Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
Meta Platforms Inc. released an experimental app called Pocket, allowing users to build and share instantly playable mini-games using simple text prompts.
Meta Platforms Inc (META) CEO Mark Zuckerberg told an internal town hall Thursday that AI agent deve
AI data center startup Crusoe is in talks to raise about $3 billion in a funding round that may triple its valuation, Bloomberg News reported on Thursday, citing people familiar with the situation. The startup has contracts to supply AI computing power for the likes of Meta and Oracle, the report said, as technology giants spend billions of dollars on data centers to meet the massive computing requirements for GenAI. The startup, which builds and operates the type of large data centers that power AI systems, is still in active talks on the round, and a final valuation has not been set, according to the Bloomberg report.
The chipmaker's massive rerating just met its first serious stress test.
The S&P 500 advanced 1.8%, while the rose 2%, and the gained 2.1%. While the Russell 2000 dipped for the week, it just finished the best first half of a year since 1991, gaining 22% to the S&P 500’s 10%. “Portfolio managers [are] looking for other opportunities outside of owning AI,” says Jason Ware, chief investment officer of Albion Financial Group.
Meta Chief Executive Mark Zuckerberg told an internal town hall on Thursday that AI agent development over the last four months had not "accelerated in the way we expected," according to a recording heard by Reuters. Zuckerberg added that a company reorganization that included major job cuts was not as "clean" as it could have been and that executives had miscalculated on the timing of the changes. Conversations he was having "with our top people" when they started planning the restructuring in January and February "were that they were worried that we weren't going to move fast enough to adapt," Zuckerberg said.
Wall Street does not punish companies for spending money. It punishes them for spending money without a story. Give investors a believable path from this year's bills to next year's profits and they will forgive almost any number on the capital expenditure line. Take that story away, and every ...
More than six dozen data-center projects were blocked or delayed in the first quarter due to locals’ opposition. Public pushback is becoming a risk factor for AI companies and their shares.
The company is reportedly exploring a service that would sell spare AI computing capacity to developers.
Mark Zuckerberg just dodged a bullet. Zuckerberg, whom speculators give 32% odds of becoming the next trillionaire, came eerily close to steering Meta Platforms (NASDAQ:META) into one of the most legally and ethically fraught corners of consumer tech. According to NPR reporting from June 30, Zuckerberg personally floated an acquisition of prediction market platform Kalshi. ... Mark Zuckerberg Almost Made a Disastrous Acquisition. Walking Away From Kalshi May Have Been His Best Bet of 2026.
On CNBC’s Squawk on the Street this morning, Jim Cramer looked at the June jobs data and told Carl Quintanilla he cannot square what he is reading with what he is seeing. June payrolls printed +57,000, roughly half of consensus, while the unemployment rate ticked down to 4.2%, a one-year low. For Cramer, the location ... Jim Cramer Says He ‘Doesn’t Know How to Trust’ the Jobs Report. He Has a Point
Michael Saylor pits MSTR against Mag 7 giants on options data as the stock rebounds toward $100 in early July.
Meta Platforms (NASDAQ:META | META Price Prediction) is the AI story hiding in plain sight. The stock trades at $612.91, down 6.99% year to date, while the underlying business just posted 33% revenue growth and a 41% operating margin. Mark Zuckerberg told investors “we are on track to build a leading lab” after releasing Muse ... Price Prediction: Meta Stock Will Hit $900 on This Date
CoreWeave stock continues to fall after the report that Meta could look to sell AI computing capacity. But Wall Street says it may be time to buy CoreWeave.
Jefferies Senior Internet Analyst Brent Thill recently appeared on a CNBC Squawk Box segment to argue that Meta Platforms (NASDAQ:META) is making the right strategic move by entering the enterprise AI infrastructure market, even if it’s arriving years after established competitors. Meta’s planning to launch a cloud infrastructure business selling excess AI computing capacity, sending ... Senior Analyst: Meta Is Chasing A $2 Trillion AI Compute Opportunity, But It’s Years Behind
The most expensive infrastructure buildout in corporate history just found a possible second act. On Wednesday, CNBC’s Julia Boorstin reported that “Sources close to the situation do confirm that META is working on building a cloud infrastructure business to sell AI compute.” The stock responded, jumping 7.56% on July 1 as investors digested the idea ... Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival
Meta Platforms stock has pulled back over the past year even as valuation checks and intrinsic value estimates now lean supportive, raising the question of whether recent AI heavy spending is being priced too cautiously by the market. Meta Platforms has delivered a 110.0% return over the past 3 years, which shows that long term holders have still seen strong gains despite more recent share price weakness. The planned Meta Compute cloud business, which aims to monetize excess AI capacity, can...
The most concerning part of Wednesday's sell-off wasn't the size of the drops -- it was who caused them.
Pembina and Morgan Stanley team up to build project
Meta Platforms' WhatsApp usernames aim to boost privacy by letting users connect without sharing phone numbers, reinforcing its secure messaging push.
Meta Platforms (META) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
CoreWeave stock continues to fall after the report that Meta could look to sell AI computing capacity. But Wall Street says it may be time to buy CoreWeave.
Washington quietly reversed course on one of the more consequential AI export restrictions of the year, and the beneficiary happens to be the one U.S. lab most aggressively courting overseas customers. Bloomberg senior strategist Neil Campling flagged the shift on July 1. He called it a green light for Anthropic’s global push at the exact ... Trump Just Cleared Anthropic to Go Global, and Google DeepMind Should Be Sweating
My Amazon (NASDAQ:AMZN) call is straightforward. The 24/7 Wall St. price target for Amazon is $323.43 by July 2, 2027, and my base-case path has the stock crossing $300 for the first time around April 2, 2027 at a modeled $301.86. From a current price of $241.70, that is roughly 33.81% of upside. My recommendation ... Amazon Price Prediction: The Stock Will Trade at $300 on This Date
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
