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Meta's heavy AI capex spending could eat up all its free cash flow this year -- and next year, too.
The AI spending boom is becoming so large so quickly that it's hitting an important metric watched by investors: free cash flow.
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.
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%.
Industrial analog demand could grow 30% to 35% year over year.
A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.
The charge would apply to advertising revenue for companies earning more than A$250 million locally.
The social media stock has fallen by more than 20% in the past 12 months.
Meta missed earnings, Apple beat and still sold off, and Amazon rallied on its strongest cloud growth in years. Three very different post-earnings stories now point to three very different decisions for investors sitting on the sidelines.
Warren Buffett built his fortune spotting dominant franchises punished by short-term fear, and right now one mega-cap tech giant fits that pattern almost perfectly while the crowd runs the other way.
A hardware company that three years ago posted negative gross margins has quietly surpassed Meta, Microsoft, and Alphabet to become the most profitable business in tech, and the reason behind that reversal reveals something unsettling about where AI's real power is shifting.
The S&P 500 gained about 1% and the Nasdaq rose 1.2% as crude oil tumbled more than 6% on hopes for renewed diplomacy
A $2,000 bet on a then-unknown electric car company grew into a nearly $10 million fortune for a Colorado couple in their fifties. Now the same grip that built their wealth may be the thing that unravels it.
Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Ines Ferré and Breaking News Reporter Jake Conley to assess and discuss the rising competition between open-weight AI models from China — which are public to download and modify — and Silicon Valley's top artificial intelligence developers.
Evaluate Meta Platforms' (META) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.