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Two neoclouds are racing for the same gigawatts and hyperscaler contracts, but one bets on owned dirt while the other bets on a full software stack. Only one of those bets looks defensible heading into 2026.
7.4 % That is the expected swing, higher or lower, expected by options traders in Meta Platforms' stock for the session after the company reports earnings next week, according to data from Option Research & Technology Services.
Uber just cut a chunk of its customer service workforce in the name of AI efficiency, and it is far from alone. The real question is whether these scattered layoffs signal the early edge of a wave that could reshape employment across entire industries.
Meta Platforms (META) is expected to report strong second-quarter results as improvements in adverti
Meta and Alphabet both reported blowout quarters, but one relied on a tax windfall while the other borrowed billions to fund its AI ambitions. The gap between their valuations tells a story that ad revenue and cloud growth alone cannot explain.
Investing.com -- The heavyweights of the tech world just drew a line in the sand. In a massive show of force, a coalition of major companies—including Meta, Microsoft, Nvidia, and IBM—released an open letter demanding the U.S. government embrace open-weight AI models to secure its global edge.
(Bloomberg) -- A judge dismissed a lawsuit alleging that Meta Platforms Inc.’s WhatsApp is able to access users’ encrypted messages and has made false claims about the privacy and security of its chat service.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesUS to Begin Work on New Car
Wall Street’s concerns about capex and free cash flow for big tech now outweigh optimism regarding cloud performance.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
(Bloomberg) -- BlackRock Inc. began marketing $12.3 billion of high-grade bonds to fund a Meta Platforms Inc. data center project, testing investor appetite amid growing concerns about excessive AI infrastructure spending. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Fall
Meta Platforms is launching a dedicated app for sellers on Facebook Marketplace. Meta stock was a fraction lower early Friday while the news appeared to weigh on eBay shares. The new app will be called Seller, according to an announcement from Meta on Friday morning.
Meta's AI strategy has quietly shifted from playing catch-up to raising the stakes in ways most analysts have yet to price in, and the CapEx fears dominating headlines may be obscuring something much bigger building beneath the surface.
Short sellers gained about $4.3 billion in one session.
(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo
Tesla Bears Score $9 Billion Windfall After Brutal Earnings Selloff
Shares of eBay (NASDAQ:EBAY) fell 3.7% Friday morning as investors reacted to Meta’s launch of a dedicated Seller app for Facebook Marketplace. While Meta’s product rollout was public, the stock decline underscores growing concern on Wall Street that Meta is making a direct play for eBay’s core seller base. Historically viewed as an informal, local yard-sale platform, Facebook Marketplace’s standalone "Seller" app introduces tools specifically engineered to siphon professional, high-margin power
The Mag-7 erased nearly $800 billion in value as AI spending worries resurfaced. Here are the ETF themes that could benefit from the shift.
Shares of eBay (NASDAQ:EBAY) declined 3. 7% on Friday after Meta (NASDAQ:META) introduced a standalone Seller app for Facebook Marketplace, prompting fresh concerns that the social media giant is targeting the online marketplace’s professional merchant base.
The companies have sent their concerns in a letter to the National Payments Corporation of India (NPCI).
According to a Financial Times report, investors want yields above 7%, roughly 0.4 percentage points higher than Meta paid during its previous record $27 billion financing.
Intel beats expectations, Alphabet feels the sting of SpaceX’s stock drop, and more news to start your day.
July 24 (Reuters) - U.S. stock index futures edged higher on Friday after a tech-led selloff in the previous session, as investors weighed fresh earnings, escalating Middle East tensions and a new
By Lewis Krauskopf NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and
A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and from a packed slate of corporate earnings led by technology companies and heavyweights in artificial intelligence. Major equity indexes were on track for weekly declines, dragged down on Thursday by steep slides in Alphabet and Tesla following their quarterly reports. The fallout for Google parent Alphabet, sparked in part by an increase in its already massive AI spending plans, set a negative tone ahead of results next week from other AI "hyperscalers": Microsoft, Amazon and Meta Platforms.
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