Monday afternoon, June 1. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 11.01% in the same period. And while Amazon has just slightly outpaced the S&P 500, it has also outpaced all but two Magnificent 7 ...

Meta Platforms, Inc. (NASDAQ:META) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 21, Wolfe Research reiterated its Outperform rating on Meta Platforms, Inc. (NASDAQ:META) with a price target of $800, pointing to an attractive valuation despite worries about the company’s capital expenditure levels. Wolfe Research pointed out […]

The valuations of artificial intelligence (AI) companies are surging, but their growth is more than just hype.

Credo Technology stock declines despite better-than-expected earnings. The stock has rallied 157% since bottoming at the end of March.

Meta’s AI ambitions are getting expensive, and now Zuckerberg is betting chatbot subscriptions and layoffs to convince that AI spending spree will eventually pay off.

The biggest AI winner could become much bigger as trillions of dollars flow into AI infrastructure over the next decade.

Jim Shepherd, who oversaw Snap’s celebrity relations and editorial strategy, will now help with Meta’s artificial intelligence device push, per The Hollywood Reporter.

Shares of Applied Optoelectronics (NASDAQ:AAOI) are up 20% in midday trading to around $190, snapping back hard from a Friday close of $158.41. The single-session pop lifts the stock’s year-to-date (YTD) 2026 gain to an impressive 439%. Meanwhile, Lumentum (NASDAQ:LITE) stock is up 7% to $914 and Coherent (NYSE:COHR) stock is roughly flat near $363. ... Applied Optoelectronics Is Up 439% in 2026: Is It Outperforming Other Optics Stocks Like Lumentum and Coherent?