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Meta stock has slumped amid a fierce bull-bear debate about its plan to spend more than $125 billion on its AI push this year.
As of Wednesday's close, Meta's stock was within 10% of its 52-week low.
Meta stock crashing through support levels sets up this option trade for this not-so-magnificent former large-cap tech leader.
Oracle shares tumbled 12% on Thursday as surging spending and a ballooning debt load fanned investor concerns about the cash burn in the company's push to build out AI infrastructure. A smaller player in the cloud-computing industry for a long time, Oracle has in recent months seized massive data-center deals with OpenAI and Meta to compete more forcefully with rivals, such as Amazon and Microsoft. But Oracle lacks the large cash flows that have primarily funded the tech giants' outlays, forcing it to burn cash and sell debt instruments at a time its traditional software business is under pressure from the very AI tools it plans to support through its cloud.
<body><p>STORY: SpaceX's market debut on Friday is expected to be the largest-ever IPO.</p><p>Here are the meteoric numbers that have sent the spaceflight business into orbit.</p><p>:: $1.75 trillion </p><p>$1.75 trillion is the valuation Elon Musk's company is targeting.</p><p>That would instantly rank it among the world's most valuable companies.</p><p>:: $135</p><p>At $135 per share, SpaceX would trade at a trailing price-to-sales multiple of roughly 94.</p><p>That's above companies such as Nvidia, Amazon and Meta, and sees investors asked to pay a premium.</p><p>:: 18.67 billion</p><p>$18.67 billion is how high company sales reached last year - rising by a third.</p><p>:: 10.3 mln</p><p>:: 9,600</p><p>Starlink network did the heavy lifting making up 60% of the total sales.</p><p>That was thanks to its 10.3 million users across 9,600 satellites.</p><p>:: 2</p><p>After a single launch in 2006, SpaceX has far outpaced rivals, now managing two launches every week.</p><p>That makes it the go-to launch partner for NASA and the Pentagon.</p><p>But AI losses have weighed.</p><p>:: $4.94 billion</p><p>Merging with the money-losing xAI pushed the company to a net loss of $4.94 billion last year.</p><p>Down from a profit of $791 million in 2024</p></body>
Investing.com -- Meta Platforms shares could be poised for a re-rating if the company demonstrates progress in artificial intelligence development and successfully monetizes its growing AI product portfolio, according to Bank of America.
Meta And X Face New Safety Obligations Rules
Technology giant Meta said it has expanded its partnership with major renewable energy developer RWE through a long-term corporate power purchase agreement (PPA) for the 298-MW Rabbit’s Foot Solar installation in North Texas.
The countdown to the SpaceX (SPCX) IPO has finally come down to T-minus one day, and it’s going to be a shocker how many people are going to be made incredibly rich as investors witness just how high the oversubscribed IPO goes. Who knows? It might even mint the world’s first trillionaire in Elon Musk, given ... SpaceX Is Minting Millionaires and Maybe Even a Trillionaire. It Also Might The Offer a Glimpse of the Future of America’s Blue-Collar Economy.
(Bloomberg) -- Amazon.com Inc. said its data centers used 2.5 billion gallons of water worldwide last year, or about 5% of the amount metro Seattle consumes annually.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksOracle Falls Most in Six Months on Mounting Data Center CostsTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapThe world’
For much of the past month, Wall Street has been chanting the same three letters: SPCX, the Nasdaq ticker SpaceX intends to use when it begins trading on June 12, 2026. Retail investors have piled into the Destiny Tech100 vehicle, prediction markets have lit up, and r/wallstreetbets has turned a single post titled “$8 to ... SpaceX IPOs on Friday. The 55% rule says don’t chase it.
Oklo is one of 10 nuclear companies selected to participate in a pilot program aiming to get at least three test reactors live by July.
Helix Digital Infrastructure will “serve as a single coordination point for hyperscalers’ data centers, power, connectivity and related needs,” KKR said.
Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.
Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally drawing scrutiny. Combined 2026 capital expenditure guidance from Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), and Microsoft (NASDAQ:MSFT) now sums to roughly $800 ... Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks. Only 84 of 157 Gigawatts Will Be Built by
Meta Platforms, Inc. (NASDAQ:META) is a widely held stock by hedge funds and is one of the best stocks to buy now for the next 3 months. Meta Platforms, Inc. (NASDAQ:META) is transitioning towards subscription models to support its AI investments. The company is introducing a range of subscriptions for its social media Apps, with […]
Charging users for subscriptions is Meta Platforms' latest bid to build a business outside advertising. The growing cost of AI means that Meta badly needs the plan to work, but its chances don’t look great.
As Meta Platforms, Inc. accelerates its AI infrastructure buildout, CEO Mark Zuckerberg says the U.S. will need a massive, skilled workforce to support the next phase of artificial intelligence development. Meta Launches Workforce Academy On Monday, Meta announced that it...
(Bloomberg) -- The initial public offering for SpaceX is poised to generate billions of dollars in profits for the fortunate few investors who got in early on Elon Musk’s rocket, satellite and artificial intelligence company.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapH-1B Visa Ru
Charging users is the latest idea to expand beyond ads—a pickle Meta isn’t likely to get out of soon.
As SpaceX prepares for its record-breaking $75 billion market debut with great fanfare, Wall Street traders, brokers and exchanges are working nonstop to make sure their trading systems can handle the blockbuster IPO and avoid the chaos that marred other highly anticipated launches. Weighing heavily is Facebook's infamous debut in 2012, which was upended by technical glitches that turned into hours of uncertainty over whether trades had been properly executed, ultimately costing market-makers hundreds of millions of dollars. Financial firms have undergone weeks of preparation to ensure SpaceX's Friday trading debut is a success, particularly ahead of other blockbusters expected later this year from Anthropic and OpenAI.
(Bloomberg) -- When Applied Digital Corp. first tapped the junk-bond market in November to fund a data center project tied to CoreWeave Inc., it had to stomach a hefty yield to get the deal done. Fast forward to this week, and borrowing costs for another portion of the same project tumbled.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Sto
Canada's government on Wednesday proposed new legislation that would bar children under 16 years old
(Bloomberg) -- Meta Platforms Inc. has completed an operational split from Manus and halted data sharing between the two companies, taking a pivotal step toward unwinding a $2 billion acquisition opposed by Beijing.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapH-1B Visa Rules Have C
<body><p>STORY: Oracle shares plunged in after-hours trade Wednesday, dropping close to 9%.</p><p>:: Oracle</p><p>The dive came after the tech firm said its spending on AI would blow past estimates.</p><p>It also said it would have to raise more debt next year, reflecting the staggering sums of money being put into AI infrastructure.</p><p>Oracle has big deals to build data centers for customers like Meta and OpenAI.</p><p>:: Oracle</p><p>On Wednesday it said its huge “Stargate” facility in Texas would be more than three-quarters complete within 90 days.</p><p>OpenAI said customers can now access its cutting-edge coding models on Oracle’s cloud.</p><p>But the rising costs are giving investors the jitters.</p><p>This year, Oracle says capital expenditures hit close to $56 billion, well above its target.</p><p>In fiscal 2027, it says that figure will balloon to as much as $95 billion, though some of that will be repaid by customers.</p><p>The company also said its profit margins would “step down” over the coming year as it ramps up data-center projects.</p><p>One analyst told Reuters that, while Oracle has real demand for its services, it was getting harder to see how it could fund all the investment required.</p></body>