On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible bond offering that ranks among the largest in recent corporate history. The company increased the deal from an initial $4.5 billion late Wednesday, and the total could still grow to $5.75 billion if buyers exercise […]

Meta Platforms (META), Alphabet's (GOOGL) Google and Snap (SNAP) face one fewer teen social media ad

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

If Amazon founder Jeff Bezos takes his own Warren Buffet-inspired advice, Liverpool fans can expect him to stick around for at least seven years.

FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio event.

Investment firm Arctos Partners agrees to buy a minority stake in the Atlanta Falcons at a $10.6 billion valuation, CNBC reports.

Broadcom is in talks with a group of lenders to raise more than $60 billion in debt for an AI ‌chip financing deal that will benefit Anthropic and other companies, ‌Bloomberg News reported on Thursday, citing people familiar with the matter. The financing could include a roughly $30 ​billion junior debt tranche, while the chip designer would guarantee a part of a senior-secured tranche that could range from about $60 billion to $70 billion, the report said. Broadcom plays a crucial role in helping design custom chips for firms like Alphabet and Meta, as tech companies ⁠look to develop chips in-house to reduce their reliance on market leader Nvidia.

Former employee testimony sharpened the legal threat surrounding Facebook and Instagram's design, data collection and recommendation systems.

Mark Zuckerberg told a top Meta journalist something about the company's AI roadmap that reframes every complaint about the $145 billion capex as potentially missing the point entirely.

Meta has quietly become one of Microsoft's largest AI customers, spending hundreds of millions of dollars a year to access the Azure cloud service - and reviving concerns around circular business dealings in the AI space. Bloomberg's Brody Ford joins Ed Ludlow on "Bloomberg Tech."

X, the social media platform owned by Elon Musk, is in talks to use stablecoins such as USDC to pay royalties to influencers and other content creators, a person familiar with the discussions told CoinDesk on Thursday. The talks are ongoing, according to the source, who also works with other...

Ackman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.

A costly infrastructure build may unlock another growth engine

Meta could face major challenges regardless of if it wins or loses its latest social media addiction lawsuit.

Tech giants can avoid the charge by paying publishers.

(Updates with Meta Platforms' comments in the fourth and fifth paragraphs.) Meta Platforms' (META

A mechanical yield screen is quietly outpacing the S&P 500 this year by excluding most of the AI complex before a single share is purchased, and the valuation gap it creates raises a question worth answering before the rotation reverses.

Early in its life as a publicly traded company, SpaceX stock has shown little correlation with other large tech stocks.

CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.

David Tepper added shares of Amazon, Meta, Alphabet, and Nvidia to his portfolio in Q2.

The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart threatens to leapfrog it entirely.

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

The social giant is spending hundreds of millions on Azure models.

Anthropic CEO Dario Amodei could receive super-voting shares ahead of the AI company’s potential IPO, giving him and other co-founders greater control even as their ownership stakes remain relatively small. Anthropic Reportedly Eyes Super-Voting Shares Ahead of IPO Anthropic is...

BNP Flags Major AI Compute Opportunity for Meta, Keeps $855 Target

Meta Platforms Inc. (NASDAQ:META) has become one of Microsoft Corp.

As U.S. companies raise billions of dollars to fund their AI dreams, they’re primarily tapping debt markets. Nearly 70% of the $456 billion cash raised for AI from the public market in 2026 has come from the investment-grade debt market, according to Bank of America Global Research. At $309 billion, that amount is more than double the $136 billion in AI-related investment-grade debt issued in all of 2025.

Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.

Some of Wall Street's most influential artificial intelligence (AI) stocks are being shuffled around by Third Point's billionaire boss.

Massachusetts lawmakers are seeking to establish the nation’s most stringent state-level safeguards for artificial intelligence, a proposal that’s divided an industry the governor’s office is concurrently seeking to woo.

Meta Platforms Inc. has become one of Microsoft Corp.’s biggest AI customers, underscoring how demand for the emerging technology remains concentrated in the tech industry.

As large language models become more interchangeable, balance sheets will matter as much as tech breakthroughs in the AI race.

Early in its life as a publicly traded company, SpaceX stock has shown little correlation with other large tech stocks.

Chamath Palihapitiya says Mark Zuckerberg avoids emphasizing Meta Platforms Inc.‘s advertising roots because “great engineers” would rather join companies seen as leaders in space, search or artificial intelligence, even though ads remain the engine funding Meta’s costly AI push. Meta’s...

A Kentucky family walked away from a life-changing offer for their land, and they are not alone. A wave of resistance is forcing one of the most powerful industries in America to reckon with the communities it needs most.

Meta Platforms' revenue growth is accelerating thanks in part to its AI efforts, but the scale of its infrastructure spending is increasing its long-term financial risk.

The Vanguard Growth ETF has doubled during the past three years. But the rally may not be over.

Australia passed a law on Thursday ordering Meta Platforms' (META) Facebook and Instagram, Alphabet'

Australia passed legislation on Thursday that will force tech giants to pay millions of dollars in ‌levies if they fail to strike commercial deals with local ‌media outlets for news on their platforms. Proceeds from the scheme would be directed to local Australian news outlets, whose content helps drive user engagement and advertising revenue on the tech firms' platforms. The levy applies to Meta, Alphabet's Google, ‌TikTok and Microsoft's LinkedIn, ⁠covering companies with a "significant" social media or search service in Australia, and local advertising revenue exceeding A$250 million ($178 million).

The $1.4 trillion figure may be unlikely, but the case could give states a new way to challenge how social media platforms are designed.

CORRECTIONS A judge ordered Meta Platforms to create a $567 million abatement fund as part of remedies stemming from a New Mexico trial. A U.S. News article on Wednesday about a different child-safety trial in California incorrectly said $567 billion.

The app takes a photo of someone real and does something Meta says it bans.

Big Tech's AI data center spree still needs power and hardware. Three industrial stocks positioned to benefit: Caterpillar, Eaton, GE Vernova.

Broadcom Inc. (NASDAQ:AVGO) stock is down roughly 20% from its all-time highs in June, a pullback driven by a mix of lofty AI expectations, a high valuation multiple, broader market pressures, the Mediatek-driven narrative, and more recently, Marvell Technology Inc. (NASDAQ:MRVL). Despite the drop, TD Cowen analyst Joshua Buchalter recently reiterated a Buy rating on […]

Its largest peers all trailed the market over the same year, so the re-rating was about what Alphabet's own spending started to earn rather than about artificial intelligence in general.

Economist Justin Wolfers said the artificial intelligence shock to labor markets may resemble what happened to diamonds once lab-grown alternatives hit the market, not eliminating jobs entirely but sharply reducing the worth of certain tasks. ‘Lab-Grown Diamonds Didn’t Abolish Diamonds’...

Mark Zuckerberg sidelined child safety concerns at Meta and parents “cannot trust” the billionaire to protect their kids online, a former engineer has claimed.

OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on a set of risk factors most investors have not priced in.