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Wall Street's Magnificent Seven -- Apple, Nvidia, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla -- are quickly losing their luster.
For investors who expect continued weakness or sideways trading in Meta Platforms, a bear call spread in Meta Platforms stock offers a way to express that view with defined risk. Last week's Magnificent Seven companies' earnings produced some clear winners and losers.
<body><p>STORY: "Meta actually feels quite a bit like SpaceX now, where both companies are building data center capacity as quickly as they can," said Ellerbroek. "They're spending more than 100% of their operating cash flows to build new data centers. Their existing core businesses do not have use for everything that they're building. They're building excess. And they're doing that with the intention of building new businesses that will fill and use that capacity with a backup option of renting it to others if their internal plans fail."</p><p>He adds that "the prospects for (Meta) are appealing. We think the valuation is reasonable. With SpaceX, we've chosen not to own it," as it is relying on revenue from short-term deals for computing that could expire soon. "We don't trust the durability of those revenues and profits."</p></body>
As artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.
Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.
Hyperscaler earnings flipped from a fade to a buy and now Amazon, Microsoft, Meta Platforms and Alphabet shares are surging.
Here's a look at the Magnificent Seven tech stocks, which are on quite a roll. The megacap stocks have added about $800 billion in market cap today alone, adding to about $1.1 trillion over the past two trading sessions, according to Dow Jones Market Data.
Amazon's accelerating cloud growth helped investors reconsider Meta's higher capital-expenditure plan and potential AI returns.
Meta's heavy AI capex spending could eat up all its free cash flow this year -- and next year, too.
The AI spending boom is becoming so large so quickly that it's hitting an important metric watched by investors: free cash flow.
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.
Chip stocks have taken it on the chin lately, but worries about the AI trade don’t have to bring down the entire market. The S&P 500’s information technology and communications sectors fell 15% from June 1 through July 29, when the Federal Reserve announced it was holding the fed-funds rate steady, strategist Jim Paulsen wrote Monday on Substack. The overall S&P 500 ended up down less than 4%.
Industrial analog demand could grow 30% to 35% year over year.
A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.
The charge would apply to advertising revenue for companies earning more than A$250 million locally.
The social media stock has fallen by more than 20% in the past 12 months.
Meta missed earnings, Apple beat and still sold off, and Amazon rallied on its strongest cloud growth in years. Three very different post-earnings stories now point to three very different decisions for investors sitting on the sidelines.
Warren Buffett built his fortune spotting dominant franchises punished by short-term fear, and right now one mega-cap tech giant fits that pattern almost perfectly while the crowd runs the other way.
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