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Hyperscalers issued $121 billion in bonds last year and are on pace for far more in 2026. Warsh says that's showing up in Treasury yields.
Meta Platforms (NasdaqGS:META) appointed Dina Powell McCormick to lead its AI infrastructure buildout and outside capital strategy. Her remit includes coordinating Meta's internal AI development plans with potential external financing partners and policy stakeholders. Multiple U.S. school districts expanded litigation that alleges Meta's platform design contributes to youth mental health risks. The combination of Powell McCormick's AI mandate and the school district lawsuits should sit...
AppLovin (APP) has climbed 6.2% over the last five trading days while the S&P 500 slipped 1.1%. With the stock about 55% below its 52-week high, a week like that pulls in bottom hunters. But next week is the wrong question. What matters to your money is what holding AppLovin does every time the market moves, because it travels far further than the index, and furthest on the way down.
Sept 16 (Reuters) - Snap on Wednesday announced partnerships with companies including Salesforce, Nvidia and Amazon Web Services to integrate workplace tools into its Specs augmented-reality glasses,
Snap has launched its $2,195 augmented reality glasses.
Marketing platform Noise is on a mission to help anyone with a smart phone make money from their content.
Meta’s upcoming developers conference could fuel some fresh enthusiasm for the stock, according to one Wall Street bull.
OpenAI and Anthropic say AI needs tougher safety rules, but regulation could also raise costs for smaller rivals. As open models get cheaper, incumbents may have another incentive to support stricter rules.
Wall Street wants more proof behind Meta's AI investment
The policy stance protects development speed while placing safety responsibility--and potential liability--inside each laboratory.
The recent outperformance of Verizon and AT&T is not the kind of leadership that typically accompanies a durable growth cycle. Both names posted mid-to high-single-digit gains over the past month, while many of the growthier, internet, and entertainment stocks that dominate the (XLC) have lagged or declined. Verizon is up 26% year to date, comfortably outperforming flashier sector peers like Alphabet up 10%, Meta Platforms up 2%, and Netflix down 17%.
Meta CEO Zuckerberg Sends Fresh Signal for Nvidia Stock and AI Spending
Apex Clean Energy announced the Virginia-based company has a power purchase agreement (PPA) with technology giant Meta for exclusive rights to energy from the Starling Solar project in Gonzales County, Texas, including all renewable energy credits. The 144-MW project will add to the local grid new generation that would not have been built without Meta’s […]
Meta's new AI shopping agent can place orders on a shopper's behalf without them ever visiting a merchant's website, and Shopify sits right in the middle of that transaction flow. Whether that position is a windfall or a slow erosion of merchant power depends on terms nobody has disclosed yet.
AMD is the IBD Stock Of The Day as the chipmaker rises on renewed hopes for continued heavy spending on AI data centers.
Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying more shares.
Amazon.com (AMZN) stock has returned 8.9% over the past twelve months and trades about 13% below its 52-week high. Its cloud arm spent those months doing something the share price has not reflected. AWS growth sped up again in Q2 2026, and the contracts queued up behind it kept building. The upside case for the stock rests almost entirely on turning that queue into revenue.
OpenAI's CFO just revealed how $122 billion in cash fundamentally changes the power dynamic between the world's most important AI lab and its chip suppliers, and the implications for Nvidia's premium pricing are only beginning to surface.
The Fed has not moved its policy rate in months, yet long-term borrowing costs keep climbing on their own, and one prominent fund manager sees a level not touched since the dot-com era as the next stop, with serious consequences for mortgages, corporate debt, and equity multiples.
Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip rival's multiple. Something in that math does not add up.
The Meta CEO is siding with Nvidia's Jensen Huang as Silicon Valley argues over whether AI development should slow down.
Zuckerberg cited Meta's decision to delay the Muse agent without asking others to follow
Leaders at the two tech giants do not support Anthropic's call for "pacing" AI development.
AMD just handed OpenAI, Meta, and Anthropic gigawatt-scale reasons to abandon NVIDIA, and Lisa Su is making a bold promise about 2027 that Wall Street has not fully priced in yet.
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