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SpaceX (SPCX) canceled the test launch of its latest Starship rocket on Thursday due to engine ignition failure. The space venture's stock sinks lower ahead of Friday's close after already dropping below its mega-IPO price earlier this week. William Blair research analyst of industrials Louie DiPalma — whose firm maintains an Outperform rating on SpaceX's stock — comes on to talk more about the opportunities and risks ahead for Elon Musk's company.

Investors want customers, chips and stronger deal economics

The facility, maturing in 2030, is priced at SOFR plus 2.50%

Qualcomm Faces Fresh Wall Street Warning Despite Ambitious AI Growth Plans

Tech stocks were falling late Friday afternoon, with the State Street Technology Select Sector SPDR

Anthropic might be looking to make a deal with Meta Platforms to get access to more computing power, a move that would mark a major, but unsurprising, shift in the Facebook parent’s business. The New York Times  reported Friday that Meta is in talks to rent computing power to Anthropic in a deal that could be worth as much as $10 billion over two years, citing people familiar with the matter. Meta didn’t immediately respond to requests for comment.

Meta keeps printing cash at a scale most companies never see, yet the real reason to keep buying has nothing to do with last quarter's earnings. Three structural advantages are quietly stacking in ways the stock price has not yet fully priced in.

Meta is in early talks to rent its computing power to Anthropic in what could be a multibillion-dollar deal, as the social media company plans...

In the stock market, earnings and earnings growth are paramount, but in business there is something that matters even more. Shares of the EV start-up fell as low as $2.37, down more than 50%, on Tuesday after news portal electric-vehicles.com said the company was considering a bankruptcy filing, which Lucid strenuously denied. Lucid stock was susceptible to damage because the company isn’t profitable and will need billions in new capital over the coming years to reach that point—expected when it is selling about 150,000 cars a year.

Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter bet right now, and it may not be the obvious choice.

AI is no longer just an emerging technology. In just a few years, it has become one of the biggest forces shaping how people search for information, shop online, create content, and get work done. Since ChatGPT brought generative AI into the mainstream, businesses have been racing to weave AI into their products, while consumers continue finding new ways to use it in everyday life.TipRanks Welcomes a New ETF – NYSE:RANK TipRanks has entered a new arena in the investing world, powering the index

By Daniel Wiessner July 17 (Reuters) - A U.S. judge on Friday rejected a bid by 26 employees of Meta Platforms to block the tech giant from laying them off while they pursue claims that they were

Anthropic proposed the arrangement in June, according to a report in The New York Times, citing people familiar with the discussions.

Meta stock trimmed early losses after The New York Times reported the tech giant is in talks with Anthropic for a cloud deal.

Kindig said investors want proof that AI monetization is finally catching up with heavy capital spending.

Tech stocks were mixed Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

The same instinct Microsoft showed in acquiring Xbox—spend big now, trust that it pays off later—is running through its AI business, Naveen Parihar writes.

Meta plans to spend $125 billion to $145 billion on capital projects this year.

Three numbers on Meta's income statement keep pulling my money back before the July 29 earnings call, and one of them proves something no other hyperscaler has managed to pull off yet.

The AI startup proposed the deal in June; the talks are at an early stage and may not result in an agreement

Amazon Web Services executive joins expanding AI infrastructure push

According to the report, Anthropic proposed the deal in June, which would involve the AI startup paying Meta in monthly increments over a two-year period for access to its AI data centers. Both companies would have the option to exit the agreement early.

Peter Thiel is to receive the 2026 Axel Springer Award for shaping digital transformation.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) hosts its Advancing AI 2026 event next week in San Francisco, its first dedicated AI day since June 2025 when it launched its MI350 series GPUs and previewed its Helios rack system. Jefferies analysts expect AMD to raise its addressable...

Meta Platforms is in talks to lease computing power to Anthropic ‌in a potential deal worth as ‌much as $10 billion over two years, the New York ​Times reported on Friday, citing three people with knowledge of the discussions. Such a deal would help Meta ⁠diversify beyond its core advertising business by generating new revenue from its infrastructure investments and ​directly pitting ​it against CoreWeave and ​Nebius, as growing ‌adoption of advanced tools drive up the need for computing capacity. Anthropic had proposed the deal in June and Meta is considering it, the report said.

Meta just made a big splash.

Every time Reddit panics about Amazon's Trainium or Meta's custom silicon eating into Nvidia's dominance, the actual earnings tell a different story, and that gap between fear and fundamentals is exactly where this trade lives.

Artificial intelligence infrastructure remains one of the market’s biggest investment themes, but it has also become one of its biggest sources of anxiety. Hyperscalers including Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) are committing hundreds of billions of dollars annually to data centers, GPUs, and networking equipment, prompting concerns that debt and capital spending ... Nebius’ $775 Million Debt Deal Changes Everything About Its AI Growth Story

This analyst thinks Meta stock is worth $720 a share -- and he may be right.

Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted valuation.