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The social-media giant has flooded the market with its AI-enabled, camera-equipped smartglasses, much to the chagrin of privacy advocates.
A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.
Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...
In the most recent trading session, Meta Platforms (META) closed at $656.73, indicating a -1.86% shift from the previous trading day.
TSMC posted a blowout quarter while memory stocks cratered, and the split signals something important about where AI hardware demand is actually holding up and where it is starting to crack.
Meta (META) raised the budget for its Louisiana data center from $27 billion to $50 billion. Yahoo Finance Technology Editor Dan Howley takes a closer look at the company's surging costs.
Meta Platforms has launched "Meta Compute," a third-party cloud AI offering that directly overlaps with CoreWeave's services. The move turns Meta from a major customer into a significant new competitor for CoreWeave. At the same time, Ark Invest and Cathie Wood have increased their holdings in CoreWeave (NasdaqGS:CRWV). CoreWeave enters this new phase with its shares at $88.88 and a mixed recent track record. The stock is up 2.8% over the past week and 12.1% year to date, but is down 11.6%...
Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding is the question every investor needs to answer before July 30.
OpenAI, Meta and SpaceXAI emphasize affordability as businesses tighten AI spending and scrutinize usage costs.
Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every other position in the sector.
Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.
According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.
Spending on AI data centers by cloud hyperscalers could reach $1.4 trillion by 2028, analysts with Morgan Stanley said Monday. The investment bank raised its estimates for capital expenditures by Meta Platforms and Amazon — with returns on AI spending a key debate for both stocks. Morgan Stanley analyst Brian Nowak said in a client note that he expects Meta's capex to reach $225 billion in 2027 and $250 billion in 2028, up 29% and 22% from his prior estimates.
Meta just raised its spending plans to a figure that stopped Wall Street in its tracks, and the stock has not responded the way bulls expected. Whether the math eventually works in investors' favor hinges on three compounding forces inside the business right now.
Jim Cramer watched a single sentence from Mark Zuckerberg send Meta's stock soaring by a predicted $100 per share, and now he's arguing that big tech has become nearly impossible to sell no matter what the bears say about debt.
Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history. Oracle (ORCL) eliminated 21,000 positions over the past year, even as its full-year adjusted ...
European stock markets closed mixed in Monday trading with the Stoxx 600 down 0.1%, Germany's DAX fr
Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report soon, starting with Microsoft on July 29, and the setup looks nothing like the fear priced in.
Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s competition, as he stated: Consider what each of these companies really is. Hey, why don’t we start with Meta? Okay, that’s become a real […]
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