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These Companies Are Cooking With Gas
The Wall Street Journal6d agoneutral
These Companies Are Cooking With Gas

​📈 Follow our live markets data and coverage. Natural gas is where the list of winners and losers gets really interesting. As the world’s largest producer—and a substantial exporter—there are no physical shortages (yet) and energy companies are earning temporary windfalls.

Analysis-Meta's AI splurge lays bare its compute conundrum
Reuters6d agoneutral
Analysis-Meta's AI splurge lays bare its compute conundrum

Meta can simultaneously fuel its own AI ambitions and rent out its scarce computing capacity to bolster returns, CEO Mark Zuckerberg signaled on Wednesday. The Instagram owner is splurging billions to build compute - chips, servers, energy and data centers that ‌power AI - leaving it with free cash flow of just $784 million in the second quarter to run and grow its business. Pressed by analysts for details on Meta's plans, Zuckerberg framed compute as a scarce strategic asset that the company should keep and build around, rather than simply sell for short-term profit.

Bitcoin Rises as Traders Weigh Fed Decision, Tech Earnings
Barrons.com6d agoneutral
Bitcoin Rises as Traders Weigh Fed Decision, Tech Earnings

Bitcoin edged higher as investors digested the Federal Reserve's latest policy decision and earnings from U.S. tech giants Microsoft and Meta. The Fed left rates unchanged while Fed Chairman Kevin Warsh provided few clues about future policy.

Meta Platforms Q2 Earnings Call Highlights
MarketBeat6d agoneutral
Meta Platforms Q2 Earnings Call Highlights

Meta Platforms (NASDAQ:META) reported second-quarter 2026 revenue growth of 28% as the company said artificial intelligence initiatives improved content recommendations, advertising performance and product development, while it continued to accelerate spending on data centers and other AI infrastruc

Review & Preview: Warsh’s Credibility
Barrons.com6d agoneutral
Review & Preview: Warsh’s Credibility

Then Kevin Warsh started talking. The new Federal Reserve chairman did little to ease investor concerns about the central bank’s fight with inflation, so the S&P 500 closed down 1.5%. The Dow Jones Industrial Average sank 2.2% The Nasdaq Composite fell 1.7%.

Wedbush on Meta: We're Not Seeing Its Capex Pay Off
Bloomberg6d agoneutralVIDEO
Wedbush on Meta: We're Not Seeing Its Capex Pay Off

Ygal Arounian, Wedbush Managing Director of Internet Equity Research, reacts to the latest Meta earnings and highlights potential concerns on ROIC from investors with the company's various forays into the AI space. He speaks to Romaine Bostick and Emily Graffeo on Bloomberg's 'The Close.'

Meta narrows annual capex forecast as AI buildout grows
Reuters6d agoneutral
Meta narrows annual capex forecast as AI buildout grows

The Facebook parent now expects 2026 capital expenditure to be ‌between $130 billion and $145 billion, compared with its prior forecast of $125 billion to $145 billion. Meta said it now expects full-year 2026 total expenses to be in the range of $165 billion to $169 billion, compared with its prior forecast of $162 billion to $169 billion.

Exclusive-US FTC suing Hims & Hers for sending user health info to Meta, Snap
Reuters7d agoneutral
Exclusive-US FTC suing Hims & Hers for sending user health info to Meta, Snap

Federal Trade Commission is suing Hims & Hers ‌alleging the telehealth platform shared users' health ‌data with online advertisers despite promising privacy and engaged in ​deceptive billing and cancellation practices, an FTC spokesperson said. Hims & Hers is one of the largest telehealth players in the market for weight loss drugs.

Meta Earnings: What to Expect
The Wall Street Journal7d agoneutral
Meta Earnings: What to Expect

Here is what investors will be looking for when Meta Platforms reports its earnings after markets close today: One big question is whether Meta will increase its capital expenditure estimate for the year, like Alphabet did last week.

Traders Pricing in Big Moves From Big Tech Earnings
Barrons.com7d agoneutral
Traders Pricing in Big Moves From Big Tech Earnings

Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are crowding into the stock, with bets against the tech and cloud giant representing around 92 million shares, or 1.27% of its outstanding float, according to data from S3 Partners.

Hyperscaler debt binge pushes yields up as investor demand cools
Reuters7d agoneutral
Hyperscaler debt binge pushes yields up as investor demand cools

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

‘Big Wednesday’ Offers a Big Test for the Stock Market
Barrons.com7d agoneutral
‘Big Wednesday’ Offers a Big Test for the Stock Market

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.