News

Alphabet (NASDAQ:GOOGL) just rewrote what a Mag 7 quarter is supposed to look like. EPS of $5.11 against a $2.63 estimate, a 94% surprise, paired with revenue of $109.90B (+22% YoY) and Google Cloud growth of 63%. The stock has rallied 30% in the past month, validating the report. That is the bar. Below, we count ... Can the Rest of the Mag 7 Reach the Google-Level Greatness Shown Last Quarter?

When CoreWeave reports Q1 earnings, analysts expect a bigger loss amid booming revenue growth. But other financial metrics may move CoreWeave stock.

Recent developments in the AI chip sector underscore a significant surge in demand for high-performance computing solutions, particularly for AI infrastructure. AMD's latest financial results reveal robust growth in their Data Center segment, attributed to increasing demand for their AI-optimized processors and GPUs. Expansions in global compute infrastructure, marked by strategic collaborations with industry giants such as Meta, AWS, and Google Cloud, highlight the broader industry trend of...

Advanced Micro Devices (NASDAQ:AMD) surged roughly 17% in premarket trading on Wednesday after the chipmaker delivered quarterly results and forward guidance that exceeded Wall Street expectations, driven largely by booming demand from the artificial intelligence sector. Investor enthusiasm accelerated after chief executive Lisa Su highlighted strong momentum in AMD’s server and data center operations during the company’s earnings call.

There's no stopping the AI train, and the VanEck Semiconductor ETF is among the best ways to buy a ticket.

Meta Platforms (META) is working on a consumer version of artificial intelligence agent OpenClaw and

Motley Fool CEO Tom Gardner breaks down the changing dynamics behind earnings from four of the Magnificent Seven companies.

Meta Platforms (NasdaqGS:META) is arranging $13b in debt financing for a new AI focused data center complex in El Paso, Texas. The company is also entering an agreement for early access to space based solar power from Overview Energy for future data center energy needs. These moves highlight fresh directions in how Meta funds AI infrastructure growth and sources power for its operations. Meta Platforms, trading around $604.96, has seen a 161.3% gain over the past 3 years and a 98.9% gain...

Company bosses are splitting into two camps over what the technology’s best, immediate benefits are. Neither calls for more hiring anytime soon.

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

Investors are wary of Meta's layoffs and big spending on AI.

Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, betting on resilient demand for its data-center ‌chips as cloud providers accelerate spending on artificial intelligence infrastructure. The company ‌expects quarterly revenue of $11.2 billion, plus or minus $300 million, compared with estimates of $10.52 billion, according to ​data compiled by LSEG. AMD, long seen by analysts and investors as a leading challenger to Nvidia's dominance, is tapping into a new AI hardware opportunity in the form of central processing unit (CPU) as companies move from training models to deploying ‌them, a process known ⁠as inference.

Corning Incorporated recently reported first-quarter 2026 results showing sales of US$4,144 million and net income of US$371 million, affirmed its US$0.28 quarterly dividend, issued second-quarter guidance, and filed an omnibus shelf registration covering multiple securities. A key highlight was Corning’s expanding role in AI data center infrastructure, including a multi‑year US$6 billion Meta Platforms agreement and an updated Springboard plan targeting large incremental sales by...

Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.

The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.

Meta is building a highly personalised AI assistant to carry out everyday tasks for its billions of users, as the company faces investor scrutiny...

Wood invested and divested CoreWeave, as the stock is up 78.65% this year.

April revenue reached NT$832.1 billion as Hon Hai expects second-quarter sales to grow sequentially and year-over-year.

RDDT trades at a steep premium, but rapid ad growth, rising ARPU, and AI-driven tools are powering momentum despite ongoing market and competitive pressures.

Entergy Corporation (NYSE:ETR) is one of the utility stocks riding the 2026 “Reliability Shock.” The latest relevant development came on April 29, 2026, when Reuters reported that Entergy Corporation (NYSE:ETR) increased its four-year capital spending plan by about 33% to $57 billion, largely to expand energy infrastructure for Meta’s data centers. The agreement includes seven […]

Vistra Corp. (NYSE:VST) is one of the utility stocks riding the 2026 “Reliability Shock.” The latest useful company update came on April 8, 2026, when Vistra Corp. (NYSE:VST) priced a $4.0 billion private offering of senior notes. The financing was mainly aimed at refinancing existing debt and general corporate purposes, but it came shortly after […]

Constellation Energy Corporation (NASDAQ:CEG) is one of the utility stocks riding the 2026 “Reliability Shock.” On April 21, 2026, Reuters reported that Constellation Energy Corporation (NASDAQ:CEG) is pursuing 1 gigawatt of nuclear uprates over the next decade, including 135 megawatts at the Braidwood and Byron Clean Energy Centers in Illinois. Reuters said the company is […]

The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) made a 160%-plus move in thirty days, and the fund added another 15% today to trade near $146. Returns like that show up when the most volatile sleeve of the market reverses sharply and a triple-leveraged ETF amplifies the bounce. The reason for the rip is simpler ... Up 160% in One Month, This AI ETF Can Still 5X

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.