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Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.
Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by Reuters.
Meta Platforms (META) has moved back into focus after Q2 2026 earnings showed strong revenue growth alongside sharply higher AI infrastructure spending. Investors are weighing that combination against a lumpier share price over the past year. See our latest analysis for Meta Platforms. Meta Platforms' latest Q2 update and heavier AI data center spend have come after a choppy run for the stock. The share price is up 6.02% over one day but down 9.25% year to date, and the 1 year total...
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.
CoreWeave stock rose after the artificial intelligence data center builder said it will expand in Asia-Pacific markets.
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest of the market catches on.
Meta just posted 28% revenue growth and investors sold the stock hard anyway, spooked by soaring infrastructure spend and a murky AI strategy. Before you join the panic, consider what Wall Street may be getting badly wrong about where Meta is actually headed.
Every earnings season has a moment where a CEO says something that cuts through the noise. Not a guidance range or a revenue beat. Something that reframes how investors are supposed to think about the company. Meta's Q2 call on July 29 had one of those moments, and it didn't come from the income ...
The tech stock rally continued, extending yesterday's gains, but today's rise looks a little different. The tech-heavy Nasdaq Composite was up 1.1%. The tech sector led the S&P 500, up 3.1%. Unlike yesterday, it wasn't the Magnificent Seven stocks doing the heavy lifting.
The Middle East conflict is impacting many industries, but Meta's bump amid a cooling in the conflict highlights something important.
Everyone is waiting for when the major AI spending would start bearing fruit. But Aswath Damodaran, the NYU Stern finance professor known as the “Dean of Valuation,” is raising alarm bells and thinks the ROI may not return soon and may not reach the levels many expect. During a program on CNBC, he specifically mentioned […]
Ford Motor (NYSE:F) The surprise: Wall Street expected Ford’s Q2 2026 earnings to fall about 5% year over year. Ford instead posted an increase. The stock jumped more than 6% after the report. The quarter’s story was Ford making more money on fewer sales. Wholesale volumes dropped 12% year over year, but revenue fell just […]
Amazon, Microsoft, Alphabet and Meta have been highlighted in this Investment Ideas article.
Reddit beat earnings estimates and raised guidance, yet the stock cratered anyway after four words from the CEO spooked investors. Now the platform's own users are fighting each other over whether the selloff is a gift or a warning sign.
Which big tech giants can actually prove their AI spending is paying off? Microsoft and Amazon show some clear numbers; the rest will make you squint.
Analyst upgrades are piling up ahead of earnings
(Bloomberg) -- Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup, according to people familiar with the matter, marking the Claude maker’s latest effort to keep pace with demand for its products. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advi
The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.
With volatility heating up, some investors may prefer the straightforward approach of the Vanguard Mega Cap Growth ETF.
Social network operator Meta Platforms (NASDAQ:META) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 28% year on year to $60.8 billion. On the other hand, next quarter’s revenue guidance of $62.5 billion was less impressive, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $6.18 per share was 16.5% below analysts’ consensus estimates.
(Bloomberg) -- Volta Infra Holdings Ltd., a new artificial intelligence cloud company, has raised $300 million in venture funding and secured an additional $5 billion worth of financing to help a wider mix of technology companies gain access to costly AI chips. The funding, set to be announced Tuesday, values Volta at $2.4 billion, and was co-led by Andreessen Horowitz and Altimeter Capital. Nvidia Corp. and Michael Dell also participated. Azora, the asset-management firm providing the financing
(Bloomberg) -- The breakdown of Uber Technologies Inc.’s robotaxi partnership with Alphabet Inc.’s Waymo is looming large over the ride-hailing giant’s quarterly results, as investors grow anxious about the stock that has lagged the broader market this year. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders
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