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Space stocks are diverging sharply at midday Wednesday, with the market’s newest space giant sliding even as smaller rivals rally on their own catalysts. SpaceX (NASDAQ:SPCX) shares are down 6% to $159.81, while Rocket Lab (NASDAQ:RKLB) stock is up 4% to $105.64 and Virgin Galactic (NYSE:SPCE) stock is climbing 3% to $2.99. The split looks ... SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%
Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) both dropped Q1 2026 results in late April. Google leaned on a high-margin ad engine and a suddenly explosive Cloud unit. Amazon leaned on faster AWS growth, a bigger chip business, and a retail machine that still eats capital for breakfast. Search Ads Generate Cash. Retail Logistics Burns It. Google ... Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t
The artificial intelligence trade, which has powered by the lion’s share of stock performance and corporate profit growth this year, hit a snag on Wednesday amid reports that Meta Platforms is ready to challenge the market’s key players just as investors worry that cheaper China-based versions could unsettle the market’s hottest bet over the back half of the year. “The Magnificent Seven aren’t broken, they are evolving,” said Jay Woods, chief market strategist at Freedom Capital Markets.
Alphabet (GOOGL) just got one of the most renowned promotions in the stock market. Google parent Alphabet officially entered the Dow Jones Industrial Average on June 29, replacing Verizon Communications (VZ) and giving the 30-stock blue-chip index a stronger stake in the artificial intelligence ...
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
Meta surged more than 11% on a report that the company plans to sell its excess computing power to third parties. The stock is on track for its largest single-day gain since April 9, 2025, according to Dow Jones Market Data.
The widely followed growth investor keeps making moves.
Anthropic (ANTH.PVT) said that the US government has lifted export controls on its AI models, allowing the company to start restoring access to Claude Fable 5 and Mythos 5. Yahoo Finance Technology Editor Dan Howley breaks down the details.
Film studio Neon has bought "Artificial" — the Luca Guadagnino-directed biopic about OpenAI (OPAI.PVT) co-founder and CEO Sam Altman — after Amazon MGM Studios (AMZN) dropped the film. Morning Brief Host Brooke DiPalma is joined by Yahoo Finance Senior Reporter Pras Subramanian and Payne Capital Management president Ryan Payne to discuss the subject matter of the film and whether it could impact OpenAI's IPO expectations.
Tech bull Dan Ives of Wedbush initiated coverage of SpaceX with an Outperform rating and a $190 price target, weighing in on a stock that has whipsawed investors in the three weeks since its record-setting initial public offering. Ives sees SpaceX as a player in the hyperscaler wars too.
According to a Bloomberg report, Meta is preparing to enter the AI cloud infrastructure market by selling AI computing power, in a bid to take on Amazon and Microsoft.
Shares of Meta Platforms (NASDAQ:META) are up 10% to $619 in morning trading, marking one of the sharpest single-session moves for the stock this year. The catalyst is a Bloomberg report that the company is building a cloud infrastructure business to sell its excess AI computing capacity to outside customers. If confirmed, the shift would ... Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google
Meta is reportedly building a cloud computing business.
Here is how Amazon (AMZN) and Brinker International (EAT) have performed compared to their sector so far this year.
The artificial intelligence race has become a contest of infrastructure as much as software. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) have each built cloud businesses that generate tens of billions of dollars in annual revenue by renting computing power to other companies. Meta Platforms (NASDAQ:META) has taken a different approach, spending heavily to build ... Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge
Women's sports continues its period of strong growth.
Less than 2.5% of the workforce affected, with sales, consulting, and Xbox among the areas targeted
Meta Platforms is building a cloud business to sell excess AI computing capacity, Bloomberg News reported on Wednesday citing people familiar with the matter. The move could reduce Meta's reliance on advertising revenue and help it take on major cloud companies, including Amazon, Microsoft and Alphabet. Meta did not immediately respond to a request for comment.
Artificial intelligence has produced no shortage of headline-grabbing stories. Every week seems to bring another breakthrough model from OpenAI, Anthropic, or Google, while Nvidia (NASDAQ:NVDA) dominates discussions around the chips powering the AI revolution. Yet history shows that the companies creating the most value aren’t always the ones making the most noise. During the cloud ... Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About
Amazon stock and Broadcom could get a boost from news Anthropic has struck a deal with the Trump administration over its latest AI model.
The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask a violent rotation inside MTUM’s portfolio. The AI/cloud mega-caps that powered the momentum trade through 2025 have stumbled, while one AI-memory name has ... MTUM Investors: Watch Micron’s Weight at the November Reconstitution
Bill Miller made his name buying assets everyone else was afraid to touch, but three stocks inspired by that contrarian playbook land in very different places when a retirement portfolio has to pay actual bills.
During an interview with CNBC, Beck said that the $8 billion Iridium deal provides Rocket Lab with a great entry point to launch application services in space.