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SpaceX faces a critical earnings test amidst heavy AI spending, post-IPO selling pressure, and valuation concerns similar to Tesla. While Cantor Fitzgerald remains bullish with a 127% upside target, …
Meta shares fell up to 10% after-hours as costs surged 55%, crushing free cash flow to $784M from a $12B average, despite 28% revenue growth beating estimates amid massive AI capex spending.
Alphabet posted its first-ever negative free cash flow quarter, burning $5.9B as AI infrastructure spending hit $44.9B. Despite 24% revenue growth beating estimates, shares fell 4.24% after-hours on …
Alphabet shares fell over 7% after the company projected capital spending could reach $205B, driven partly by data center copper demand. Copper prices remain near record highs as AI infrastructure bu…
Meta Platforms plans to restrict employee AI token usage as it projects internal artificial intelligence expenses to escalate to tens of billions of dollars by 2026.
Meta shares fell nearly 7% on reports of potential equity financing to fund massive $145 billion AI expenditures. The company is also evaluating a $200 monthly subscription for its 'Hatch' AI agent, …
SpaceX's AI division shows weak fundamentals despite $15B Anthropic deal, with mounting losses and depreciation offsetting revenue growth. Nvidia remains undervalued but faces market competition from…
Microsoft has generated $30 billion in OpenAI-related revenue from its $13 billion investment, but lost exclusive distribution rights. High AI infrastructure costs and a $150 billion lawsuit from Elo…
Alphabet (GOOGL) dropped over 3% to its lowest close since November amid broader market weakness, rising bond yields, regulatory concerns, and AI infrastructure cost pressures, nearing a bear market …
Microsoft shares drop below $400 amid concerns over a potential $50 billion OpenAI cloud deal with Amazon, threatening Azure’s AI business and increasing margin pressure from rising AI infrastructure…
Meta plans 20% layoffs to cut AI infrastructure costs, Nvidia unveils new AI chip components boosting confidence, Tesla readies AI chip project launch, driving tech sector gains amid easing oil price…
Meta plans to cut 20% of jobs amid costly AI investments while Nvidia and Tesla rise on AI chip developments and upcoming Nvidia conference, boosting short-term tech sector confidence.
Meta plans to cut 20% of its workforce amid costly AI investments, while Nvidia’s upcoming developer conference boosts AI optimism. Tech stocks rose despite Middle East conflict, as investors weigh A…
Meta plans to cut 20% of its workforce amid costly AI investments, while Nvidia gains ahead of its AI developer conference. Tesla announces upcoming AI chip launch, supporting sector optimism despite…
Meta plans significant layoffs to reduce rising AI infrastructure costs amid a challenging tech market and geopolitical tensions impacting investor sentiment.
Meta is expanding its custom AI semiconductor development to reduce costs and reliance on Nvidia and AMD, with testing of its first AI training chip planned for early 2025.
Arete downgraded Meta from Buy to Neutral due to rising AI investment costs outpacing revenue growth, raising profitability concerns amid strong competition from Google and Amazon in AI cloud service…
Microsoft, along with Google, Meta, Amazon, Oracle, and OpenAI, plans to create their own electricity supply to power AI data centers, signaling strategic energy independence and cost control for AI …
Microsoft beat Q2 earnings estimates but issued cautious guidance and faces a Japanese antitrust probe into Azure cloud restrictions. Upcoming White House talks focus on energy cost concerns related …
Investor Michael Burry warns that massive AI data center spending by Big Tech, especially Microsoft, Amazon, Meta, Google, and Nvidia, could strain free cash flow and increase borrowing, questioning …