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AI trade rotation shifts money from semiconductor stocks to software stocks after chips' huge 2026 gains. Valuations for some chips look stretched, but NVDA remains reasonably priced. Analysts sugges…
Apple overtook Nvidia as world's most valuable company at $4.9T market cap, driven by China Apple Intelligence approval, HSBC upgrade, and AI monetization optimism, while chip stocks broadly declined…
The Nasdaq-100 will add five companies focused on AI infrastructure and space technology, including Rocket Lab and Astera Labs, on June 22. This rebalancing replaces underperforming firms with high-g…
Google's new TurboQuant AI algorithm reduces memory needs, spurring concerns over future memory chip demand and causing stocks to slide despite potential long-term use growth.
Meta reduces workforce amid restructuring to focus spending on AI infrastructure and talent, signaling strategic shift away from Reality Labs toward AI growth.
Meta restricts Horizon Worlds access on Quest headsets, signaling a strategic pullback from the Metaverse starting June 15.
Meta will disable updates and access to Horizon Worlds on Quest headsets starting June 15, likely impacting user engagement negatively.
Nvidia's upcoming Q4 earnings forecast massive AI-driven revenue growth, potentially boosting NVDA stock but pressuring software companies as budgets shift from SaaS to AI hardware.
Meta cuts annual stock options by 5% to fund substantial AI investments under CEO Mark Zuckerberg's leadership.
Fund managers grow bearish on U.S. tech giants like Google and Meta due to rising AI-related capital expenditure costs, favoring European equities and sectors benefiting from AI supply chain inflatio…
Meta cuts 10% of its VR workforce to refocus on AI initiatives, delaying some VR product rollouts while investing $70 billion in AI infrastructure and talent through 2024 and beyond.
Market leadership is shifting towards value and small-cap stocks despite tech's past dominance, with Apple showing only marginal gains amid broader diversification and geopolitical tensions sparked b…
Meta regained its position as the sixth-largest US company by market cap after Broadcom's stock plunged. Despite recent investor concerns over AI and metaverse spending, optimism remains about Meta's…
Meta plans up to 30% budget cuts for its metaverse division while reallocating resources to AI and smart wearables, reflecting a strategic pivot toward AI-driven growth amid slow metaverse adoption.
Meta's shares rose 3.4% after announcing a 30% cut in metaverse spending, shifting focus to AI-driven wearables with better market potential and profitability prospects.
Meta plans to cut up to 30% of its metaverse budget, reallocating funds to AI and advertising initiatives, driving investor optimism amid its $29 billion bond issuance for AI projects.
Meta plans to cut metaverse spending by 30%, focusing instead on virtual reality glasses and AI, reflecting a strategic shift and positive investor reaction with shares rising 3.4%.
Meta Platforms plans to cut up to 30% of its metaverse budget amid a broader 10% company-wide reduction, signaling a shift towards AI investments and away from virtual world development.
Meta Platforms plans to cut up to 30% of its metaverse budget, signaling a shift towards AI investment and cost reduction, boosting shares by over 4%.
Google’s successful Gemini 3 TPU launch challenges Nvidia’s GPU dominance in AI hardware, prompting analysts to foresee a shift favoring Alphabet’s TPU ecosystem over Nvidia’s market share.