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On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May. We believe a leaner operating model will allow us to move more quickly while also helping to offset the substantial investments we are ... Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill

The Trade Desk (TTD) stock is trading near $20 in extended trading. The primary catalyst is a Q1 earnings report featuring a revenue beat of $688.9 million but an EPS miss of $0.28, coupled with softer forward guidance. At a $20 price point, the stock trades at a forward P/E multiple of 9.7x based on $2.06 in estimated 2026 earnings. This represents a significant compression from its three-year average forward P/E of approximately 42x. It also sits well below the S&P 500 average of 24.0x. On the

The primary signal within CoreWeave’s (CRWV) Q1 2026 results is the transition of the company from a high-growth AI darling into a massive, capital-intensive infrastructure utility. While a $99.4 billion revenue backlog provides long-term visibility, the widening gap between contracted demand and operational delivery suggests a shift in the investment narrative from growth potential to industrial execution.

The Trump bull run might be getting a tad on the overheated side after going on one of the fiercest rallies off the lows of March. With the CNN Fear and Greed Index swinging right back into “greed” territory, with market momentum moving towards extreme levels, it certainly feels like it’s a good idea to ... The Trump Bull Run Is Getting Overheated, But There Are Still Pockets of Value Hiding in Plain Sight

Here’s one way of sizing up the resurgence of the tech trade: The combined market cap of the Magnificent Seven is up $3 trillion since the start of the Iran war, according to Dow Jones Market Data. The seven tech titans—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—are, for the most part, riding high on excitement over artificial intelligence.

The semiconductor giant is facing intensifying competition from its biggest customers.

(Bloomberg) -- An heir to Ray-Ban billionaire Leonardo Del Vecchio is challenging the approval process for a roughly €10 billion ($11.8 billion) family deal that would reshape control of EssilorLuxottica SA’s biggest shareholder, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ

RBC sees a “two-speed” economy boosting tech, which could take the benchmark 10% higher over the next year.

The Silicon Valley lab behind the Claude artificial intelligence (AI) bot has set its sights on a valuation of close to $1tn as it steps up its war with ChatGPT maker OpenAI.

Tech giants warn proposed legislation could weaken user privacy protections and increase cybersecurity risks.

The AI boom has made Big Tech richer, bigger, and suddenly much hungrier for cash.

Who’s accountable for any decision? Because Mark Zuckerberg hasn’t said it – his persona has, writes Chris Stokel-Walker

Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

Big Tech’s record $725bn AI investment strategy is beginning to strain the resources of America’s largest companies, leaving them with less cash...

The company's stock plunged roughly 18% after it announced the job cuts and forecasted revenue that fell short of expectations.

Moby summary of Xponential Fitness, Inc.'s Q1 2026 earnings call

The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and NVIDIA Corporation (NASDAQ:NVDA) ranks 7th on this list. NVIDIA Corporation (NASDAQ:NVDA) remains the dominant force in AI, but several specific headwinds have led some social media stock experts to the conclusion that the […]

Mysten Labs co-founder Adeniyi Abiodun said the company built Sui to continue ambitions first explored during Meta’s Libra initiative. The company announced plans for fee-free ...

You are being shown one number. Mark Zuckerberg told 8,000 Meta employees in early May that their jobs were a casualty of the company’s AI infrastructure budget. Amazon has cut roughly 30,000 roles in the last five months. Microsoft has shed about 125,000 through “voluntary” departures. Alphabet is in the middle of an ongoing 1,500. ... Tens of Thousands of Tech Workers Are Being Laid Off in 2026. The $725 Billion That Replaced Them Is Going to Four Companies.

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Nebius Group N.V. (NASDAQ:NBIS) ranks 2nd on this list. Nebius Group N.V. (NASDAQ:NBIS) is attracting interest from finance influencers on social media because of the sheer scale of the company’s order book with […]

Wisconsin regulators approved Alliant Energy's plan to power Meta's Beaver Dam data center, but demand more transparency.

Several stock market leaders have emerged after the April 8 follow-through day. Some are starting to pull back in IBD Sector Leaders.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

US job cuts increased in April to the third-highest total for the month since 2009 as technology com

DeepL is entering a leaner chapter as artificial intelligence starts to reshape the translation software market from the inside. Chief Executive Officer Jarek Kutylowski attributed the move to what he described as a massive structural shift from artificial intelligence. Kutylowski said adapting the company to work more effectively with AI means fewer layers, faster decisions and far less time spent on the back and forth that can slow large teams down.

Mark Zuckerberg is mounting a legal challenge against Ofcom concerning the cost of its new online safety laws.