Notícias
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Meta's AI spending is under intense scrutiny after a softer outlook. MoffettNathanson analyst Michael Nathanson explains why investors no longer want promises they want proof. Michael Nathanson joins Bloomberg Open Interest to break down Meta's unclear AI infrastructure strategy, the risk of massive capex, and why the company's metaverse history is making Wall Street far less patient this time. Correction: This video has been edited to update a graphic with correct analyst disclosures.
Scale AI said on Thursday it had named former Google Cloud executive Francis DeSouza as chief executive officer, effective August 10, as the AI company looks to expand its data and applications businesses. DeSouza will succeed Jason Droege, who has served as interim CEO since June last year. Droege will work with deSouza in the coming months to support the transition, Scale said.
Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings reports have produced starkly different reactions. Microsoft Corporation (NASDAQ:MSFT) jumped 15% on Thursday after the tech giant reported better-than-expected fiscal fourth-quarter results and issued a better-than-expected outlook for the first quarter of 2027. Meanwhile, Meta […]
Intel’s stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. Here is why Intel’s stock is h
Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.
Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.
Meta stock takes another plunge.
Stocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.
The social media giant reported its second quarter results after the bell on Wednesday, missing on earnings per share but beating on revenue.
The social media giant reported its second quarter results after the bell on Wednesday, missing on earnings per share but beating on revenue.
Uncharacteristically, the company missed the consensus analyst estimate for profitability.
July 30 (Reuters) - U.S. stock index futures steadied on Thursday after a sharp selloff driven by uncertainty around the Federal Reserve's policy outlook, while Microsoft's forecast-beating results
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Meta can simultaneously fuel its own AI ambitions and rent out its scarce computing capacity to bolster returns, CEO Mark Zuckerberg signaled on Wednesday. The Instagram owner is splurging billions to build compute - chips, servers, energy and data centers that power AI - leaving it with free cash flow of just $784 million in the second quarter to run and grow its business. Pressed by analysts for details on Meta's plans, Zuckerberg framed compute as a scarce strategic asset that the company should keep and build around, rather than simply sell for short-term profit.
U. S. stock futures edged higher on Thursday as investors weighed the Federal Reserve’s latest interest rate decision alongside a fresh wave of earnings from major technology companies.
Bitcoin edged higher as investors digested the Federal Reserve's latest policy decision and earnings from U.S. tech giants Microsoft and Meta. The Fed left rates unchanged while Fed Chairman Kevin Warsh provided few clues about future policy.
Investing.com - European shares traded in a narrow range on Thursday, as a massive wave of solid corporate earnings led by an energetic profit beat from oil major Shell helped offset an ambiguous interest rate outlook from the Federal Reserve and fresh U.S. airstrikes in Iran.
Meta whiffed on earnings, but the buying opportunity just got better.
Meta's record revenue driven by AI-enhanced advertising and new products is offset by a 55% expense surge and a sharp drop in free cash flow to $784 million.
