News

(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Majo

Alibaba Cuts Off Anthropic's Claude Code as AI Tensions Heat Up

Shares of the veteran handset maker have surged roughly 90% this year as it pivots to become a heavyweight infrastructure supplier.

Recent reports suggest Meta may rent out excess AI compute. The easy read is that Meta overbuilt and the AI capex cycle is already moving from shortage to surplus. That may be too simple.

Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Corning stock has slumped alongside other AI infrastructure names, but analysts at Oppenheimer and Bank of America say demand for the company’s optical networking business remains strong.

Youth addiction lawsuit heads toward August trial

TeraWulf Inc (NASDAQ:WULF) shares are pulling back Tuesday, even as two Wall Street analysts raised their price targets following the company’s $19 billion Anthropic data center lease. Here’s what you should know. TeraWulf stock is feeling bearish pressure. Why is WULF stock dropping? TeraWulf Signs Long-Term Lease With Anthropic TeraWulf announced a 20-year lease agreement with Anthropic at its Justified Data campus in Hawesville, Kentucky, expected to generate around $19 billion in contracted

(Bloomberg) -- Amazon.com Inc.’s massive bond sale dragged down outstanding hyperscaler debt on Tuesday as investors sold existing securities to fund the new issue, signaling growing fatigue over the barrage of artificial intelligence financings.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Dive

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the same neocloud thesis after Meta said it would potentially monetize its own compute capacity, but they sit at opposite ends of the risk spectrum. One ... Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

Instagram and WhatsApp draw government scrutiny in Meta's largest user market.

Meta Platforms (NASDAQ: META) and CoreWeave (NASDAQ: CRWV) just closed the books on their Q1 2026 reports with sharply divergent financial profiles. Meta printed $56.31 billion in revenue while raising capex guidance to $125 to $145 billion. CoreWeave grew sales 111.7% to $2.078 billion but posted a $740 million net loss. One Prints Cash. The ... Meta Vs. Coreweave: Despite 2032 Partnership, ‘Meta Compute’ Remains a Massive Threat to Coreweave

(Bloomberg) -- Microsoft Corp.’s Xbox spent nearly $80 billion in the last decade on deals that would give it popular video game titles like Call of Duty and Skyrim, betting that gamers would flock to its Netflix-like subscription service offering hundreds of options for endless play.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaTwo Millennium Trading Pods Made About $3.7 Billion Last MonthNasdaq 100 Falls 2% in Chip-Led Rout as Oil Climbs: Markets WrapM

Fund bets on data center and Bitcoin mining operator as portfolio outperforms S&P 500 by 141 percentage points.

TTRF's debut stake in AI infrastructure provider Nebius makes it the fund's largest holding. The stock has quadrupled over the past year.

Amazon is reportedly readying a bond offering of at least $25 billion, as the tech giant continues to plow investments into AI-related infrastructure. Amazon stock was trading slightly lower. The Seattle-based Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds Tuesday, the Wall Street Journal reported.

July 7 (Reuters) - The world's largest technology companies are tapping debt markets and raising equity to bolster AI infrastructure, marking a shift for Silicon Valley firms that typically relied on

I keep hitting the buy button on NVIDIA (NASDAQ:NVDA), and after the June pullback I hit it again. I bought near $225 in May, I bought near $212 in June, and I added last week close to $194.83. The story that got me into this position keeps getting louder. Here is what pulls me back ... Nvidia Bears are Blind: 3 Reasons to Ignore Them and Buy Now

Joe Gebbia is one of the co-founders of Airbnb, but he's also the first-ever chief design officer of the US. He's responsible for redesigning the government's clunky websites and turning them into glossy copies of high-end corporate websites that are easy to use.

The company is launching a new business that will sell excess compute power.

Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT) both reported earnings on April 29, 2026, and both have been punished in 2026 despite operational strength. Meta is off 11.54% year to date; Microsoft has fared worse at down 18.9%. The market is asking which Mag 7 titan is truly the bargain. Ad Engine Roars. Azure ... Meta Vs. Microsoft: Which Underpriced Mag 7 Titan Is a No Brainer?

Another day, another massive bond sale from a company borrowing heavily to invest in artificial-intelligence infrastructure. Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds today, just four months after it issued $37 billion of bonds in the U.

In just the past month, the stock has fallen more than 15%.

Nvidia stock was headed for its lowest level since April on a report another customer is developing an in-house AI chip.

Analyst Chris Brendler argued the Meta-driven selloff in HPC names was overdone, highlighting Galaxy Digital's 22% two-week decline and Cipher Digital's widening valuation gap as entry points.

Samsung Electronics (005930.KS) released preliminary second quarter earnings results on Tuesday, reporting a 19-fold profit jump from a year ago, amounting to $58 billion. Morning Brief Host Julie Hyman welcomes Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to help break down whether Samsung's breakout numbers still weren't enough to impress Wall Street investors and what it signifies for the broader chip space.

Net-zero pledges of Google and Amazon slip out of reach, and struggling Meta makes frantic moves

The penalty demand, close to Meta's entire market value, comes before an August trial over claims Facebook and Instagram were built to addict minors

IREN rallies as bullish analyst backs $58 price target

Nvidia stock was headed for its lowest level since April on a report another customer is developing an in-house AI chip.