META's Q2 results may show ad revenue gains as AI targeting, stronger engagement and rising impressions boost advertiser returns.
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Nvidia Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), OpenAI and Alphabet Inc (NASDAQ:GOOGL) now appear on the same policy letter supporting open-weight AI. Anthropic does not. The letter published on July 24 asks U.S. policymakers to avoid broad restrictions on models whose weights can be downloaded, modified and run privately. OpenAI and Alphabet Inc (NASDAQ:GOOGL) joined […]
Tesla sells battery storage, but needs power to keep its own AI infrastructure running, as it develops self-driving cars and Optimus robots.
Investors are practically begging AI’s big spenders to blink. Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing. Google parent Alphabet’s stock fell almost 7% after it reported quarterly earnings last week that included a $10 billion hike in capital spending to around $200 billion this year.
Meta Platforms is set to publish its second-quarter results late Wednesday. For Meta stock, all eyes will be on the tech giant's capital expenditures and Chief Executive Mark Zuckerberg's strategy for that AI spending. "In the wake of (Google's results), the market will be expecting Meta to raise its 2026 capital expenditures outlook from (the prior) $125 billion-$145 billion, and is also expecting Meta to preview a 'significant' increase in capex spend for 2027," Evercore ISI analyst Mark Mahaney said in a client note Sunday.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
“This is my direct path to achieving the American dream.”
Ark Invest recently bought $18.4 billion in shares of Meta Platforms.
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.
I keep buying Alphabet (NASDAQ:GOOGL), and last weeks earnings gave me another reason to add. For three years I have been asking one question about this position: is the AI spend actually turning into revenue that scales? Q2 answered it plainly. Google Cloud grew 82% year over year to $24.77 billion. That is a fourth ... Alphabet Did Exactly What I Hoped It Would And I’m Loading Up
Visa is cutting 2,600 jobs, or about 7% of its workforce, as it works to adapt to the rapidly changing payments industry. “To capture the opportunities ahead and best position Visa to lead this transformation, we must continue evolving how we work,” he wrote in a memo viewed by The Wall Street Journal. Visa joins other large companies seeking to streamline operations and improve efficiency with AI.
BlackRock-sponsored Sopaipilla Investor LLC on July 27 placed $12.547 billion of 7.534% amortizing notes due Nov. 30, 2048 at T+287.5, in line with early whispers for the deal, which went out to investors last week. Proceeds back a massive 960-megawatt data center campus in El Paso, Texas (under an 80:20 joint venture with a Meta Platforms affiliate). That pricing level — which didn’t budge from initial whispers last week in the T+287.5 area — reflected concessions to investors to clear that amo
(Bloomberg) -- The Nasdaq 100 Index is on track to enter a correction as worries about the eventual payoffs from artificial intelligence investments sour sentiment in the technology giants that have powered most of this year’s stock-market advance. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China
Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into a deeper spiral.
BlackRock-managed funds will own 80% of the venture, with Meta retaining 20% and leasing back the entire campus
Meta Platforms (NASDAQ:META) and BlackRock (NYSE:BLK) have agreed to form a joint venture to develop and own a major data centre campus in El Paso, Texas, in a project with an estimated total development cost of approximately $14 billion. The agreement brings together Meta’s expanding artificial intelligence infrastructure plans with BlackRock’s infrastructure investment capabilities.
The firm cited strong demand for upcoming AI chips and expanding market opportunities.
BlackRock contributes $4.9 billion in cash against Meta's $2.3 billion of land and construction
Meta Stock Faces Big Test as AI Spending Hits Center Stage
A $20,000 investment in Meta five years ago would be worth much more today, but the result did not come from a steady rise in the stock price. During 2022, the value of that investment fell, and some investors may have chosen to sell while others continued to hold their shares without knowing whether the […] The post If You Invested $20,000 in Meta 5 Years Ago, How Much Could You Have Now? appeared first on SmartReads by SmartAsset.

Amazon (AMZN) and Meta (META) are both set to report quarterly earnings this week. Wedbush managing director of equity research, Ygal Arounian, shares his expectations for the earnings results.
Social network operator Meta Platforms (NASDAQ:META) will be reporting earnings this Wednesday after market close. Here’s what to expect.