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Year-over-year revenue growth for Amazon Web Services came in at 37% for the second quarter as AI drives computing demand.

Meta raised its minimum capital-spending forecast as its artificial-intelligence infrastructure expansion consumed substantially more cash.

Microsoft and Meta maintained substantial infrastructure programs, supporting expectations for continuing demand for NVIDIA processors.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at whether stock buybacks enacted by Big Tech names are starting to dry up as these companies begin to spend more on AI.

Tech stocks were sharply higher late Thursday afternoon, with the State Street Technology Select Sec

In midday trading on Thursday, Microsoft stock had surged 17% while Meta Platforms shares had sunk 9%. On that front, Microsoft and Meta had very different things to say. In the latest quarter, Meta’s cash flow was near zero after capex, while Microsoft had just shy of $20 billion, still enough to buy back some shares.

Microsoft is on course to add nearly $500 billion in market cap today after a 17% stock surge that would be its sharpest gain since 2008. In afternoon trading, the tech giant had added $484 billion in market cap, which would be the largest one-day gain in market value for any U.S. company on record, according to Dow Jones Market Data. The record is currently held by Nvidia, which added $440 billion in market cap on April 9, 2025.

Microsoft and Meta reported their earnings on Wednesday.

Microsoft and Meta reported their earnings on Wednesday.

Meta Platforms (META) may benefit from new revenue streams from its Business Agents, further AI-driv

This 175-year-old company is playing a central role in the artificial intelligence boom.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Scott Melker discusses Meta's (META) and Microsoft's (MSFT) recent earnings results and rising AI expenses. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

CoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 bi

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares fell as much as 10% on Thursday morning after the company's third-quarter results left investors unconvinced that its massive artificial intelligence spending is translating into tangible returns. Earnings per share came in at $6.18,...

Visa crossed $4 trillion in global payments volume the same quarter PayPal brought in a new CEO to salvage branded checkout, and the two earnings reports could not paint a more different picture of where fintech power is actually concentrating.

Meta Shares Plunge as AI Spending Plan Sparks Massive Selloff

AMD Stock Surges After Bullish Analyst Sees More AI Upside

Meta (META) stock continues to plunge after the company reported its second quarter earnings results on Wednesday. Yahoo Finance Technology Editor Dan Howley and BD8 Capital Partners CEO and CIO Barbara Doran chat with Morning Brief host Julie Hyman about the results, the stock reaction, and their outlook for Meta.

Meta Platforms (META) signaled heavy multiyear capital spending to build compute capacity and train

Scott Melker discusses the Federal Reserve's latest decision to hold interest rates steady, Meta (META) and Microsoft's (MSFT) increasing AI expenses, but only one stock is getting punished. Meanwhile, bitcoin (BTC-USD) continues to hover around $64,000, Melker explains why the cryptocurrency's resilience is a bullish sign despite the broader market uncertainty. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

All three major US stock indexes were up in late-morning trading Thursday, rallying from Wednesday's

Meta says AI is making it dramatically easier to build and launch new consumer apps, with CEO Mark Zuckerberg telling investors the company has more new consumer products on the way following a recent wave of releases for Facebook Groups, Marketplace sellers, Instagram, and gaming.

<body><p>STORY: ''One of the analysts notes said that it's a strategy only a CEO can love. It's essentially, there are a lot of questions about how well Meta can execute, ''</p><p>:: Meta's AI splurge lays bare its compute conundrum</p><p>:: July 30th, 2026 // Bengaluru, India</p><p>:: Aditya Soni, Tech Editor, Bengaluru</p><p>'''Meta, like the rest of the big tech companies, is spending tens of billions on AI data centers that includes chips, that includes servers, that includes the energy infrastructure that's needed to support those data centers. And they think that spending's gonna total as much as about 145 billion this year. And that's a crazy sum that's part of some 700 billion that overall big tech is gonna spend.&nbsp;</p><p>The problem is that it leaves Meta with a bit of a conundrum. It's saying that it plans to use this AI spending to fuel its own ambitions. But it also has the choice of renting this computing power out at pretty lucrative rates. And that's the question that investors and analysts were looking for an answer to yesterday. The answer Mark Zuckerberg gave, well, investors aren't buying it.''</p><p>''And what happened yesterday was in the earnings call, Mark got peppered with a lot of questions.&nbsp;</p><p>And investors feel that they didn't get much evidence of where this is headed''</p><p>''The problem that Meta faces here is that Meta is essentially a social media company. They get their dollars from selling ads on Facebook and Instagram. And they're going against some of the biggest enterprise firms in the world. That's Microsoft. That's Alphabet. That's Amazon. And these companies already have a vast customer base that they can sell AI services and that computing power to. So going up against them is a very costly bet. ''</p></body>

Big Tech is burning cash on AI, according to Goldman traders. Jordi Visser says the easy money is gone and Bitcoin is next.

Meta's AI spending is under intense scrutiny after a softer outlook. MoffettNathanson analyst Michael Nathanson explains why investors no longer want promises they want proof. Michael Nathanson joins Bloomberg Open Interest to break down Meta's unclear AI infrastructure strategy, the risk of massive capex, and why the company's metaverse history is making Wall Street far less patient this time. Correction: This video has been edited to update a graphic with correct analyst disclosures.

Mark Zuckerberg’s Meta has lost more than $130bn (£97bn) in value after investors took fright at the pace of the company’s heavy AI spending.

Meta spent $31 billion on AI infrastructure in one quarter. Wall Street wants to know when it pays off.