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Alphabet surged Friday while Meta and Microsoft both slipped into the red, leaving traders to figure out whether one mega-cap is breaking away from the pack or simply catching a wave that has nowhere structural to stand.

Morning Brief host Julie Hyman sits down with Yahoo Finance Breaking Business News Reporter Jake Conley and Washington Crossing Advisors senior portfolio manager Chad Morganlander to discuss the latest updates with the New York Times's (NYT) lawsuit against OpenAI (OPAI.PVT) and Microsoft (MSFT).

EXCLUSIVE: The company is seeking to raise capital in a funding round that could value it at around $4 billion, according to sources.
(Updates with Meta's response in the fifth paragraph.) Meta Platforms' (META) AI-enabled smart gl

Futurum Group CEO Daniel Newman praised Meta Platforms Inc. CEO Mark Zuckerberg for prioritizing safety and security during the development of the company’s AI agent, despite pressure. In a post on X, Newman commended Zuckerberg for not succumbing to investor...
Trump has called AI risks a hoax while Amodei, Altman and Musk want a slowdown

Meta has clawed back nearly 20% in a single month, but the real question is whether the AI event on the horizon justifies pushing the stock even higher against a capex bill that crushed free cash flow by 90%.
Manus AI is in discussions to raise $500 million at a $4 billion valuation, which would make it China’s most valuable autonomous agent startup. The round is not yet closed and terms remain subject to change, but the deal signals a shift in how the market prices AI agents. If finalized, this valuation would be […]

Microsoft Corp.‘s CEO Satya Nadella said Xi Jinping’s China should also care about AI safety, weighing in on the broader discussion of AI’s impact on humans and the industry. Nadella Mulls China’s Role in AI Safety “China should also deeply...

Oracle is sitting on a $664 billion backlog while Meta just watched its free cash flow crater by more than 90%, yet both companies are pouring tens of billions into AI compute every quarter with no clear timeline for the cash to follow.

Last week, Meta rolled out Muse, Chief Executive Mark Zuckerberg’s “personal AI agent built for everyone.” In Meta’s telling, it also democratizes AI. Zuckerberg first described his vision for “personal superintelligence” last year and previewed Muse in an August essay where he spoke of “putting power in people’s hands to pursue their own aspirations.”

Sept 18 (Reuters) - Futures tracking the Nasdaq 100 led Wall Street higher on Friday, putting the tech-heavy index on course for weekly gains as a drop in oil prices tempered inflation concerns.

When Apple’s iPhone turned into an immediate hit upon its 2007 release, CEO Steve Jobs was quick to realize the value of designing and owning as many of the components in its devices as possible. Since then, designing the main chips for all its devices has been a priority for Apple and a potent differentiator, enabling deeper integration between software, services, and hardware than any other consumer technology company. This week’s release of iPhone 18 Pro and the A20 Pro chip inside of it, makes the advantages of Apple’s chip strategy as clear as day.

SoftBank Group Corp. has increased its margin loan backed by shares of its chip unit Arm Holdings Plc by $5 billion to $25 billion, according to people familiar with the matter, as the conglomerate finds ways to fund its expanding investments in artificial intelligence.

The global debate over artificial intelligence risks entered a new phase this week amid clashing views from tech executives over whether frontier labs should slow the development of the technology. Leaders of Anthropic, OpenAI, SpaceX and Google DeepMind put forward the need for self-regulation checks on growth that give AI models more control. Meanwhile, Microsoft, Amazon and Meta said they're developing tools to check, control and regulate AI risks as US President Donald Trump called the alerts a "hoax". The call for caution saw a rotation out of tech stocks at the start of the week as investors questioned whether there's a need to reprice the pace of the booming AI buildout.

CGDV and SCHD both carry the dividend label, but their portfolios share almost nothing in common and their recent returns have split dramatically. The fund that dominated for five years is now lagging badly, and the reason comes down to a single philosophical disagreement about what a dividend ETF should actually own.

Cuban noted a major irony that nobody in the industry has called out.

Perhaps to the surprise of some, a few non-technology companies have seen wildly strong performances YTD, with their lower-beta nature providing a nice shield against volatility.

On September 9, 2026, Reuters reported that Meta Platforms, Inc. (NASDAQ:META) rolled out Muse, a long-touted AI agent that can autonomously send emails, sell a car, and book travel on a person’s behalf, despite internal concerns among Meta’s own employees that the technology mismanages access to sensitive personal data. The agent is modeled on the […]

Splitting a half-million dollars between two popular ETFs feels like textbook diversification, but a quiet look under the hood reveals something most investors never bother to check before their next contribution.

A nationally syndicated consumer expert spent weeks trying to get Meta to remove an AI-generated ad cloning his face to sell fake insurance. The platform's official response should alarm anyone who has ever trusted a familiar face in their feed.

In the most recent trading session, Meta Platforms (META) closed at $682.31, indicating a +1.34% shift from the previous trading day.

Meta is spending a lot on building its AI, and now it hopes to have a way to help pay for it.
Investor appetite survived a highly unusual geopolitical setback.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) custom AI chip plans and global launch of Meta One reinforced Bank of America’s "buy" rating, with the broker highlighting potential savings and subscription revenue. Citing Bloomberg, analysts noted Meta plans to deploy MTIA 450, or Arke,...
The bigger issue may be the precedent, not damages

Snap (SNAP) generates free cash worth 7.4% of its market value a year, against 4.5% for the median S&P 500 company. A yield that high usually points one of two ways: a bargain, or a business the market expects to shrink. Snap is not shrinking: revenue grew 19% year over year in Q2 2026. So the market is pricing something else, the profit that sits underneath the cash.
