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Meta Platforms Inc. (NASDAQ:META) stock rose in Tuesday’s premarket session, outperforming a weaker broader market ahead of the company’s quarterly earnings. Nasdaq futures fell 0.91%, while S&P 500 futures slipped 0.18%. Meta’s gains came despite a risk-off tone in equity futures as investors positioned ahead of the company’s second-quarter earnings report, due on Wednesday, July 29. The stock is drawing attention as traders weigh expectations for advertising growth, artificial intelligence inv
Investing.com -- Just one of five mega cap technology companies that reported earnings this quarter managed to outperform the S&P 500 the following day, which warns that the pattern is likely to persist as AI capital expenditure anxiety continues to overshadow otherwise solid results.
The venture will fund the construction and operation of the campus, which Meta says will provide the compute capacity needed to train and deploy next-generation AI models.
Meta Platforms (META) and BlackRock (BLK) have agreed to form a strategic venture to develop and own
SpaceX just won’t stop going down. Shares are very close to the $100 level where Morgan Stanley analyst Adam Jonas believes the company is getting no value for its AI business. Jonas’ $100 price observation isn’t too far from the $90 Barron’s suggested SpaceX was worth about a week before the IPO.
There are a lot of things happening for SpaceX next week.
Meta Platforms and the world's largest asset manager BlackRock on Tuesday announced a venture to develop and operate a data center campus in El Paso, Texas, a project that would cost about $14 billion in development. The race to build out AI infrastructure has prompted tech giants to turn to debt sales worth tens of billions of dollars or seek external capital from fund managers such as BlackRock due to an unprecedented scale of investment. Meta said BlackRock-managed funds will take an 80% ownership stake in the venture, with Meta retaining the remaining 20%.
Wall Street says Meta Platforms' stock is undervalued ahead of its upcoming earnings report.
Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
SINGAPORE, July 28 (Reuters) - Asian markets fell on Tuesday led by chipmakers on unease about the massive funding demands of the AI boom, while a slide in oil prices did relatively little to lift
In the midst of an expensive AI transformation, the company is grappling with litigation that could cost it billions and force painful changes.
Every consumer technology gets a reputation before it gets a rulebook. The camera phone was a toy until it turned up as a courtroom exhibit. Rules arrive after behavior, and by then, the behavior already has an audience. Meta Platforms (META) has spent three years building the first real hardware ...
Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire bear case and points to a second AI bet most investors overlook entirely.
(Bloomberg) -- A $470 billion rout in just a little over a month has flipped SK Hynix Inc. from one of the world’s hottest AI trades to one of the biggest portfolio question marks.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOASML Slides on Report of China Starting DUV Tool ProductionS
<body><p>STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.</p><p>Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.</p><p>Skyler Weinand is chief investment officer at Regan Capital.</p><p>"If they don't come out and beat [estimates], they're going to sell off even further. You're going to see some profit taking. You're going to see some hedge funds and retail [investors] potentially pack it in for the rest of the year, sitting up 10 to 15%. I don't blame them. // I don't really see the opportunity for these companies that have run so much over the past 18 to 24 months on that AI build out. I don't see that as a huge buying opportunity. I would rather be looking at some of the companies that have fallen behind a little bit. Auto manufacturers are having their day right now. Defense companies are having their day. Some of these companies that will continue to print earnings regardless of what comes from AI build out."</p><p>The Philadelphia semiconductor index extended its recent selloff, falling more than 2%. It is down 21% from its record high close on June 22 but remains up 63% in 2026.</p><p>Chinese chipmaker CXMT's stellar debut on Monday and a report that the country has started manufacturing homegrown deep ultraviolet chipmaking tools also signaled intensifying competition for the U.S. semiconductor industry.</p><p>Meanwhile, oil prices slid after President Donald Trump said the administration was having "good talks" with Iran, but warned that U.S. strikes would resume if the negotiations failed to deliver.</p><p>Shares of Occidental Petroleum fell more than 4% and Exxon Mobil also closed lower.</p><p>Traders this week will also turn their attention to Tuesday's start of the Federal Reserve's two-day policy meeting, with traders projecting a more than 60% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>
(Bloomberg) -- Bonds that BlackRock Inc. is selling, tied to a Meta Platforms Inc. data center project in Texas, rallied in early trading on Monday before the notes were formally priced, signaling demand for the securities may be stronger than it initially appeared.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in D
Meta Platforms is slated to post its quarterly earnings after markets close Wednesday, with traders pricing in a sizable move from the social media giant’s stock.
Big Tech names like Microsoft, Meta, Apple and Amazon report this week, and Gene Munster breaks down the one earnings signal that could determine whether the AI trade accelerates or stalls — plus why he still believes we’re only in the third inning of AI and how retail investors should position now.
Meta and Microsoft both report on July 29, but their AI bets pay out on completely different timelines, and that gap could decide which stock gets punished and which gets rewarded before October.
AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in AI infrastructure are already voting with their wallets. Here is why one investor keeps loading up even at a triple-digit P/E.
Wall Street is headed for its busiest week of the earnings season and while earnings have been strong so far, one thing is clear: Good isn't good enough for tech companies. Amazon, Microsoft, and Meta are some of the 170 companies reporting earnings this week after Alphabet and Tesla set the stage last week. More than 130 S&P 500 companies have already reported earnings, with most beating earnings expectations, but whether those earnings beats translated into a move higher for the stocks was a more complicated story.
Chip stocks pulled Nasdaq lower to start the week, as falling oil prices failed to give markets a broad reprieve. Nvidia shares are down about 5%, dragging its market value below that of Apple’s in intraday trading. Investors will watch for a fresh batch of U.S. tech earnings this week, including reports from Microsoft and Meta Platforms on Wednesday.
The CME’s new futures contracts let investors make magnified wagers on individual stocks—and on margin.
