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Meta stock slumped further Thursday, highlighting skepticism of Zuckerberg's vision of billions of people using AI agents.

While violent margin washouts are painful, the capitulation is necessary for a sustained bull market to thrive.

AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.

Reddit, Inc. (NYSE:RDDT) may be willing to walk away from roughly $60 million a year to stop Google from turning its discussions into answers that users never leave Google to read. The companies are negotiating a renewal of their 2024 data-licensing agreement, and Reddit has discussed ending Google’s access to its content for AI use, […]

Vertiv (VRT) stock is rebounding after the company reported quarterly earnings. Vertiv CEO Giordano "Gio" Albertazzi sits down with Yahoo Finance's Julie Hyman to discuss Vertiv's demand from AI hyperscalers, data center backlash, and more.

Google said Gemini Robotics ER 2 serves as a high-level reasoning model for robots, enabling them to plan complex tasks and work across different robotic systems.

Meta (META) stock continues to plunge after the company reported its second quarter earnings results on Wednesday. Yahoo Finance Technology Editor Dan Howley and BD8 Capital Partners CEO and CIO Barbara Doran chat with Morning Brief host Julie Hyman about the results, the stock reaction, and their outlook for Meta.

K2 Space said on Thursday it raised $500 million in a new funding round that valued the company at $6.8 billion, ‌more than twice the valuation at its December round, as the ‌company prepares to increase production of large, high-power satellites. Kleiner Perkins and ICONIQ led the round, ​and were new investors in the satellite maker along with Alphabet's venture fund CapitalG. • The funding brings K2's total capital raised to more than $1 billion, ​the company ​said.

The company's guidance method excluded a product it had only just launched, and management said so two months before the run began.

Microsoft has accomplished something that eluded both Alphabet and Tesla.

Wall Street likes big spenders ... but only up to a point.

During an interview with CNBC, Haas said that the shift away from x86 and toward Arm architecture in AI accelerated data centers is driving growth in the company’s revenue.

Big Tech is burning cash on AI, according to Goldman traders. Jordi Visser says the easy money is gone and Bitcoin is next.

Meta Platforms (META) stock is down by over 9% on Thursday since the tech giant released quarterly results that missed adjusted earnings estimates while raising the lower end of its full-year capital expenditures. Jefferies senior analyst Brent Thill highlights Meta's various revenue segments and why the Big Tech name needs to look beyond just its core advertising business.

Meta's massive AI bet is draining billions faster than the company can earn it, and investors are starting to wonder if Zuckerberg is chasing a race he has already lost.

By Karen Brettell July 30 (Reuters) - U.S. stocks gained on Thursday as Microsoft's forecast-beating results eased investor concerns about massive AI spending by companies, while 30-year Treasury

It will be the second company to hit this milestone.

Microsoft (MSFT) stock is jumping after the company reported surging cloud growth. Morning Brief host Julie Hyman chats with Yahoo Finance Technology Editor Dan Howley about the results.

Oracle (NYSE:ORCL) shares gained 3. 3% on Thursday after the company announced a significant expansion of its partnership with Google (NASDAQ:GOOG), bringing Google’s Gemini artificial intelligence models deeper into Oracle’s enterprise software portfolio.

The development comes as investors are closely watching AI infrastructure spending, with major technology companies increasing capital expenditure to support AI demand.

Alphabet just posted record cloud growth and still got punished, sending shares to a valuation level the stock has rarely seen. Whether that punishment is the market's gift or a warning sign depends on one number investors keep arguing about.

Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.

Alphabet's huge earnings beat is sending S&P 500 earnings growth soaring.

Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.

Investing.com -- Oracle (NYSE: ORCL) stock surged 3.3% Thursday morning following a key expansion of its Google Cloud partnership, injecting Google’s flagship Gemini AI directly into Oracle’s enterprise software ecosystem. Shares also benefited from broad strength in tech stocks. Under the deal announced today, Google’s Gemini models are coming to Oracle AI Agent Studio for Fusion Applications—allowing enterprise clients to build, customize, and deploy autonomous AI agents. Oracle also plans to

Shares of Microsoft (NASDAQ:MSFT) are up 9% in early Thursday trading, changing hands at $427 after the software giant delivered a fiscal fourth-quarter blowout and crossed a symbolic Azure milestone. The pop lifts the stock off Wednesday’s $390.54 close and pushes it back toward levels last seen in the spring. As of yesterday’s close, Microsoft ... Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets

Wall Street's AI infrastructure trade just crossed a threshold that stunned even the analysts tracking it, but buried inside the bull case is a structural trap that could quietly wipe out entire categories of SaaS businesses overnight.

Morgan Stanley Dismisses AI Spending Fears With Bullish Call on Big Tech

Microsoft surged on Thursday following a blowout quarter.

The generative AI figure that once made its progress checkable is gone from the latest earnings call.