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Omor Ibne Ehsan | May 1, 2026 at 7:12 AM EDT

Hyperscalers Hit $700 Billion in 2026 AI Spending Plans

On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums…

Austin Smith | May 1, 2026 at 6:15 AM EDT

VOLT Investors: Here’s the One Signal That Predicts Your Returns This Year

The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts…

Omor Ibne Ehsan | May 1, 2026 at 6:09 AM EDT

Big Tech Is Making ‘Empty Promises’ on 500 Gigawatts of Data Centers It Can’t Deliver

Jigar Shah, the former head of the Department of Energy’s Loan Programs Office and co-founder of Generate Capital, used his…

Joel South | Apr 30, 2026 at 1:34 PM EDT

3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings

Charles Schwab’s Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, summed up the…

Joel South | Apr 30, 2026 at 1:18 PM EDT

Meta’s $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined

The hosts of The Best One Yet podcast captured the magnitude of Meta’s AI ambitions in a single line during…

Joel South | Apr 30, 2026 at 1:15 PM EDT

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance

Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report’s segment Chipping away at Nvidia’s…

David Moadel | Apr 30, 2026 at 12:45 PM EDT

JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?

Meta Platforms (NASDAQ:META | META Price Prediction) stock fell after JPMorgan downgraded it to Neutral from Overweight, cutting the price…

David Moadel | Apr 30, 2026 at 12:33 PM EDT

Wall Street Floods Amazon With Price Target Hikes After Q1 Beat: Is AWS Truly the AI Infrastructure Winner?

At least 14 Wall Street firms issued price target hikes on Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock following the…

David Moadel | Apr 30, 2026 at 11:40 AM EDT

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) are down 5% in midday trading Thursday, changing hands near $402 after…

Gerelyn Terzo | Apr 30, 2026 at 11:35 AM EDT

VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex

The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range…

David Moadel | Apr 30, 2026 at 10:46 AM EDT

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are trading near $201 in mid-morning action on Thursday, down roughly 4%…

Rich Duprey | Apr 30, 2026 at 10:36 AM EDT

Meta Platforms Just Made a Brilliant Move the Market Will Likely Read Wrong

Meta Platforms (NASDAQ: META | META Price Prediction) reported Q1 2026 results after the close on April 29, beating on…

Vandita Jadeja | Apr 30, 2026 at 10:04 AM EDT

Amazon vs. Meta: Which Stock Will Win Over the Next Decade?

Amazon (NASDAQ: AMZN | AMZN Price Prediction) and Meta (NASDAQ: META) both recently dropped Q1 2026 results, and the earnings…

Gerelyn Terzo | Apr 30, 2026 at 10:04 AM EDT

Live Nasdaq Composite: Tech Earnings, Firmer GDP Buoy Sentiment but AI Capex Spooks

This article will be updated throughout the day, so check back often for more daily updates. The Nasdaq Composite found…

David Moadel | Apr 30, 2026 at 9:46 AM EDT

Alphabet Pops 6% on Q1 Earnings: Is the Full-Stack AI Strategy Finally Paying Off?

Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are spiking higher in early Thursday trading after the search giant delivered a…

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Meta : META

All Meta Articles

Hyperscalers Hit $700 Billion in 2026 AI Spending Plans

VOLT Investors: Here’s the One Signal That Predicts Your Returns This Year

Big Tech Is Making ‘Empty Promises’ on 500 Gigawatts of Data Centers It Can’t Deliver

3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings

Meta’s $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance

JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?

Wall Street Floods Amazon With Price Target Hikes After Q1 Beat: Is AWS Truly the AI Infrastructure Winner?

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

Meta Platforms Just Made a Brilliant Move the Market Will Likely Read Wrong

Amazon vs. Meta: Which Stock Will Win Over the Next Decade?

Live Nasdaq Composite: Tech Earnings, Firmer GDP Buoy Sentiment but AI Capex Spooks

Alphabet Pops 6% on Q1 Earnings: Is the Full-Stack AI Strategy Finally Paying Off?

Live: Will Rubrik Crush Q1 Earnings Tonight and Continue Its 33% 1-Month Rally?

Live: Can Lululemon’s Q1 Earnings Tonight Spark a Recovery?

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

The $43,000-a-Year 401(k) Withdrawal That Keeps a $1.4 Million Retiree in the 12% Bracket for Life

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

Meta : META

All Meta Articles

Hyperscalers Hit $700 Billion in 2026 AI Spending Plans

VOLT Investors: Here’s the One Signal That Predicts Your Returns This Year

Big Tech Is Making ‘Empty Promises’ on 500 Gigawatts of Data Centers It Can’t Deliver

3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings

Meta’s $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance

JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?

Wall Street Floods Amazon With Price Target Hikes After Q1 Beat: Is AWS Truly the AI Infrastructure Winner?

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

Meta Platforms Just Made a Brilliant Move the Market Will Likely Read Wrong

Amazon vs. Meta: Which Stock Will Win Over the Next Decade?

Live Nasdaq Composite: Tech Earnings, Firmer GDP Buoy Sentiment but AI Capex Spooks

Alphabet Pops 6% on Q1 Earnings: Is the Full-Stack AI Strategy Finally Paying Off?

Live: Will Rubrik Crush Q1 Earnings Tonight and Continue Its 33% 1-Month Rally?

Live: Can Lululemon’s Q1 Earnings Tonight Spark a Recovery?

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play

Featured Reads

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

The $43,000-a-Year 401(k) Withdrawal That Keeps a $1.4 Million Retiree in the 12% Bracket for Life