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Meta Platforms has a lot in common with its “Magnificent 7” brethren. Like Nvidia, Apple, Alphabet, Microsoft, Amazon, and Tesla, Meta is a technology giant with a market capitalization exceeding $1 trillion. Its stock has dramatically outperformed the broader S&P 500 over the past decade, and ...
Deepwater Asset Management’s Gene Munster sees CY27 hyperscaler capex growth estimates increase from the current 23% year-over-year to 37%.
Investing.com -- Investors are reassessing artificial intelligence investments as surging infrastructure spending could weigh on earnings growth and valuation multiples, even as demand for AI services remains robust, according to ING.
REVIEW PREVIEW NEWSLETTER Pretty Meta. One big thing separated the S&P 500 and Nasdaq Composite from the Dow Jones Industrial Average this week: Meta Platforms stock. The Dow rose 150 points, or 0.3%, on Friday.
Alphabet crushed earnings, grew cloud revenue at a jaw-dropping pace, and dominated every tech headline in 2026. So why did the investor who never bought a single share of GOOGL end up with more money?
Yahoo Finance Tech Editor Dan Howley explains how Meta's new Muse AI tool generates images using a public user's likeness and how users can manage their privacy settings to opt out.
In today's Chart of the Day, Yahoo Finance Markets and Data Editor Jared Blikre examines how the AI trade's free cash flow is shifting from the hyperscalers to the chipmakers.
Hyperscalers are posting record capital expenditures while free cash flow craters, yet Microsoft, Amazon, and Alphabet insist every data center is already sold before the first server goes in. A top Wall Street analyst breaks down whether investors are misreading the returns or being misled about them.
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.
Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, and the companies moving fastest to secure power and pour concrete may be sitting on the greatest opportunity since the internet itself.
Leeward Renewable Energy (LRE), a major U.S. renewable energy developer, provided details about its 725-MW solar power fleet in Oklahoma during a recent celebration, including the company's support of Google's operations in the state.
The project pipeline for data centers in North America increased by 4% in June from May, with hyperscalers driving the growth.
Jim Cramer is making a bold call that the AI race already has a winner, and his reasoning has nothing to do with which model is smartest. It has everything to do with a deal already hiding in plain sight across 2.5 billion devices.
Police officers across the country are learning how to direct, corral, and when necessary, punish autonomous taxis.
Alphabet has more than doubled in a year while still trading at a discount to most mega-cap peers, and Wall Street analysts are lining up on one side of the trade with unusual conviction.
Before Alphabet's founders were in diapers, this Dow component had already been hiking its dividend for over a decade.
NVIDIA just handed investors a revenue guidance figure so large it strains credibility, and the most striking part is what the company deliberately left out of that number.