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Meta's AI strategy has quietly shifted from playing catch-up to raising the stakes in ways most analysts have yet to price in, and the CapEx fears dominating headlines may be obscuring something much bigger building beneath the surface.
Short sellers gained about $4.3 billion in one session.
(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo
Tesla Bears Score $9 Billion Windfall After Brutal Earnings Selloff
Shares of eBay (NASDAQ:EBAY) fell 3.7% Friday morning as investors reacted to Meta’s launch of a dedicated Seller app for Facebook Marketplace. While Meta’s product rollout was public, the stock decline underscores growing concern on Wall Street that Meta is making a direct play for eBay’s core seller base. Historically viewed as an informal, local yard-sale platform, Facebook Marketplace’s standalone "Seller" app introduces tools specifically engineered to siphon professional, high-margin power
The Mag-7 erased nearly $800 billion in value as AI spending worries resurfaced. Here are the ETF themes that could benefit from the shift.
Shares of eBay (NASDAQ:EBAY) declined 3. 7% on Friday after Meta (NASDAQ:META) introduced a standalone Seller app for Facebook Marketplace, prompting fresh concerns that the social media giant is targeting the online marketplace’s professional merchant base.
The companies have sent their concerns in a letter to the National Payments Corporation of India (NPCI).
According to a Financial Times report, investors want yields above 7%, roughly 0.4 percentage points higher than Meta paid during its previous record $27 billion financing.
Intel beats expectations, Alphabet feels the sting of SpaceX’s stock drop, and more news to start your day.
July 24 (Reuters) - U.S. stock index futures edged higher on Friday after a tech-led selloff in the previous session, as investors weighed fresh earnings, escalating Middle East tensions and a new
By Lewis Krauskopf NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and
A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and from a packed slate of corporate earnings led by technology companies and heavyweights in artificial intelligence. Major equity indexes were on track for weekly declines, dragged down on Thursday by steep slides in Alphabet and Tesla following their quarterly reports. The fallout for Google parent Alphabet, sparked in part by an increase in its already massive AI spending plans, set a negative tone ahead of results next week from other AI "hyperscalers": Microsoft, Amazon and Meta Platforms.
Bond investors are looking for significantly higher yields on the latest $12bn Meta-backed data centre deal compared with the terms secured just...
Today, July 23, 2026, investors punished the search giant after it raised capital spending forecasts again, signaling aggressive AI investment ahead.
Dozens of data center developers and utilities pledged with President Donald Trump that AI data centers won’t raise consumer electricity bills. The opposition won’t back down.
(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a
Meta Platforms' (META) new Ray-Ban smart glasses are one of the fastest-selling products at eyeglass retailer National Vision (EYE). National Vision CEO Alex Wilkes comes on Market Domination to discuss the latest consumer buying trends around the new generation of wearable technology.
D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.
Big Tech is reportedly sitting on $1.65 trillion in debt that investors can’t see on any balance sheet, and prominent tech critic Ed Zitron calls it “a corporate scandal.” The figure comes from a Nikkei Asia study of Meta Platforms (NASDAQ:META), Oracle (NYSE:ORCL), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN). Combined with the roughly $1.35 trillion the companies officially report, their total obligations may sit around $3 trillion, with more than half of it outsid
Meta has made significant investments in natural gas over the past year. Now, it's dropping out of an industry renewable energy group.
Advanced Micro Devices (AMD) unveiled its latest AI infrastructure product, the Helios rackscale systems for data centers. Yahoo Finance Tech Editor Dan Howley outlines AMD's latest raft of microprocessors and other products that aim to put it in direct competition with chip competitor Nvidia (NVDA). AMD is currently scheduled to report second quarter earnings on Tuesday, August 4, well ahead of Nvidia's earnings release expected out on Wednesday, August 26.
The Nasdaq 100 (^NDX) is where investors find some of the most innovative and disruptive companies shaping the future. A select few continue to execute at a high level, growing their market dominance and delivering strong returns.
Meta's next quarterly report will be about far more than ad revenue -- it could reveal whether Zuckerberg is building the world's next AI cloud giant or simply spending at an unprecedented pace.
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