Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
An appeals court ruled more than 3,000 lawsuits against Meta, Google, TikTok and Snapchat over addictive design claims targeting youth can proceed.
A U.S. appeals court let more than 3,000 federal cases move forward and refused to delay a multistate trial.
(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U
The company is fighting to protect itself from liability in multiple cases of social media addiction and a potentially crushing wave of payouts.
Platforms like Meta, TikTok, Snapchat, and Google are facing a long road of litigation.
The appeals court ruled Section 230 provides a liability defense, not immunity, making Meta's appeal premature
By Diana Novak Jones Aug 10 (Reuters) - A U.S. appeals court on Monday allowed thousands of lawsuits to move forward against Meta Platforms, Alphabet's Google, ByteDance's TikTok, and other social
A U.S. appeals court on Monday allowed thousands of lawsuits to move forward against Meta Platforms, Alphabet's Google, ByteDance's TikTok, and other social media companies over claims they designed their products to be addictive to young users. The San Francisco-based 9th U.S. Circuit Court of Appeals rejected the companies’ bid to reverse a lower court’s ruling forcing them to face some 2,400 lawsuits over the claims filed in federal court. The companies, which also include Snap Inc's Snapchat, had argued that Section 230 of the Communications Decency Act of 1996 - which shields them from lawsuits over content posted by their users - also shields them from allegations that they failed to warn the public about the addictive nature of their platforms.
Ark Invest just doubled down on Nvidia and TSMC stock, and the reason why is obvious.
Sandisk shattered Wall Street estimates for its fiscal fourth quarter as relentless hyperscaler demand for AI data storage triggered severe capacity bottlenecks and surging memory chip prices.
On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spending, even after Zuckerberg argued that Meta rents out compute at a markup over its cost. Co-host Eric Bleeker's answer is that both moves are likely overreactions, and that the real variable is what each company said versus what Wall Street wanted to hear. Microsoft delivered on message: Azure at a $124 billion run rate, 90% of cloud demand coming from outside the frontier labs, and no capex increase. He frames Microsoft's position as a prisoner's dilemma, since compute routed to Azure is compute unavailable for its own AI products, and argues Microsoft CEO Satya Nadella relented under pressure from prior quarters. He compares the market's discomfort with capex growth to Apple's mid-decade smartphone choppiness versus Google's steadier trajectory. Meta hit every wrong note: an EPS miss on one-time costs, decelerating guidance, Zuckerberg walking back the cloud-capacity revenue opportunity, and incremental compute directed toward Meta Superintelligence rather than the core ad business. Eric estimates the justified moves were only a few percent in either direction, with the rest attributable to PR and positioning. He credits Microsoft's software exposure as valuable diversification, but concludes the share-price gap doesn't reflect any real difference in business trajectory.
For investors who expect continued weakness or sideways trading in Meta Platforms, a bear call spread in Meta Platforms stock offers a way to express that view with defined risk. Last week's Magnificent Seven companies' earnings produced some clear winners and losers.
Chip stocks have taken it on the chin lately, but worries about the AI trade don’t have to bring down the entire market. The S&P 500’s information technology and communications sectors fell 15% from June 1 through July 29, when the Federal Reserve announced it was holding the fed-funds rate steady, strategist Jim Paulsen wrote Monday on Substack. The overall S&P 500 ended up down less than 4%.
Record revenue growth and strong guidance failed to offset concerns about volatile search referrals and weaker domestic audience expansion.
Meta Platforms (META) generated the kind of sales growth most firms would be thrilled to see. Wall Street retaliated by cutting about 9% off the stock early Thursday, July 30. Facebook's and Instagram's parent company earned $60.8 billion in sales in the second quarter, up 28% from a year ago. ...
Meta sold off hard after a Q2 print that spooked investors, but a closer look at what actually drove the earnings gap raises a question the market may have answered too quickly.
Meta raised its minimum capital-spending forecast as its artificial-intelligence infrastructure expansion consumed substantially more cash.
Meta 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.
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.
The social media giant reported its second quarter results after the bell on Wednesday, missing on earnings per share but beating on revenue.
The social media giant reported its second quarter results after the bell on Wednesday, missing on earnings per share but beating on revenue.
Meta beat on revenue and Zuckerberg called AI a generational opportunity, yet the stock cratered in after-hours trading and wiped out billions from his personal fortune. The gap between the bullish pitch and the brutal numbers tells a complicated story.
Meta fell and Microsoft rallied after sending very different signals on how they’re monetizing their massive AI outlays.
An update on the company’s AI spending plans and the shrinking of free cash flow to less than $1 billion heightened scrutiny on the cost of its infrastructure build-out.
Stock tumbles nearly 8% after weaker-than-expected results, despite CEO’s blitz to tout positive effects of AI
The stock market sold off as oil prices surged on Trump's Iran threats. Microsoft, Meta and Fortinet were key earnings movers late.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
