Actualités

Investment Announcements Spark Oversupply FearsNomura believes investor concerns over a potential slowdown in the artificial intelligence memory market have been exaggerated, arguing that recent investment plans by South Korean chipmakers and Meta’s (NASDAQ:META) cloud strategy do not signal weakening demand. The brokerage noted that South Korean memory manufacturers and related companies recently announced long-term investment programmes worth approximately 4.

A former Meta and Google engineer warns Bitcoin faces two ticking time bombs: quantum computing and miner incentives.

CNBC's Jim Cramer is bullish on Nvidia and Meta Platforms.

The tech executive admitted that things are taking longer than he originally hoped.

Analysts expect Alphabet’s second-quarter capital expenditures to reach $44.9 billion, a 100% increase from the prior year period.

In recent weeks, Meta Platforms announced a plan to launch “Meta Compute” to rent out excess AI capacity, accelerate production of its in-house Iris data-center chip with Broadcom and TSMC from September, and roll out advanced AI models like Muse Spark 1.1 and Muse Image alongside a new chief data officer appointment. These moves signal Meta’s push to turn its vast AI infrastructure and models into an enterprise-facing cloud and tooling business, even as it balances cost efficiency gains...

Csquare, a data center operator backed by Brookfield, is going public as investors are growing skeptical about AI and IPOs.

The sky is the limit for these companies.

The social media company's plan to become a cloud computing provider could shift the market's sentiment toward the stock.

Constellation Energy's stock has pulled back from extreme valuation levels, making it far more attractive.

When investors think about Meta Platforms Inc.‘s AI ambitions, they usually think about chatbots, image generators and competing with OpenAI and Google. But Meta’s most important AI customer might not be consumers. It might be Meta itself. While the company...

With Advanced Micro Devices' stock soaring so far this year, analysts show their love for this fabless semiconductor company.

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks discussed by Jim Cramer. Meta Platforms, Inc. (NASDAQ:META) is one of Jim Cramer’s favorite stocks that has struggled in 2026. Its shares are down by 16.3% over the […]

Meta's announcement doesn't spell doom for the neocloud market.

Wall Street knows Big Tech can spend on AI — the harder question is how fast that spending turns back into cash.

The latest round of earnings could be the catalyst the market needs to turn AI stocks around.

Wall Street's bullish sentiment looks justified in these cases.

A reported September production date hints at how the company plans to get more out of its massive AI budget.

Meta Platforms has a lot in common with its “Magnificent 7” brethren. Like Nvidia, Apple, Alphabet, Microsoft, Amazon, and Tesla, Meta is a technology giant with a market capitalization exceeding $1 trillion. Its stock has dramatically outperformed the broader S&P 500 over the past decade, and ...

Arista Networks (ANET) has become a focal point for investors after its 1.6Tbps 7060XE7 Ethernet switching platform gained traction with Meta, Microsoft, and Oracle, putting the company’s AI infrastructure ambitions under closer market scrutiny. See our latest analysis for Arista Networks. The stock’s recent news flow around AI switching has lined up with strong momentum, with a 1-month share price return of 23.19% and a 1-year total shareholder return of 72.20% pointing to rising...

REVIEW PREVIEW NEWSLETTER Pretty Meta. One big thing separated the S&P 500 and Nasdaq Composite from the Dow Jones Industrial Average this week: Meta Platforms stock. The Dow rose 150 points, or 0.3%, on Friday.

The company's AI strategy is beginning to pay dividends.

On July 10, 2026, stock gained on renewed confidence as the S&P 500 edged back toward record highs.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 5.2% in the afternoon session after a cluster of AI infrastructure and product news reframed the company's heavy capital spending as a path to lower costs, new revenue, and faster growth rather than a pure expense drag.

The Standard & Poor's 500 index rose 1.2% this week, lifted by a fresh burst of AI enthusiasm amid g

Today's Research Daily features new research reports on 16 major stocks, including Space Exploration Technologies Corp. (SPCX), Meta Platforms, Inc. (META) and The Boeing Company (BA), as well as a micro-cap stock, Value Line, Inc. (VALU).

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Yahoo Finance Tech Editor Dan Howley explains how Meta's new Muse AI tool generates images using a public user's likeness and how users can manage their privacy settings to opt out.

(Updates with market moves at the end of the day and weekly index changes.) US equities rose Frid

US equity indexes traded mixed this week as growth sectors lifted the Nasdaq Composite and S&P 500 a