Crusoe signs $13 billion AI cloud deal with market maker Jane Street: Bloomberg
The five-year agreement would add a major trading firm to Crusoe’s customer base as the AI infrastructure operator pursues private capital and a potential IPO.
Yahoo2 hours agoMETA
Arista Networks Offers Entry After 42% Gain Amid Earnings Beat; Data Center Demand Surging
Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.
Yahoo3 hours agoMETA
Meta Stock Jumps After Unveiling New AI Coding Model
Meta Stock Jumps After Unveiling New AI Coding Model
Yahoo3 hours agoMETA
Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.
You don't need to guess which big tech company will come out on top.
Yahoo4 hours agoMETA
Jim Cramer says it's time to buy the Magnificent Seven again
The "Mad Money" host argues that months of underperformance have made most of the group too cheap to ignore
Yahoo4 hours agoMETA
Meta Platforms (NASDAQ:META): A Growth-at-a-Reasonable-Price Opportunity Per Peter Lynch
Meta stock passes Peter Lynch's growth-at-a-reasonable-price screen with strong EPS growth, low PEG ratio, solid profitability, and healthy balance sheet.
ChartMill7 hours agoMETA
CET: Good For Capital Growth, But May Not Be Attractive For Income
Central Securities (CET) closed-end fund: value-focused, insurance-heavy portfolio, 5.07% variable yield, 15.9% NAV discount, low feesâlearn more now.
SeekingAlpha7 hours agoMETA
Meta: Doesn't Have A Path For Shareholder Returns (Rating Downgrade)
Meta's 2026 capex guidance will drive negative free cash flow, raising substantial risk for investors. Read why META stock is downgraded to a sell.
SeekingAlpha11 hours agoMETA
Broadcom Q3 Earnings Call Highlights
Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92
YahooyesterdayMETA
Broadcom’s Outlook Shows Surging AI Chip Sales
Broadcom, a key beneficiary of AI data center investment, grew its revenue by 86% in the latest quarter.
YahooyesterdayMETA
Solar Power Purchase Contracts Dominate First Half Of 2026
While the year began with several notable nuclear agreements, solar power remained the clean energy source of choice in the US during the first half of 2026. Read more here.
SeekingAlpha2 days agoMETA
MGIC Investment (MTG) Stock Looks Fairly Valued At Current Levels
MGIC Investment has delivered a strong 127.0% total return over the past 5 years, yet the stock now trades on earnings multiples that look broadly in line with its fundamentals while broader valuation checks still lean cheap. The 127.0% 5 year return suggests MGIC Investment has already rewarded patient shareholders and may have fewer obvious mispricings left for new buyers. Future valuation may be supported if MGIC Investment can keep credit performance and capital levels on a solid...
Yahoo2 days agoMETA
Why Fervo Energy Stock Skyrocketed Today
A blockbuster deal with an AI colossus has investors excited.
Yahoo2 days agoMETA
Strategy's CEO Says Bitcoin Buys Come Down to Capital Costs, Not Price
Strategy CEO Phong Le explains why Bitcoin buying decisions come down to capital costs, not price, amid a bull market bet.
Yahoo2 days agoMETA
Is Intercontinental Exchange (ICE) Fairly Valued After Its New Ownership Rules?
Intercontinental Exchange (ICE) recently put a new Eighth Amended and Restated Certificate of Incorporation into effect, formalising tighter rules around ownership, voting rights and SEC oversight linked to its security based swap execution facility. Intercontinental Exchange shares last closed at US$159.60, with the stock seeing a 4.67% 1 month share price gain and a 15.28% 3 month share price return, while the 1 year total shareholder return declined 7.68% despite a 44.56% total shareholder...
Yahoo2 days agoMETA
SoftBank (TSE:9984) Stock Looks Fairly Priced As AI Funding Risk Grows
SoftBank Group stock has delivered a very strong 3 year return, yet current valuation checks send a mixed signal, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a roughly fair price while earnings based multiples still screen the shares as undervalued. After such a move, the question for investors is whether SoftBank Group is still pricing in enough caution around its complex AI and financing exposure. The stock has returned 232.3% over the past 3 years, which puts...
Yahoo2 days agoMETA
Top Tech Analyst Warns: OpenAI’s Ad Business Grew 10x in 6 Months. Google Search Is the Most Exposed
A top Wall Street analyst is sounding the alarm on a fast-growing OpenAI revenue stream that targets the exact same advertiser budgets powering Alphabet's most profitable business.
Yahoo3 days agoMETA
Muse Image, the Agentic Image Model from Meta, Is Now Available on fal
fal today launched developer and enterprise access to Muse Image, the agentic image generation and editing model from Meta Superintelligence Labs, available now through Meta Model API on fal. Muse Image plans a request, calls tools, and reviews its own output before returning it.
Yahoo3 days agoMETA
Why Meta’s $18B settlement may hit YouTube harder
Morgan Stanley says teen-engagement limits could be a bigger headwind for YouTube.
Yahoo3 days agoMETA
Ecommerce social media ad spend surged 70% as brands got more for every dollar
Emplifi, the only Autonomous CX platform, today released findings from its Q2 2026 Social Ads Benchmark Report, revealing strong year-over-year growth in paid social investment spanning regions and industries across Meta ad accounts.
Yahoo3 days agoMETA
DoubleLine Income Solutions Fund Declares September 2026 Distribution
DoubleLine Income Solutions Fund (the "Fund"), which is traded on the New York Stock Exchange under the symbol DSL, this week declared a distribution of $0.11 per share for the month of September 2026. The distributions are subject to the following ex-dividend, record and payment dates set by the Fund's Board of Trustees.
Yahoo3 days agoMETA
Innovid Expands NIVO with Meta Ads MCP Integration to Bring Connected AI Workflows to Social Advertising
NEW YORK, September 01, 2026--Innovid Expands NIVO with Meta Ads MCP Integration to Bring Connected AI Workflows to Social Advertising
Yahoo3 days agoMETA
Think You Bought a Telecom ETF? You Mostly Own Big Tech
XLC carries the word "communication" in its name, but the fund's actual portfolio has almost nothing to do with phone bills, fiber lines, or fat dividend checks. Before you assume you own telecom income, check what you actually hold.
Yahoo3 days agoMETA
Fervo Energy and Google Sign 396 MW PPA
Power purchase agreement marks world’s largest enhanced geothermal PPA to date and is expected to accelerate the delivery of 24/7, carbon-free power from the Cape Station GeoCluster in UtahHOUSTON, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Fervo Energy (Nasdaq: FRVO), a global pioneer of next-generation geothermal energy, today announced a 396-megawatt (MW) power purchase agreement (PPA) with Google to enable the continued development of the Cape Station enhanced geothermal systems (EGS) GeoCluster, ex
Yahoo3 days agoMETA
ChatGPT Ads Surge: How OpenAI's Rapid Expansion Imperils Google and Meta
OpenAI's ad business hit a $1B run rate, posing a direct threat to Google Search and Meta as ChatGPT monetization shifts toward digital advertising.
Benzinga4 days agoMETA
The AI Bubble Is Entering Its Most Dangerous Phase As Spending Nears $1 Trillion
AI investment is surging, with tech giants like Meta, Amazon, Alphabet, Oracle, and Microsoft driving massive data center buildouts. Read full analysis here.
SeekingAlpha4 days agoMETA
Meta: When An $18 Billion Settlement Is Bullish
Meta's $18B legal settlement mitigates regulatory uncertainty and costs only $1B per year. Find out why META stock is a Buy.
SeekingAlpha7 days agoMETA
Meta: Disappointing Settlement, But Cost Of Doing Business
Meta Platforms is rated a Strong Buy with the stock beaten down and the teen health overhang greatly reduced. Read more on META stock here.
SeekingAlpha7 days agoMETA
What Is Going on With Meta Platforms Stock on Thursday?
Meta stock falls as investors evaluated an $18 billion settlement with U.S. states imposing teen usage limits and stronger parental controls on Facebook and Instagram.
Benzinga8 days agoMETA
Musk, Altman, Huang All Set to Speak at US-Hosted G20 Tech Meeting
Elon Musk, Sam Altman and Jensen Huang will attend a tech-focused G20 meeting in North Carolina next week.
Benzinga8 days agoMETA
'Meta, Roblox agree to child-safety measures sought by Philippines, minister says' - Reuters
https://www.reuters.com/world/asia-pacific/meta-roblox-agree-child-safety-measures-sought-by-philippines-minister-says-2026-08-27/
Benzinga8 days agoMETA
Watch CNBC's full interview with California AG Rob Bonta
Meta and a coalition of state attorneys general have settled a major federal case centering on allegations that the social media giant misrepresented the extent of child-related mental health harms caused by apps like Facebook and Instagram. Rob Bonta, California AG, joins 'Squawk on the Street' to discuss.
CNBC8 days agoMETA
Meta Platforms: Time To Load Up On This Bargain
Meta is a "Buy" given its ad algorithm gains, network effects, and AA- credit support. Here's what investors need to know about META stock.
SeekingAlpha9 days agoMETA
Meta Stock Faces Litigation Overhang: Expert Says It Lacks Tobacco's Pricing Power
Meta stock to face more pressure as litigation looms. Here's why it could be different from tobacco litigation decades ago.
Benzinga11 days agoMETA
Nobody Warned Her That Two Retirement Accounts Meant Two RMD Rules, a 25% Penalty
She calculated her required withdrawals correctly, pulled the right total, and still triggered a painful IRS penalty. The mistake had nothing to do with the math.
Yahoo11 days agoMETA
Trump Continues Trading Stocks at Warp Speed: Berkshire Bought, Meta Sold
President Trump's accounts executed more than 1,000 trades in a single month, including moves in a major defense contractor timed suspiciously close to a surprise geopolitical agreement, and Congress just passed a fix that deliberately leaves him out.
Yahoo12 days agoMETA
1 Reason Why Meta Might Be the Best Artificial Intelligence (AI) Stock to Buy and Hold for 5 Years and Beyond
The economic value from this technological revolution may accrue to the businesses that leverage AI to improve their existing operations.
Yahoo12 days agoMETA
The veteran Fortune 500 CEO who turned an 80-year-old AC company into an AI darling
First Dave Cote transformed Honeywell. Then out of retirement he placed a stunning bet on a little known company called Vertiv.
Yahoo13 days agoMETA
Meta: We've Seen This Situation Before (Rating Upgrade)
Meta Platforms is upgraded from Hold to Buy as the recent 26% price drop provides a margin of safety despite elevated CapEx risks. Click here to read more.
SeekingAlpha13 days agoMETA
FFA: Beware Of The AI Risk With This High-Yielding Covered Call Fund
Explore First Trust Enhanced Equity Income Fund: 6.67% yield via covered calls, tech-heavy risks, discount to NAV, performance vs. S&P 500. Click to read more.
SeekingAlpha13 days agoMETA
Meta is the latest tech giant to land in her courtroom. Meet Judge Yvonne Gonzalez Rogers
Judge Yvonne Gonzalez Rogers has presided over a series of landmark tech trials and is now overseeing a case that could have a huge impact on Meta's future.
CNBC13 days agoMETA
The AI Spending Boom Is Outrunning Wall Street Estimates
Big Tech is shoveling billions of dollars into the AI buildout, leaving investors spooked and analysts behind. Can they catch up?
Yahoo13 days agoMETA
Banco BPM (BIT:BAMI) Stock Looks Fairly Valued After Its Huge Run
Banco BPM's share price has delivered very large gains over the past five years. However, current valuation checks and an intrinsic value estimate that sits close to the market price suggest the stock may no longer be an obvious bargain after the latest move and the fresh takeover interest from Monte dei Paschi. Over five years, Banco BPM has returned about 8x, which puts the recent share price near a very different starting point than long term holders remember. The proposed all share offer...
Yahoo13 days agoMETA
Synchrony Financial (SYF) Expands OpenAI Ties, Is The Stock Still Cheap?
Why Synchrony Financial stock is back in focus Synchrony Financial (SYF) has moved into the spotlight after announcing an enterprise collaboration with OpenAI to support AI native shopping and checkout experiences across financing, rewards, and loyalty. See our latest analysis for Synchrony Financial. The OpenAI collaboration comes after a stretch where Synchrony Financial's 30 day share price return of 9.15% and 90 day share price return of 10.64% point to firming momentum. However, the year...
Yahoo13 days agoMETA
Billionaire David Tepper Piled Into a Debt-Laden Artificial Intelligence (AI) Neocloud Stock in Q2 While Also Increasing His Stake in Its Newest Rival
David Tepper's hedge fund, Appaloosa Management, recently initiated a position in CoreWeave while also raising its exposure to Meta Platforms.
Yahoo13 days agoMETA
Morgan Stanley resets Nvidia stock forecast ahead of earnings
Here’s what could be next for Nvidia stock.
Yahoo13 days agoMETA
Bond Buyback Is Simply A Band-Aid for $40T US Debt; Warsh Faces Jackson Hole Test
Danger Zone Please click here for an enlarged chart of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT). Note the following: The chart shows the TLT dipped in the danger zone. When we first presented the
Benzinga14 days agoMETA
The Boring Way To Own AI Is Now The Cheap Way
Magnificent Seven valuations look discounted as AI CapEx turns into earnings. Click here to read in detail.
SeekingAlpha14 days agoMETA
AMD Could Grab a Bigger Slice of the AI Boom As Helios Takes on NVIDIA, Analyst Says
BMO initiates AMD with an Outperform rating and $550 price target, citing massive AI growth driven by its upcoming Helios system.
Benzinga14 days agoMETA
Bond Yields Are Rising Everywhere: Why This Isn't a US Debt Crisis
Treasury 30-year yields hit 5.33%. German, Japanese, French and British bonds are also at multi-decade highs. That is a repricing, not a US debt crisis.
Benzinga14 days agoMETA
Meta, Google And Snap Catch a Break as Teen Drops Social Media Addiction Lawsuit Ahead of Key Trial (UPDATED)
A teen dropped her lawsuit against Meta, Google and Snap, removing a key October test case amid thousands of similar claims.
Benzinga14 days agoMETA
No more doom scrolling or Instagram Stories? A Meta trial loss could end the social media we know
"These trials are often compared to the Big Tobacco lawsuits of the 90s, and the outcome will likely be analogous as well," one analyst told CNBC.
CNBC14 days agoMETA
Win or lose, Meta still faces real risks in its social media addiction trial
Yahoo Finance Tech Editor Dan Howley highlights the risks that Meta Platforms (META) could still face even if it wins its current social media addiction trial brought on by four attorneys general.
Yahoo14 days agoMETA
LPL Financial Reports Monthly Activity for July 2026
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for July 2026. Total client assets at the end of July were $2.55 trillion, a decrease of $16.1 billion, or 0.6%, compared to the end of June. Advisory assets as a percentage of total assets increased to 60.6%, up from 55.5% a year ago. Total organic net new assets (“NNA”) for July were $7.4 billion, translating to a 3.5% annualized growth rate. Total
Yahoo14 days agoMETA
Meta Slips as $200 Billion Youth-Safety Trial Intensifies
Former employee testimony sharpened the legal threat surrounding Facebook and Instagram's design, data collection and recommendation systems.
Yahoo14 days agoMETA
4 High-Growth GARP Stocks With Discounted PEG Ratios for 2026
PEG-driven GARP picks EnerSys, Globus Medical, DoubleVerify and Match Group pair discounted valuations with strong growth potential.
Yahoo14 days agoMETA
Watch CNBC's full interview with California Attorney General Rob Bonta
California Attorney General Rob Bonta joins 'Squawk on the Street' to discuss the Paramount-Warner Bros. Discovery lawsuit, the child safety trial against Meta, and more.
CNBC15 days agoMETA
Meta Platforms: H2 2026 May Disappoint - Value Trap Risks Meet Rich Rebound Prospects
Meta has been able to generate rich advertising revenues of $59.36B in FQ2'26, accelerating from a year ago. Learn why META stock is a buy.
SeekingAlpha15 days agoMETA
Wall Street Lunch: Meta Faces High-Stakes Federal Trial Over Child Safety
Opening arguments begin today in a major federal trial facing Meta Platforms (META) in California.
SeekingAlpha17 days agoMETA
Broadcom Looks Undervalued With 50% Upside
Broadcom Inc. rated Strong Buy with $588 target and 50% upside on AI demand. Click for this AVGO update and see why I see significant upside.
SeekingAlpha17 days agoMETA
