Live Nasdaq Composite: Stocks Tilt Higher Even as Cisco Falls on Profit Taking After Earnings

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Joel South | Jul 29, 2026 at 1:02 PM EDT

Fast Money Host Warns Hyperscaler CapEx Binge Is ‘Issuing Near Junk’ as Data Center Buildout Shows Cracks

A Fast Money host is sounding alarms that the AI buildout is quietly cracking under the weight of debt that…

Alex Sirois | Jul 29, 2026 at 12:18 PM EDT

Why Meta’s Risk Profile Screams Buy Right Now

Meta's stock has shed nearly 17% even as its advertising engine accelerated, creating the kind of price-versus-fundamentals gap that tends…

Douglas A. McIntyre | Jul 29, 2026 at 10:24 AM EDT

Zuckerberg’s Bitter Complaints As Meta Stock Buckles

Mark Zuckerberg is making the rounds of the business press with a very public campaign to reshape AI regulation, but…

Joel South | Jul 28, 2026 at 3:15 PM EDT

AI Revenue Just Hit $100 Billion From Zero Two Years Ago. Wall Street Warns of a Massive SaaS Trap.

AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who…

Alex Sirois | Jul 28, 2026 at 2:46 PM EDT

Earnings Showdown: Is Microsoft or Meta More at Risk When July 29 Earnings Drop?

Microsoft and Meta both crushed their last quarters, yet Wall Street's real verdict on July 29 has nothing to do…

Alex Sirois | Jul 28, 2026 at 2:45 PM EDT

Why Investors Should Wait For Meta’s Post Earnings Dip

Meta's ad machine is printing money and analyst targets point to nearly 30% upside, yet something in the options market…

David Moadel | Jul 28, 2026 at 11:28 AM EDT

AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA

Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark…

Gerelyn Terzo | Jul 28, 2026 at 10:26 AM EDT

Short Sellers Are Piling Into Magnificent 7 Stocks Like Amazon, Microsoft, and Meta Before This Week’s Earnings

Short sellers are loading up against Meta, Amazon, and Microsoft just days before their earnings reports, and Alphabet's post-beat selloff…

Alex Sirois | Jul 28, 2026 at 10:11 AM EDT

Alphabet Did Exactly What I Hoped It Would And I’m Loading Up

For three years one question kept me from going all-in on Alphabet, and last week's earnings finally forced me to…

David Moadel | Jul 28, 2026 at 9:39 AM EDT

Buy or Sell the Memory Plunge? SanDisk Sinks 9%, Micron Drops 7%, Western Digital Falls 8%

Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due…

Gerelyn Terzo | Jul 28, 2026 at 9:31 AM EDT

Live Nasdaq Composite: Semiconductor Sell-Off Drags Nasdaq Lower in Split Market

Chip stocks are dragging Nasdaq futures lower while the Dow surges on strong blue-chip earnings, and with Big Tech reporting…

Alex Sirois | Jul 27, 2026 at 8:14 PM EDT

Alphabet Capex Concerns are Bogus But There’s an Internal Hedge Against Them Regardless

Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire…

Alex Sirois | Jul 27, 2026 at 3:20 PM EDT

Speed Kills and What That Means for Microsoft and Meta on July 29

Meta and Microsoft both report on July 29, but their AI bets pay out on completely different timelines, and that…

Alex Sirois | Jul 27, 2026 at 3:15 PM EDT

AMD’s Microsoft Partnership Validates This Transition So I’m Loading Up

AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in…

Alex Sirois | Jul 27, 2026 at 11:24 AM EDT

Meta Can Absorb Capex Trouble, That Is Why I Am Buying This Week

Meta's ballooning capex plans spooked the market twice already this year, yet one investor keeps hitting the buy button anyway.…

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Meta : META

All Meta Articles

Fast Money Host Warns Hyperscaler CapEx Binge Is ‘Issuing Near Junk’ as Data Center Buildout Shows Cracks

Why Meta’s Risk Profile Screams Buy Right Now

Zuckerberg’s Bitter Complaints As Meta Stock Buckles

AI Revenue Just Hit $100 Billion From Zero Two Years Ago. Wall Street Warns of a Massive SaaS Trap.

Earnings Showdown: Is Microsoft or Meta More at Risk When July 29 Earnings Drop?

Why Investors Should Wait For Meta’s Post Earnings Dip

AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA

Short Sellers Are Piling Into Magnificent 7 Stocks Like Amazon, Microsoft, and Meta Before This Week’s Earnings

Alphabet Did Exactly What I Hoped It Would And I’m Loading Up

Buy or Sell the Memory Plunge? SanDisk Sinks 9%, Micron Drops 7%, Western Digital Falls 8%

Live Nasdaq Composite: Semiconductor Sell-Off Drags Nasdaq Lower in Split Market

Alphabet Capex Concerns are Bogus But There’s an Internal Hedge Against Them Regardless

Speed Kills and What That Means for Microsoft and Meta on July 29

AMD’s Microsoft Partnership Validates This Transition So I’m Loading Up

Meta Can Absorb Capex Trouble, That Is Why I Am Buying This Week

Live Nasdaq Composite: Stocks Tilt Higher Even as Cisco Falls on Profit Taking After Earnings

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Amazon’s Price Target Says +32% and Not a Single Analyst Says Sell

Understand How Coherent and Lumentum Bypass an AI Bottleneck With Optics

If You Have $750,000 Saved at 58, Here Is the Monthly Income You Can Actually Count On

A $1,000 IRA Withdrawal Can Cost Some Retirees $407. The 40.7% Bracket Isn't in Any IRS Table.

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Amazon’s Price Target Says +32% and Not a Single Analyst Says Sell

Meta : META

All Meta Articles

Fast Money Host Warns Hyperscaler CapEx Binge Is ‘Issuing Near Junk’ as Data Center Buildout Shows Cracks

Why Meta’s Risk Profile Screams Buy Right Now

Zuckerberg’s Bitter Complaints As Meta Stock Buckles

AI Revenue Just Hit $100 Billion From Zero Two Years Ago. Wall Street Warns of a Massive SaaS Trap.

Earnings Showdown: Is Microsoft or Meta More at Risk When July 29 Earnings Drop?

Why Investors Should Wait For Meta’s Post Earnings Dip

AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA

Short Sellers Are Piling Into Magnificent 7 Stocks Like Amazon, Microsoft, and Meta Before This Week’s Earnings

Alphabet Did Exactly What I Hoped It Would And I’m Loading Up

Buy or Sell the Memory Plunge? SanDisk Sinks 9%, Micron Drops 7%, Western Digital Falls 8%

Live Nasdaq Composite: Semiconductor Sell-Off Drags Nasdaq Lower in Split Market

Alphabet Capex Concerns are Bogus But There’s an Internal Hedge Against Them Regardless

Speed Kills and What That Means for Microsoft and Meta on July 29

AMD’s Microsoft Partnership Validates This Transition So I’m Loading Up

Meta Can Absorb Capex Trouble, That Is Why I Am Buying This Week

Live Nasdaq Composite: Stocks Tilt Higher Even as Cisco Falls on Profit Taking After Earnings

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Amazon’s Price Target Says +32% and Not a Single Analyst Says Sell

Understand How Coherent and Lumentum Bypass an AI Bottleneck With Optics

Featured Reads

If You Have $750,000 Saved at 58, Here Is the Monthly Income You Can Actually Count On

A $1,000 IRA Withdrawal Can Cost Some Retirees $407. The 40.7% Bracket Isn't in Any IRS Table.