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Shares of CoreWeave took a hard hit after news broke that Meta Platforms is building a cloud business to sell spare AI computing power. The tech stock fell sharply over two trading sessions last week, and is currently valued at a market cap of $64.4 billion. Notably, Meta (META) is one of ...

(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Majo

Shares of the veteran handset maker have surged roughly 90% this year as it pivots to become a heavyweight infrastructure supplier.

(Bloomberg) -- Amazon.com Inc.’s massive bond sale dragged down outstanding hyperscaler debt on Tuesday as investors sold existing securities to fund the new issue, signaling growing fatigue over the barrage of artificial intelligence financings.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Dive

July 7 (Reuters) - The world's largest technology companies are tapping debt markets and raising equity to bolster AI infrastructure, marking a shift for Silicon Valley firms that typically relied on

Another day, another massive bond sale from a company borrowing heavily to invest in artificial-intelligence infrastructure. Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds today, just four months after it issued $37 billion of bonds in the U.

Amazon.com is looking to raise at least $25 billion through a U.S. dollar bond sale, Bloomberg ‌News reported on Tuesday, in the company's latest push ‌to fund its hefty AI investments. Tech companies have been tapping debt markets and ​launching equity sales to fund their costly AI infrastructure build-out. Big Tech, including Amazon, Alphabet, Microsoft and Meta, are expected to spend more than $700 billion on AI this year.

(Bloomberg) -- For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentenc

By Tife Owolabi LAGOS, July 7 (Reuters) - Nigerian President Bola Tinubu has directed the country’s competition regulator to investigate major technology companies over alleged anti-competitive

By Diana Novak Jones July 6 (Reuters) - Meta Platforms said in a court filing on Monday that four states were seeking $1.4 trillion in penalties over accusations the company designed its Facebook and

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Microsoft is cutting about 2.1% of its workforce, or roughly 4,800 jobs, the latest in a wave of tech layoffs as the Windows maker spends heavily ‌on AI infrastructure and uses the technology to improve efficiency across its business. Big Tech's ‌historic AI outlays, set to top $700 billion this year, are piling pressure on companies to show returns from the technology and ​offset the rising cost of rolling it out across their businesses. Microsoft announced the cuts on Monday following a rough stretch, with its shares falling nearly 23% in the first six months of 2026, their worst first-half performance since 2022.

Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market ‌gains are broadening, with investors likely to turn toward ‌AI "hyperscalers" as well as consumer discretionary, transport and biotechnology shares. In a note dated ​Monday, the brokerage said hyperscalers — an industry term for tech companies that are spending big on data centers — could benefit from a rotation away from semiconductor stocks as the AI cycle shifts. Although the ‌likes of Alphabet ⁠and Amazon have committed billions to scale up their AI infrastructure, skyrocketing the share prices of semiconductor ⁠companies, clear evidence that AI products can generate returns that justify the spending is yet to be seen.

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...

Meta Platform's entry into the compute-as-a-service business could have big implications for CoreWeave.

(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly sales, a sign of sustained AI demand.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadExxon to Change Name for First Time in Decades After RedomicileRe

Meta Platforms (META) has spent much of the artificial intelligence boom asking investors to trust the bill. But now Wall Street might finally be getting a clearer answer on how Mark Zuckerberg plans to turn that spending into revenue. Meta is establishing a cloud business to sell spare AI ...

The recent Big Tech correction is a healthy reset, not a market crash. Big Tech capex remains the S&P 500's core engine. With falling gas prices driving down headline CPI and an impending dovish Fed pivot, current market levels offer an ideal entry point for a new historic rally.

Shares of Meta Platforms (META) have struggled in 2026, despite the company's aggressive push into artificial intelligence. The stock is down 11.7% year to date through July 2, trailing the S&P 500's roughly 9% gain over the same period. On July 2, Meta’s CEO Mark Zuckerberg acknowledged that ...

Water used at the power plants that supply electricity to data centers can be much greater than the water used in the data centers themselves.

An AI spending blitz is demolishing new Fed chair Kevin Warsh's argument for interest rate cuts with more price increases about to ripple through the economy

Australian Prime Minister Anthony Albanese on Friday condemned senators who blocked changes to a world-first social media ban for children, saying tech giants would use the delay to destroy incriminating documents that could be used as evidence against them. The government this week introduced to Parliament amendments aimed at increasing powers of the eSafety Commissioner Julie Inman Grant, Australia’s online safety watchdog, to enforce the ban on Australian children younger than 16 from holding accounts on platforms including Facebook, Instagram, and YouTube that has been in place since December. The amendments would have given Inman Grant power to demand documents as well as information from platforms about their efforts to exclude young children.

AI data center startup Crusoe is in talks to raise about $3 ‌billion in a funding round that ‌may triple its valuation, Bloomberg News reported on Thursday, ​citing people familiar with the situation. The startup has contracts to supply AI computing power for the likes of Meta and Oracle, the report ‌said, as technology ⁠giants spend billions of dollars on data centers to meet the massive ⁠computing requirements for GenAI. The startup, which builds ‌and operates the type of large data centers that power AI systems, is still in active talks on the round, and a final valuation has not been set, according to ‌the Bloomberg report.

Meta Chief Executive Mark Zuckerberg told an internal town hall on Thursday that AI agent ‌development over the last four months had not "accelerated in the way we expected," ‌according to a recording heard by Reuters. Zuckerberg added that a company reorganization that included major job cuts was ​not as "clean" as it could have been and that executives had miscalculated on the timing of the changes. Conversations he was having "with our top people" when they started planning the restructuring in January and February "were that they were worried that we weren't going to move fast enough ‌to adapt," Zuckerberg said.

Wall Street does not punish companies for spending money. It punishes them for spending money without a story. Give investors a believable path from this year's bills to next year's profits and they will forgive almost any number on the capital expenditure line. Take that story away, and every ...

Mark Zuckerberg just dodged a bullet. Zuckerberg, whom speculators give 32% odds of becoming the next trillionaire, came eerily close to steering Meta Platforms (NASDAQ:META) into one of the most legally and ethically fraught corners of consumer tech. According to NPR reporting from June 30, Zuckerberg personally floated an acquisition of prediction market platform Kalshi. ... Mark Zuckerberg Almost Made a Disastrous Acquisition. Walking Away From Kalshi May Have Been His Best Bet of 2026.

On CNBC’s Squawk on the Street this morning, Jim Cramer looked at the June jobs data and told Carl Quintanilla he cannot square what he is reading with what he is seeing. June payrolls printed +57,000, roughly half of consensus, while the unemployment rate ticked down to 4.2%, a one-year low. For Cramer, the location ... Jim Cramer Says He ‘Doesn’t Know How to Trust’ the Jobs Report. He Has a Point

The key indexes had strong weekly gains, but AI stocks faltered amid Meta buzz. Tesla fell on a blowout deliveries report.

Asian semiconductor stocks tumbled on Thursday, tracking tech losses on Wall Street after Meta Platforms Inc.'s plan to develop a business that would sell access to AI computing power raised worries about overcapacity. Brian Belski, CEO and founder at Humilis Investments, discusses the recent tech sector rout and what stocks he is keeping an eye on.