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Meta just made a big splash.

Every time Reddit panics about Amazon's Trainium or Meta's custom silicon eating into Nvidia's dominance, the actual earnings tell a different story, and that gap between fear and fundamentals is exactly where this trade lives.

Artificial intelligence infrastructure remains one of the market’s biggest investment themes, but it has also become one of its biggest sources of anxiety. Hyperscalers including Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) are committing hundreds of billions of dollars annually to data centers, GPUs, and networking equipment, prompting concerns that debt and capital spending ... Nebius’ $775 Million Debt Deal Changes Everything About Its AI Growth Story

This analyst thinks Meta stock is worth $720 a share -- and he may be right.

Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted valuation.

Capital Group's active growth ETF loads up on the same megacap giants driving every major index, charges almost nothing by active fund standards, and still finds a way to leave investors with a complicated story to tell.

Alphabet just posted its strongest quarter in years, yet the stock tumbled 4% in a single session on fears that its AI brain drain is worsening. Here is why a growing chorus of analysts sees that selloff as an opening rather than a warning.

SK Hynix just landed on Nasdaq carrying the biggest slice of the high-bandwidth memory market, but arriving at a moment when semis are getting punished raises a pointed question about whether this heavyweight is a steal or a trap.

Agentic AI burns tokens at a rate that could reshape every enterprise software budget on the planet, and one company has quietly positioned itself to own that shift before the market noticed.

CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies 243% upside, and his reasoning hinges on a single contractual clause that most investors seem to be ignoring.

Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]

Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss itself.

Sandisk's long-term contracts with customers should ensure more upside for investors over the next couple of years.

Meta is reportedly hiring an AWS executive, following news that it could explore a cloud business helped boost Meta stock.

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

The stock's recent jump is tempting, but its long-term behavior tells a different story about the kind of risk it adds to your holdings.

The agreement covers more than 130 locations in over 30 countries, spanning all regions.

Meta Platforms (NasdaqGS:META) has been hit with a federal lawsuit filed by employees over AI-assisted layoffs. The suit alleges that Meta's use of AI in personnel decisions discriminated against protected groups, including workers with disabilities and pregnant employees. Plaintiffs are seeking to halt further layoffs and are calling for an independent audit of Meta's AI systems used in workforce management. Meta Platforms, the parent company of Facebook, Instagram, WhatsApp and other...

(Bloomberg) -- The bonds sold by hyperscalers to fuel their artificial intelligence ambitions have become a drag on investor portfolios from London to Tokyo.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to Taco Bell Lettuce From MexicoFrom fa

The WSJ reported the hiring plan just as Meta had indicated that it plans to build a cloud business.

Investors are beginning to rethink their artificial intelligence strategies as concerns grow that the rapid expansion in hyperscaler spending could lose momentum over the next few years, prompting some fund managers to reduce exposure to semiconductor stocks in favour of software companies and major cloud providers. AI infrastructure rally faces fresh scrutinyFor much of the past two years, the dominant investment strategy has been to buy companies supplying chips and infrastructure used to powe

AI infrastructure spending is driving rapid growth and multibillion-dollar backlogs for some industrial companies.

Venture capitalist Chamath Palihapitiya warns that the steep premiums charged by leading artificial intelligence (AI) developers like OpenAI and Anthropic are on a collision course with drastically cheaper models from tech giants like Meta Platforms Inc. and Elon Musk’s xAI,...

Dave Brown, one of the most senior executives at Amazon Web Services, will bring his nearly two decades of experience to the social-media giant.

(Bloomberg) -- President Xi Jinping hailed China’s progress in developing low-cost artificial intelligence, pressing his personal imprint on the country’s rapidly expanding global influence to call for a more open technological order.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Only 30 Minu

Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 4.5% in the afternoon session after reports revealed that the release of its flagship Gemini 3.5 Pro AI model has been delayed by several months.

(Bloomberg) -- On a video conference call from Hangzhou earlier this year, one of China’s hottest startups held a four-hour pitch meeting with potential venture investors that was unusual by almost any measure. Only two representatives per institution were allowed. The majority of those present were getting a glimpse of the company’s leader for the very first time.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Cat

Gemini 3.5 Pro is reportedly months behind schedule after falling short of Google’s internal expectations for coding capabilities.

Google stock fell amid a report the internet giant is behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, as rivals gain momentum.

Amazon, Alphabet, and Meta are my three favorite "Magnificent Seven" stocks to buy right now.