Actualités

Which big tech giants can actually prove their AI spending is paying off? Microsoft and Amazon show some clear numbers; the rest will make you squint.

Analyst upgrades are piling up ahead of earnings

(Bloomberg) -- Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup, according to people familiar with the matter, marking the Claude maker’s latest effort to keep pace with demand for its products. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advi

Google's massive AI spending comes with a new risk investors can't ignore

Oil prices are also climbing Tuesday after a report of a ship being struck in the Strait of Hormuz

The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.

With volatility heating up, some investors may prefer the straightforward approach of the Vanguard Mega Cap Growth ETF.

Social network operator Meta Platforms (NASDAQ:META) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 28% year on year to $60.8 billion. On the other hand, next quarter’s revenue guidance of $62.5 billion was less impressive, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $6.18 per share was 16.5% below analysts’ consensus estimates.

(Bloomberg) -- Volta Infra Holdings Ltd., a new artificial intelligence cloud company, has raised $300 million in venture funding and secured an additional $5 billion worth of financing to help a wider mix of technology companies gain access to costly AI chips. The funding, set to be announced Tuesday, values Volta at $2.4 billion, and was co-led by Andreessen Horowitz and Altimeter Capital. Nvidia Corp. and Michael Dell also participated. Azora, the asset-management firm providing the financing

(Bloomberg) -- The breakdown of Uber Technologies Inc.’s robotaxi partnership with Alphabet Inc.’s Waymo is looming large over the ride-hailing giant’s quarterly results, as investors grow anxious about the stock that has lagged the broader market this year. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders

Wall Street closed sharply higher on Monday to start August trading.

President Trump's brokerage accounts have bought substantial shares of Alphabet and Meta Platforms stock this year.

Amazon posted its biggest rally since 2012 after AWS revenue surged to $42.2 billion, while Microsoft's Copilot adoption doubled to 30 million users.

Snap Inc. (NYSE:SNAP) said its $2,195 artificial intelligence-powered Spectacles are a long-term investment, with CEO Evan Spiegel acknowledging that mass-market adoption is unlikely before the end of the decade even as the company continues to invest in what it sees as the next computing platform. Mass Market Adoption May Take Years Speaking on the company’s second-quarter earnings call, Spiegel said Snap plans to unveil its augmented reality glasses at its Sept. 16 event before a commercial la

BlueBird satellites 11-13 are scheduled to launch on Wednesday aboard a Falcon 9.

Aswath Damodaran warns smaller AI stocks face a shakeout as Big Tech's cash flow protects Magnificent Seven giants.

Mark Zuckerberg is pouring over $130 billion into AI infrastructure, and one leveraged ETF bets those dollars will double your returns. But the mechanics behind that promise carry a risk most investors never see coming.

Meta's ad business is on fire, but on its latest earnings call, analysts kept probing the large, open-ended bill for its AI future, and management’s answers revealed the real risk.

Apart from Google and Meta, OpenAI and Anthropic were also reportedly invited to discuss voluntary AI safety testing with White House officials.

<body><p>STORY: U.S. stocks kicked off August with a rally on Monday, as the Dow added about one-and-a-third percent to close at a record high, the S&P 500 climbed one-and-a-half percent and the Nasdaq added more than two percent.</p><p>Communication services was the best performing of the 11 major S&P sectors, boosted by a 6% jump for Meta and a nearly 5% gain by Alphabet.</p><p>Jed Ellerbroek is portfolio manager at Argent Capital&nbsp;Management.</p><p>“Obviously, an extension from last week, in terms of the big cloud computing giants, doing well after their earnings report. And then I think we're also starting to see some semiconductor and AI data center CapEx beneficiary flow through and do well too. Nvidia, for example, is up I think a little more than 3% today. So, I guess a broad tech rally. And I think investors are becoming increasingly convinced that the return on investment from all of the CapEx spending that the big tech companies are doing has got an appealing ROI to it - both now and I think in the future, too. And so that's why we've seen those stocks rally so much here in the last three or four trading days. And that’s really an amazing contrast to just the week before.”'</p><p>:: Amazon</p><p>Sticking with tech, shares of Amazon gained about four-and-a-half percent as the company's market cap surpassed $3 trillion for the first time after its earnings results last week.</p><p>And shares of SpaceX, which will report its first quarterly results on Tuesday, jumped more than five-and-half percent. The stock has been trading below its $135 issue price for nearly three weeks after its debut in mid-June.</p><p>Meanwhile, crude prices settled down about 5% after President Donald Trump said on Sunday that talks with Iran to reopen the Strait of Hormuz would take place on Monday, though Iran disputed that talks were planned.</p><p>Lower oil prices helped push the S&P 500 Energy sector down more than one percent, making it the worst performing sector of Monday's session.</p></body>

Wall Street's Magnificent Seven -- Apple, Nvidia, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla -- are quickly losing their luster.

Ackman isn't leaving this opportunity on the table, and retail investors shouldn't, either.

<p>MAGS, MGK and QQQ are the three ETFs that hold all seven Magnificent 7 stocks. Compare their weights, fees and 2026 returns to find the right fit.</p>

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.

<body><p>STORY: "Meta actually feels quite a bit like SpaceX now, where both companies are building data center capacity as quickly as they can," said Ellerbroek. "They're spending more than 100% of their operating cash flows to build new data centers. Their existing core businesses do not have use for everything that they're building. They're building excess. And they're doing that with the intention of building new businesses that will fill and use that capacity with a backup option of renting it to others if their internal plans fail."</p><p>He adds that "the prospects for (Meta) are appealing. We think the valuation is reasonable. With SpaceX, we've chosen not to own it," as it is relying on revenue from short-term deals for computing that could expire soon. "We don't trust the durability of those revenues and profits."</p></body>

As artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.

Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.

Hyperscaler earnings flipped from a fade to a buy and now Amazon, Microsoft, Meta Platforms and Alphabet shares are surging.

Here's a look at the Magnificent Seven tech stocks, which are on quite a roll. The megacap stocks have added about $800 billion in market cap today alone, adding to about $1.1 trillion over the past two trading sessions, according to Dow Jones Market Data.

Amazon's accelerating cloud growth helped investors reconsider Meta's higher capital-expenditure plan and potential AI returns.