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The social media company may also become a cloud computing provider.
CoreWeave built the fastest path to $5 billion in cloud revenue history, then watched its stock collapse 40% as its biggest customer announced a move that sent Wall Street scrambling to pick sides.
It's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.
Three megacaps that fell sharply last week have been on growth investors' radars in recent days.
Oil prices (CL=F, BZ=F) are pulling back as the U.S. and Iran pause military strikes. Tortoise senior portfolio manager & managing director Rob Thummel joins Market Catalysts to discuss the volatility of oil prices and why he sees long-term value in energy stocks.
Four of the Magnificent Seven are set to report earnings this week. Neuberger senior research analyst Dan Flax joins Julie Hyman on Market Catalysts to discuss whether investors should be concerned about soaring AI spending as tech giants ramp up capital expenditures (capex).
Meta's ballooning capex plans spooked the market twice already this year, yet one investor keeps hitting the buy button anyway. The reasoning behind that conviction challenges everything the bearish capex narrative assumes.
Apple is close to overtaking Nvidia as the largest company for the first time in more than a year. Nvidia stock is down 3.7% today, extending its losses from last week. This brought its market capitalization down to $4.8 trillion.
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.
Wall Street is heading for a pivotal week as Big Tech earnings, the Federal Reserve's rate decision and key inflation data test a market hovering near record highs. The busiest stretch begins on Wednesday, when Microsoft and Meta Platforms report earnings before the focus quickly shifts to...
Early Facebook investor Mark Pincus vividly recalls the first time he met founder Mark Zuckerberg.
Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.
U.S. stocks ended mixed on Friday, with the Nasdaq ending in the red, triggered by a tech selloff on growing concerns over the massive spending on AI, as investors awaited quarterly results from the next batch of megacap tech companies.
All eyes on Meta's big spending plans.
Tech giant targets a 2027 launch with stronger user safeguards
The Richland Parish project, originally announced at $10 billion, has grown into one of the largest AI infrastructure investments in the world
