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

Meta rose more than 5% on Friday, after Mark Zuckerberg said the company is looking into renting out data center computing capacity.

Intel Stock Slides as Chip Sector Pullback Hits Ahead of Earnings

The real signal lay beyond the headline numbers, in a problem management kept admitting to: they simply couldn't keep up with demand.

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

Owning shares in the social media giant means you're strapped in for a potential ride of remarkable proportions, whether the destination is up or down.

Four U.S. states are seeking record penalties over youth safety allegations.

Micron has handed investors a historic run, yet one veteran analyst is still pointing at a completely different stock as the smarter place to park money right now, and his reasoning challenges a core assumption most momentum traders are making.

In recent days, Lam Research has been swept up in a broader rebound in semiconductor and AI infrastructure stocks, helped by reports that China may ease restrictions on advanced Nvidia AI chip imports and by strong institutional interest in AI-focused chip offerings such as SK Hynix’s oversubscribed US ADR. This sector-wide enthusiasm, reinforced by analysts tying Lam’s tools to the buildout of AI data center capacity and custom chips at hyperscalers like Meta, highlights how macro policy...

Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his argument are harder to dismiss than you might expect.

Meta's stock is down more than 7% year to date. The company spent much of this year defending its decision to pour hundreds of billions of dollars into AI infrastructure, and investors who followed the Q1 earnings call on April 29 watched the stock drop another 6% to 7% after the company raised its ...

Meta just signed a $21 billion deal with CoreWeave while quietly building the infrastructure to make that deal unnecessary. Here is what happens to CoreWeave shareholders if Zuckerberg stops renting and starts competing.

Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at a scale that has never been proven.

AppLovin Corp (NASDAQ:APP) is gaining share of e-commerce advertising budgets as brands increase spending on the platform, according to a Jefferies survey of advertisers using the company’s advertising technology in the second quarter of 2026. Jefferies surveyed 30 e-commerce and web...

Stifel just blew past Wall Street's AMD consensus with a target that would push the chipmaker into trillion-dollar territory, and the conditions required to get there are more specific than most investors realize.

Meta keeps beating on revenue and margins while its stock sits well below last year's peak, and the gap between operational strength and share price performance raises a question most investors are getting wrong right now.

All three major US stock indexes were up in late-morning trading Friday as investors anticipated the

The social media maven is making waves with its AI progress.

An energy analyst says the AI labs themselves are engineering a power crisis that the U.S. grid cannot survive, and the race to fix it is already minting winners and losers across the market.

Peter Lynch built his legendary track record by reading signals most investors overlook, and one of his most powerful indicators is now behaving in a way the technology sector has not seen in roughly 15 years.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has announced plans to build a 1-gigawatt data centre in Sturgeon County, Alberta, marking the technology company’s first such facility in Canada as it expands its computing infrastructure to support artificial intelligence development. The...

Shares of Meta Platforms (NASDAQ:META) are up 6% in Friday morning trading, changing hands at $670 after Thursday’s close of $631.48. The move extends a hot stretch for Meta Platforms stock, which have climbed 15% over the past week. The catalyst is a rethink of what Meta Platforms is building. A Reuters-reported internal memo and ... Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave?

Although much of the attention has centred on Meta’s (NASDAQ:META) newly unveiled Muse Spark 1. 1 AI model and its shift toward a paid developer strategy, investors are increasingly focused on a far less visible development that could have a much greater impact on the company’s long-term value.

There were multiple recent catalysts that sent Meta stock higher from reports that the company plans to rent out its surplus compute to Mark Zuckerberg announcing the release of Muse Spark 1.1, and a reported internal memo about expanding its computing capacity and a new AI chip through a partnership with Broadcom. The Roundhill Magnificent Seven ETF was up 1.2%, mostly thanks to Meta’s climb.

Nebius Group NV (NASDAQ:NBIS) is one of the 10 Best AI Stocks to Watch in July. On July 2, Nebius Group NV (NASDAQ:NBIS) received some analyst attention on Wall Street as a result of Meta’s entry into the cloud computing business. Stefan Slowinski of BNP Paribas has a Neutral rating on the stock, partly because […]

Brussels has ordered Meta to make Instagram and Facebook less addictive, threatening the company with huge fines if it continues to offer features such as “infinite scrolling”.

BofA Securities reiterated its ‘Buy’ rating on Meta after a Reuters report said the company is ramping up its AI infrastructure with a custom-designed chip.

BofA Says Meta's Biggest AI Win Isn't Its New Model

AMD has nearly tripled in a year on the back of exploding Data Center revenue and Lisa Su's boldest guidance yet, but the stock sits 12% off its highs with analyst targets still lagging the price. Whether $800 is a stretch goal or the next logical stop depends on three things going right.

Zuckerberg says strong demand for AI computing power could support cloud services and premium infrastructure deals.