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OpenAI Wants a $1 Trillion Valuation. But College Students Are Testing At The Level Of 10-Year-Olds.
24/7 Wall St.41d agoneutral
OpenAI Wants a $1 Trillion Valuation. But College Students Are Testing At The Level Of 10-Year-Olds.

Sam Altman wants Wall Street to value OpenAI at $1 trillion. Meanwhile, 14% of US college students are reading at or below the level of a 10-year-old, according to the OECD. Those two facts, sitting side by side, may explain why the most anticipated technology IPO in a generation just got pushed into 2027. OpenAI ... OpenAI Wants a $1 Trillion Valuation. But College Students Are Testing At The Level Of 10-Year-Olds.

Is Google Cloud Officially Driving the Train?
Trefis41d agoneutral
Is Google Cloud Officially Driving the Train?

Let’s be honest. When a stock you own doubles, you feel like a genius. When it’s a behemoth like Alphabet (GOOGL), and it returns +105% in a year, you might wonder if you’ve misread the chart. You haven’t. Over the past 12 months, while the S&P 500 gained a respectable 21%, Alphabet left it in the dust. It also trounced its mega-cap peers; Microsoft (MSFT) stock returned -21.9%, and Meta Platforms (META) returned -16.2% over the same period.

Meta faces potential US$1.4 trillion penalty claim ahead of youth safety trial (META)
InvestorsHub41d agoneutral
Meta faces potential US$1.4 trillion penalty claim ahead of youth safety trial (META)

Meta says four states are seeking record financial penaltiesMeta Platforms (NASDAQ:META) said in a court filing on Monday that four US states are pursuing penalties totalling approximately US$1. 4 trillion in a lawsuit alleging the company deliberately designed Facebook and Instagram to encourage addictive use among young people while misleading the public about platform safety.

Bloomberg41d agoneutral
Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths

(Bloomberg) -- For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentenc

3 Internet Stocks on Our Watchlist
StockStory41d agoneutral
3 Internet Stocks on Our Watchlist

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. But it’s not all sunshine and rainbows as consumer purchasing power can make or break demand. Unfortunately, the market seems to believe stormy skies are ahead as the industry has shed 9.9% over the past six months. This performance is a stark contrast from the S&P 500’s 8% gain.

Should You Buy Meta Platforms Inc. (META)’s Shares?
Insider Monkey41d agobullish
Should You Buy Meta Platforms Inc. (META)’s Shares?

Meta Platforms Inc. (NASDAQ:META) is one of the 10 Best Stocks to Buy According to Billionaire Jeffrey Talpins. Social media giant Meta Platforms Inc. (NASDAQ:META)’s shares are among the weakest performers in its mega cap peers. They are down by 18.8% over the past year and by 10% year-to-date. Piper Sandler discussed the firm on […]

SpaceX Is in the Nasdaq-100, Now Brace for Volatility
Barrons.com41d agoneutral
SpaceX Is in the Nasdaq-100, Now Brace for Volatility

SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the Nasdaq-100, one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.

Meta Platforms (META) Reshuffles Leadership, Is The Stock Still A Bargain?
Simply Wall St.41d agoneutral
Meta Platforms (META) Reshuffles Leadership, Is The Stock Still A Bargain?

Meta Platforms (META) has reshuffled its senior ranks, naming long time marketing chief Alex Schultz as its first chief data officer and elevating Denise Moreno to CMO, in a move that ties leadership more closely to AI driven decision making. See our latest analysis for Meta Platforms. The executive reshuffle comes at a time when Meta Platforms’ short term momentum is improving. The company has a 1 day share price return of 2.98% and a 7 day share price return of 6.70%. However, the stock is...

This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year
24/7 Wall St.41d agoneutral
This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year

An ESG-screened equity fund has quietly delivered a big year while sitting out one of the most-traded megacap names on the market. The iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) climbed 22.29% in the year ending July 2, 2026, riding an AI-heavy roster that includes Alphabet and Intel. What it does not own is Meta ... This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year

How SK Hynix Can Save the AI Rally—or Send Tech Stocks Tumbling Again
Barrons.com41d agobullish
How SK Hynix Can Save the AI Rally—or Send Tech Stocks Tumbling Again

SK Hynix’s planned U.S. listing this week will test the AI-fueled chip rally, offering investors a chance to buy a memory chip maker not named Micron Technology—or to stay away from a group that may have come too far, too fast. U.S. investors can get exposure to the country with the iShares MSCI Korea exchange-traded fund, but buying Samsung Electronics or SK Hynix individually has been almost impossible.

Investing.com41d agobullish
Meta capex to surge in 2027, neocloud fears ’erroneous’ - SemiAnalysis

Investing.com -- Meta Platforms Inc (NASDAQ:META) has contracted over 5GW of datacenter capacity across cloud and colocation in just the first half of 2026, and research firm SemiAnalysis argues the company's compute buildout is nowhere near its peak, projecting that Meta's 2027 capital expenditure will be "shockingly high" and that fears of it cannibalizing neocloud rivals are misplaced.