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By Stephen Culp NEW YORK, July 9 (Reuters) - A microchip rebound on Thursday helped investors look past roiling Middle East tensions and the potential of renewed hostilities fueling longer-term

The Muse Spark 1.1 model is priced at $1.25 per million input tokens and $4.25 per million output tokens, with $20 in free credits to start

Nvidia has owned the AI hardware market for years. Six tech giants are racing to escape its grip at wildly different speeds

Dividends are one way for profitable companies to reward their shareholders, while also signaling financial strength and confidence in their future cash flow. Tech stocks, however, have traditionally prioritized stock buybacks over dividends as a way to reinvest excess cash and return value to ...

Investing.com -- Following a year of radical restructuring and aggressive capital deployment, Meta Superintelligence (MSL) is positioned to leapfrog Google in the frontier AI hierarchy within the next six months. According to a new report from boutique research firm SemiAnalysis, Mark Zuckerberg's relentless pursuit of proprietary data, elite talent, and unprecedented compute infrastructure has effectively transformed the ecosystem into a race where Google has "faded dramatically". While competi

Bank of America (BAC) predicts that the US could face a major electricity shortage between 2026 and 2030. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.

Niles Investment Management founder and portfolio manager Dan Niles comes on Market Domination to explain why he believes AI is hitting a "speed bump," especially as companies pull back from tokenmaxxing practices and attempt to cut back on artificial intelligence costs.

Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR

New model targets agents, coding and multimodal tasks

The Paris-based ElevenLabs competitor, just announced a hefty seed extension round.

Meta Launches Huge AI Infrastructure Bet With $9 Billion Canada Buildout

Apple reportedly held talks on compression technology

All three major indexes are marching higher, following the Nasdaq’s lead. The tech heavy Nasdaq is up nearly 1.2%, followed by the S&P 500, up 0.8%. The Dow is up 196 points, or 0.4%. Broad participation is supporting the move higher, with the majority of Nasdaq and the S&P 500 components in the green.

NVIDIA (NASDAQ:NVDA), Palantir (NASDAQ:PLTR), and Advanced Micro Devices (NASDAQ:AMD) are the three names that defined this AI cycle. AMD is up 141.6% YTD. NVIDIA is up 9.58%. Palantir has actually fallen 25.61%. The setup is unusual, and I think it creates asymmetric upside into 2028. Below is the math for how NVDA hits $300, PLTR ... Up Massive YTD: Here Are Nvidia, Palantir & AMD’s Price Predictions For 2028

Meta also wants to double its overall computing capacity to 14 gigawatts in 2027, Reuters reports. It may signal a big new business line.

The company is taking a modular approach to designing these chips, anticipating that their needs will change as AI evolves rapidly by the time the chips are in production.

Meta Platforms Inc. (NASDAQ:META) is one of the top stocks to buy according to Whale Rock Capital Management. On June 30, Reuters reported that a federal judge in Oakland, California, rejected Meta Platforms Inc.’s (NASDAQ:META) attempt to dismiss a lawsuit filed by dozens of US state attorneys general, who accuse the company of intentionally designing […]

Sandisk (NasdaqGS:SNDK) has entered a multi-year NAND flash memory supply agreement with Meta Platforms. The deal names Sandisk as a key supplier for Meta’s planned AI computing infrastructure build-out from 2026 onward. The agreement links a portion of Sandisk’s future NAND demand to one of the largest global technology companies. For investors watching Sandisk, this new agreement with Meta comes after a sharp share price move and sets a fresh reference point for expectations. The stock...

During an interview with CNBC, Rasgon said that the current state of the AI industry is fueling growing demand for AI chips, wafers, and tools.

Meta (NASDAQ: META) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout. Meta turned $19.00 billion in quarterly capex into ad growth. Intel spent aggressively on foundry capacity while absorbing a $4.07 billion restructuring charge tied largely to Mobileye. Ad Engines Hum ... Meta vs Intel: Buy Meta for High-Margin Infrastructure Monetization and Avoid Capital-Strained Intel

T. Rowe Price Science & Technology Fund portfolio manager Tony Wang examines the back-and-forth activity appearing in semiconductor stocks, especially as the bar remains high for memory chip makers and SK Hynix's (000660.KS) US IPO listing is seven-times oversubscribed.

Confirmation of Meta's AI spending plans sank the stock today -- temporarily.

If hyperscaler cash flow can't accelerate as Wall Street expects, the market could face a series of risks, Apollo's Torsten Sløk says.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB)’s Meta Superintelligence Labs on Thursday announced the launch of Muse Spark 1.1, an updated multimodal reasoning model designed for advanced artificial intelligence workflows, including autonomous agent tasks, coding and computer-use...

Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche powered by a custom MI450-based GPU. For scale reference, one gigawatt is roughly the output of a large nuclear reactor. Meta is committing to power-plant-scale ... AMD’s $300 Billion Ambition Is Putting Pressure on Rivals

Sandisk just scored a huge contract win with Meta -- reportedly.

Meta wants to double its overall computing capacity to 14 gigawatts in 2027, Reuters reports. It may signal a new AI model on the horizon.

Zuckerberg announced Meta’s latest AI model, Muse Spark 1.1, saying that it is designed for agentic AI tasks, with improved coding, tool use, computer-use capabilities and more.

Meta stock fell while shares of Broadcom climbed following a report that the social media company is making AI chip progress.