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By Karen Roman Optical and HFC networking provider Applied Optoelectronics, Inc. (Nasdaq: AAOI) said it started constructing two adjacent properties in Pearland, Texas, to add nearly 400,000 square feet of […]
New York Gov. Kathy Hochul paused construction of the state’s largest data centers for up to a year, adding to growing political resistance facing AI infrastructure projects.
Instagram head Adam Mosseri believes companies will eventually need to manage AI token spending the same way they manage payroll or other operating expenses, predicting that engineers could soon face limits on how much they spend using AI tools.
While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.
META's premium valuation and soaring AI spending weigh on near-term upside despite strong ad growth and AI engagement.
Meta Platforms, Inc. (NASDAQ:META) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, Bank of America analyst Justin Post maintained a “Buy” rating on the company’s stock with a price objective of $835. As per the analyst, creating a business that is focused on cloud services or AI infrastructure can […]
There are two different ways to interpret Meta Platforms' apparent plans to start leasing its spare cloud capacity.
Meta Platforms (META) stock has finally crossed back above its 200-day moving average, consecutively in its last two sessions. Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about Meta's latest stock moves and what that may signal about its sustainability.
Meta and Palantir both crushed Q1 expectations, but their valuations now live in completely different universes. The case for owning one and merely renting the other comes down to a single uncomfortable question about what you are actually paying for.
AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.
One stock has a very high ceiling, while the other has a much higher floor.
Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check, and it has nothing to do with earnings or tariffs.
This is a supply-constrained hyper-growth year for Arista Networks (ANET). The company provides high-speed data center switching, with cloud titans Microsoft and Meta as its long-standing anchor customers.
Management's narrative has pivoted hard to AI and custom chips, but what they've stopped highlighting, the cash generation that funded it all, reveals a profound shift in the company's risk profile.
Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.
After dominating mobile game advertising, the company is pushing its AI platform into new markets, forcing investors to weigh proven performance against the risks of a major strategic pivot.
(Bloomberg) -- Apple Inc. received a rare bearish rating as KeyBanc Capital Markets downgraded the stock to underweight, citing concerns over both demand and valuation.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With App
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
The market is handing investors a gift with the latest sell-off.
<body><p>STORY: From Apple losing out against landmark EU rules to solar-powered EVs...</p><p>This is Tech Weekly.</p><p>:: Tech Weekly</p><p>Apple lost its challenge against landmark EU rules.</p><p>The tech giant tried to refute the designation of its app stores and operating system as gatekeepers. </p><p>It means Apple is subject to obligations aimed at giving rivals more room to compete.</p><p>The EU Digital Markets Act (DMA) sets out a list of rules for Big Tech with the threat of big fines if they don't follow along.</p><p>It has triggered legal challenges by Apple, Meta and ByteDance since it took effect over three years ago.</p><p>Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013.</p><p>That's according to early estimates from Counterpoint Research, which said a memory chip shortage has driven up smartphone prices and hurt demand.</p><p>Memory chip prices have soared as suppliers focus on AI data center customers over consumer electronics.</p><p>It’s forced smartphone makers to pass along higher costs through price hikes, particularly for entry- and mid-range devices.</p><p>SK Hynix shares fell more than 15% in trading on Monday - just days after its U.S. listing.</p><p>It was the South Korean chip giant's biggest one-day decline on record.</p><p>Investors in Seoul cashed out of a massive share price rally following its Nasdaq debut last week.</p><p>The fall in SK Hynix and rival Samsung Electronics stock led to a 9% plunge in South Korea's Kospi and triggered a 20-minute trading halt.</p><p>And an electric vehicle made by Renault completed a 1,000-mile journey using only solar power. </p><p>Easee CEO, Anthony Fernandez, said the vehicle was charged at solar installations along the route from the UK’s Land's End to John o' Groats…</p><p>As well as portable lithium-ion battery units that had been charged using only solar power.</p><p>"I think what's going on in the world at the moment is really forcing people to rethink where their energy comes from, and I think people are gravitating more and more towards renewable technology. And also to reduce the dependency that we have on the grid, which in many parts of the world is aging quite rapidly."</p><p>The car's five-day trip was backed by Easee and Renault.</p></body>
Futures tracking the Nasdaq 100 were rising on Tuesday–but the tech-heavy index's biggest names weren't benefiting from the broader rebound. Roundhill's Magnificent Seven exchange-traded fund, which tracks shares of seven mega-cap tech companies, slid 0.
Meta Platforms Inc. (NASDAQ:META) has officially transformed from a cautionary tale of extreme capital expenditure into the “market’s latest darling,” following a rapid 20.97% stock rally in roughly three weeks, driven by a radical shift in how Wall Street values the tech giant’s artificial intelligence infrastructure. The 21% Surge Explained Between late June and mid-July 2026, Meta experienced a blistering market rally, with its adjusted closing stock price jumping from $542.87 on June 25 to $
MARKETS AM NEWSLETTER Oil prices surged Monday, erasing a month of declines, amid renewed fighting between the U.S. and Iran. But investors’ attention will likely drift Tuesday, at least temporarily, to a flood of bank earnings and the latest reading of U.
This is nothing to fret over.
(Bloomberg) -- SoftBank Group Corp. founder Masayoshi Son said that in the not-so-distant future, nuclear fusion technology will offer the most realistic solution for powering AI data centers’ ballooning needs. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleHormuz Route
The social-media giant has flooded the market with its AI-enabled, camera-equipped smartglasses, much to the chagrin of privacy advocates.
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