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…
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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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…
Tech giants urge Washington not to restrict open-weight AI models
Roughly 25 technology companies, including Nvidia, Microsoft, Meta, and Palantir, have signed an open letter urging US policymakers not to…
