Actualités

Artificial intelligence spending has entered a new phase. The industry’s biggest technology companies are no longer debating whether to build more infrastructure — they’re competing to build it faster than everyone else. Meta Platforms (NASDAQ:META) is among the most aggressive, with capital expenditures expected to reach between $125 billion and $145 billion this year, according ... Meta Plans to Sell AI Compute — So Why Spend $10 Billion to Build Even More Data Centers?

The Invesco QQQ Trust is a top ETF to buy on the tech dip.

Meta Platforms plans to start manufacturing an artificial intelligence chip from September as part of its plan to boost overall ‌computing power to 14 gigawatts next year, showed an internal memo reviewed by Reuters. The tech firm's data center ‌chip, code-named "Iris", is part of a four-generation project for Meta Training and Inference Accelerators (MTIA) that it will design in-house. Meta tailored the chip for its own needs and is working with Broadcom ‌to help design it and Taiwan Semiconductor ⁠Manufacturing Co to manufacture it.

The 1-gigawatt facility in Sturgeon County will be Meta's largest data center outside the U.S. and its 33rd globally

Meta's Muse Image AI tool lets users remix public Instagram photos — and CAA, SAG-AFTRA and talent managers say it puts creators at risk.

The Magnificent Seven would become more AI-centric in this changeout.

The agreement enables Capital Power to continue commercial activities at its Genesee site.

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason — five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.

Investors are taking a serious look at the investment companies are making in AI.

Communities across the U.S. blocked or delayed around $130 billion in AI data centers in a single quarter, and those projects are now looking for somewhere to go.

Facebook and Instagram parent Meta said Wednesday it will invest more than US$9.1 billion to build its first artificial intelligence data center in Canada and its largest outside the United States. The facility will be built in Sturgeon County, Alberta, and powered by a natural gas-fired plant being developed by a consortium that includes Calgary-based Pembina Pipeline Ltd. Technology and Innovation Minister Nate Glubish called the project “a big deal for Alberta,” saying the province had created a regulatory framework to attract data center investment.

Buy Constellation Energy (CEG) stock now for long-term growth, dividends, value, and 70% upside as the nuclear power giant and 21st-Century energy star attempts to find its footing at a key technical level.

SpaceX’s $25 billion bond deal in late June has proven to be a dud amid apparent investor concern that the company will rely on the debt markets for its massive projected capital spending over the coming years. In a widely hyped sale, SpaceX sold the $25 billion of debt following its IPO in five bond tranches with maturities ranging from five years to 30 years. There were reports that the deal was more than three times oversubscribed and SpaceX was able to price the bonds at narrower yield premiums above U.S. Treasuries than had been expected.

Meta said Wednesday it plans to build a $9 billion data center in western Canada's Alberta province, in what local officials called one of the largest private-sector investments ever in Canada."This is one of the largest private-sector investments in Canadian history," she told reporters, sporting a cowboy hat to mark the ongoing annual rodeo, the Calgary Stampede.

On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian setup in the group. Alongside Carl Quintanilla and David Faber, Cramer framed Monday’s rally as “revenge of that” Friday selloff, arguing “we’re seeing ... Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market

Meta says it will build its first data center in Canada.

The stock recently jumped significantly on reports that Wall Street deemed exciting.

Capital Power (CPX.TO) said Wednesday it entered a long-term energy supply agreement to provide 250

Meta begins construction on its first data center in Canada, a CA$13 billion-plus project in Sturgeon County, Alberta, that will employ 4,000 skilled trade workers at peak construction.

Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25

Tech giant Meta announced Wednesday it will build a massive data center in central Alberta, the company's first in Canada, as it rapidly ‌builds out computing capacity to support the global AI boom. The 1-gigawatt data center will ‌be located in Sturgeon County and represents a total investment of C$13 billion, or $9.17 billion, Meta said. Meta has doubled down on ​AI, pledging hundreds of billions of dollars to build large AI data centers in the U.S. The Alberta announcement represents the company's 33rd data center globally.

Hyperscalers have sold an estimated $194 billion in AI-related bonds this year, and widening spreads on Amazon’s latest bond issuance show the market wants tech giants to pony up.

CoreWeave is at risk of losing a customer and gaining a competitor.

Hyperscalers are spending massively on infrastructure to power the artificial intelligence revolution.

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Materials, Inc. (NASDAQ:AMAT) to $900 from $575. The analyst maintained a “Positive” rating on the shares. In an investor note, he noted channel […]

Efforts to rein in artificial intelligence costs are boosting the use of open-source AI models, analysts with D.A. Davidson told clients Wednesday. The trend could benefit some top AI stocks, they said. "The exponential growth of AI enterprise adoption has come with major sticker shock, which has brought back the realization that open-source AI models need to be part of the solution," D.A. Davidson's Gil Luria wrote.

Meta Platforms' Muse Image brings AI image creation to Meta AI, Instagram and WhatsApp, supporting engagement and advertiser tools across its apps.

Meta Platforms is several years away from providing neocloud services, while neocloud pure plays are rapidly expanding their gigawatt pipelines.

Meta Platforms, Inc. (NASDAQ:META) is one of the AI stocks on Wall Street’s radar. On July 2, Meta Platforms, Inc. (NASDAQ:META) chief executive officer Mark Zuckerberg acknowledged that the company’s AI agents have not progressed as quickly as expected. Likewise, the company’s bet on the new structure has not borne fruit. The remarks come as […]

Artificial Intelligence (AI) is probably the hottest financial sector right now, based on expectation and anticipation. The expectations are over its far-reaching productivity boosting capabilities to generate huge profits in practically every industrial sector that uses computers, and the anticipation is over AI’s commercial realization timing. The AI fervor is one of the biggest ... Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price