Megacap earnings, a Fed decision and the June PCE print land in the same week
Four megacap technology companies report earnings in the same week the Federal Reserve delivers its July rate decision and the…
Meta (META) Stock News
Latest Meta Platforms stock news — Facebook and Instagram advertising revenue, AI investments, Reality Labs and META price analysis.
Meta Platforms Inc
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Investors question Big Tech’s AI spending as capex heads toward $725 billion
A Bank of America survey found a record net 35% of fund managers say companies are overinvesting in AI, up…
Microsoft, Meta, Apple and Amazon report earnings within 48 hours on July 29 and 30
Microsoft, Meta, Apple and Amazon all report quarterly results inside a 48-hour window on July 29 and July 30. Analyst…
CoreWeave falls 11.4% as capital spending runs far ahead of revenue
CoreWeave closed Friday at $71.88, down 11.4%, a drop that wiped out its entire week. The slide came two days…
Big Tech’s $730 Billion AI Bet Splits From the Chip Stocks It Fuels
The four largest hyperscalers are on pace to spend around $730 billion on AI infrastructure in 2026, yet the link…
