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The team debates whether Meta's new AI, semiconductor manufacturing, and prediction market initiatives are value-added ideas or wasted capital for the tech juggernaut.
Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one of the most exploitable gaps between fear and reality in the market right now.
Artificial intelligence is creating a new industrial buildout unlike anything investors have seen in decades. Hyperscalers are committing hundreds of billions of dollars to data centers, chips, and power infrastructure because AI workloads require an entirely new computing backbone. The biggest question is shifting from whether AI demand exists to which companies will capture the ... Can Nebius Group Really 10X by 2030? The Math Says Yes
Although it may be unloved, this big tech stock is worth considering.
(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz
(Bloomberg) -- Moonshot AI has told investors it’s preparing to list in as early as six months, seizing the opportunity to tap capital markets after its latest model upended industry perceptions of China’s burgeoning capabilities and sent global tech stocks reeling.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyTaylor Farms P
Investing.com -- Social media influencers Andrew and Tristan Tate were arrested in Miami on Saturday after British authorities requested their extradition on charges including rape and sex trafficking, The Wall Street Journal reported.
The race to build AI data centers is huge, and key industry suppliers are reaping big rewards.
The Trump Administration announced a 25% tariff on most Brazilian imports late Wednesday, effective July 22. The U.S. has invoked Section 301 of the Trade Act of 1974, targeting certain Brazilian practices, which include directives to American tech giants like...
The tech company just added $270 billion to its market cap.
Oklo stock has plummeted in 2026, in spite of the company's positive progress. This is the buying window long-term investors have been waiting for.
Last October, Mark Zuckerberg mentioned almost in passing that companies kept asking Meta if they could buy computing capacity from it, at a premium. It sounded like a hypothetical. On July 17, the New York Times turned it into a very real story. Meta and Anthropic are in early talks for a ...
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.
Meta may lease AI computing power to Anthropic in a $10 billion deal, according to reports. Here is what is on the table.
Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive the fate of an entire index.
When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst saw the opposite, and has been loading up on shares ever since.
Apple's frugal AI strategy saved billions while rivals committed to a spending arms race, but new reports reveal a quiet technical crisis that may force the company into an entirely different kind of expensive bet.
Investors are focusing more on what could be the company's most important segment going forward.
A massive borrowing binge by technology giants expanding their artificial intelligence capabilities is fundamentally transforming fixed-income dynamics. Companies like Meta Platforms Inc., Nvidia Corp., and Amazon.com Inc. are leading a historic capital expenditure push, issuing hundreds of billions in corporate...
Wall Street is underestimating the implications for Meta's long-term growth.
Meta Platforms Inc. (NASDAQ: $META) is in talks to lease as much as $10 billion of computing capacity to Anthropic,...
Alphabet’s broader ecosystem gives it the long-term edge, while Meta offers faster growth, a lower valuation and a higher yield.
Shares of social network operator Meta Platforms (NASDAQ:META) fell 3.1% in the afternoon session after a broader sell-off in AI-related technology stocks and rising investor anxiety over its massive spending on artificial intelligence initiatives. The decline was fueled by concerns about the company's projected capital expenditures for 2026, which were raised to a range of $125 billion to $145 billion. According to BMO Capital, Meta has the "least visible return on investment story among peers"
Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.
Apple is looking to expand its robotics team as it pursues innovation.
Meta stock extends gains on reports Anthropic is interested in buying computing power from it. Does that warrant buying META shares? Let’s find out!
The social media giant's dominant position in its space doesn't prevent investors from being concerned about its AI spending spree.
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