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Meta AI Delays Test Investor Confidence In New Business Revenue Streams
Simply Wall St.64d agoneutral
Meta AI Delays Test Investor Confidence In New Business Revenue Streams

Meta Platforms delayed the release of its new Spark AI model after earlier timing issues with Llama 4. The company introduced Meta Business Agent, a paid AI tool for businesses that generates direct revenue rather than relying only on advertising. These moves come as regulators and employees increase scrutiny of Meta's AI and data privacy practices. Meta Platforms (NasdaqGS:META) is taking these AI steps with its stock at $627.57 and a value score of 4. The share price is down 3.5% year to...

Google vs. Meta: Which Ad Giant Is the Better Long-Term Buy?
24/7 Wall St.64d agobullish
Google vs. Meta: Which Ad Giant Is the Better Long-Term Buy?

For retirement-focused investors weighing the two ad giants, the question is direct: Should you own Alphabet (NASDAQ:GOOGL) or Meta Platforms (NASDAQ:META) right now? Both print cash, both dominate digital advertising, and both are spending unprecedented sums on AI infrastructure. The market has rendered very different verdicts on each so far in 2026: Alphabet is up ... Google vs. Meta: Which Ad Giant Is the Better Long-Term Buy?

Corning’s AI Fiber Deals With Meta And Nvidia Recast Growth And Risks
Simply Wall St.65d agoneutral
Corning’s AI Fiber Deals With Meta And Nvidia Recast Growth And Risks

Corning (NYSE:GLW) has signed multi-year agreements to supply optical connectivity solutions for AI infrastructure to large customers including Meta. The company has also entered a technology and manufacturing partnership with Nvidia focused on AI data center connectivity. These arrangements are tied to a plan to expand Corning's U.S. manufacturing capacity for optical communications used in AI data centers. Corning is best known for specialty glass and optical communications products that...

Vistra Reshapes Growth With Cogentrix Deal And AI Data Center Power
Simply Wall St.65d agoneutral
Vistra Reshapes Growth With Cogentrix Deal And AI Data Center Power

Vistra (NYSE:VST) has completed its acquisition of Cogentrix natural gas assets, expanding its power generation footprint. The company is growing long-term nuclear power agreements, including a new arrangement to supply Meta's data center needs. Vistra is working to restart the Perry nuclear plant, adding more baseload capacity for AI driven electricity demand. Vistra enters this phase of expansion with its stock at $153.7 and a very large 5 year return, reflecting a major change in the...

Why Meta is delaying its latest AI model release
Yahoo Finance Video65d agoneutralVIDEO
Why Meta is delaying its latest AI model release

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Market Domination to discuss Meta's (META) decision to delay the release of its latest AI model and what the move means for the company's AI ambitions.

Bloomberg65d agoneutral
AI Power Boom Revives Natural Gas as Infrastructure Bet

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than

AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?
24/7 Wall St.65d agoneutral
AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?

Shares of Advanced Micro Devices (NASDAQ:AMD) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55% over the past month, compared with just 17% for Intel (NASDAQ:INTC) stock. That kind of gap raises a fair question for Intel’s loyal shareholders. Should Intel stockholders ... AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?

If You Bought SOXQ During the March 2026 Selloff, You’re Sitting on a Triple-Digit Year
24/7 Wall St.65d agobearish
If You Bought SOXQ During the March 2026 Selloff, You’re Sitting on a Triple-Digit Year

A position in the Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) bought at the close on May 29, 2025 for $38.08 was worth $101.03 on May 29, 2026, a 165% twelve-month gain on a low-cost, plain-vanilla index fund that anyone with a brokerage account could have bought. Run that back to inception in June 2021 and the ... If You Bought SOXQ During the March 2026 Selloff, You’re Sitting on a Triple-Digit Year

Trump Just Signed a Scaled-Back AI Executive Order: What the Voluntary 30-Day Review Means for Big Tech
24/7 Wall St.65d agoneutral
Trump Just Signed a Scaled-Back AI Executive Order: What the Voluntary 30-Day Review Means for Big Tech

President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for. CNBC’s Megan Cassella, reporting on the development June 2, 2026, said the document “appears to be a scaled back, slightly weaker version than what we had initially been expecting.” The White ... Trump Just Signed a Scaled-Back AI Executive Order: What the Voluntary 30-Day Review Means for Big Tech