MT Newswires14d agoneutral
Meta's Business AI, Ad Tools May Add New Revenue Streams, UBS SaysMeta Platforms (META) may benefit from new revenue streams from its Business Agents, further AI-driv
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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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Yahoo Finance Video14d agoneutralVIDEO
Meta's & Microsoft's massive AI spending: Why only one is getting rewardedScott Melker discusses Meta's (META) and Microsoft's (MSFT) recent earnings results and rising AI expenses. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
MT Newswires14d agoneutral
CoreWeave Q2 Revenue Expected at 'High End' of Guidance, Oppenheimer SaysCoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 bi
Proactive14d agoneutral
Meta leaves investors wanting more on AI monetization timelineMeta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares fell as much as 10% on Thursday morning after the company's third-quarter results left investors unconvinced that its massive artificial intelligence spending is translating into tangible returns. Earnings per share came in at $6.18,...
24/7 Wall St.14d agoneutral
Visa vs PayPal: The Post Earnings WinnerVisa crossed $4 trillion in global payments volume the same quarter PayPal brought in a new CEO to salvage branded checkout, and the two earnings reports could not paint a more different picture of where fintech power is actually concentrating.
GuruFocus.com14d agoneutral
Zuckerberg's AI Gamble Sends Meta Shares TumblingMeta Shares Plunge as AI Spending Plan Sparks Massive Selloff
GuruFocus.com14d agobullish
AMD Stock Soars as Susquehanna Lifts Price Target Ahead of EarningsAMD Stock Surges After Bullish Analyst Sees More AI Upside
Yahoo Finance Video14d agoneutralVIDEO
Meta stock poised for a new losing streak: Earnings call takeawaysMeta (META) stock continues to plunge after the company reported its second quarter earnings results on Wednesday. Yahoo Finance Technology Editor Dan Howley and BD8 Capital Partners CEO and CIO Barbara Doran chat with Morning Brief host Julie Hyman about the results, the stock reaction, and their outlook for Meta.
MT Newswires14d agoneutral
Meta's Rising Spending Deepens Investor Questions on Returns, Wedbush SaysMeta Platforms (META) signaled heavy multiyear capital spending to build compute capacity and train
Yahoo Finance Video14d agoneutralVIDEO
Microsoft and Meta boost AI spending, but only one stock pays the priceScott Melker discusses the Federal Reserve's latest decision to hold interest rates steady, Meta (META) and Microsoft's (MSFT) increasing AI expenses, but only one stock is getting punished. Meanwhile, bitcoin (BTC-USD) continues to hover around $64,000, Melker explains why the cryptocurrency's resilience is a bullish sign despite the broader market uncertainty. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
TechCrunch14d agoneutral
Meta says AI is making it easier to build new apps — and more are comingMeta says AI is making it dramatically easier to build and launch new consumer apps, with CEO Mark Zuckerberg telling investors the company has more new consumer products on the way following a recent wave of releases for Facebook Groups, Marketplace sellers, Instagram, and gaming.
Reuters Videos14d agoneutralVIDEO
Meta risks empire as it splurges to keep pace in AI race<body><p>STORY: ''One of the analysts notes said that it's a strategy only a CEO can love. It's essentially, there are a lot of questions about how well Meta can execute, ''</p><p>:: Meta's AI splurge lays bare its compute conundrum</p><p>:: July 30th, 2026 // Bengaluru, India</p><p>:: Aditya Soni, Tech Editor, Bengaluru</p><p>'''Meta, like the rest of the big tech companies, is spending tens of billions on AI data centers that includes chips, that includes servers, that includes the energy infrastructure that's needed to support those data centers. And they think that spending's gonna total as much as about 145 billion this year. And that's a crazy sum that's part of some 700 billion that overall big tech is gonna spend. </p><p>The problem is that it leaves Meta with a bit of a conundrum. It's saying that it plans to use this AI spending to fuel its own ambitions. But it also has the choice of renting this computing power out at pretty lucrative rates. And that's the question that investors and analysts were looking for an answer to yesterday. The answer Mark Zuckerberg gave, well, investors aren't buying it.''</p><p>''And what happened yesterday was in the earnings call, Mark got peppered with a lot of questions. </p><p>And investors feel that they didn't get much evidence of where this is headed''</p><p>''The problem that Meta faces here is that Meta is essentially a social media company. They get their dollars from selling ads on Facebook and Instagram. And they're going against some of the biggest enterprise firms in the world. That's Microsoft. That's Alphabet. That's Amazon. And these companies already have a vast customer base that they can sell AI services and that computing power to. So going up against them is a very costly bet. ''</p></body>
BeInCrypto14d agoneutral
Veteran Macro Investor Says AI’s Easy Money Is Over and Bitcoin Is NextBig Tech is burning cash on AI, according to Goldman traders. Jordi Visser says the easy money is gone and Bitcoin is next.
Bloomberg14d agoneutralVIDEO
Meta's AI Spending Faces Wall Street TestMeta's AI spending is under intense scrutiny after a softer outlook. MoffettNathanson analyst Michael Nathanson explains why investors no longer want promises they want proof. Michael Nathanson joins Bloomberg Open Interest to break down Meta's unclear AI infrastructure strategy, the risk of massive capex, and why the company's metaverse history is making Wall Street far less patient this time. Correction: This video has been edited to update a graphic with correct analyst disclosures.
The Telegraph14d agobearish
Zuckerberg’s Meta suffers $130bn slump on AI spending jittersMark Zuckerberg’s Meta has lost more than $130bn (£97bn) in value after investors took fright at the pace of the company’s heavy AI spending.
Motley Fool14d agoneutral
Why Meta Platforms Stock Fell 10% TodayMeta spent $31 billion on AI infrastructure in one quarter. Wall Street wants to know when it pays off.
Reuters14d agoneutral
Scale AI taps former Google Cloud executive as CEOScale AI said on Thursday it had named former Google Cloud executive Francis DeSouza as chief executive officer, effective August 10, as the AI company looks to expand its data and applications businesses. DeSouza will succeed Jason Droege, who has served as interim CEO since June last year. Droege will work with deSouza in the coming months to support the transition, Scale said.
Yahoo Finance Video14d agoneutralVIDEO
Meta is in need of a new 'lead singer' beyond advertising: Brent ThillMeta Platforms (META) stock is down by over 9% on Thursday since the tech giant released quarterly results that missed adjusted earnings estimates while raising the lower end of its full-year capital expenditures. Jefferies senior analyst Brent Thill highlights Meta's various revenue segments and why the Big Tech name needs to look beyond just its core advertising business.
24/7 Wall St.14d agoneutral
Meta Should Give Up On AI, Focus On Surging SocialMeta just posted staggering revenue growth while watching its stock crater 10%, and the reason why reveals a fundamental tension at the heart of Zuckerberg's empire that investors can no longer ignore.
Insider Monkey14d agobullish
Microsoft (MSFT) Soars, Meta (META) Sinks After Earnings—Here’s WhyMicrosoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings reports have produced starkly different reactions. Microsoft Corporation (NASDAQ:MSFT) jumped 15% on Thursday after the tech giant reported better-than-expected fiscal fourth-quarter results and issued a better-than-expected outlook for the first quarter of 2027. Meanwhile, Meta […]
24/7 Wall St.14d agoneutral
AMD is Down 18% Over a Month: One Analyst Targets $1,250, Meaning 190% Returns From HereAMD just posted blowback-proof earnings with 37% revenue growth and a 252% surge in free cash flow, yet the stock cratered nearly 20% in a month while its closest rivals barely flinched. One analyst sees a path to 190% gains from here, and the hyperscale commitments backing that call are harder to dismiss than the price action suggests.
Investing.com14d agoneutral
TSMC is moving in on Intel’s turf; Why Intel is up anywayIntel’s stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. Here is why Intel’s stock is h
24/7 Wall St.14d agobearish
Meta Platforms Falls 9% on Soft Guidance as Wall Street Slashes Price TargetsMeta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.
Yahoo Finance Video14d agobearishVIDEO
Meta's capex guidance isn't cutting it for investors. Stock drops.Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.
Yahoo Finance14d agoneutral
One line from Meta's earnings call that ensured the stock will likely stay dead moneyMeta stock takes another plunge.