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It’s a chip panic that “appears to be indiscriminate,” analysts say.
Meta will retain a 20% interest while BlackRock-managed funds own 80% of the planned El Paso facility.
AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who flagged it says the real story is the structural trap waiting for thousands of companies built on top of it.
Microsoft and Meta both crushed their last quarters, yet Wall Street's real verdict on July 29 has nothing to do with revenue beats. The question traders are actually pricing is which AI capex monster blinks first.
Meta's ad machine is printing money and analyst targets point to nearly 30% upside, yet something in the options market and recent earnings history suggests the smartest trade right now is doing nothing at all.
Sales of AI-enabled eyeglasses, which have nearly doubled since last year, helped EssilorLuxottica accelerate second-quarter growth, the world's largest maker of eyeglasses reported Tuesday."AI glasses confirmed their exponential growth, almost doubling in sales in the second quarter versus last year," the company said.
Investing.com -- Koch Inc. is considering a sale of Edged, the data center developer it cofounded, in a transaction that could exceed $15 billion, according to a Bloomberg report Tuesday.
The campus is expected to provide 1 gigawatt of computing capacity.
META is scaling AI data centers to boost model development, ad performance and engagement despite rising costs and fierce competition.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) and BlackRock Inc (NYSE:BLK) have formed a joint venture to develop and operate a large-scale artificial intelligence data center campus in El Paso, Texas, as Meta looks to expand the infrastructure supporting its AI ambitions. The venture...
META's Q2 results may show ad revenue gains as AI targeting, stronger engagement and rising impressions boost advertiser returns.
Nvidia Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), OpenAI and Alphabet Inc (NASDAQ:GOOGL) now appear on the same policy letter supporting open-weight AI. Anthropic does not. The letter published on July 24 asks U.S. policymakers to avoid broad restrictions on models whose weights can be downloaded, modified and run privately. OpenAI and Alphabet Inc (NASDAQ:GOOGL) joined […]
Tesla sells battery storage, but needs power to keep its own AI infrastructure running, as it develops self-driving cars and Optimus robots.
Investors are practically begging AI’s big spenders to blink. Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing. Google parent Alphabet’s stock fell almost 7% after it reported quarterly earnings last week that included a $10 billion hike in capital spending to around $200 billion this year.
Meta Platforms is set to publish its second-quarter results late Wednesday. For Meta stock, all eyes will be on the tech giant's capital expenditures and Chief Executive Mark Zuckerberg's strategy for that AI spending. "In the wake of (Google's results), the market will be expecting Meta to raise its 2026 capital expenditures outlook from (the prior) $125 billion-$145 billion, and is also expecting Meta to preview a 'significant' increase in capex spend for 2027," Evercore ISI analyst Mark Mahaney said in a client note Sunday.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
“This is my direct path to achieving the American dream.”
Ark Invest recently bought $18.4 billion in shares of Meta Platforms.
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.