Market context
Follow the story. See which markets it affects. Explore the context.
Meta stock suffers a record nine-day losing streak ahead of its earnings report, driven by investor anxiety over soaring artificial intelligence capital expenditures and lack of immediate monetizatio…
Wall Street futures edged higher as the global tech sell-off paused ahead of the Federal Reserve's rate decision. Meanwhile, WTI crude jumped 4.7% to $83, and markets await crucial after-bell earning…
Stocks eyed a modest higher open ahead of the Fed's July rate decision, with Meta and Microsoft earnings due after the bell. Oil prices rallied but had limited market impact.
Mega cap tech earnings face AI capex anxiety overshadowing strong fundamentals. Alphabet and Intel posted solid results but saw minimal stock reaction, signaling similar muted responses likely for Me…
Meta's Q2 earnings focus on capex plans amid investor concerns over rising AI spending, following Alphabet's guidance hike. Analysts debate whether increased 2026-2028 capex will pressure stock, whic…
Big Tech earnings (MSFT, META, AAPL, AMZN) loom this week after GOOGL and TSLA results triggered a tech selloff. S&P 500 earnings growth estimated at 23.2% YoY, above historical averages, signaling s…
Major tech earnings from Apple, Microsoft, Meta and Amazon coincide with a pivotal Fed meeting, where a rate hike remains possible, creating a volatile trading week ahead.
Meta's Q1 2026 results crushed AI-spending bear thesis: 33% revenue growth, 41% margins despite $19B capex. Strong monetization, ROIC of 20.69%, and analyst target of $823 support continued bullish c…
Meta stock has lagged despite strong ad revenue as AI capex pressures free cash flow. Analyst speculates Zuckerberg may announce a major compute-leasing deal with an AI lab at July 29 earnings, poten…
Meta rallies 12% ahead of July 29 earnings on cost-cut optimism and Anthropic compute deal boosting AI revenue outlook, though valuation remains reasonable and capex risks linger.
Meta's Q1 2026 revenue surged 33% to $56B with 62% ad EBITDA margins absorbing AI capex fears. Custom silicon with Broadcom/AMD lowers costs, while wholesale GPU rental turns idle capacity into reven…
Meta plans to launch paid subscription models offering enhanced AI features to users, separate from Meta Verified, aiming to boost productivity and creativity. The company recently acquired AI startu…
Investors await key earnings from Microsoft, Meta, Tesla on Wednesday, Apple on Thursday, amid Fed rate decision and government shutdown risks weighing on markets.
Alphabet and other Big Tech firms prepare to report earnings amid strong AI-driven investments and solid sector-wide profits, sustaining market optimism despite expected profit growth moderation in Q…