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Meta Platforms Inc. (NASDAQ:META) has officially transformed from a cautionary tale of extreme capital expenditure into the “market’s latest darling,” following a rapid 20.97% stock rally in roughly three weeks, driven by a radical shift in how Wall Street values the tech giant’s artificial intelligence infrastructure. The 21% Surge Explained Between late June and mid-July 2026, Meta experienced a blistering market rally, with its adjusted closing stock price jumping from $542.87 on June 25 to $

MARKETS AM NEWSLETTER Oil prices surged Monday, erasing a month of declines, amid renewed fighting between the U.S. and Iran. But investors’ attention will likely drift Tuesday, at least temporarily, to a flood of bank earnings and the latest reading of U.

'There is no other market right now that is anywhere close in terms of their investment and scale'

Meta (META), Alphabet's Google (GOOG), WhatsApp, Apple (AAPL), and other platforms' responses to chi

This is nothing to fret over.

(Bloomberg) -- SoftBank Group Corp. founder Masayoshi Son said that in the not-so-distant future, nuclear fusion technology will offer the most realistic solution for powering AI data centers’ ballooning needs. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleHormuz Route

The social-media giant has flooded the market with its AI-enabled, camera-equipped smartglasses, much to the chagrin of privacy advocates.

A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.

Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...

President Donald Trump said the U.S. would resume a blockade of Iranian ships transiting the Strait of Hormuz.

In the most recent trading session, Meta Platforms (META) closed at $656.73, indicating a -1.86% shift from the previous trading day.

TSMC posted a blowout quarter while memory stocks cratered, and the split signals something important about where AI hardware demand is actually holding up and where it is starting to crack.

This stock thrives on volatility.

Meta (META) raised the budget for its Louisiana data center from $27 billion to $50 billion. Yahoo Finance Technology Editor Dan Howley takes a closer look at the company's surging costs.

Meta Platforms has launched "Meta Compute," a third-party cloud AI offering that directly overlaps with CoreWeave's services. The move turns Meta from a major customer into a significant new competitor for CoreWeave. At the same time, Ark Invest and Cathie Wood have increased their holdings in CoreWeave (NasdaqGS:CRWV). CoreWeave enters this new phase with its shares at $88.88 and a mixed recent track record. The stock is up 2.8% over the past week and 12.1% year to date, but is down 11.6%...

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

The company is looking beyond its own data centers as it tries to sell more TPUs to outside cloud providers.

he varying definitions of this stock grouping can make it hard to determine whether investors should put their money there.

Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding is the question every investor needs to answer before July 30.

OpenAI, Meta and SpaceXAI emphasize affordability as businesses tighten AI spending and scrutinize usage costs.

Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every other position in the sector.

Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.

According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.

Quarterly revenue matched estimates as investors await earnings and 2026 capital spending guidance.

Cathie Wood Unveils Major Portfolio Reset With SpaceX, Meta Buys and AMD Cuts

Spending on AI data centers by cloud hyperscalers could reach $1.4 trillion by 2028, analysts with Morgan Stanley said Monday. The investment bank raised its estimates for capital expenditures by Meta Platforms and Amazon — with returns on AI spending a key debate for both stocks. Morgan Stanley analyst Brian Nowak said in a client note that he expects Meta's capex to reach $225 billion in 2027 and $250 billion in 2028, up 29% and 22% from his prior estimates.

Meta just raised its spending plans to a figure that stopped Wall Street in its tracks, and the stock has not responded the way bulls expected. Whether the math eventually works in investors' favor hinges on three compounding forces inside the business right now.

Jim Cramer watched a single sentence from Mark Zuckerberg send Meta's stock soaring by a predicted $100 per share, and now he's arguing that big tech has become nearly impossible to sell no matter what the bears say about debt.

Retail is selling former leaders, but record market breadth shows the broader rally is still holding up.

CEG adds nearly 10 GW of power capacity as AI, data centers, electrification and U.S. manufacturing drive electricity demand.