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AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.

By Diana Novak Jones May 4 (Reuters) - A trial is slated to begin in New Mexico on Monday that will test the state’s claims that Meta’s Facebook, Instagram and WhatsApp platforms harmed young users’

May 4 (Reuters) - A trial is slated to begin in New Mexico on Monday that will test the state’s claims that Meta’s Facebook, Instagram and WhatsApp platforms harmed young users’ ‌mental health and its bid for a court order forcing the company to make changes. The case, ‌which will be tried before a judge in Santa Fe, stems from a lawsuit filed by New Mexico Attorney General Raúl Torrez, a Democrat, ​accusing the social media giant of designing its platforms to addict young users and failing to

Several major private artificial intelligence companies are expected to make their public market debuts this year or next.

(Bloomberg) -- With equities back to their highs after a V-shaped recovery from the Iran oil shock, investors are increasingly caught between left and right tail risks: The tireless AI and semiconductor rally on one side and the gradual drag from higher energy prices on the other.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says T

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Meta served up strong quarterly results, but investors saw some problem points in its latest report.

Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re

The headlines blame the spending plan. But I think there's an even bigger concern.

USA Today (NYSE:TDAY) reported what management described as its strongest start to the year in several years, citing improving revenue trends, rising digital contribution, and sharply higher profitability in the first quarter of 2026. Chairman and CEO Mike Reed said the company is “nearing” several

Mark Zuckerberg held a company town hall on April 30 to address Meta employees directly about the layoffs. It was the first time he had spoken to staff about the cuts since Reuters first reported the plan in March. What he said did not reassure them. And what he did not say may have worried them ...