Nasdaq 100 Marks Fresh Records, Intel Jumps 23% On AI Chip Mania: Stock Market Today

Nasdaq 100 hit a fresh record as Intel surged 23% on a blowout quarter, while Charter Communications cratered and WTI sank 2% on Iran talks.

Intel, Micron, AMD: 5 Dot-Com-Era Red Flags Just Reappeared In The Market

Five semiconductor signals just fired together for the first time since the dot-com bubble. Every stock on the list is already above consensus targets.

Is Intel The Next Nvidia As Agentic AI Increases CPU Demand; Oil Storage Crunch May Force Iran To Strike Deal

Increased CPU Demand

Meta Goes All-In On Amazon's Beast Chips

Amazon (AMZN) shares hit new highs as Meta expands its AWS Graviton partnership. See the latest stock analysis and earnings preview.

Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

What's Going On With Broadcom Stock Friday?

With high demand for chips and software, see why analysts remain optimistic about Broadcom's strategic position in the AI sector.

AI Did What Trump's Tariffs Didn't: Revive US Manufacturing

U.S. manufacturing PMI hit 54 in April, a 47-month high. AI capex, not Trump tariffs, is doing the heavy lifting — and Wall Street is betting on more.

Meta Partners With AWS on Graviton Chips to Power Agentic AI

https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/

'Meta Tells Staff It Will Cut 10% of Jobs in Push for Efficiency' - Bloomberg News

https://www.bloomberg.com/news/articles/2026-04-23/meta-tells-staff-it-will-cut-10-of-jobs-in-push-for-efficiency

Why Are Unity Software Shares Sliding On Thursday?

Unity Software Inc (NYSE: U) drops. more than 4% Thursday. Read how IBM and ServiceNow earnings are fueling AI anxiety and dragging down the SaaS sector.

Guggenheim Reiterates Buy on Meta Platforms, Maintains $850 Price Target

Guggenheim analyst Michael Morris reiterates Meta Platforms (NASDAQ:META) with a Buy and maintains $850 price target.

Josh Hawley Urges GOP To Stop Being 'Property Of Big Tech,' Reject Funding From Pro-AI Groups: 'There Will Be A Political Cost'

Sen. Josh Hawley urges GOP to reject pro-AI donations, warning Big Tech influence risks weak regulation and political fallout.

Order Flows Show Continued Strength In Technology and Semiconductor Sectors

EXCLUSIVE: Ross Gerber Says Apple's New CEO Should Partner With This Tech Giant – 'It's A Perfect Matchup'

Ross Gerber likes Apple's new CEO John Ternus. Here's what he hopes the new CEO focuses on in the short term.

ARM Stock Hits All-Time High: What's Really Driving Wednesday's Surge?

ARM stock hits record highs Wednesday following Rene Haas's appointment as CEO of SoftBank Group International.

Market Cheers Ceasefire Oblivious To Iran Hardliners Winning Power Struggle

Extremely Positive Sentiment

UPDATE: Meta Introduces Live Chats on Threads

https://about.fb.com/news/2026/04/threads-live-chats/

'Threads Introduces 'Live Chats' For Following Live Events' - Engadget

https://www.engadget.com/social-media/threads-introduces-live-chats-for-following-live-events-170007658.html

EssilorLuxottica CFO Says April Revenue Trend Was Ballpark Aligned With First Quarter; Smartglasses Contribution To Q1 Revenue Growth Was Mid-Single-Digit At Constant Currencies; Middle East

- Reuters

Trump Says He's A 'Big Fan' Of Tim Cook And Apple Wouldn't Have Reached The Same Heights Under Steve Jobs: 'He Makes These Calls To Me…'

Donald Trump said Tim Cook personally appealed to him for help during his presidency, claiming he assisted Apple in multiple occasions.

Meta Platforms Breaking Ground On $1B First Data Center In Oklahoma

https://about.fb.com/news/2026/04/breaking-ground-new-ai-optimized-data-center-tulsa-oklahoma/

'Meta Breaks Ground On Over $1B Data Center In Oklahoma's Tulsa' - Reuters News

Meta Platforms ‌said on ​Tuesday ​it has begun construction on a new data center in Tulsa, Oklahoma, a project valued at more than $1 ‌billion, as the Facebook-parent races to build AI infrastructure for ⁠securing

UBS Maintains Buy on Meta Platforms, Raises Price Target to $908

UBS analyst Stephen Ju maintains Meta Platforms (NASDAQ:META) with a Buy and raises the price target from $872 to $908.

'Meta To Install Tracking Software On U.S. Employee Computers To Capture Workflow Data For AI Training; Meta Tracking Tool To Capture Mouse Movements, Keystrokes And Snapshots Of What Employe

Meta META.O is installing new tracking software on U.S.-based employees' computers to capture mouse movements, clicks and keystrokes for use in training its artificial-intelligence models, part of a broad initiative to

Sorry, Microsoft: Google Just Put The 'Golden Handcuffs' On Geothermal Leader Fervo

Inside the Fervo Energy IPO S-1: Why Google's "non-binding" 3GW agreement is actually a massive competitive moat.

Stripe And Paradigm's Tempo Blockchain Valued At $5B Lands DoorDash Partnership

Tempo and DoorDash launch stablecoin payments in 40+ countries, expanding real-world crypto payouts and global merchant flows.

Investors Convinced Of Iran Deal But Oblivious To Power Struggle; New Apple Opportunity; Amazon Deeper In AI

Power Struggle In Iran

This House of Representative Just Bought Up To $15K In Taiwan Semiconductor Stock

Apple's 'New Sheriff' Could End Anti‑M&A Era And Go Full AI Offensive: Dan Ives

With John Ternus taking over as Apple CEO, Dan Ives predicts a "New Sheriff" who will pivot to an AI offensive and aggressive M&A strategy.

Citizens Reiterates Market Outperform on Meta Platforms, Maintains $900 Price Target

Citizens analyst Andrew Boone reiterates Meta Platforms (NASDAQ:META) with a Market Outperform and maintains $900 price target.

Broadcom, Capital One, Alibaba And An Energy Stock On CNBC's 'Final Trades'

Broadcom shares fell 1.7% to settle at $399.63 during the session while Alibaba shares slipped 0.6% to settle at $140.17.

Stock Market Today: S&P 500 Pulls Back From Records As Oil Jumps 6% On Hormuz Tensions

Crude oil spikes 6% and Brent tops $95 after a turbulent weekend renewed U.S.-Iran tensions, pulling Wall Street back from last week's record highs.

Semiconductors Look Dangerously Overheated After Massive Run: Analyst

After a 13-day NASDAQ rally, BTIG's Jonathan Krinsky analyzes market risks and shares where to find better risk-reward opportunities today.

Ad Dollars And AI: Meta's Massive Infrastructure Bet Could Fuel 2026 Surge

BofA Securities analyst Justin Post projects a Q1 beat for Meta (META), raising the revenue bar while lowering the price target to $820. Discover why "Muse Spark" and expense discipline are key.

FOMO Trumps Strait Closure, And Warsh's Logic For Rate Cuts

Fear Of Missing Out

Broadcom–Meta AI Deal Signals Shift To 'Contracted' Chip Growth—What It Means For ETFs

The era of the “wild west” semiconductor cycle might be coming to a close, replaced by a more buttoned-down, predictable corporate landscape. What is causing this change?

The Meta-Broadcom AI Chip Deal: A Shift From Nvidia Dependence, Not Displacement

Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

Why Is Oklo Stock Sliding On Monday?

OKLO stock slides Monday as traders take profits. Explore how CEO Jacob DeWitte's space-nuclear vision impacted recent price action for Oklo Inc.

Meta Platforms, CBRE Collaborate Over Multi-Year Program To Recruit, Train Fiber Technicians To Develop Meta Data Centers In U.S.

Meta Platforms, Inc. and CBRE, a commercial real estate and critical infrastructure services firm with end-to-end data center services, announced LevelUp – a multiyear program to recruit and train thousands of fiber

B of A Securities Maintains Buy on Meta Platforms, Lowers Price Target to $820

B of A Securities analyst Justin Post maintains Meta Platforms (NASDAQ:META) with a Buy and lowers the price target from $885 to $820.

Exclusive: Tesla's HW3-Equipped Cars 'Legally Blind' In California By DMV Definition, Says Dan O'Dowd—Slams Elon Musk's 'Silicon Valley' Approach

Dan O'Dowd, founder of The Dawn Project, has shared several concerns with Tesla's Full Self-Driving system, deeming it to be unsafe.

$800 Billion AI Spending Drives Rally As Valuations Turn 'A Little Rich'

Market rally update: SC Marwar's Sid Choraria explains why AI investments and profit growth are leading the way, despite valuation concerns.

Andrew Left Expresses Belief In The System As He Prepares To Go To Trial, Citron Founder Says Stock Manipulation Charges Are 'Bewildering'

Activist short seller Andrew Left is heading to trial on securities fraud charges tied to alleged stock manipulation, denying wrongdoing and insisting his trading practices were lawful as he faces a potential 25-year prison sentence.

Google Teams Up With Marvell Technology To Build New AI Chips, Invests Heavily In TPU Strategy Amid Nvidia Dominance: Report

Alphabet Inc. is reportedly partnering with Marvell Technology to develop new AI chips, including a memory unit and next-gen TPU.

When Will Meta Begin Layoffs? Report Outlines Details Of 8,000 Cuts Amid AI Focus

Meta is cutting about 8,000 jobs while shifting focus toward AI-driven operations and long-term efficiency.

'Meta Plans To Carry Out First Wave Of Companywide Layoffs On May 20; Meta's May 20 Layoffs Expected To Hit About 10% Of Total Workforce; Meta Is Planning Additional Firm-Wide Cuts Later In 2

First wave to cut about 10% of Meta's workforce, sources tell Reuters Further layoffs planned for later in 2026, details not finalized Layoffs linked to AI-driven efficiency push, mirroring broader tech-sector trends

Aggressive Buying As Hormuz Strait Opens; Trump Says Inflation Is Fake

Strait Of Hormuz Open

AMD Stock Is In Blue Sky Territory — Charts Say Don't Chase It

AMD stock traded near $278 on Friday, capping a vertical run that's added more than 30% year-to-date. 

Nasdaq 100 Eyes Historic Daily Win Streak: When Could All-Time Record Be Broken?

The Nasdaq 100 hit 12 straight days of gains. Here's a look at the all-time record and what past 12-day win streaks have meant for the market.

Watch Out for Q2: Evercore Analyst Warns Ad Budget Cuts Could Mute Tech Earnings

Mark Mahaney of Evercore ISI identifies Amazon and Meta as "dislocated high-quality" picks but warns of a muted Q2 as companies trim ad budgets.

AMD Eyes New Highs As Meta, OpenAI Fuel Massive 2026 Chip Surge

Wolfe Research maintains an "Outperform" rating on AMD as Meta and OpenAI drive massive server chip demand.

These 10 Stocks Rose Over 40% Since Trump's Ceasefire Claims: One Hasn't Done This Since 2005

These stocks won big: AMD logged its longest win streak since 2005. Bloom Energy hit a record high. SanDisk surged 60%.

Economist Slams Musk's Universal High Income Plan To Combat AI Job Losses As Fiscally Reckless— 'He Is So Wrong..'

Musk's AI-driven wealth vision faces Sanyal's fiscal and inflation rebuttal amid global economic uncertainty.

Oklo CEO Says Nuclear Powers Everything 'That's Cool In Space'

Oklo CEO Jacob DeWitte says nuclear energy will be needed for survival and all space operations once missions move beyond low Earth orbit. 

Employment 'Apocalypse' Fears Are Overblown, Scale AI CEO Says

Scale AI CEO Jason Droege said that some CEOs are using AI as a justification for business cuts they would have made anyway. 

AMD Rips Higher As TSMC's Blowout Guide Lights Up The Stock

AMD stock is ripping higher following TSMC's blowout report and a price target raise from Bernstein.

What's Ahead As Massive Short Squeeze Drives Market to New Highs - Semis Are a Tell

Watch Semiconductors

Corning Stock Is Sliding Today: What's Behind The Drop?

Corning Inc (NYSE:GLW) shares slipped on Thursday. J.P. Morgan cut its rating on the stock, arguing that the recent rally has pushed the valuation too far.

Wall Street Hits New Records, Oil Surges On Hormuz Toll Drama: What's Moving Markets Thursday?

The S&P 500 and the Nasdaq 100 updated records on Thursday as President Donald Trump announced an Israel-Lebanon ceasefire.

Nasdaq 100 Eyes Best 12-Day Run Since 2009 – Why 'FOMOOP' Is Driving This Rally

The Nasdaq 100 is on track for its 12th consecutive winning session, up 14.5% over the streak — a run that has occurred only seven times since 1985 and not since July 2009.

Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

'Meta Raises Prices of Quest VR Headsets on Growing Memory Costs'- Bloomberg

https://www.bloomberg.com/news/articles/2026-04-16/meta-hikes-prices-of-quest-3s-quest-3-vr-headsets-on-rising-memory-costs

Anthropic Amplifies London Presence Days After OpenAI's UK Expansion

Anthropic plans a major London expansion with a new Knowledge Quarter office for 800 staff, strengthening its AI presence.

Stock Market Today: Futures Climb After Record Day For S&P 500, Nasdaq On Growing Hopes Of Iran Deal— Allbirds, TSMC, PepsiCo In Focus (UPDATED)

(Editor’s note: The future prices of benchmark tracking ETFs, the economic data and the headline were updated in the story.)

CoreWeave's April Shockwave — Meta, Anthropic, Jane Street All Say Yes

Meta, Anthropic, and Jane Street strike major deals with CoreWeave, signaling a surge in demand for high-performance AI compute.

TD Cowen Reiterates Buy on Meta Platforms, Maintains $820 Price Target

TD Cowen analyst John Blackledge reiterates Meta Platforms (NASDAQ:META) with a Buy and maintains $820 price target.

AMD Anchors France's AI Strategy With Exascale Supercomputer Partnership

AMD (AMD) signs a landmark AI partnership with the French government and secures a multi-billion dollar Meta deal. Analysts raise targets as the stock holds near 52-week highs.

Tech Leads, Dow Lags As Oil Holds Near $92: What's Moving Markets Wednesday?

U.S. stocks were mixed at midday Wednesday as tech stocks rallied while industrials dragged the Dow lower. Oil held above $90 and yields ticked higher, reflecting lingering geopolitical risk.

Avoid The Classic Investor Mistake As Trump Says Iran War Is 'Close to Over'

Ahead Of The Curve

Broadcom Jumps As Meta Partnership Signals Multi-Gigawatt AI Buildout

Broadcom stock rallies after partnership with Meta to support MTIA compute chips. Analyst bullish about 12-month stock performance.

Live On CNBC, Bill Baruch Announces Bought More Microsoft; Bought More ServiceNow; Bought More Meta Platforms; Bought More Tesla

Amazon, Meta Are 'Dislocated High Quality' Bargains: Analyst

Ad budgets tighten into Q2, warns Evercore's Mahaney, but Amazon and Meta remain undervalued with major AI-driven upside.

32% TSMC Spending Surge: Massive AI Wave Heading Straight For ASML

Tech expert Ben Barringer reveals why ASML (ASML) investors are shifting focus to a massive 2027 breakout, fueled by TSMC's 32% spending hike and "inelastic" AI demand.

"Meta Reorganizes Reality Labs To 'Execute Faster'" - The Information Exclusive

https://www.theinformation.com/briefings/exclusive-meta-reorganizes-reality-labs-execute-faster

'Meta Threatened With EU Restrictions Over WhatsApp AI Concerns'- Bloomberg

https://www.bloomberg.com/news/articles/2026-04-15/meta-threatened-with-eu-restrictions-over-whatsapp-ai-concerns

US Utility Spending To Hit $1.4 Trillion By 2030 As AI, Data Centers Drive Demand— Rate Hikes Ahead?

Nonprofit group says U.S. utility capex projections jump 21% to $1.4 trillion by 2030, signaling potential future electricity rate hikes.

Data Center Boom Might Be A New Inflation Variable For The Fed

AI is no longer just a tech trade. From copper to utilities, see how massive capex from Meta and Google is reshaping the global macro outlook.

CoreWeave Stock Rises As Meta Expands $21 Billion Agreement And Anthropic Adds AI Workloads, Driving Sharp Momentum Surge

CoreWeave surged as AI infrastructure score jumped, boosted by $21B Meta deal and Anthropic contract, signaling strong AI demand.

OpenAI's Greg Brockman Envisions 'Compute-Powered Economy' As AI Transforms Work, Entrepreneurship

OpenAI co-founder Greg Brockman said the world is shifting to a compute-powered economy, where AI reduces friction.

Stock Market Today: S&P 500, Nasdaq Futures Gain As Trump Fuels De-Escalation Hopes—ASML Holding, Gitlab, Broadcom In Focus

U.S. stocks fluctuated on Wednesday, following Tuesday’s rally. Futures of the major benchmark indices were mixed.

Broadcom Wins Big, But AI Infrastructure Is 'Real Winner' Of Meta Deal, Says Daniel Newman

Daniel Newman calls AI infrastructure the "real winner" of the Meta-Broadcom AI chip deal, noting this cycle is "not zero sum."

Meta, Broadcom, IonQ, D-Wave Quantum And Robinhood: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks closed higher on Tuesday, with the Dow Jones Industrial Average climbing 0.66% to 48,535.99, the S&P 500 advancing 1.18% to 6,967.38, and the Nasdaq jumping 1.96% to 23,639.08. These are the top stocks that gained the attention of retail traders and investors through the day:

Meta, Broadcom Extend Multi-Year AI Chip Partnership, Stocks Climb

Broadcom and Meta announce expanded multi-year partnership. See the stock moves here.

Broadcom And Meta Announce A Multi-Year, Multi-Generation Strategic Partnership To Support Meta's Rapidly Scaling Artificial Intelligence Compute Infrastructure; Meta And Broadcom To Collabo

Meta is partnering with Broadcom to rollout industry's first 2nm AI compute accelerator; foundation for sustained multi-year infrastructure rollout.Over the next three years, the companies are collaborating on next

'Meta AI Infrastructure Executive Departs'- The Information

https://www.theinformation.com/briefings/exclusive-meta-ai-infrastructure-executive-departs

EXCLUSIVE: Perplexity Calls Web Search 'Primitive'—And Says AI Disruption Was 'Obvious'

Perplexity calls traditional web search "primitive," says AI disruption was "obvious," signaling major shift in user interaction with search.

'Big Short' Legend Steve Eisman Says Buying Software Stocks Is 'Just Like Catching A Falling Knife'

Steve Eisman compares the software selloff to the 2008 financial crisis as Salesforce, ServiceNow, and Adobe trade at historic low valuations.

Zuckerberg Is Dangerously Close To Cracking Google's Money Machine

Meta could surpass Google in ad revenue by 2026 as faster growth and AI-driven ads reshape the digital advertising race.

Trump Comment Triggers Massive Short Squeeze - Market Deep Into Resistance Zone; JPMorgan Warns Of Risks

Massive Short Squeeze

CoreWeave, Nebius Get Fresh Upside Calls As BofA Bets Bigger On AI Compute Boom

Analyst raises PT for CoreWeave and Nebius reflecting CoreWeave's new contracts with Meta, Anthropic, and Nebius' deals with Meta, Microsoft.

ION Video Confirms Substantive Discussions With Meta And Alphabet Following February 2026 Relaunch Amid Cross-Industry Engagement

Elon Musk Once Called Instagram A 'Thirst Trap,' Deleted His Account: Billionaire Could Be Back To Promote SpaceX IPO

Elon Musk has been critical of Instagram in the past. Is the billionaire ready to post on Instagram and TikTok more?

Bill Ackman Tells Robinhood's Tenev Best Businesses In The World Are At 'Some Of The Lowest Valuations In Their History'

Bill Ackman tells Robinhood's Vlad Tenev he'll deploy billions within weeks as Pershing Square USA launches its $10B IPO on the NYSE.

US-Iran Attrition Game Begins - What Investors Need to Know; Consumer Sentiment Hits 74-Year Low

Game Of Attrition

SaaS Stocks Try To Recover — 'Software Empire Strikes Back'

SaaS stocks are trying to stage a modest rebound after a rough stretch. Jim Cramer said the "software empire" attempts to strike back.

$1000 Invested In Meta Platforms 10 Years Ago Would Be Worth This Much Today

Stifel Maintains Buy on Meta Platforms, Lowers Price Target to $805

Stifel analyst Mark Kelley maintains Meta Platforms (NASDAQ:META) with a Buy and lowers the price target from $820 to $805.

Reported April 11: Philippines Orders Meta Platforms To Curb Spread Of False Content On Platform

https://pco.gov.ph/news_releases/govt-orders-meta-platforms-inc-to-curb-all-fake-news-warns-of-legal-action/

SK Hynix Steps Up Hiring To Weaponize AI Memory Crunch

SK Hynix boosts hiring and capacity to ride AI memory boom as shortages lift prices and drive strong demand across data centers.

Aaron Levie Says Enterprise AI Is Shifting From Chatbots To Agents, Warns 'We're Moving From Chat Era...'

Aaron Levie says enterprise AI is shifting from chatbots to autonomous agents executing real work, but adoption barriers.

Facebook 'Engineer' Says He's 'Done With Tech' — SPAC King Chamath Palihapitiya Says High Pay No Longer Means Real Security

A post allegedly from a Meta engineer and comments from Chamath Palihapitiya highlight rising tech job anxiety.

Saudi Arabia's East-West Pipeline Back at Full Steam After Iran Disruptions

Saudi Arabia announced on Sunday that its East-West pipeline has been fully restored to its peak throughput of roughly 7 million barrels daily, following damage inflicted on its energy infrastructure during the ongoing conflict with Iran.

Intel, Nebius, And Applied Optoelectronics Are Among the Top 10 Large-Cap Gainers Last Week (April 6-April 10): Are the Others in Your Portfolio?

AI-driven data center demand, deal momentum, and short squeezes fueled sharp weekly gains across tech and infrastructure stocks, led by Avis, Applied Optoelectronics, Nebius, and Intel.

Consumer Tech News (Apr 6-Aug 10): Tesla China Sales Drop, CoreWeave Grabs AI Deal With Meta and Anthropic & More

CoreWeave expands AI cloud leadership with new Anthropic and Meta agreements while simultaneously advancing multi-billion-dollar debt offerings to fund infrastructure growth.

Mark Zuckerberg Once Told An Anecdote About John F. Kennedy And A NASA Janitor To Showcase How We Are 'Part Of Something Bigger Than Ourselves'

Zuckerberg's 2017 Harvard commencement speech urged finding purpose in contributing to a larger cause, citing JFK's famous NASA visit story.

Amazon, Meta, Levi Strauss And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Retail investors talked up five hot stocks this week (April 6 to April 10) on X and Reddit's r/WallStreetBets: AMZN, META, LEVI, PLTR, TSLA.

IBM Pays $17 Million To Settle DEI Allegations In DOJ's First False Claims Act Win

IBM agrees to pay $17 million to settle federal allegations related to DEI hiring practices, marking the first resolution under the DOJ's Civil Rights Fraud Initiative.

Nvidia CEO Jensen Huang Says 'Move To California' Even As Billionaires Look To Flee State's Proposed Wealth Tax

Nvidia CEO Jensen Huang urges people to move to California despite high taxes, amid debate over a proposed billionaire tax and wealthy residents leaving the state.

This Viral Bagel Chain Could Be Worth $300 Million After Tiger Global's Bet

Tiger Global has reportedly backed viral PopUp Bagels, valuing the fast-growing chain at $300 million after a rapid fivefold surge.

ServiceNow Stock Craters 19% In Week's Worst S&P 500 Showing

ServiceNow stock is on track for its worst week in a decade, tumbling 19% as the S&P 500's worst performer over the period. 

Google's Gemini, Anthropic's Claude Siphon Market Share From ChatGPT: Analyst

BNP Paribas analyst Nick Jones reveals Google Gemini and Claude are gaining ground on ChatGPT. Discover why Amazon's $200B AI spend is considered a "necessary" win for AWS.

Mythos AI Fears; Energy-Driven High Inflation Data; Markets Bet On An Iranian Off-Ramp

9 Communication Services Stocks Whale Activity In Today's Session

Meta's AI Outlook Brightens With Muse Spark Release

Meta's Latest $21 Billion Move Could Help De-Risk CoreWeave's Growth: Analyst

CoreWeave (CRWV) lands $21B Meta expansion for AI inference. JPMorgan eyes revenue tailwinds but warns of macro volatility and power risks.

CoreWeave Stock's Momentum Score Spikes As $21 Billion Meta Deal Ignites Rally

CoreWeave (CRWV) momentum score spikes as a $21B Meta deal and new debt milestone fuel a massive rally. Citizens forecasts up to 96% upside.

CoreWeave Locks In Multi-Year Anthropic Deal

CoreWeave (CRWV) surges on multi-year AI deals with Anthropic & a $21 billion Meta partnership. Explore the latest here.

Snap, Qualcomm Ink Multi-Year Deal To Power Future AR 'Specs'

Snap's Specs & Qualcomm partner to power next-gen AR glasses with Snapdragon XR chips. A massive leap for wearable spatial computing.

The 'Mag 7' Just Became The 'Lag 7': Analyst

Craig Johnson sees a "bullish market with a lowercase b." Learn why Piper Sandler predicts a modest 5% upside and a rotation out of big tech.

SpaceX Advances Texas Chip Plant, Eyes Production By End Of 2026: Report

SpaceX targets late 2026 for chip production at its $280M Bastrop, Texas plant. The move to in-house RF chip packaging follows a broader industry trend toward supply chain independence.

Beyond Chatbots: Alibaba's $290 Million Push For Real-World AI Begins

Alibaba (BABA) pivots to "world models," investing $290M in ShengShu to bridge AI with robotics and autonomous driving. Read the full update.

Anthropic Eyes Custom AI Chips Amid Global Shortage As Claude Demand Surges Past $30 Billion Run Rate: Report

Anthropic is reportedly exploring building its own AI chips amid a global shortage and surging demand for its Claude models.

Elon Musk Says 'Can't Trust WhatsApp' While Pavel Durov Calls Its Encryption 'Biggest Consumer Fraud' — Platform Calls Claims 'Absurd'

Elon Musk and Pavel Durov publicly criticized WhatsApp over privacy concerns tied to a lawsuit alleging backdoor access to messages.

'Meta Reassigns Engineers to Improve AI Models' - The Information

https://www.theinformation.com/briefings/exclusive-meta-reassigns-engineers-improve-ai-models

AI Can Code, But It Can't Bet: Why Top Models Are Going Broke On Sports Markets

New research shows frontier AI models can't beat a football betting market, with implications for Citrini scenario odds on Kalshi and AI bubble contracts on Polymarket.

SaaS Stock Meltdown: ServiceNow, Salesforce, Cloudflare, Snowflake Hit Hard

SaaS stocks fall again after fresh model releases from Anthropic and Meta that reignited AI replacement fears.

Smart Money Watching Volume Divergence At Key Resistance – Exhaustion Trap or Springboard?

Meta's Spark Targets ChatGPT, Gemini — With 3.5 Billion Users In Play

Meta launches Spark to take on ChatGPT and Gemini. With 3.5B users, distribution—not model quality—could decide the AI race.

CoreWeave Lands Massive $21 Billion Meta Deal

CoreWeave (CRWV) shares jump on a massive $21B AI cloud deal with Meta Platforms and plans for $4.25B in new debt offerings. Read more.

Bitmine Joins NYSE With $4 Billion Buyback But Stock Slips 2% On Debut Day

Bitmine debuts on the NYSE and expands its buyback to $4B, holding 4.8M ETH worth $10B as shares slip 2% on opening day.

Why Are Shares Of Meta Rising Today?

Shares of Meta Platforms are trading higher Thursday, just a day after the company launched a new AI model from its Superintelligence Labs.

Meta Ditches Llama, Analyst Expects Muse Spark To Revamp AI Roadmap

Meta Platforms launches Muse Spark as first step in new LLM rolout. Analyst maintains Buy rating and $885 price target.

CoreWeave Stock Rips 30% From Lows On Meta Deal— Cathie Wood Up $500K In Days

CoreWeave stock jumps 30% from lows as Cathie Wood's early buys turn into $500K gains in days. Momentum, not just news, is driving CRWV.

Texas Instruments To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Thursday

Top analysts change outlook on top names, like AA, SSSS, TXN, HQY, LUCD, RPM, PAR, ASRT. Morgan Stanley raised AA target, Ascendiant raised LUCD.

OpenAI Reportedly Eyes $100 Billion Ad Empire By 2030 And Plans Limited Rollout of New Cybersecurity Model

OpenAI projects ad revenue soaring from $2.5 billion in 2026 to $100 billion by 2030, driven by rapid growth, according to a report.

Keybanc Maintains Overweight on Meta Platforms, Lowers Price Target to $760

Keybanc analyst Justin Patterson maintains Meta Platforms (NASDAQ:META) with a Overweight and lowers the price target from $855 to $760.

'Meta Removes Ads For Social Media Addiction Litigation' - Axios

https://www.axios.com/2026/04/09/meta-social-media-addiction-ads

What's Going On With Corning Stock Thursday?

Corning stock climbs amid Meta AI infrastructure expansion, signaling strong momentum above key resistance levels.

Rosenblatt Maintains Buy on Meta Platforms, Lowers Price Target to $1015

Rosenblatt analyst Barton Crockett maintains Meta Platforms (NASDAQ:META) with a Buy and lowers the price target from $1144 to $1015.

Leidos, Goldman Sachs, Corning And More On CNBC's 'Final Trades'

Leidos shares gained 1.1% to close at $160.64 on Wednesday, while Goldman Sachs shares jumped 4.8% to settle at $905.75 during the session.

CoreWeave And Meta Agree on $21B Expansion Of AI Infrastructure Agreement, Using AI Cloud Platform To Scale Inference Workloads

Expanded, long-term agreement with Meta Platforms, Inc. to provide AI cloud capacity through December 2032 for approximately $21 billion. With this deal, the two companies are continuing their existing relationship,

Is A Market Turn Coming? Kobeissi Letter Spots Ominous Drop In Billionaire-Favored Stocks

Kobeissi Letter highlights billionaire stock underperformance, S&P 500 rebound potential, mega-cap tech gains, and market reaction to Iran ceasefire.

Elon Musk's SpaceX Is Building The World's Only 'Sovereign AI' And Gene Munster Says Google, OpenAI Can't Match Its Full Stack

Gene Munster says SpaceX is building the world's only "sovereign AI" by controlling chips, models, data and distribution end-to-end.

Instagram Updates Teen Accounts With Movie-Inspired 13+ Content Ratings, Blocks Mature Search Terms And Launches Stricter Limited Content Setting For Parents

Instagram is expanding its revamped Teen Accounts, inspired by 13+ movie ratings criteria and parent feedback.Our goal is for teens to see content that's similar to what they'd see in an age-appropriate movie, by

Meta Bets Big On Superintelligence With Muse Spark Launch— Analyst Sees 'Significant' Monetization Potential

Meta launches Muse Spark AI, its first major model built in 9 months, signaling faster development and a new push into AI innovation.

Unity Shares Rise After Deepening Alliance With Meta In VR Push

Unity Software and Meta extend their multi-year partnership to streamline development for next-gen VR apps and immersive experiences.

Deploy Cash And Reduce Hedges; Spectacular Rally Leads Market To Resistance Zone; Inflation Data Ahead

Iran Ceasefire Sends Stocks To 1-Month High, Crude Down 15%: What's Moving Markets Wednesday?

U.S. stocks surged to one-month highs on Wednesday as a temporary ceasefire between the U.S.

Meta Launches Muse Spark To Power Its AI And Support New Features Across Instagram, Facebook and Threads

https://about.fb.com/news/2026/04/introducing-muse-spark-meta-superintelligence-labs-first-model-built-to-prioritize-people/

Meta Pullback Is A Buying Opportunity Ahead Of Earnings: Analyst

Meta Q1 2026 Preview: BNP Paribas projects 33% revenue growth and $7+ EPS. See why analysts predict a 66% upside despite AI spending.

Mag 7 Stocks Melt Up After Ceasefire—Wall Street Cheers Truce as Mega Caps Rally

Mag 7 stocks, including Meta, Tesla and Apple, rally as the US-Iran ceasefire lowers oil prices and bond yields.

Google's AI Ad Machine Rewrites Search Rules As Brands See Up To 80% Revenue Boost: 'Not Some Zero-Sum Game'

Google's AI ad tools like AI Max and Performance Max boost brand results, while AI-mode ads offer insights for retailers.

Unity, Meta Platforms Extend Partnership Over Virtual Reality Platform

https://unity.com/news/unity-and-meta-extend-multi-year-partnership

Markets Party On Trump's Ceasefire — But For How Long?

U.S. stocks surge after Trump pauses Iran strikes as tech and chip stocks rally and oil prices plunge on easing tensions

Amazon AI Capex Concerns 'Overdone,' Says Analyst—Urges Focus On These Two Metrics To Unlock 50% Upside

Amazon's AI capex backed by strong cloud demand and backlog growth, says analyst, urges focus on backlog-to-capex and revenue per employee.

Elon Musk Seeks Ouster Of OpenAI CEO Sam Altman, President Greg Brockman — ChatGPT Parent Calls It 'Nothing More Than A Harassment Campaign'

Elon Musk is seeking to remove Sam Altman and Greg Brockman from OpenAI leadership, while the company dismisses the lawsuit.

Meta Vs. SMCI: 1 AI Trade, 2 Risk Profiles

Meta typically sees controlled price action with modest moves, while SMCI prints wider intraday swings with brisk turnover.

Magnificent Seven Are Cracking – Goldman Sees A Tech Value Opportunity That Hasn't Existed Since the 1970s

Goldman Sachs says tech valuations hit 50-year lows vs. the market. Info Tech is set to drive 87% of S&P 500 EPS growth in Q1 2026.

Oil Surges To $115, Stocks Slide As Trump Deadline Looms: What's Moving Markets Tuesday?

Oil prices keep investors on the defensive. U.S. equities fell as WTI crude topped $115 on Trump's latest threat against Iran.

Broadcom TPU Deals Extend 'Multi-Year AI Supply Visibility': Analyst

Broadcom signs multi-year TPU agreements with Google and Anthropic, increasing long-term visibility and potential at other customers.

Bullish Stock Market Positioning Confronts 'A Whole Civilization Will Probably Die Tonight'

Microsoft Is Now The Biggest Deadweight On S&P 500 — And Exxon Is What Nvidia Used To Be

Microsoft is the single biggest drag on the S&P 500 this year and all of the Magnificent 7 stocks are deadweight on headline returns. 

Nvidia's Slurm Acquisition Sparks Fresh Fears Over Fairness In AI Chip Race: Report

Nvidia's acquisition of SchedMD has sparked concerns it could gain an unfair advantage in AI by influencing the widely used Slurm software.

Elon Musk's $100 Billion Lawsuit Could Cripple OpenAI's Nonprofit Mission, ChatGPT Parent Asks California, Delaware AGs To Investigate

On Monday, OpenAI asked regulators to investigate Elon Musk, warning his $100 billion lawsuit could cripple its nonprofit arm.

What's Going On With Meta Stock Today?

Meta Platforms shares are trading higher Monday as mega-cap tech rallied, with traders eyeing its $10 billion+ AI capex and El Paso expansion.

'Meta To Open Source Versions Of Its Next AI Models' - Axios

https://www.axios.com/2026/04/06/meta-open-source-ai-models

Ceasefire Hopium Keeps Stock Market Above Support Zone, Important Inflation Data Ahead

AST SpaceMobile VP Luiz Abud Writes On LinkedIn "Vinod Samarawickrama it was a pleasure to host you and the Meta team and i look forward to the collaboration."

https://www.linkedin.com/posts/vinod-samarawickrama-767bb273_space-satellites-satellites-ugcPost-7446904449618595841-H7Rl/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAVsG8sB0jB9hgiBte5N6TSaVVmACFZk4i8

Meta Halts Work With Mercor After Major Breach, While ChatGPT-Parent OpenAI Investigates Incident: Report

Meta has paused work with Mercor after a major breach linked to LiteLLM, while OpenAI investigates potential exposure.

Chinese Rival to Ray-Ban Meta, Rokid Ready to Storm US Market and Take on Tech Giants

Rokid, the Chinese AI glasses and augmented reality company, positioning itself as primary competitor to Ray-Ban Meta Platforms, Inc. (NASDAQ:META) glasses, is making a calculated move into America's most competitive tech arena

Mark Zuckerberg's Silence Could Be 'Surprisingly Disconcerting' When He Was Young: The Meta CEO Had 'No Concept Of Small Talk'

Mark Zuckerberg struggled with social skills, leading to awkwardness in early interactions. He later improved but still faces robot jokes.

Consumer Tech News (Mar 30-Apr 2): Tesla, Nio, XPeng Drive EV Growth, Apple iPhone 17, Meta Ray-Ban Launches & More

Microsoft, IBM, AMD, and Intel make key AI and semiconductor moves, including in-house model development, dual-architecture hardware, and full ownership of Fab 34.

OpenAI Reshuffles Leadership As Product Chief Simo Takes Medical Leave

OpenAI's product chief Fidji Simo takes medical leave for POTS as leadership shifts and executives adjust roles amid company growth and funding news.

Google Rival DuckDuckGo Roasts Jeff Bezos' Tall Beverly Hills Fence And Mark Zuckerberg's Multi-Million Dollar Property Spree

This week, DuckDuckGo criticized Jeff Bezos and Mark Zuckerberg for spending millions on personal privacy measures.

Mark Zuckerberg, Elon Musk Being Taxed Less Than An 'Average Nurse'? Jayapal, Elizabeth Warren Say Not Anymore

Rep. Pramila Jayapal (D-Wash.) criticized the tax rates of billionaires and expressed dissatisfaction with the current tax system. 

Meta's Ray-Ban Meta Smart Glasses Power Blind Runner's Marathon Bid, All Clarke Reynolds Has To Do Is Say 'Be My Eyes'

Blind U.K. artist Clarke Reynolds is set to run the Brighton Marathon using Ray-Ban Meta smart glasses and the Be My Eyes.

5 Communication Services Stocks With Whale Alerts In Today's Session

What's Going On With Arm Holdings Stock Thursday?

ARM stock slides as Middle East tensions spark a chip sector sell-off. See how geopolitical friction is impacting Nvidia, AMD, and more.

Wells Fargo Maintains Overweight on Meta Platforms, Lowers Price Target to $765

Wells Fargo analyst Ken Gawrelski maintains Meta Platforms (NASDAQ:META) with a Overweight and lowers the price target from $856 to $765.

Tech, Chip Stocks Slide As Trump's Iran Warning Rattles Markets

US tech and chip stocks slide as geopolitical tensions and surging oil prices trigger a broad market sell-off. Get the latest market updates.

Tech, Chip Stocks Slide As Trump's Iran Warning Rattles Markets

US tech and chip stocks slide as geopolitical tensions and surging oil prices trigger a broad market sell-off. Get the latest market updates.

Tech, Chip Stocks Slide As Trump's Iran Warning Rattles Markets

US tech and chip stocks slide as geopolitical tensions and surging oil prices trigger a broad market sell-off. Get the latest market updates.

Big Tech H-1B Filings Plunge As Amazon, Google, Meta And Microsoft Slash Jobs Amid Rising Immigration Costs

Big Tech H-1B filings fall sharply as Amazon, Google, Meta, and Microsoft cut jobs amid stricter U.S. visa rules and rising hiring costs.

Every Major Hyperscaler Is Moving To Arm — Here's Why It Matters

Arm (ARM) is set to dominate 90% of the AI server market by 2029 as Google, Amazon, and Meta ditch Intel, AMD in favor of custom silicon.

More Than 200 Child Advocacy Groups Urge YouTube To Ban AI 'Slop' From Kids Platform

Over 200 groups demand YouTube ban AI-generated kids' videos, warning low-quality "slop" harms young minds while profiting creators.

Perplexity AI Under Fire In Lawsuit Alleging Privacy Violations

A class action lawsuit was filed against Perplexity AI alleging that the AI chatbot shared users' personal information with Meta and Google.

Meta Shares Rise Nearly 3% After Key Trading Signal

A key trading signal flashed for Meta shares at a price of $576.90, after which META rose nearly 3% to an intraday high.

Elon Musk, Walmart Heirs See Q1 Wealth Gains: Bezos, Ellison, Zuckerberg & Others Hit By Stock Losses

The 10 richest billionaires are worth less after the first quarter of 2026 than they finished 2025 at. Here's a look at the winners and losers of Q1.

Magnificent Seven Stocks Not So Magnificent In 2026 — Apple Surprises, Microsoft Craters

The Magnificent Seven stocks were all down in the first quarter. A look at who was down the most and what's next for the rest of 2026.

Take Profits on Short Term Hedges, Market Euphoric – Tactical Win Is Strategically Problematic

Take Profits On Short Term Hedges

What's Behind The Bounce In Meta Stock?

Shares of Meta Platforms, Inc. (NASDAQ: META) are rising Wednesday as mega-cap tech participates in a broad risk-on session, with buyers rotating back into growth after recent weakness in the group.

Live On CNBC, Steve Weiss Announces Bought More Meta Platforms

What's Going On With Oracle Stock Wednesday?

Oracle Corp (ORCL) shares gain in premarket trading following news of major layoffs aimed at freeing up cash for AI infrastructure.

5 Stocks In The Spotlight From Wall Street's Most Accurate Analysts Last Month

US stocks up on Trump's Iran comments, but March saw losses. Benzinga's Analyst Ratings API offers data to predict market movements, see top analyst picks.

Marc Andreessen Says 'Every Large Company Is Overstaffed:' AI Layoffs Are Just An Excuse, Not Job Loss Reality

Marc Andreessen calls AI layoffs a farce, saying most big tech firms are overstaffed and using AI as an excuse for job cuts.

Will 2026 See More Tech Layoffs Than 2025? Here's What Prediction Market Is Saying

Oracle Corp and Meta Platforms are cutting job amid increase in AI usage, betting market predicts more in 2026.

Palantir, Tesla, Apple Top Iran Retaliation List: 'A US Company Will Be Destroyed'

Iran could target U.S. tech companies that have military contracts. Here's a list of 18 companies on Iran's list.

Oracle Slashes Workforce To Help Pay For AI Data Centers, Analysts Estimate 30,000 Cuts

Oracle has a solution to expand its AI capabilities: Fire thousands, borrow billions; Polymarket's AI Bubble contract climbs to 22%.

Tech Stocks Rise On Iran De-Escalation Hopes

Market sentiment lifts as Trump hints at de-escalation with Iran. U.S. tech and chip sectors jump 2-3% in a broad Tuesday recovery.

Oil Tumbles, Nasdaq 100 Jumps 3% As Iran Says It's Ready To Halt Hostilities: 10 Stocks Moving

WTI crude oil fell 2% after Iran's President signaled readiness to end war. Nasdaq QQQ surged 3.2% and VIX dropped 14.4%. Airlines and growth stocks led gains.

Trump Signals Iran Exit, S&P 500 Heads For Worst Month Since September 2022: What's Moving The Market On Tuesday?

U.S. stocks bounce sharply on Tuesday as lower Treasury yields and Trump's signals of a potential Iran deal lifted sentiment, with the S&P 500 gaining 1.8% and tech leading.

Meta Stock Jumps 4% After Steep Sell-Off

Meta Platforms Inc (NASDAQ:META) shares are climbing on Monday after the company rolled out its first AI glasses built specifically for prescription wearers.

Stock Market Generals Shot Before Trump Rescue Plan Of Not Opening Hormuz – Risk and Oil Underpriced

Meta Platforms Introduces First AI Glasses Built For Prescriptions

https://about.fb.com/news/2026/03/meta-ai-glasses-built-for-prescriptions/

Motion Picture Association, Meta Platforms Reach Consensus Over Meta's Use Trademarked PG-13 Film Rating In Connection With Instagram Teen Accounts

https://www.motionpictures.org/press/meta-agrees-to-mpas-limits-on-pg-13-references-for-instagram-teen-accounts/

Performance Comparison: Meta Platforms And Competitors In Interactive Media & Services Industry

Trump-Linked Super PAC Pledges $50 Million Boost For GOP Midterm Campaigns: Report

A super PAC closely associated with the Trump administration reportedly plans to invest over $50 million in voter turnout efforts.

Australia Flags Instagram, TikTok And Google For Potential Violations Of World's-First Under 16 Social Media Ban: 'Some May Not Be Doing Enough…'

Australia said on Monday it is investigating Meta, Snap, TikTok and Google for possible violations of its under-16 social media ban.

Eric Trump Unveils Father's Presidential Library In Miami, Calls It 'Lasting Testament To An Amazing Man'

Eric Trump unveils the Donald Trump Presidential Library in Miami, sharing exclusive first-look images and celebrating his father's legacy.

Senator Ditches Stocks In 2026 After 7 Months: Here's What He's Selling

A senator is selling stocks bought less than a year ago. Here's the list and a look at what he kept instead.

Meta Shares Rise 2% After Key Trading Signal

A key trading signal flashed for Meta shares at a price of $529, after which META rose as much as 2% to an intraday high.

Market Bounces From Low Band Of Support Zone - Deal Narrative Takes Hold — Risk Mispriced

Risk Mispriced

'Meta Starts Testing A Premium Subscription On Instagram' - TechCrunch

https://techcrunch.com/2026/03/30/meta-starts-testing-a-premium-subscription-on-instagram/

Morgan Stanley Maintains Overweight on Meta Platforms, Lowers Price Target to $775

Morgan Stanley analyst Brian Nowak maintains Meta Platforms (NASDAQ:META) with a Overweight and lowers the price target from $825 to $775.

Stocks Rise As Powell's Remarks Cool Rate Fears: What's Moving Markets Monday?

U.S. equity markets snap a five-week slide on Monday, bouncing off seven-month lows after President Trump discloses negotiations with a "new and more reasonable" Iranian regime.

Mark Zuckerberg Wealth Suffers Large Fall After Court Rulings: Meta Founder Worth $46 Billion Less In 2026

Meta Platforms stock is falling after recent legal rulings against the company. Mark Zuckerberg's net worth has also fallen and both could see more losses ahead.

Ackman Says Ignore The Bears: War Will End Well, As Trump Threatens To Obliterate Iran's Oil Wells And Kharg Island

Bill Ackman urges investors to buy quality stocks cheaply as Iran war rages, but Polymarket ceasefire odds, $115 oil and 39% recession probability on Kalshi tell a different story.

From Nvidia To Microsoft, Magnificent Seven Stocks Are In Ruins Except For One — Time To Buy The Dip?

Six of the Magnificent Seven stocks have entered bear market territory as Trump's Iran war crushes tech valuations.

AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals

Advanced Micro Devices' stock momentum hits 91.48. UBS predicts 54% upside to $310 for AMD, citing new GW-scale AI deals.

In-Depth Analysis: Meta Platforms Versus Competitors In Interactive Media & Services Industry

Mark Zuckerberg Praised Elon Musk's DOGE 'Progress' In 2025, Offered To Help: 'Anything Else I Can Do'

Court documents from 2025 have disclosed that Meta CEO Mark Zuckerberg offered his assistance to Elon Musk in relation to DOGE.

Nasdaq Dips Over 2%, Records Weekly Loss: Fear & Greed Index Remains In 'Extreme Fear' Zone

U.S. stocks fell on Friday, with the S&P 500 recording its fifth consecutive weekly decline. Fear & Greed Index showed an increase in fear.

Cathie Wood Calls New SpaceX Milestone 'Wild' After Elon Musk Touts 119 Satellites Delivered To Orbit At Once

Cathie Wood reacts to Elon Musk's SpaceX milestone, calling it "wild!" as attention builds around the company's expected IPO.

Meta Reportedly Plans To Expand Smart Glasses Push With New Prescription Ray-Ban Models, Targeting Billions Of Everyday Eyewear Users

Mark Zuckerberg-led Meta is set to launch two new prescription-focused Ray-Ban smart glasses next week. What you need to know.

Elon Musk's X Has More 'Daily Active Users' In This Country Than Any Other: Twitter Co-Founder Jack Dorsey Says That's Been True From 'Year 1'

Jack Dorsey said Japan has led engagement on X since its early days, as Nikita Bier highlighted the country's massive user activity.

Swiss Back Tougher Social Media Rules As Meta And Alphabet Found Negligent In Landmark US Case

A global push to curb social media's impact on children is intensifying as 94% of Swiss back stricter rules, governments considers ban.

Meta, Google's $6 Million Loss In Social Media Trial Has Far-Reaching Implications, Says Gary Black As Mag 7 Stocks Underperform SPX

According to Gary Black, all Mag 7 stocks, including Meta and Alphabet, have lagged behind the S&P 500 this year.

Consumer Tech News (March 23-27): Netflix & Sony Hikes Prices, OpenAI Flags Microsoft Dependency Risk & More

Apple launches 13-inch MacBook Neo priced at $599 ($499 for students). Netflix hikes all streaming plan prices, Sony raises PlayStation hardware prices, Semiconductor stocks gain as U.S.-Iran talks ease tensions

Benzinga Bulls And Bears: Arm, Destiny Tech, Salesforce — And Nasdaq Enters Correction

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.

Robinhood, Netflix, Arm Holdings, And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Retail investors talked up five hot stocks this week (March 23 to March 27) on X and Reddit's r/WallStreetBets: HOOD, NFLX, ARM, META, GME.

Is Trump's Deadline Extension A Red Flag? China Strikes At A Preoccupied US; Turkey Sells Gold

Trade Probe

Entergy Jumps On $2 Billion Savings Plan With Meta

Entergy shares rise after signing a deal with Meta expected to deliver $2.65 billion in customer benefits.

9 Communication Services Stocks With Whale Alerts In Today's Session

Semiconductor Chip Stocks Slump As Middle East War Hits Day 28: Trump Sets New Deadline

Tech stocks and semiconductors (NVDA, AMD, ARM) slide as the U.S.–Israel–Iran conflict enters its 28th day. Discover how a global helium shortage is threatening AI chip production.

Nasdaq 100 Enters Correction As 30-Year Yields Near 5%: What's Moving Markets Friday?

U.S. equities tumbled to their lowest levels in nearly seven months on Friday as the Nasdaq 100, heavily weighted toward tech stocks, officially entered correction territory.

Meta, Amazon And Big Tech Is Driving A $140 Billion AI Debt Tsunami Spooking Wall Street—JPMorgan Just Stepped In

Meta, Amazon and Big Tech have raised $140B in AI debt, shifting the AI boom into a credit story as JPMorgan launches risk hedging tools.

Live On CNBC, Kevin Simpson Announces Sold Meta Platforms

How To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, TSLA Using Technical Analysis

Meta Goes All In On Texas With One Gigawatt Data Center

Meta Platforms (NASDAQ: META) is expanding its El Paso data center to 1 gigawatt, investing over $10 billion and creating hundreds of jobs.

What's Going On With Alphabet Stock Friday?

Alphabet Inc. (NASDAQ: GOOGL) shares fell in Friday's premarket session. This follows a 3.44% decline during Thursday's regular trading.

Entergy Louisiana Expands Agreement With Meta Platforms To Support Hyperscale Data Center In Northeast Louisiana

Entergy Louisiana today announced an additional agreement with Meta to support the hyperscale data center in Northeast Louisiana. Structured to ensure Meta pays its full cost of service, the agreement is expected to

Meta, Netflix, CrowdStrike And More On CNBC's 'Final Trades'

Rob Sechan named Meta Platforms as his final trade on CNBC's Halftime Report, as the company faces legal issues and job cuts.

Jim Cramer Warns Meta Isn't The Next Big Tobacco: Forget Lawsuits, Focus On AI—Investors Are 'Going To Regret' Selling

Jim Cramer warns investors will regret selling Meta amid recent lawsuits. He argues it isn't the next Big Tobacco and urges a focus on AI.

Lisa Su Hosts Howard Lutnick As Commerce Department Highlights 'Gold Standard' American Tech Stack: AMD CEO Appreciates The 'Open Dialogue'

Lisa Su hosted Howard Lutnick as the U.S. intensified its semiconductor and AI dominance push with industry backing.

Cathie Wood Going Cold On Big Tech? Ark Sells Nvidia, AMD, Meta And Google Stock — AI Darlings Get The Dump

Cathie Wood dumps tens of millions in major holdings spanning AI and big on Thursday, March 26, 2026.

Meta, Kodiak Sciences, Unity Software, Lumentum Holdings And Reddit: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices closed lower, with the Dow Jones Industrial Average declining 1.01% to 45,960.11.