AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.
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AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.
Enthusiasm for all things related to artificial intelligence has powered the stock market higher in recent years. But now, Wall Street is taking a harder look at Big Tech’s scramble to monetize the AI boom.
Meta Platforms (NasdaqGS:META) is facing new shareholder proposals on online hate, antisemitism policies, and human rights due diligence ahead of its 2026 annual meeting. Investors are also pushing for clearer disclosures on board voting outcomes and the concentration of voting power. Advocacy groups are publicly backing these initiatives, putting Meta's governance and risk oversight under closer scrutiny. Meta runs Facebook, Instagram, WhatsApp, and other social platforms that sit at the...
By Diana Novak Jones May 4 (Reuters) - A trial is slated to begin in New Mexico on Monday that will test the state’s claims that Meta’s Facebook, Instagram and WhatsApp platforms harmed young users’
May 4 (Reuters) - A trial is slated to begin in New Mexico on Monday that will test the state’s claims that Meta’s Facebook, Instagram and WhatsApp platforms harmed young users’ mental health and its bid for a court order forcing the company to make changes. The case, which will be tried before a judge in Santa Fe, stems from a lawsuit filed by New Mexico Attorney General Raúl Torrez, a Democrat, accusing the social media giant of designing its platforms to addict young users and failing to
Unless Meta gets more specific about AI products, it could lag behind other AI stocks.
Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer highlighted why the stock is declining, as he commented: Finally, how about Meta Platforms? Oh man, this one really bothered me. It’s being clubbed like a baby seal… Down more than 8% today. It’s a […]
Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer was slightly bearish on the stock during the episode, as he commented: Seagate, which had just reported a terrific quarter, but with Western Digital, Sandisk, those stocks though, are really overextended for me. They’re […]
Jeff thought he was doing the right thing in one of the hardest moments of his life. As his wife battled ovarian cancer, she made a request that felt meaningful and urgent: she wanted to leave a legacy for their...
(Bloomberg) -- With equities back to their highs after a V-shaped recovery from the Iran oil shock, investors are increasingly caught between left and right tail risks: The tireless AI and semiconductor rally on one side and the gradual drag from higher energy prices on the other.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says T
(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho
Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge
Meta Platforms shares fell on continued concerns about its heavy spending.
Corning (NYSE:GLW) and Meta have started a $6b expansion of Corning's optical cable plant in North Carolina. The project is intended to support AI data center growth and strengthen US based fiber supply. The expansion represents a multi year commitment between Corning and a large technology partner focused on AI infrastructure. Corning, trading at $158.26, has seen very strong share price performance, with the stock up 74.5% year to date and 251.1% over the past year. The new expansion with...
Everyone today talks about how the AI and data center boom is driving a surge in energy demand. But motivational speaker Tony Robbins was already there before it became a headline. Investing in a power plant in West Virginia turned...
The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months
Meta served up strong quarterly results, but investors saw some problem points in its latest report.
Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.
Meta Platforms, Inc. (NASDAQ:META) ranks among the stocks to invest in before they split next. On April 23, Guggenheim reaffirmed its Buy rating and $850 price target for Meta Platforms, Inc. (NASDAQ:META), citing strong ad revenue growth and AI developments. Guggenheim anticipates revenue growth of more than 23% in each quarter through 2026, driven by […]
When a stock runs 68% in a matter of weeks, even the most convinced bulls start doing the math on what to do next. That appears to be exactly where Cathie Wood found herself with American multinational semiconductor company Advanced Micro Devices (AMD). That’s a name ARK Invest has held through ...
Corning (NYSE:GLW) shareholders voted to elect director nominees, approve executive compensation on an advisory basis, ratify the company’s independent auditor, and reject a shareholder proposal calling for an independent board chair policy at the company’s 2026 annual meeting on April 30. Sharehol
(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re
Meta Platforms, Inc. (NASDAQ:META) is one of the 10 Best American Tech Stocks to Buy. On April 30, Stifel reduced its price target on Meta Platforms, Inc. (NASDAQ:META) from $805 to $780 and kept its Buy rating on the stock. The research firm pointed out that Meta Platforms, Inc.’s (NASDAQ:META) GAAP earnings per share surpassed […]
Big Tech is pouring hundreds of billions into artificial intelligence, driving record growth—but raising fresh concerns about whether the payoff will justify the cost.