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CoreWeave (NASDAQ: CRWV) reports first-quarter results Thursday after the close. Critics have called the AI cloud provider’s foundation circular financing on shifting sand. A month-long run of contract wins has started to flip that script. Critics Said It Was Built on Sand CoreWeave borrows heavily, buys NVIDIA (NASDAQ:NVDA) GPUs, and rents them to a concentrated ... Here’s Where CoreWeave Proves the Doubters Wrong Once and For All

Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations, transformers, and turbines. That is the wager behind Tema Electrification ETF (NASDAQ:VOLT), a thematic fund that ignores AI software entirely and goes straight ... The Real AI Trade May Not Be Software. It May Be Power Equipment

Nvidia faces its most legitimate challenger since the AI boom kicked off.

Meta Platforms is working with a slightly trimmed fair value estimate of US$829.23, down from US$835.54, as updated model inputs filter through to the headline price target. This adjustment sits alongside a busy period of analyst debate around AI spending, legal risks and potential cost actions, all influencing how firms frame upside versus risk for the stock. As you read on, you will see how these shifting targets and narratives can help you track and interpret the evolving story around...

'Big Short' Investor Michael Burry Targets Palantir, Nvidia, Tesla and Meta

Last week’s tech earnings put investors’ attention back on AI spending and whether it’s actually paying off. One megacap stands out, surging nearly 10% over the past five trading days, the best five-day performance among the Magnificent 7 stocks. That’s Alphabet. The stock is up 22% year to date as ...

Ireland's media regulator has opened investigations into Meta's Instagram and Facebook over concerns EU users cannot easily control what they see ‌online and may be steered by algorithms into highly personalised feeds, it ‌said on Tuesday. Under the EU's Digital Services Act (DSA), the regulator can probe major online platforms and search engines ​headquartered in Ireland, and fine them up to 6% of global turnover for breaches of online content rules. Coimisiun na Mean, the regulator, said the suspected breaches concern whether users can easily select and modify the content they see, and whether Facebook and Instagram's interfaces deceive ‌or manipulate them away from ⁠doing so.

Publishers including Cengage Learning, Hachette, Macmillan, McGraw and Scott Turow are demanding a jury trial to review their claims of copyright infringement.

Jim Cramer on Sunday argued that the latest wave of Big Tech earnings proves aggressive artificial intelligence (AI) and data center spending is fueling competitive advantage rather than creating a dangerous market bubble. Cramer Rejects AI Bubble Narrative After Big Tech Earnings In a detailed analysis published on CNBC, Cramer pushed back against mounting concerns that hyperscaler spending on AI infrastructure is overheated, saying the latest quarterly results show the opposite. "I am growing

Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker without forcing investors to guess which name will lead next. The Single-Decision Mega-Cap Tech Sleeve The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) holds seven ... MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness

FSELX, PRSCX and JNGTX stand out as Nasdaq hits record highs, powered by AI demand, strong tech earnings and sustained momentum into 2026.

The narrative about the state of the labor market — whether it remains in stasis or is beginning to heat up — will be shaped this week by a series of data drops.

Meta Platforms, Inc. (NASDAQ:META) is included among the 10 Best Blue Chip Stocks to Invest in According to Billionaires. On May 1, Bloomberg reported that Meta Platforms, Inc. (NASDAQ:META) has acquired Assured Robot Intelligence, a startup focused on building artificial intelligence models for robots. The move is part of a broader push into humanoid technology. […]

SpaceX IPO sparks ETF rush with 9 space funds filed or launched in three months as Wall Street races for retail flows.

Job openings barely budged in March as the hiring rate reached its highest level in nearly two years, Labor Department data released Tuesday showed. But layoffs also crept higher.

Alphabet is again tapping debt markets as AI infrastructure spending reshapes Big Tech financing strategies.

Meta is working on a debt-heavy financing package for its El Paso data center as AI infrastructure spending expands.

Meta is building a 1-gigawatt data center campus in El Paso

Meta's costs spiked by 35% last quarter.

Over the long-term, the stock market is very good at valuing companies. Not every stock price reaction to recent earnings reports seems fair. Through midday trading on Monday, more than 500 companies in the had reported quarterly results.

The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026

Meta Platforms on Tuesday sought to stave off an imminent EU order to allow rival AI chatbots free access to its social ‌messaging site WhatsApp, as it presented its arguments to EU antitrust officials. Meta's request for ‌Tuesday's closed hearing came after the European Commission last month sent the tech giant an additional charge sheet outlining its plan. ​It is part of an interim measure while the EU enforcer continues its investigation into whether the company abuses its market power, which could result in a hefty fine.

Meta's AI push is clearly gaining traction, but investors should look beyond the headline numbers to understand what really matters.

In late April 2026, Meta Platforms reported strong first‑quarter results with revenue of US$56,311 million and net income of US$26,773 million, while simultaneously issuing fresh debt across multiple tranches of fixed‑rate senior unsecured notes totaling several tens of billions of US dollars. At the same time, Meta faced intensifying scrutiny over content and governance, as investors including JLens, the Anti‑Defamation League, Azzad Asset Management, and Bright Directions pushed...

Berkshire Hathaway’s (NYSE: BRK-B) cash position has become one of the defining financial stories of recent years, swelling to truly historic proportions. The company ended 2025 with $373.3 billion in cash and cash equivalents, representing the largest corporate cash hoard in American business history. The initial peak occurred in the third quarter of 2025, when ... We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash

Morgan Stanley and JPMorgan are working on the package

Debt heavy financing shows rising infrastructure costs

Meta Platforms is bringing social media into a new era with artificial intelligence.