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Meta Is About to Become Mega Cloud Operator
24/7 Wall St.2d agoneutral
Meta Is About to Become Mega Cloud Operator

Meta just raised its 2026 spending target to a figure that dwarfs what most countries invest in infrastructure, and shareholders are left weighing whether a collapsing free cash flow signals a historic pivot or a costly overreach.

Hot Upcoming IPOs to Watch
Kiplinger2d agoneutral
Hot Upcoming IPOs to Watch

The most exciting upcoming IPOs include AI powerhouse Anthropic and data center infrastructure provider SB Energy.

Could high gas prices start shocking company earnings?
Yahoo Finance Video2d agoneutralVIDEO
Could high gas prices start shocking company earnings?

PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporter Ines Ferré join Yahoo Finance Executive Editor Brian Sozzi to talk about diesel prices at an all-time high and gasoline prices nearing its high from May and whether it could start affecting the bottom line of companies.

Stocks Bend, but Don’t Break, in Head-Spinning September. More Tests Are Coming.
Barrons.com2d agoneutral
Stocks Bend, but Don’t Break, in Head-Spinning September. More Tests Are Coming.

A massive surge in Treasury bond yields, which lifted 10-year notes to the highest since 2007, paired with a worrying summer rally in global crude prices that has oil trading firmly north of $100 a barrel, leaned heavily on stocks but didn’t tip them over. A Federal Reserve interest-rate hike, coupled with hawkish language and quickening inflation forecasts, also came and went, with stocks posting their strongest gains in six weeks and an index of the Magnificent Seven tech giants coming within half a point of the all-time high it reached in late May. Tech stocks, in fact, have largely weathered a series of “end of days” headlines from the AI space, with an index of semiconductor stocks falling around 3.3% over the past month and those in the information technology edging just 1.2% lower despite the torrent of stories tied to apocalyptic AI risks.

Apple Stock Has a New Opportunity Investors Can’t Afford to Ignore
24/7 Wall St.2d agoneutral
Apple Stock Has a New Opportunity Investors Can’t Afford to Ignore

Apple just posted its ninth consecutive earnings beat and shares are up 23% this year, yet the stock may still be dramatically underpriced for what comes next. The case for $450 by 2027 is bolder than anything Wall Street is publishing, and the math is closer than you think.