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Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.
U.S. hyperscalers are starting to show returns on their artificial intelligence investments, but the rising cost of the buildout is taking a bite out of their free cash flow, and investors are noticing. At their current trajectory, the so-called "hyperscalers" -- Microsoft, Alphabet, Amazon, Meta Platforms and Oracle -- are expected to spend more combined on capital expenditures than they generate in free cash flow by 2027, according to a Reuters analysis of LSEG consensus estimates. The data shows the companies will generate about $340 billion more in annual operating cash flow in 2027 than in 2025, but capex is expected to rise by roughly $534 billion, equivalent to about $1.57 of additional investment for every $1 of additional cash flow.
Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...
The social media giant seeks artificial superintelligence for everyone.
Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.
Rothschild & Co Redburn analyst Dominic Ball maintained a Buy rating on the Facebook parent and raised his price target to $1,000 from $900.
Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.
Codenamed Frozen v2, Google's new server chip would bake part of Gemini's architecture directly into hardware for a projected 6–10x efficiency gain.
GF Securities expects AMD to narrow, and potentially surpass, Nvidia's AI hardware lead with its upcoming Instinct accelerators while unveiling Anthropic as a major new customer at its flagship event.
Wall Street keeps punishing Meta every time Zuckerberg talks about trillion-dollar bets on AI and virtual reality, and that recurring panic is exactly where one investor keeps parking fresh capital.
CEO Michael Intrator says the global AI build-out requires capital on a scale rarely seen, but that he is on the “right side” of a generational change.
Shopify gets a downgrade, with an analyst writing that Meta Platforms could do serious damage to the e-commerce platform provider.
Both Meta and Pinterest crushed Q1 earnings with double-digit revenue growth, but one is spending $125 billion chasing a superintelligence future while the other just hit a billion-dollar quarter for the first time. The gap between them tells a very different story about which stock actually belongs in a long-term portfolio.
BlackRock combines GIP and HPS to finance Meta's AI data center project through a major bond sale.
Nvidia's investment deepens its ties with one of Europe's fastest-growing AI cloud providers.
Meta Platforms (META) stock has been in focus after talks to lease AI computing capacity to Anthropic in a potential US$10b deal over two years, raising fresh questions about how investors value Meta’s AI build out. See our latest analysis for Meta Platforms. Meta Platforms shares have pulled back slightly from an intraday high of about US$686. However, the 30 day share price return of 11.89% and 3 year total shareholder return of 123.42% show momentum that has built over a longer horizon,...
Meta Platforms said on Tuesday it is adding the Xbox Game Pass starter edition to its Meta Horizon+ subscription service, expanding its gaming offering on Quest virtual reality headsets. The move deepens Meta's partnership with Microsoft's Xbox and will give Horizon+ subscribers access to more than 50 Game Pass titles alongside the existing catalog of more than 100 virtual reality games available through the service.
Snap reached a tentative settlement, leaving Meta as the only platform headed to trial in Los Angeles.
Facebook and Instagram, owned by Meta Platforms (NasdaqGS:META), experienced a global outage that caused widespread login failures and disruption to core features. The disruption affected users across multiple regions, interrupting access to feeds, messaging tools, and account authentication. The incident drew attention because it temporarily limited communication, content sharing, and business activity that rely on Meta’s platforms. Meta Platforms operates some of the largest social media...
Ark Invest added to three existing positions that have fallen over the past year.
Hock Tan turned a struggling chip company into a trillion-dollar AI powerhouse through relentless acquisitions and brutal capital discipline. What that journey actually returned to patient investors since day one will make you rethink how long you hold a winning stock.
(Bloomberg) -- Moonshot AI is preparing to begin discussions in August on a final round of fundraising before listing in Hong Kong, capitalizing on the excitement around its latest model to raise capital at a valuation of as much as $50 billion.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than
A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about the financial foundation under the entire AI investment trade.
