Notícias

Sandisk (NasdaqGS:SNDK) has entered a multi-year NAND flash memory supply agreement with Meta Platforms. The deal names Sandisk as a key supplier for Meta’s planned AI computing infrastructure build-out from 2026 onward. The agreement links a portion of Sandisk’s future NAND demand to one of the largest global technology companies. For investors watching Sandisk, this new agreement with Meta comes after a sharp share price move and sets a fresh reference point for expectations. The stock...

During an interview with CNBC, Rasgon said that the current state of the AI industry is fueling growing demand for AI chips, wafers, and tools.

Meta (NASDAQ: META) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout. Meta turned $19.00 billion in quarterly capex into ad growth. Intel spent aggressively on foundry capacity while absorbing a $4.07 billion restructuring charge tied largely to Mobileye. Ad Engines Hum ... Meta vs Intel: Buy Meta for High-Margin Infrastructure Monetization and Avoid Capital-Strained Intel

T. Rowe Price Science & Technology Fund portfolio manager Tony Wang examines the back-and-forth activity appearing in semiconductor stocks, especially as the bar remains high for memory chip makers and SK Hynix's (000660.KS) US IPO listing is seven-times oversubscribed.

Confirmation of Meta's AI spending plans sank the stock today -- temporarily.

If hyperscaler cash flow can't accelerate as Wall Street expects, the market could face a series of risks, Apollo's Torsten Sløk says.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB)’s Meta Superintelligence Labs on Thursday announced the launch of Muse Spark 1.1, an updated multimodal reasoning model designed for advanced artificial intelligence workflows, including autonomous agent tasks, coding and computer-use...

Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche powered by a custom MI450-based GPU. For scale reference, one gigawatt is roughly the output of a large nuclear reactor. Meta is committing to power-plant-scale ... AMD’s $300 Billion Ambition Is Putting Pressure on Rivals

Sandisk just scored a huge contract win with Meta -- reportedly.

Meta wants to double its overall computing capacity to 14 gigawatts in 2027, Reuters reports. It may signal a new AI model on the horizon.

Zuckerberg announced Meta’s latest AI model, Muse Spark 1.1, saying that it is designed for agentic AI tasks, with improved coding, tool use, computer-use capabilities and more.

Meta stock fell while shares of Broadcom climbed following a report that the social media company is making AI chip progress.

By Ragini Mathur and Avinash P July 9 (Reuters) - Wall Street's main indexes advanced on Thursday, as rising chipmakers helped outweigh geopolitical anxiety over renewed attacks that could prolong the

Investing.com -- Meta Platforms’ specialized AI division, Meta Superintelligence Labs, announced Thursday the release of Muse Spark 1.1. The updated multimodal reasoning model is specifically engineered to handle autonomous "agentic" workflows, boasting a massive one-million-token context window alongside major upgrades to coding and direct computer control. The release marks a significant push by Meta to lead the enterprise AI market. Alongside the consumer-facing rollout, the company launched

SanDisk is the most direct publicly traded beneficiary of the disclosed arrangement, given that the memo specifically names the company as Meta's flash storage supplier; the stock's move reverses a bruising stretch that had weighed on the NAND-flash sector coming into this week.

A technology giant is growing faster than it has in years, yet the market is pricing its stock as if that growth is worth nothing at all.

If you have ever caught yourself doom scrolling on Instagram or Facebook for hours on end and felt bad, don't; the technology is working exactly how it was intended to. Everything from the length and style of the Reels to the algorithms' encyclopedic knowledge of your likes and dislikes is designed ...

The clearest sign that quantum computing has breached the cultural mainstream is that even professional basketball players are taking notice. After years of scientists rallying behind the technology, endorsements have started rolling in from outside the lab. Most recently, quantum found an unlikely advocate in Kyle Kuzma, NBA player for the Milwaukee Bucks, who visited IBM’s Thomas J. Watson Research Center last week to tour the facilities.

Alex Schultz, Chief Data Officer at Meta, joins Sam for a wide-ranging conversation covering why Meta believes agentic commerce could become the majority of its business, why stablecoins are a foregone conclusion, and why human taste and creative conviction matter more in an AI world than ever before.

Nebius Group (NasdaqGS:NBIS) has been added to the Nasdaq-100, a shift that often draws in index-linked capital, just as the company rolls out new AI offerings and faces fresh competition from Meta Platforms. See our latest analysis for Nebius Group. The recent index inclusion and AI product launches come after a volatile stretch, with Nebius Group’s share price up 140.67% year to date and 58.79% over 90 days. Over 1 year, the total shareholder return is very large, suggesting strong but...

Massive AI Investment Overshadows In-House Chip ProgressMeta Platforms (NASDAQ:META) shares fell 2. 6% on Thursday morning as investors focused on the enormous cost of the company’s artificial intelligence expansion, despite progress toward developing its own AI chips.

July 9 (Reuters) - Meta Platforms on Thursday released long-awaited developer access to its Muse Spark AI model alongside an upgraded version, pitting it directly against the business models of

Meta Platforms is reportedly going to sell its excess cloud computing capacity, a move that could open a multibillion-dollar business opportunity for the company.

The semiconductor scene is going through an intense period of volatility again, but nothing much has changed when it comes to Wall Street analysts who stand by their targets. With the broader semiconductor names under pressure following the single-day plunge suffered by the South Korean memory giants, questions linger as to whether the AI chip ... Chip Stocks Are Buys on Weakness — A Top Name That Pros Expect Big Things From in the Second Half

U.S. Technology giant Meta Platforms (NASDAQ: $META) is planning to build its first artificial intelligence (A.I.) ...

The 1 GW facility in Sturgeon County is Meta's first in Canada

VST's long-term PPAs with Meta and AWS may support growth by improving revenue visibility, cash flow stability and power demand exposure.

Space Exploration Technologies Corp. (NASDAQ:SPCX) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the company during the episode and said: SpaceX is now in the same business as well, and it’s allowing them to totally change the economics of their XAI business. Normal neocloud […]

The 1-gigawatt project will support the company's growing AI infrastructure needs.

The custom data center chip cleared bug testing in six weeks with no major issues, an internal memo shows