GuruFocus.com36d agoneutral
Why CoreWeave Stock Just NosedivedCoreWeave Tumbles After Meta's Surprise AI Cloud Move Rattles Investors
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
403last 24h
2509last 7d
495● bullish (7d)
238● bearish (7d)
200publishers
GuruFocus.com36d agobullish
Meta Jumps 9.3% on Plans for AI Cloud Infrastructure BusinessMeta is developing a cloud business to sell AI models and computing capacity to external customers.
Stocktwits36d agoneutral
CRWV Stock Saw Its Worst Selloff In Over 4 Months On META's Cloud Computing Plans — Wall Street Now Thinks It's A Buying OpportunityRosenblatt said its channel checks show no change in hyperscalers' demand for GPU computing capacity.
Barrons.com36d agobearish
A New Threat to Meta’s AI Cloud: SoftBank Crashes an Already Crowded PartyMeta’s unconfirmed plan to build a cloud business faces competition from a well funded rival less than 24-hours later.
Quartz36d agoneutral
OpenAI proposes 5% stake to U.S. government for AI wealth fundA 5% holding in OpenAI would be worth roughly $42.6 billion based on the company's $852 billion March valuation
Motley Fool36d agobullish
Meta Is Finally Entering This High-Margin $500 Billion Market. Is the Stock a No-Brainer Buy?Meta is planning to start a cloud computing business. It could be a game changer.
MT Newswires36d agoneutral
Chip Wreck Roils Asian Stock MarketsAsian stock markets largely fell back Thursday, following overnight declines on Wall Street of chip
The Wall Street Journal36d agobullish
‘Buy Now, While Supplies Last’ Doesn’t Apply to StocksThe past few months have seen frenetic buying and selling by individual stock traders. Leading market maker Citadel Securities says that retail cash equity volumes in May hit a record, doubling in two years. Then that accelerated in June with nine of the 10 busiest days the market maker has ever experienced coming in a month, according to a mid-June report by strategist Scott Rubner.
Reuters Videos36d agoneutralVIDEO
AI Weekly: Anthropic controls lifted, Meta in the clouds<body><p>STORY: From Anthropic's new models getting cleared to Meta's reported big cloud move...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Anthropic said the U.S. lifted export controls on its latest AI models.</p><p>It comes less than three weeks after the startup was forced to suspend access to its newest products over national security worries.</p><p>It led Anthropic to suddenly disable its Mythos 5 and Fable 5 models.</p><p>Washington has stepped up oversight of new releases due to concerns AI could be misused by intelligence agencies in China, Russia and elsewhere.</p><p>South Korea unveiled multi-billion dollar chip and AI mega-projects.</p><p>President Lee Jae Myung pledged investments worth more than $576 billion over a number of years.</p><p>Authorities said tech heavyweights Samsung and SK Hynix will invest over $518 billion to build two new chip fabrication sites each in South Korea's southwest.</p><p>It marks President Lee's biggest move yet to revive domestic economies beyond the capital Seoul.</p><p>Chipmaker Micron briefly blew past the market value of Big Tech giants Meta and Tesla for the first time ever.</p><p>The stock surge came a day after Micron forecast quarterly profit and revenue way ahead of analyst expectations.</p><p>The company is a major supplier to AI powerhouse Nvidia, and its shares have more than tripled in value so far this year.</p><p>It reached a market cap of about $1.4 trillion at one point after its results were released.</p><p>And Meta is building a cloud business to sell excess AI computing capacity.</p><p>That's according to a report from Bloomberg.</p><p>The move could lower Meta's reliance on advertising revenue and help it take on cloud majors like Amazon and Microsoft.</p><p>Meta didn't immediately respond to a request for comment.</p><p>CEO Mark Zuckerberg said earlier this year the firm could enter the cloud computing business if it overspends on data centers and has excess capacity.</p></body>
Investing.com36d agobearish
Chip stocks selloff extends on valuation, Meta’s pivot fearsInvesting.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.
Bloomberg36d agoneutral
SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae
The Wall Street Journal36d agobearish
Global AI Selloff Extends as Traders Ready for Jobs DayU.S. stock futures were lower as AI-related stocks fell across the globe ahead of Thursday’s crucial jobs data.
Bloomberg36d agoneutral
SoftBank Plans AI Cloud Services in US to Tap Surging Demand(Bloomberg) -- SoftBank Group Corp. and its telecom unit will start renting AI computing resources to US companies next fiscal year in a bid to capitalize on the company’s growing pipeline of data center projects.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerExxon to Change Name for First Time in Decades After RedomicileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IP
Insider Monkey36d agoneutral
Arista Networks, Inc. (ANET) announced the 7060XE7 SeriesArista Networks, Inc. (NYSE:ANET) is one of the 10 Best Fundamentally Strong Stocks to Buy for Long Term. On 9 June, Arista Networks, Inc. (NYSE:ANET) announced the 7060XE7 Series, a portfolio of 1.6-terabit networking platforms for rack-scale AI infrastructure. The firm said the systems help scale-up and scale-out AI fabrics and are designed for air, […]
Reuters36d agoneutral
Asian shares fall on chipmaker drag; US jobs data loomsBy Stella Qiu SYDNEY, July 2 (Reuters) - Asian shares extended declines on Thursday as investors rotated out of chipmakers after a stellar quarter, while currency and bond markets braced for U.S. jobs
Barrons.com36d agoneutral
How to AI-Proof Your Fund PortfolioMost tech stocks are having another great year, leading to worries that market-tracking index funds are overvalued and far too concentrated. Here are five defensive sectors—and 13 funds—that can provide protection.
Reuters36d agobullish
Morning Bid: Shares pull back as markets await likely payrolls beatA look at the day ahead in European and global markets from Stella Qiu Global shares are pulling back after a bumper quarter.
Simply Wall St.36d agobearish
CoreWeave (CRWV) Is Down 15.1% After Meta Weighs Selling Excess AI Compute Capacity – What's ChangedIn late June 2026, CoreWeave launched ARIA, an AI research agent embedded in Weights & Biases that automates experiment analysis and continuous model improvement, while also expanding its AI cloud footprint in Europe through a renewable-powered co-location deal with Conapto and a multi-exabyte storage partnership with Backblaze. At the same time, investor anxiety has risen as Meta Platforms, a major CoreWeave customer, explores selling its own excess AI compute capacity, intensifying...
Motley Fool36d agobullish
Why Meta Platforms Stock Surged TodayInvestors cheered reports of a potentially lucrative new business.
Stocktwits36d agobearish
META Stock Drops Overnight After Best Day In 6 Months: Analysts See 'Margin Of Safety' From AI Cloud Computing BusinessMeta plans to set up a cloud business and sell compute and AI to third-party customers, according to a Bloomberg report.
TheStreet36d agoneutral
Microsoft reportedly makes another brutal workforce moveThe AI boom created a ton of winners on Wall Street. However, it also created an incredibly unforgettable story for workers. Tech behemoth Microsoft (MSFT) is reportedly preparing a fresh round of layoffs, according to Business Insider, in a move that could be announced as early as next ...
24/7 Wall St.36d agoneutral
VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of ThousandsVanguard’s tech ETF sells itself on cost. At 0.09%, Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT) sits near the floor of sector ETF pricing. That headline number is real. It is also the least interesting cost in the fund. What You Are Actually Paying The sticker fee reflects the fund’s 0.09% net expense ratio disclosed ... VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands