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Meta's announcement doesn't spell doom for the neocloud market.

Wall Street knows Big Tech can spend on AI — the harder question is how fast that spending turns back into cash.

The latest round of earnings could be the catalyst the market needs to turn AI stocks around.

Wall Street's bullish sentiment looks justified in these cases.

A reported September production date hints at how the company plans to get more out of its massive AI budget.

Meta Platforms has a lot in common with its “Magnificent 7” brethren. Like Nvidia, Apple, Alphabet, Microsoft, Amazon, and Tesla, Meta is a technology giant with a market capitalization exceeding $1 trillion. Its stock has dramatically outperformed the broader S&P 500 over the past decade, and ...

Arista Networks (ANET) has become a focal point for investors after its 1.6Tbps 7060XE7 Ethernet switching platform gained traction with Meta, Microsoft, and Oracle, putting the company’s AI infrastructure ambitions under closer market scrutiny. See our latest analysis for Arista Networks. The stock’s recent news flow around AI switching has lined up with strong momentum, with a 1-month share price return of 23.19% and a 1-year total shareholder return of 72.20% pointing to rising...

REVIEW PREVIEW NEWSLETTER Pretty Meta. One big thing separated the S&P 500 and Nasdaq Composite from the Dow Jones Industrial Average this week: Meta Platforms stock. The Dow rose 150 points, or 0.3%, on Friday.

The company's AI strategy is beginning to pay dividends.

On July 10, 2026, stock gained on renewed confidence as the S&P 500 edged back toward record highs.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 5.2% in the afternoon session after a cluster of AI infrastructure and product news reframed the company's heavy capital spending as a path to lower costs, new revenue, and faster growth rather than a pure expense drag.

The Standard & Poor's 500 index rose 1.2% this week, lifted by a fresh burst of AI enthusiasm amid g

Today's Research Daily features new research reports on 16 major stocks, including Space Exploration Technologies Corp. (SPCX), Meta Platforms, Inc. (META) and The Boeing Company (BA), as well as a micro-cap stock, Value Line, Inc. (VALU).

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Yahoo Finance Tech Editor Dan Howley explains how Meta's new Muse AI tool generates images using a public user's likeness and how users can manage their privacy settings to opt out.

(Updates with market moves at the end of the day and weekly index changes.) US equities rose Frid

US equity indexes traded mixed this week as growth sectors lifted the Nasdaq Composite and S&P 500 a

HSBC Picks 10 Stocks to Watch as Earnings Season Begins

Yahoo Finance Tech Editor Dan Howley discusses OpenAI Product and Business Chief Fidji Simo stepping down from her role due to ongoing medical issues.

Addictive design findings could trigger substantial financial penalties

US equity indexes closed higher Friday amid a broad-based rally after the US and Iran displayed prog

Nvidia Stock Rises as Meta's New AI Chip Won't Replace Its GPUs

AI data startup reportedly seeks another major funding round

Alphabet, Amazon, Meta, Microsoft and Oracle ramp AI infrastructure investment as investors scrutinize funding and future returns.

Earlier Manus investors are discussing unwinding Meta's blocked $2 billion acquisition at the same valuation.

Meta launched Muse Image and Muse Spark 1.1 this week while revealing plans to manufacture its first in-house AI chip in September

Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.

Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.

Investing.com -- The AI arms race dominated headlines this week, with Meta unveiling a new frontier model and a chip supply deal between Apple and Broadcom.

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