Sharemaestro company-news research for Meta Platforms Inc. (META), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
NASDAQ
United States
Measured evidence
Company news sentiment
META news sentiment
Meta Platforms Inc.
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
30-day score50Neutral is 50
Balanced news tone
53/100 evidence confidence
97% direct company focus
167 current stories across 23 publishers
Current company news
Balanced news tone
The score uses 167 current company stories from 23 publishers.
Observed headline tone50/100
→
Published 30-day score50/100
Latest source headline
How New Mexico’s $567 Million Ruling Could Change Meta
finance.yahoo.com · 15 Aug 2026 10:25
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
167 current stories are mapped specifically to META.
The score uses 23 publishers rather than depending on one outlet.
The current stories agree at 85/100.
What limits the score
No major limit stands out.
50/100
News scoreBalanced news tone
53/100
Confidencebuilding confidence
97%/100
Company news167 company stories
85/100
Story agreement15/100 difference
News history
Daily score and story count over 30 days
17 Jul01 Aug15 Aug
News scoreStory count50 baseline
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Amount of evidence45
2.272 after freshness weightingSource breadth100
23 independent publishersCompany relevance97
share tied directly to this companyFreshness49
recency-weighted evidenceAgreement85
how closely stories agreePublisher mix81
less reliance on one publisherPrice and news history
News score and weekly price over 26 weeks
News tone and price action are not far from neutral.
20 Feb22 May14 Aug
Weekly close, indexedSentiment score
WeekNews scoreCloseWeekly move
15 Aug 202650USD —
14 Aug 202650USD —
News subjects
What is shaping the score
Market update5067 stories · 40%
Earnings5065 stories · 39%
Regulatory and legal4413 stories · 8%
Deals and strategy5311 stories · 7%
Analyst action575 stories · 3%
Balance sheet573 stories · 2%
Capital return542 stories · 1%
Source mix
Where the evidence comes from
finance.yahoo.com5049 stories · 29%
MarketBeat5213 stories · 8%
Market source4612 stories · 7%
Stock Titan4111 stories · 7%
TradingView4810 stories · 6%
Seeking Alpha618 stories · 5%
Benzinga417 stories · 4%
Recurring subjects
Subjects appearing most often
Technology69Financial Markets55Earnings51Finance31AI30Economy Macro16SOCIAL-MEDIA11REGULATION10EARNINGS10Regulation9
Earlier readings
How the score has changed
14 Aug50 neutral15 Aug 11:01
ConstructiveBalanced or withheldCautious
Changes in the stored score
Only scores made with the same method are shown. Repeated readings with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 15 Aug 11:01 | 50 | +0 | 53/100 (-1) | 167 (+2) | Measured |
| 15 Aug 10:26 | 50 | +0 | 54/100 (-1) | 165 (+1) | Measured |
| 14 Aug 17:23 | 50 | +0 | 55/100 (+1) | 164 (+1) | Measured |
| 14 Aug 13:35 | 50 | +1 | 54/100 (+8) | 163 (+21) | Measured |
| 14 Aug 01:22 | 49 | Start | 46/100 | 142 | Measured |
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
#1—Not directional
finance.yahoo.comDirect company coverageStored article
How New Mexico’s $567 Million Ruling Could Change Meta
A New Mexico judge has imposed Meta Platforms, Inc. (NASDAQ:META)'s highest single penalty yet in the wave of litigation over social media's effects on children, and while the monetary amount is making headlines, the more important aspect of the verdict may be what it pushes the company to change. Public Nuisance Ruling On August 6, Judge Bryan Biedscheid of Santa Fe County District Court determined that Meta Platforms, Inc. (NASDAQ:META) must pay $567 million into a state abatement fund for the treatment and prevention of juvenile mental health damage. The majority of that money, $420 million
AppealBalance SheetFourth QuarterInstitutional InvestorsLitigationMental Health
- Published
- 15 Aug 2026 10:25
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.0d old
- Duplicates
- 1 consolidated
#243Tone
seekingalpha.comDirect company coverageStored article
What's next for Meta Platforms after this quarter's AI-driven selloff?
Meta Platforms (META [https://seekingalpha.com/symbol/META]) delivered a mixed Q2 2026 earnings report that sent shares tumbling despite posting 28% year-over-year revenue growth. The company's aggressive AI infrastructure investments drove expenses up 55%, resulting in a 90% decline in free cash flow and a 13% drop in earnings per share. With CapEx guidance for 2026 raised to $130–$145 billion, investors are questioning whether the massive AI spending will ultimately pay off. Despite the sharp pullback, analyst sentiment remains divided, with bulls viewing the selloff as an opportunity while
AI InvestmentAdvertisingBalance SheetEarningsEarnings Per ShareEarnings Report
- Published
- 14 Aug 2026 18:44
- News subject
- Earnings
- Why this score
- Operating deterioration
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 46/100
- 30-day weight
- 5% of the score · 0.7d old
- Duplicates
- 1 consolidated
#3—Not directional
finance.yahoo.comDirect company coverageStored article
Meta's $27 Billion AI Risk Hides Off Balance Sheet
This article first appeared on GuruFocus. Social networking and AI company Meta Platforms Inc. (META, Financials) is using joint ventures to help fund some of its enormous data-center buildout, keeping some of the related debt off its balance sheet. Warning! GuruFocus has detected 2 Warning Sign with META. Is META fairly valued? Test your thesis with our free DCF calculator. One is Hyperion, Meta's data-center facility in Louisiana. The project is in a venture with $27 billion of development expenditures and is owned 80% by Blue Owl Capital funds and 20% by Meta. Meta will lease the completed
AIBalance SheetCapital ExpenditureData CentersTech
- Published
- 14 Aug 2026 18:14
- News subject
- Balance sheet
- Why this score
- Negative financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.7d old
- Duplicates
- 1 consolidated
#464Tone
finance.yahoo.comDirect company coverageStored article
Analyst Says Meta’s (META) AI Gains Are an ‘Illusion,’ Company Isn’t Well Positioned in AI Race
Meta shares are under pressure amid fears about heavy AI spending. Roger McNamee, co-founder of Elevation Partners, recently said in a program on CNBC that Zuckerberg is trying to create an "illusion" that the company is positioned well in the AI race. He thinks the company is losing the race and criticized Zuckerberg's latest manifesto on AI. Meta is down 23% over the past year. Is Meta (NASDAQ:META) really losing the AI race? Let's look at the strengths and weaknesses of the stock. The bull case The core ad business is still firing. In Q2, ad revenue rose 27% year over year, ad impressions g
AIAd RevenueCapexEarnings
- Published
- 14 Aug 2026 12:59
- News subject
- Earnings
- Why this score
- Operating growth, Strategic partnership
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 57/100
- 30-day weight
- 8% of the score · 0.9d old
- Duplicates
- 1 consolidated
#5—Not directional
MarketBeatDirect company coverageScored from headline
LDIC Inc. Invests $4.66 Million in Meta Platforms, Inc. $META
- Published
- 14 Aug 2026 09:41
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.1d old
- Duplicates
- 1 consolidated
#658Tone
MarketBeatDirect company coverageScored from headline
HHM Wealth Advisors LLC Acquires 1,739 Shares of Meta Platforms, Inc. $META
- Published
- 14 Aug 2026 09:23
- News subject
- Market update
- Why this score
- Institutional or insider buying
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 43/100
- 30-day weight
- 2.7% of the score · 1.1d old
- Duplicates
- 1 consolidated
#758Tone
MarketBeatDirect company coverageScored from headline
Meta Platforms, Inc. $META Shares Acquired by Roffman Miller Associates Inc. PA
- Published
- 14 Aug 2026 09:23
- News subject
- Market update
- Why this score
- Institutional or insider buying
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 43/100
- 30-day weight
- 2.7% of the score · 1.1d old
- Duplicates
- 1 consolidated
#8—Not directional
ChartMillDirect company coverageScored from headline
Meta Platforms (NASDAQ:META) Passes the Growth-at-a-Reasonable-Price Screen
- Published
- 14 Aug 2026 08:00
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.1d old
- Duplicates
- 1 consolidated
#9—Not directional
TradingViewDirect company coverageStored article
Key facts: META rolls out Muse Glimmer; 756K accounts deactivated
Meta Platforms (META) has launched Muse Glimmer for single-GPU PCs and plans to release Muse Spark 1.2, while reporting 3.6 billion daily users across its applications in June. Separately, a new 2x inverse ETF tracking META, named METQ, will be listed on Cboe on August 18, 2026. Meta also deactivated approximately 756,000 Australian accounts (462,000 Instagram, 294,000 Facebook) flagged as potentially belonging to users under 16 years old between December and June.
Financial MarketsTechnology
- Published
- 14 Aug 2026 07:38
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.1d old
- Duplicates
- 1 consolidated
#1059Tone
finance.yahoo.comDirect company coverageStored article
Meta (META) Stock Could Be 37% Undervalued On Teen Safety Ruling
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Meta Platforms stock has pulled back over the past year, yet the latest valuation work suggests the current price may still sit well below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. At the same time, market based multiples also point to the shares screening as undervalued, which is unusual when both methods line up on the same side. Meta Platforms has returned 110.5% over the past 3 years, which means the current valuatio
AIDiscounted Cash FlowEarningsFree Cash FlowFuture Cash FlowsIntrinsic Value
- Published
- 14 Aug 2026 07:12
- News subject
- Earnings
- Why this score
- Positive valuation view
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 51/100
- 30-day weight
- 6.4% of the score · 1.2d old
- Duplicates
- 1 consolidated
#11—Not directional
finance.yahoo.comDirect company coverageStored article
Meta Stock Rises While 756,000 Teen Accounts Come Down
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META), the social-media powerhouse behind Facebook and Instagram, rose roughly 1.3% Thursday morning as Australia's under-16 social-media crackdown put Meta's enforcement machine under the microscope. The numbers are huge. Meta removed 756,000 suspected underage accounts from just before the December ban through June, including 462,000 on Instagram and 294,000 on Facebook, according to Reuters. Meta is clearly moving fast. Now comes the harder part: convincing regulators that hundreds of thousands of removals actually mean the sy
AIComplianceRegulationSocial Media
- Published
- 13 Aug 2026 19:20
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.7d old
- Duplicates
- 1 consolidated
#12—Not directional
finance.yahoo.comDirect company coverageStored article
Meta Removes 756,000 Teen Accounts in Australia
This article first appeared on GuruFocus. Meta Platforms Inc. (META, Financials), the parent of Facebook and Instagram, said it has erased approximately 756,000 accounts believed to belong to Australians under 16 as the government tightens up enforcement of its social media prohibition.Between December and June, Facebook disabled over 462,000 Instagram accounts and 294,000 Facebook accounts. One of the strongest regulatory initiatives targeting younger users, Australia's law banning social media accounts for youngsters under 16 took effect Dec. 10.Meta's financial risk is still relatively mode
AustraliaRegulationSocial MediaYouth Policy
- Published
- 13 Aug 2026 19:18
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.7d old
- Duplicates
- 1 consolidated
#13—Not directional
seekingalpha.comDirect company coverageStored article
Meta removes 750K+ under-16 accounts in Australia—Here's how AI is helping
[Meta European head office] Derick Hudson Meta Platforms (META [https://seekingalpha.com/symbol/META]) announced on Thursday that it has revoked access to more than 750K Facebook and Instagram accounts in Australia that it assessed as belonging to users under 16 since complying with the country’s social media ban in December 2025. The company officially reported [https://about.fb.com/news/2026/08/metas-compliance-with-australias-social-media-ban/] that, as of June 30, 2026, more than 500K accounts had already been removed before the law took effect, with additional accounts removed in the foll
AIPrivacyRegulationSocial Media
- Published
- 13 Aug 2026 16:42
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.8d old
- Duplicates
- 1 consolidated
#1458Tone
finance.yahoo.comDirect company coverageStored article
Meta Remains a Deeply Discounted Giant: Wall Street Expects 30% Gains, One Analyst Expects 100%
Quick Read Meta trades 26% below Wall Street's $754 average price target, with 55 of 62 analysts holding Buy ratings despite a brutal post-earnings selloff. META's $31 billion quarterly capex cratered free cash flow 91%, yet analyst conviction dwarfs digital ad peers RDDT and GOOGL on a scale-adjusted basis. Rosenblatt's $1,117 Street-high target rests on WhatsApp agentic AI monetizing for small businesses, but capex guidance rising to $145 billion keeps the bear case alive. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes i
AICapexDigital AdvertisingEarningsFree Cash FlowPrice Target
- Published
- 13 Aug 2026 16:36
- News subject
- Analyst action
- Why this score
- Buy Rating
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 40/100
- 30-day weight
- 2.5% of the score · 1.8d old
- Duplicates
- 1 consolidated
#15—Not directional
finance.yahoo.comDirect company coverageStored article
Zuckerberg Reaffirms Faith In 'Open Weight' AI. Will It Pay Off For Meta Stock?
Meta Platforms Chief Executive Mark Zuckerberg this week stepped back into the ring as a champion for open AI models. It remains to be seen what that means for Meta stock and the social media giant's expensive push to be an AI leader. Zuckerberg published more than 6,000 words detailing his view that broad access to AI models is best for the industry's future. Continue Reading
AISocial Media
- Published
- 13 Aug 2026 16:13
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.8d old
- Duplicates
- 1 consolidated
#16—Not directional
finance.yahoo.comDirect company coverageStored article
Meta (META) Deletes 756,000 Teen Accounts, But Is It Enough?
Meta Platforms (NASDAQ:META) says it has taken down 756,000 accounts it believes belonged to Australians under 16 since a nationwide ban on teen social media use took effect on December 10. The company disclosed the figure on August 13, splitting it into 462,000 suspect Instagram accounts and 294,000 Facebook accounts removed between December and June. That is up sharply from the 331,000 Instagram and 173,000 Facebook accounts Meta had reported removing by January. The numbers arrive just as Australia's internet regulator weighs an enforcement lawsuit against platforms it says have not done en
AIAdvertisingComplianceFree Cash FlowRegulationRevenue Growth
- Published
- 13 Aug 2026 15:21
- News subject
- Regulatory and legal
- Why this score
- Legal or regulatory risk
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.8d old
- Duplicates
- 1 consolidated
#17—Not directional
finance.yahoo.comDirect company coverageStored article
Google, Meta, Reddit, Snap, and TikTok for Business Workspaces Expand StationOne™ by Kochava Ecosystem Momentum
Teams can streamline campaign creation, audience and creative operations, and reporting across leading platforms through a governed StationOne experience StationOne by KochavaGoogle, Meta, Reddit, Snap, and TikTok for Business Workspaces Expand StationOne™ by Kochava Ecosystem Momentum SANDPOINT, Idaho, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Kochava, the leading real-time data solutions company for omnichannel outcomes, announced continued ecosystem momentum for StationOne by Kochava with Workspaces now available for Google, Meta, Reddit, Snap, and TikTok for Business. These Workspaces bring chat-d
- Published
- 13 Aug 2026 13:30
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.9d old
- Duplicates
- 1 consolidated
#18—Not directional
MarketBeatDirect company coverageScored from headline
Baskin Financial Services Inc. Boosts Position in Meta Platforms, Inc. $META
- Published
- 13 Aug 2026 07:34
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.1d old
- Duplicates
- 1 consolidated
#1942Tone
MarketBeatDirect company coverageScored from headline
Allen Mooney & Barnes Investment Advisors LLC Sells 1,249 Shares of Meta Platforms, Inc. $META
- Published
- 13 Aug 2026 07:12
- News subject
- Market update
- Why this score
- Institutional or insider selling
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 39/100
- 30-day weight
- 1.9% of the score · 2.2d old
- Duplicates
- 1 consolidated
#20—Not directional
finance.yahoo.comDirect company coverageStored article
How Investors May Respond To Meta Platforms (META) Youth Trial Amid Expanding Open‑Weight AI Push
In recent weeks, Meta Platforms has launched a series of open‑weight AI models like Muse Spark 1.2 and Muse Glimmer, ramped up multibillion‑dollar data‑center commitments, and appeared at major industry events, all while facing escalating global scrutiny over its AI products and data practices. At the same time, Meta is heading into its largest youth social media trial yet, with 29 U.S. states and thousands of plaintiffs challenging the company's alleged addictive design and children's data collection, raising material questions about future platform rules, compliance costs, and product featur
AIDATA-PRIVACYData PrivacyEARNINGSEarningsLEGAL-RISK
- Published
- 13 Aug 2026 06:10
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.2d old
- Duplicates
- 1 consolidated
#2140Tone
Stock TitanDirect company coverageStored article
Meta Platforms (META) COO Javier Olivan sells 1,692 shares under 10b5-1 plan
Meta Platforms COO Javier Olivan sold 1,692 shares of Class A Common Stock on August 10, 2026, at prices ranging from $600.00 to $607.14 per share. These sales were conducted under a pre-arranged Rule 10b5-1 trading plan adopted in November 2025. Following these transactions, Olivan and associated entities maintain substantial holdings of Meta shares.
Financial Markets
- Published
- 13 Aug 2026 00:52
- News subject
- Market update
- Why this score
- Institutional or insider selling
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 41/100
- 30-day weight
- 2.4% of the score · 2.4d old
- Duplicates
- 1 consolidated
#2264Tone
Market sourceDirect company coverageStored article
Alphabet, Amazon, Meta Platforms, and Microsoft: One of These Stocks Looks Like It Has the Least Upside Over the Next 12 Months, but There's a Catch
Among Alphabet, Amazon, Meta Platforms, and Microsoft, Microsoft appears to have the least upside potential over the next 12 months based on current analyst price targets. However, this outlook is skewed by a recent rapid surge in Microsoft's stock price following strong Q4 fiscal 2026 results. Analysts may revise their targets upwards as the initial rally subsides, suggesting the current projection isn't as negative as it initially seems.
EarningsFinancial MarketsTechnology
- Published
- 12 Aug 2026 19:41
- News subject
- Earnings
- Why this score
- Positive valuation view
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 52/100
- 30-day weight
- 5.2% of the score · 2.6d old
- Duplicates
- 1 consolidated
#23—Not directional
finance.yahoo.comDirect company coverageStored article
Meta PR Goes Back to Playing Offense
In light of sinking public opinion and the company’s thousands of lawsuits from states, school districts, parents, and users, Meta’s public relations have been defensive. “It is surprising that the discourse from many developing AI is so filled with doom,” Zuckerberg wrote. Continue Reading
- Published
- 12 Aug 2026 19:01
- News subject
- Regulatory and legal
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.7d old
- Duplicates
- 1 consolidated
#24—Not directional
nasdaq.comDirect company coverageStored article
US States Challenge Meta Over Children's Safety On Facebook And Instagram
(RTTNews) - Meta Platforms Inc. (META), the parent company of popular social media platforms Facebook and Instagram, will face several U.S. state governments in a federal court in California starting Wednesday. Jury selection will begin on August 12, and opening arguments are expected on August 18. Meta CEO Mark Zuckerberg and Instagram head Adam Mosseri are expected to testify before the court. The trial in Oakland is expected to last about seven weeks. Colorado, Kentucky, California and New Jersey argue that Meta created features that keep young people using its apps for longer and did not p
CHILD-SAFETYChild SafetyLAWSUITLawsuitMARKETSMarkets
- Published
- 12 Aug 2026 18:24
- News subject
- Regulatory and legal
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.7d old
- Duplicates
- 1 consolidated
#2534Tone
finance.yahoo.comDirect company coverageStored article
Meta Stock Drops While $1.4 Trillion Trial Opens
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META), the social-media powerhouse behind Facebook and Instagram, entered a courtroom fight Wednesday that could hit far closer to its core business than the usual regulatory headache. Shares dropped roughly 1.6% in morning trading as 29 states accused Meta of improperly collecting and using children's data. Four states are going even further, challenging allegedly addictive platform designs and Meta's representations about consumer safety. Meta denies the allegations. The immediate stock move is modest. The legal stakes are anyt
ADVERTISINGAdvertisingLEGALLegalREGULATIONRegulation
- Published
- 12 Aug 2026 17:24
- News subject
- Regulatory and legal
- Why this score
- Negative market reaction, Large negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 57/100
- 30-day weight
- 9.3% of the score · 2.7d old
- Duplicates
- 1 consolidated
#2671Tone
finance.yahoo.comDirect company coverageStored article
Reddit Strengthens Ad Game Against Meta and Snap: More Upside Ahead?
Reddit RDDT is benefiting from a unique position in the digital advertising landscape, especially as it strengthens its ad game against major competitors like Meta Platforms META (Facebook/Instagram) and Snap SNAP. A major driver of Reddit's advertising success is its robust financial and user growth. In the second quarter of 2026, Reddit achieved its eighth consecutive quarter of more than 60% revenue growth, with advertising revenues rising 64% year over year to $762 million. The platform now reaches more than 0.5 billion people weekly, including more than 130 million daily users. Notably, n
AD-TECHNOLOGYAd TechnologyCOMPETITIONCompetitionDIGITAL-ADVERTISINGDigital Advertising
- Published
- 12 Aug 2026 16:30
- News subject
- Market update
- Why this score
- Operating growth
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 48/100
- 30-day weight
- 1.6% of the score · 2.8d old
- Duplicates
- 1 consolidated
#27—Not directional
finance.yahoo.comDirect company coverageStored article
Update: Market Chatter: Meta Platforms Faces German Criminal Complaint Over AI Smart Glasses
(Updates with response from a Meta Platforms spokesperson in the fourth paragraph.) Meta Platform PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in
- Published
- 12 Aug 2026 15:42
- News subject
- Analyst action
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.8d old
- Duplicates
- 1 consolidated
#28—Not directional
finance.yahoo.comDirect company coverageStored article
The Zacks Analyst Blog Highlights Meta Platforms, Texas Instruments, CrowdStrike and Weyco
For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Meta Platforms, Inc. META, Texas Instruments Inc. TXN, CrowdStrike Holdings, Inc. CRWD and Weyco Group, Inc. WEYS. Here are highlights from Tuesday's Analyst Blog: Top Research Reports for Meta, Texas Instruments and CrowdStrike The Zacks Research Daily presents the best research output of our analyst team
CYBERSECURITYCybersecurityEARNINGSEarningsFREE CASH FLOWFree Cash Flow
- Published
- 12 Aug 2026 14:10
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
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#2936Tone
finance.yahoo.comDirect company coverageStored article
AI-Race-Based Dilution: Why Meta Is More Dangerous Than Alphabet
Quick Read Meta (META) saw operating margin collapse from 43% to 31% while Alphabet (GOOGL) expanded margins, powered by Google Cloud growing 82%. Meta's paused buybacks leave stock-based compensation unhedged, quietly expanding share count while Alphabet's $53B free cash flow absorbs vesting pressure. Alphabet's Pichai and four C-suite executives bought stock on July 25 while Meta's CFO Susan Li and CTO Andrew Bosworth were net sellers. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today. Meta (NASDAQ: META
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- 12 Aug 2026 13:32
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- Earnings
- Why this score
- Dilution risk
- Company focus
- Shared story · 78%
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- Medium · 48/100
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#30—Not directional
finance.yahoo.comDirect company coverageStored article
The Market Shaved 10% Off Meta Over a Month: One Analyst Targets 87% Returns Over The Next Year
Quick Read Meta's Q2 EPS missed estimates by 14%, burdened by $2.4B in legal charges and $1.2B in severance that collapsed free cash flow 91%. Rosenblatt's Barton Crockett targets $1,117 for META, implying 86% upside, betting WhatsApp AI agents will unlock high-margin commerce for millions of merchants. 55 of 62 analysts rate META a Buy with zero Sells; SNAP leads peers on consensus upside at 32% but carries far weaker conviction. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for your
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- Published
- 12 Aug 2026 13:11
- News subject
- Earnings
- Why this score
- Missed expectations
- Company focus
- Shared story · 78%
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Earlier company news
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Aug102026
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Mark Zuckerberg says the future will have an ‘abundance of jobs’—and predicts a wave of new careers like world builders and personal biologists
The rise of superintelligence—technology capable of surpassing human cognitive abilities—has fueled fears ranging from an elimination of human labor to more dystopian, Terminator-like visions of what happens when technology goes rogue. But now, Meta CEO Mark Zuckerberg is pushing back against the predictions of a job apocalypse once made by his fellow tech CEOs, including Anthropic's Dario Amodei and OpenAI's Sam Altman. "I do not understand why anyone who believes that AI will eliminate most jobs and much of humanity's relevance would rush to build that future," Zuckerberg wrote in an essay p
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- 10 Aug 2026 16:02
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Aug102026
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Cathie Wood Ignores AI Panic — Buys More Nvidia, Sells This Gaming Stock Instead
Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX). Nvidia: Growth Outpaces The Stock Price Nvidia bears say AI infrastructure spending is running too hot and will eventually slow. That will directly impact Nvidia as its GPU sales will slow down. Bulls say that fear misses the point. Nvidia's data center networking revenue jumped nearly 200% year over year last
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- 10 Aug 2026 15:57
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Aug102026
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Memory chip crunch could last 2 more years, JPMorgan says
Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 record closes in 2026. Video Transcript 00:00 Speaker A And as I know you've been digging into this JP Morgan uh note on the memory chips uh and two things stood out to me. one, they think the correction is over and then number two, this crisis looks like it will continue to roll on for two years. And let's be clear, this is a
- Published
- 10 Aug 2026 15:34
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Aug102026
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BlackRock (BLK) Ties Up $14 Billion In AI Data Center Ownership Deal
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. BlackRock (NYSE:BLK) agreed a major infrastructure partnership with Meta to build a large AI focused data center campus in El Paso. The deal includes significant joint investment and shared ownership of the new AI oriented facilities. The El Paso campus is planned as a core hub for supporting Meta's AI workloads and related digital infrastructure. The partnership underscores BlackRock's push into large scale digital infrastructure alongside global technolo
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- 10 Aug 2026 14:09
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Aug102026
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Update: US Equity Futures Mostly Flat Pre-Bell Amid Lack of Progress in Middle East Peace Negotiations
(Updates with economic data, recent oil price movement, world markets' overview and corporate stock PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in
- Published
- 10 Aug 2026 13:57
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Aug102026
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Taiwan Semiconductor Manufacturing (TSM) Shares Gain Attention After Ark Adds To Position
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Ark Invest increased its position in Taiwan Semiconductor Manufacturing (NYSE: TSM) after Meta shared updated AI focused capital expenditure plans. The move follows Meta guidance that points to higher investment in AI infrastructure to support its platforms. TSMC is a key contract manufacturer for advanced chips used in AI data centers and related hardware. The position change draws attention to how large funds are repositioning around potential AI infrastructure demand. This type of portfolio shift highlights a wider group of companies tied to AI infrastructure that you may want to explore next at 56 AI infrastructure stocksNYSE:TSM 1-Year Stock Price Chart Taiwan Semiconductor Manufacturing sits at the center of the global chip supply chain, supplying advanced processors to large platform companies and chip designers. The stock trades at $420.04 and has seen a 31.4% return year to date and a 75.0% return over the past year. Over the past three years the return is very large at roughly 7x, while the five year return stands at 290.5%. See which insiders are buying and buying and selling Taiwan Semiconductor Manufacturing following this latest news. Ark's move reinforces the Taiwan Semiconductor Manufacturing AI infrastructure story For investors, Ark increasing its position in Taiwan Semiconductor Manufacturing after Meta's AI focused capex update is a clear signal that at least one high profile fund sees the AI infrastructure theme as intact. It reinforces the idea that TSMC sits at the center of spending on advanced chips for large platforms and GPU designers, and it lines up with the existing thesis around AI related wafer demand. What this does not resolve is how much of that AI optimism is already reflected in Taiwan Semiconductor Manufacturing's share price after its strong recent returns. The practical thing to watch next is how AI related orders show up in Taiwan Semiconductor Manufacturing's reported wafer volumes and revenue mix over the coming quarters, especially any management commentary that breaks out demand linked to GPU customers. That will help you see whether fund buying like Ark's is being matched by sustained fundamentals tied to Meta style capex plans. For the full picture including more risks and rewards, check out the complete Taiwan Semiconductor Manufacturing analysis. Alternatively, you can check out the community page for Taiwan Semiconductor Manufacturing to see how other investors believe this latest news will impact the company's narrative. Story Continues Stay updated on the most important news stories for Taiwan Semiconductor Manufacturing by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Taiwan Semiconductor Manufacturing. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include TSM. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments
- Published
- 10 Aug 2026 13:10
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Aug102026
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Amazon founder Bezos nears deal to buy stake in Liverpool Football Club
A consortium including the Amazon founder Jeff Bezos is closing in on a deal to buy a roughly one-third stake in Liverpool Football Club. Sky News has learnt that Fenway Sports Group (FSG), the Anfield club's controlling shareholder since 2010, is preparing to make an announcement about a transaction as soon as this week. The deal will see Mr Bezos participate in an investor group alongside Eduardo Saverin, one of the co-founders of the social network Facebook. The syndicate is led by Amit Bhatia, the son-in-law of steel billionaire Lakshmi Mittal and until recently a shareholder in Championship club Queens Park Rangers One source indicated that an announcement was expected in the coming days, although they cautioned that it could slip into next week. If completed, the deal would install a trio of the world's wealthiest individuals as co-owners of the Reds, one of the most successful teams in the history of English football. Mr Bezos alone has a fortune estimated by Forbes at over $280bn, while Mr Saverin is said to be worth over $32bn. Their investment in Liverpool will reportedly value the club at $6bn, making it one of the sport's richest-ever deals. It will come as the world of football reels from the fallout from FIFA president Gianni Infantino's proposed sale of a stake in the commercial rights to tournaments, including the men's World Cup. The emergence of his plans has raised searching questions about the game's commercial structure as well as that of its most powerful global figure. Mr Infantino's plot came as money continues to pour into the world's biggest sports teams, particularly in football and in the largest US-based leagues. While Mr Bezos has not previously been linked to deals in football, his prospective involvement in the Liverpool FC consortium underlines the extent to which sport is now viewed by wealthy investors as an asset class in its own right. Mr Saverin, who is 44 years old, was part of a consortium which assembled an unsuccessful takeover bid for Chelsea FC during the 2022 auction triggered by Vladimir Putin's invasion of Ukraine. One insider said the deal was now expected to be slightly larger than previously thought, potentially involving a stake of over 30%. Liverpool last won the Premier League title in 2024-25, but faces a season of transition following the sacking of head coach Arne Slot and the loss of veteran forward Mo Salah. Nevertheless, if its valuation hits $6bn, the deal will reinforce the huge financial success that FSG has enjoyed during its 16 years as the club's owner. Story Continues The Boston Red Sox owner acquired Liverpool for just £300m with the club in a troubled state financially. The arrival of such a powerful consortium will fuel expectations that its members will ultimately seek outright control of the Reds. A spokesperson for FSG said last month: "An investment consortium led, managed, and represented by Amit Bhatia has expressed interest in making a strategic minority investment in Liverpool Football Club." FSG declined to comment further on the potential timing of a deal. A spokesman for the consortium led by Mr Bhatia also declined to comment. The last time a stake in Liverpool changed hands was in 2023, when Dynasty Equity bought a small interest valuing it at more than $4.5bn. Since taking over, FSG has largely been praised by Liverpool fans for its stewardship of the club, although last season's fifth-place finish and the decision to replace Mr Slot in May caused disquiet among many. View Comments
- Published
- 10 Aug 2026 11:36
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Aug102026
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Airbnb CEO: Why AI is the best thing to happen to us
Airbnb CEO Brian Chesky reveals to Yahoo Finance Executive EditorBrian Sozzi how AI is driving the company's fastest growth in years, shares his bold predictions for the future of consumer tech, and confirms the existence of a secret internal AI lab. Video Transcript 0:02 spk_0 All right. Welcome to a new episode of Power Players, and I am so excited to, uh, welcome back on Airbnb co-founder and CEO Brian Chesky, and this so happens to be the company's earnings day. Brian, thanks for, uh, squeezing me in somehow. I appreciate it. 0:15 spk_1 Oh, you're welcome. Happy 0:16 spk_0 to be here. And I just want to say too off the top, we did not plan to look alike, like two Brian's, like two fit guys in the box. Like we didn't plan this out beforehand, like, you know, definitely not. Uh, but good to see you. This is earnings day. Numbers look to be good. Like, what do I, what do Ineed to know? 0:30 spk_1 This is the fastest we've been growing in years. I mean, I think a really simple way to think about it is last year our revenue grew 10%. This quarter alone, it was 17%.It's really, really hard for a big company to accelerate growth. It's like gravity, growth rates want to go down, the bigger a company gets. I've learned this the hard way. And so I just wanted to just, just call out our incredible team. It's very, very hard to do what they've pulled off. And the way we did it is we have this innovation model that we really like kind of built a few years ago that I modeled off the original part of Airbnb where I got these small little elite teams focused on problems, and then I kind of, we brought it throughout the entire company.The second thing is AI is the best thing that ever happened to Airbnb. You know, I think there's, there's going to be some winners and losers. Um, I think mostly AI is going to be good for most companies, and we are one of those companies that really benefits. We're shipping more things we ever have. We hired a CTO at the beginning of the year, Ahmed Aldawi, who led and created the llama model. So he is absolutely on the frontier of AI research and he's become a great CTO of Airbnb. We arePutting AI features throughout the product. And I think Airbnb is the kind of company that would really benefit. You know, I do not think a chatbot is the way people are going to book travel. It might be the way to discover destinations. Um, I think we're just getting a lot of great benefits from AI. So that's what I would say. Great team execution, a lot of innovation. AI is leading to acceleration, and therefore we believe we're taking market share. 1:58 spk_0 No, I'm excited to talk to you about, uh, you about the, uh, the innovation. You mentioned, it was mentioned in the earnings release that, I mean, the business accelerated sequentially, and I don't want that to get lost in all the focus on the numbers, because that, at your scale, like you just mentioned, that is not easy to do. What do you attributethat to? 2:14 spk_1 And it's especially hard for marketplaces, right? If you're like um a company that releases a product, you can release a hit product. Marketplaces are very, very difficult. They kind of have a little bit of a mind of their own. I think I attribute it to a few things. Number one, like a lot of people thought our core business was mature. Our, you know, homes in the United States, that we've saturated it. It turns out our US business is accelerating.Our business in Canada and Australia, UK, France, these really so-called mature markets are not mature. We have a huge amount of room to grow. That's number 1. Number 2, again, this innovation model means that we are shipping nearly twice the features that we were a couple of years ago, and they are significantly better quality. You know, AI's really, really helped us be able to do this so much more effective. Everyone has access to AI but not everyone's using it equally, and I think our team is really on the leading edge.I also think there's so many new oppo
- Published
- 10 Aug 2026 11:00
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Aug102026
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Prediction: Sandisk Will Reclaim Its All-Time High by the End of the Year
Key Points Sandisk is still gaining market share in the memory chip industry, and its recent results were superb. A 51% sequential revenue growth rate comes as hyperscalers commit to spending capital over multiple years. Sandisk trades at a reasonable valuation, with bearish fears about a cyclical slowdown overblown.10 stocks we like better than Sandisk › Sandisk(NASDAQ: SNDK) is one of the only growth stocks that can more than quadruple and still be undervalued. Superb fiscal 2026 fourth-quarter results and broader memory chip trends suggest that Sandisk can reclaim its all-time high of just above $2,350 per share. The stock would almost have to double from its current price to reach that level. Although it may sound difficult to imagine that type of growth, given Sandisk's recent returns, it's entirely feasible. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Image source: Getty Images. Sandisk has the growth numbers of a giant It's no secret that Sandisk is posting high revenue growth rates, but it truly is on a different level from other chipmakers and tech leaders. Sandisk told investors in its fiscal 2026 third quarter to expect up to $8.25 billion in revenue for its fiscal 2026 fourth quarter, which ended July 3. When the Q4 press release arrived, Sandisk reported $8.97 billion in revenue. That's a 51% sequential improvement, and guidance for its fiscal 2027 first quarter implies up to $10.8 billion in revenue. That suggests a 20% sequential growth rate. That growth is moving full steam ahead with superb profit margins. Generally accepted accounting principles (GAAP) net income reached $6.9 billion, which exceeded the company's fiscal 2026 third-quarter revenue. All of these numbers are incredible. Not even Micron(NASDAQ: MU) is growing this quickly. Sandisk CEO David Goeckeler emphasized in the earnings release that the company is positioned to "generate growing and durable free cash flow." That doesn't sound like a business that is slowing down anytime soon. Sandisk's valuation cannot stay this low forever Continuing this fundamental overview of the stock, Sandisk's recent pullback has put its forward price-to-earnings ratio below 20. That provides a higher margin of safety for new investors, and it also makes Sandisk cheaper than most tech giants. Amazon trades at a 30 forward P/E ratio, while Nvidia and Broadcom have forward P/E ratios of 23 and 21, respectively. None of them is growing as quickly as Sandisk, even though all three are well-positioned for rising AI demand. Investors bid Sandisk up to a little above $2,350 because they were excited about the fiscal 2026 fourth-quarter guidance. Now, the stock has taken a massive haircut after the company blew past its quarterly expectations and set ambitious first-quarter targets. The memory chip boom isn't fading anytime soon The only possible way to view Sandisk in a bearish light is if you believe memory chip prices will eventually crash due to an inventory glut, especially if hyperscalers cut back on AI spending. However, there are no signs that point to that unlikely scenario. Space Exploration Technologies expects to deliver up to 20 gigawatts of compute capacity by the end of 2027. Meta Platforms intends to build tens of gigawatts this decade and hundreds of gigawatts over time. That's just two hyperscalers, and they all need a lot of memory chips to reach their lofty goals. Capital expenditure targets for tech companies continue to climb, and high revenue growth for various cloud platforms suggests that AI spending will continue to ramp up. If there were a real risk of a slowdown in capital expenditure, some caution would be warranted. However, chipmakers and hyperscalers are both pointing to continued growth. Sandisk and its fellow chipmak
- Published
- 10 Aug 2026 07:20
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Aug092026
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3 Reasons to Avoid CSL and 1 Stock to Buy Instead
3 Reasons to Avoid CSL and 1 Stock to Buy Instead Carlisle currently trades at $386.55 per share and has shown little upside over the past six months, posting a small loss of 4.3%. The stock also fell short of the S&P 500's 11.7% gain during that period. Is now the time to buy Carlisle, or should you be careful about including it in your portfolio? Check out our in-depth research report to see what our analysts have to say, it's free. Why Is Carlisle Not Exciting? We're cautious about Carlisle. Here are three reasons why there are better opportunities than CSL, plus one stock we'd rather own. 1. Core Business Falling Behind as Demand Declines In addition to reported revenue, organic revenue is a useful data point for analyzing Building Materials companies. This metric gives visibility into Carlisle's core business because it excludes one-time events such as mergers, acquisitions, and divestitures along with foreign currency fluctuations - non-fundamental factors that can manipulate the income statement. Over the last two years, Carlisle's organic revenue averaged 1.2% year-on-year declines. This performance was underwhelming and implies it may need to improve its products, pricing, or go-to-market strategy. It also suggests Carlisle might have to lean into acquisitions to grow, which isn't ideal because M&A can be expensive and risky (integrations often disrupt focus).Carlisle Organic Revenue Growth 2. Projected Revenue Growth Is Slim Forecasted revenues by Wall Street analysts signal a company's potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite. Over the next 12 months, sell-side analysts expect Carlisle's revenue to rise by 6.4%. While this projection implies its newer products and services will catalyze better top-line performance, it is still below average for the sector. 3. Recent EPS Growth Below Our Standards Although long-term earnings trends give us the big picture, we like to analyze EPS over a shorter period to see if we are missing a change in the business. Carlisle's weak 3.6% annual EPS growth over the last two years aligns with its revenue trend. This tells us it maintained its per-share profitability as it expanded.Carlisle Trailing 12-Month EPS (Non-GAAP) Final Judgment Carlisle isn't a terrible business, but it doesn't pass our bar. With its shares lagging the market recently, the stock trades at 17× forward P/E (or $386.55 per share). While this valuation is fair, the upside isn't great compared to the potential downside. We're pretty confident there are more exciting stocks to buy at the moment. We'd suggest looking at one of our top digital advertising picks. Story Continues High-Quality Stocks for All Market Conditions ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively. Find out which 5 stocks it's flagging this month — FREE. Get Our Top 5 Growth Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today. View Comments
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- 9 Aug 2026 20:49
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Aug092026
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Trump Says Data Centers Could Be Bigger Than Oil, Urges States to Cut Taxes and Accelerate AI Growth: 'If I Were Governor...'
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. President Donald Trump said on Friday that data centers could eventually become a bigger industry than oil, calling them significant for the U.S. economy. In an interview with Punchbowl, the President called data centers "tremendously important" for the economy and criticized Texas for opposing data centers, calling it a "mistake" and arguing they generate significant economic benefits. He said "data centers could be bigger than oil," and states should encourage their development by cutting taxes. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast "If I were governor, I would want data centers so badly. I'll cut taxes," he stated. Trump said there is strong global demand for data centers, warning that if the U.S. slows their development, other countries will benefit instead. He emphasized that restricting data centers would also hinder AI growth. "We are leading because of me. We're leading AI," Trump said. Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time He elaborated, saying that he introduced a policy allowing companies building AI data centers to construct their own power generation facilities with fast-track approvals. He argued that this avoids straining the aging U.S. power grid, enables excess electricity to be fed back into the grid, and makes large-scale AI infrastructure projects economically viable while benefiting local communities. Trump said the U.S. cannot afford to lose the AI race to China, claiming many people believe China is backing efforts against the U.S. He added that he plans to discuss the issue with Chinese President Xi Jinping during an upcoming meeting, while asserting that China is trying to compete because it is falling behind the U.S. in AI. Big Tech Backs Trump's Power Plan Trump's remarks came on the heels of the White House expanding its AI data center Ratepayer Protection Pledge to nearly 200 more participants, requiring developers to cover power infrastructure costs. Current signatories include Alphabet Inc., Microsoft Corp., Meta Platforms Inc., Oracle Corp., OpenAI, xAI, and Amazon.com Inc.. See Also: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. In January, Microsoft pledged a "community-first" approach to expanding its AI data centers, promising to cover its share of electricity grid costs so local residents' power bills do not rise. The company also committed to creating local jobs and reducing water use after Trump's push and community opposition to the company's proposed $1 billion data center project in Michigan. Story Continues Trump had earlier criticized New York's decision to temporarily halt approvals for new large-scale data centers for up to a year, making New York the first state to impose a statewide moratorium on large AI-focused facilities. Trump called it a "terrible decision" and argued the move would push investment, jobs, and tax revenue to states such as Texas, Florida, Alabama, and Arizona. Read Next: Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Arrived Backed by Jeff Bezos, Arrived Homes
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- 9 Aug 2026 20:31
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Aug092026
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Here's Why Iren Has an Edge in the Neocloud Market, According to Meta's Mark Zuckerberg
According to Meta Platforms CEO Mark Zuckerberg, the future of AI infrastructure will be defined by who controls scarce compute, not by who signs the biggest headline deal. To me, that is exactly where Iren (NASDAQ: IREN) has carved out an edge in the neocloud market over the past few months. What Zuckerberg just told the compute market On Meta's second-quarter 2026 earnings call, Zuckerberg talked about AI compute in a way that should make every infrastructure provider sit up. He said Meta is "getting a lot of offers for compute at a significant premium over what we paid for it". He added that the company expects to "grow a large business serving large customers" by selling capacity in the future. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » In simple terms, Zuckerberg is telling the world that compute bought in 2024 and 2025 are already worth more than the purchase price and that demand is far ahead of supply.Image source: Getty Images. That matters for Iren because its whole strategy has been to treat compute like a long-lived asset rather than a commodity. Instead of locking up most of its capacity in a few giant contracts at early-stage prices, Iren has taken a more measured approach, letting some competitors rush into multibillion-dollar deals while it has kept a meaningful amount of future power and rack space uncommitted. If the value of compute keeps climbing as Zuckerberg describes, the provider that still has capacity to price and allocate later is in a stronger bargaining position than the one that has already given most of it away. A huge pipeline without a fire-sale mentality Iren's own numbers from July show how much running room it has kept. In a July 20 press release, the company announced that it had signed $2.8 billion in new multiyear cloud service contracts with multiple leading AI developers and raised its year-end annualized run rate revenue target for its AI cloud business to over $4 billion, up from $3.7 billion. That is serious commercial traction, but it is only part of the story. In its infrastructure overview, Iren says it has 810 megawatts of operational capacity, 2,100 megawatts under construction, and 1,600 megawatts in development, spread across six large-scale sites in North America, totaling roughly 5 gigawatts of power dedicated to high-performance compute. These are 100% renewable-powered, grid-connected data centers built for power-dense AI training and inference, using Nvidia reference architectures with non-blocking InfiniBand networks for GPU clusters. Story Continues When you put that together, you get a neocloud provider that has already proven it can sell billions of dollars in contracts yet still has gigawatts of capacity either under construction or in design. In a world where compute pricing is moving up, that uncommitted pipeline is not dead weight. It is an option value. Nvidia partnership and vertical integration The other piece of Iren's edge is who it is building with. In May, Nvidia and Iren announced a strategic partnership to accelerate the deployment of up to 5 gigawatts of AI infrastructure. The release describes Iren Cloud as built on Nvidia's reference architectures and directly integrated into Nvidia's AI ecosystem, with bare-metal GPU clusters available for training and inference at scale. Iren is vertically integrated, owning and operating its sites, lining up long-term renewable power and engineering facilities specifically for AI workloads. That vertical stack lets it move faster on design changes, power upgrades, and network topology as AI models evolve. When Meta and other hyperscalers return to the market seeking capacity at higher prices, a neocloud that can reconfigure racks and power feeds without a landlord in the middle has more lev
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- 9 Aug 2026 20:20
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AI investment will fuel more equity issuance, while buybacks cushion effects: Goldman Sachs
Antonbr Anton U.S. companies are selling more stock to investors as artificial intelligence spending creates enormous financing needs, but Goldman Sachs strategist Ben Snider says the increase in equity supply is more a return to normal than a market-threatening boom. U.S. corporations raised $252 billion through IPOs, follow-on offerings, convertible securities and SPACs during the second quarter. That topped the previous quarterly record of $234 billion set in the first quarter of 2021, according to Goldman Sachs. [U.S. corporations raised $252 billion through IPOs, follow-on offerings, convertible securities and SPACs during the second quarter.] U.S. corporations raised $252 billion through IPOs, follow-on offerings, convertible securities and SPACs during the second quarter. (Goldman Sachs Global Investment Research, Dealogic) Follow-on offerings accounted for $70 billion of second-quarter issuance. They totaled $105 billion through July, the highest amount at this point of the year since 2021. Despite the large dollar totals, Snider said the amount of issuance relative to the size of the stock market remains below historical averages. The activity also has been unusually concentrated. The three largest IPOs and follow-on offerings accounted for nearly half of issuance through July. AI CREATES A GROWING NEED FOR CAPITAL Artificial intelligence has emerged as a major driver of new stock issuance. AI-related companies accounted for roughly 40% of U.S. follow-on equity volume this year, Goldman Sachs said in an August 7 report. Technology, media and telecommunications companies represented 28% of follow-on volume, more than twice their 13% share during the previous five years. That financing demand could rise sharply as the largest technology companies continue building data centers and other AI infrastructure. Consensus estimates call for hyperscaler capital spending to exceed $1 trillion annually over the next several years. Goldman Sachs identified Amazon, Alphabet, Meta Platforms, Microsoft and Oracle as the hyperscalers in its analysis. Capital spending is expected to exceed their operating cash flow by roughly $150 billion in 2027. Some investors believe the gap could be much wider. If hyperscaler capex reaches $1.4 trillion next year, as some investors expect, their funding shortfall would exceed $300 billion even if cash-flow growth accelerates substantially, Goldman Sachs estimated. The bank noted that recent earnings from Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]), Alphabet (GOOG [https://seekingalpha.com/symbol/GOOG])(GOOGL [https://seekingalpha.com/symbol/GOOGL]), Meta (META [https://seekingalpha.com/symbol/META]) and Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) also point to potential upside in revenue and operating cash flow. Stronger returns from AI investments could help finance additional spending internally. DEBT EXPECTED TO CARRY MOST OF THE LOAD Equity offerings won't be the primary source of outside financing for the AI buildout. Goldman Sachs credit strategists expect hyperscalers to finance 35% of their 2027 capital expenditures with debt. That would translate into roughly $400 billion of global debt issuance next year, with similar amounts expected during the following several years. Goldman Sachs also expects about $300 billion in project financing during 2027 for data centers and chips. Equity nevertheless should remain part of the financing mix, particularly for other AI infrastructure companies. Selling shares can give companies additional funding for multiyear investment programs without putting as much pressure on their balance sheets. The pace of issuance also will depend on stock-market conditions. Companies historically have been more willing to sell shares when the broader market is performing well and when their stocks command premium valuations. INVESTORS HAVE ABSORBED NEW SHARES New stock offerings typically create some short-term pressure on share prices. During the p
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- 9 Aug 2026 15:51
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Microsoft Sits 12% Below Its High After the Largest One-Day Market Value Gain on Record. Here's What History Suggests Comes Next.
On July 30, Microsoft (NASDAQ: MSFT) grew its market value by about $450 billion between one close and the next. Shares finished that session 15.5% higher, at $451.10, after a fiscal fourth-quarter report that paired 18% revenue growth with guidance for Azure (the company's cloud computing platform) to grow about 45% in constant currency in the fiscal first quarter. Notably, this big move happened inside a drawdown. Microsoft entered that report down more than 18% for the year. Even now, after adding about another 8% since the record close to around $487 as of this writing, the stock still trades about 12% under its 52-week high of $553.72. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » There aren't many days like this to learn from. Six others since February 2022 come close enough to be worth studying. So what did those days actually lead to?Image source: Getty Images. The six days worth comparing Amazon added $190 billion on Feb. 4, 2022. Apple followed nine months later with a $191 billion gain on Nov. 10, 2022, on a day a cooler inflation reading lifted the whole market. Meta Platforms added $197 billion on Feb. 2, 2024, after announcing its first dividend. Nvidia did it three times -- $277 billion in February 2024, about $330 billion that July, and $441 billion on April 9, 2025. Microsoft's day is bigger than any of them. That's the sample. Six days, four companies, all since February 2022. Sure, a sample this small proves nothing on its own. But I'd rather have six imperfect precedents than none. What happened next, case by case Six months after its record day, Amazon's stock was about 10% lower -- and by the end of 2022, it had lost more than 40% as rising interest rates weighed on growth stocks broadly. Shares needed almost two years to see their record-day close again. Apple's record day aged well. The stock was up about 18% six months later, and about 27% after a year. Meta's aftermath looked better than Amazon's, but not right away. The stock fell back below its record-day close within three months during the spring of 2024, sat about flat six months out, and only then resumed climbing. It was up more than 40% a year later. Nvidia's three episodes split, too. After the February 2024 record, shares rose nearly 60% over the next six months. After the July 2024 record, they dropped about 14% in three trading days during that August's growth scare and were about flat six months later. After the April 2025 record, they rose more than 60% in six months. Story Continues So the score is three winners, two that went nowhere for six months, and one outright loser. The size of the day itself told investors almost nothing about the next two quarters. What did matter, in most of them, was whether the growth that caused the pop kept showing up. Nvidia's two big post-record runs came while its data center revenue kept climbing. Meta resumed climbing as its advertising growth held up. And Amazon, whose record day celebrated a strong quarter at the tail end of the pandemic boom, spent 2022 watching its growth slow while rates rose. In other words, the pop mattered less than the follow-through. That puts the burden for Microsoft on the next few quarters of delivery. The fiscal year that just closed (ended June 30) gave shareholders plenty. Revenue climbed 18% year over year to $331.8 billion, earnings per share climbed 32% to $17.95, and net income rose 31%. Microsoft Cloud revenue reached $59.3 billion in the fiscal fourth quarter alone, up 27% year over year. Azure's annual revenue also topped $100 billion for the first time. The 45% constant-currency Azure guide is the number that set off the record day, and it's the first thing I'd check each quarter from here. So, would I buy Microsoft here, 12% below its h
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- 9 Aug 2026 15:43
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Scott Galloway warned the US stock market could crash within 24 months thanks to AI. Protect your nest egg while you can
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Earlier in 2026, economic commentator and professor Scott Galloway, or Prof G, warned that with about 40% of the S&P 500 tied to AI-focused businesses, investors may need to reevaluate their risk exposure or prepare for a portfolio wipeout. "There's no way they can justify these incredible valuations," Galloway said on an episode of The Diary of a CEO podcast (1). He also noted that one of the greatest threats to American AI companies is cheaper Chinese alternatives. Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold The tax breaks in Trump's 'big beautiful bill' expire after 2028 — and experts say most people won't act in time. What to do before the window closes He explained that the "majority of GDP growth over the last two years has come from AI," and that if that slows, the U.S. would plunge into a recession "immediately." Data from the Federal Reserve Bank of St. Louis backs this up. The Fed found that 39% of total GDP gains in the third quarter of 2025 were driven by AI growth in areas such as software, R&D, information processing technology and data center construction (2). This trend appears set to continue. Goldman Sachs estimates that AI investment spending could account for 40% of S&P 500 earnings growth in 2026, while major cloud companies are expected to collectively spend $674 billion on capital expenditures this year alone (3). Plus, the S&P 500 has continued to notch fresh record highs in 2026, fueled largely by strong earnings from so-called megacap AI-related companies (4). These sound like good things, but there's a problem: For decades, Americans could build wealth simply by buying broad index funds and waiting. Now, in a K-shaped economy, with the wealthy at the top and the poor at the bottom, investors who haven't kept up with the times are increasingly exposed to market weak spots. "If you're China," podcast host Steven Bartlett said, "As [a] leader now, you go, you know what? Give Americans cheap AI, and you'll kneecap their economy." "One hundred percent. That's what I would do," Galloway agreed. "Founders get quite scared that there will be an economic crash in the next 12 or 24 months because of overinvestment in AI." Story Continues Although Galloway's warning hasn't played out yet, he has continued to argue that investors should pay attention to concentration risk and the possibility that AI-related valuations may not match future returns. That's not to say that this is China's game plan, nor is it the ultimate point of Prof G's argument. Rather, it's the idea that Americans are heavily invested in AI, with few alternatives to protect them from a recession. This raises the question: If 40% of big tech stocks crash, and you've committed to a 60/40 investment split, is today's playbook really built for tomorrow's economy? Why the market might be more fragile than it looks The original appeal of the S&P 500 index was that it let investors own a little bit of a lot of different companies. In a world where more and more top spots are banking on AI, that resiliency comes into question. Today, the index is heavily concentrated in megacap technology firms like NVIDIA (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG) and so on — many of which are betting aggressively on AI infrastructure. Other major companies, including Apple (NASDAQ: AAPL), Meta Platforms (NASDAQ: META) and Broadcom (NASDAQ: AVGO), have similarly become increasingly tied to the AI investment boom, adding to concerns about how concentrated today's market has become. In fact, the top 10 companies in the S&P 500 no
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- 9 Aug 2026 15:20
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Top Semiconductor Stock Outpacing Nvidia With a 36% Gain Over 6 Months
Key Points Broadcom's positioning in the ASIC chip industry has helped it outperform Nvidia over the past six months. AI semiconductor revenue more than doubled year over year, and it's projected to more than triple year over year. Broadcom's AI semiconductor segment is growing faster than Nvidia's data center revenue, which makes future outperformance more likely. 10 stocks we like better than Broadcom › Nvidia(NASDAQ: NVDA) is one of the most well-known stocks due to its AI chips. It has become the world's most valuable publicly traded company, but that doesn't make it the best stock to hold. Fellow semiconductor stock Broadcom(NASDAQ: AVGO) has outperformed Nvidia with a 36% return over the past six months. The shift to custom-made chips may explain why Broadcom is doing so well and leaving Nvidia shares behind. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Image source: Getty Images. ASIC chips are poised to gain market share Broadcom produces ASIC chips while Nvidia specializes in GPUs. Nvidia's AI chips can handle a wide range of general tasks, but Broadcom's chips are specialized for specific tasks. Many tech giants have Broadcom create custom chips for them. Alphabet's TPU chips and Meta Platforms' MTIA chips are designed by Broadcom, and the AI chipmaker also counts Microsoft and Amazon as top customers. ASIC chips are becoming increasingly important due to AI inference. Their energy efficiency and low latency give them an edge for this type of AI. Granted, data centers will still need GPUs and ASICs. ASICs like the ones Broadcom provides can do any one thing better than a GPU, but a GPU can accomplish a wide range of tasks. Broadcom's earnings demonstrate why it is the leading ASIC producer Broadcom and Nvidia compare in the broader AI chip market, but Broadcom is in a class of its own when it comes to ASICs. The company recently delivered 48% year-over-year revenue growth in its fiscal 2026 second quarter, with net income almost doubling year over year. Artificial intelligence is driving most of the momentum, which sets the stage for accelerated revenue growth in future quarters. Broadcom's AI semiconductor segment grew by 143% year over year and makes up almost half of total revenue. That's a faster growth rate than Nvidia's data center revenue, which was up by 92% year over year in its fiscal 2027 first quarter. Even though Nvidia has higher overall revenue growth rates, Broadcom is gaining market share at a faster rate in the critical AI chip industry. Broadcom CEO Hock Tan even told investors to expect AI semiconductor revenue to surge by more than 200% in its fiscal 2026 third quarter. It's expecting $16 billion in AI semiconductor revenue and $29 billion in overall revenue in that quarter. That would put the company at 84% year-over-year revenue growth. The forecast represents a meaningful improvement and high sequential growth while making AI semiconductor revenue more central to future results. These factors suggest Broadcom can continue to outperform Nvidia. Should you buy stock in Broadcom right now? Before you buy stock in Broadcom, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Broadcom wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $399,832!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,374,595!* Now, it’s worth noting Stock Advisor’s total average return is 968% — a market-crushing outperformance compared to 215% for the S&P
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- 9 Aug 2026 14:20
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SpaceX vs. Meta Platforms: Which Will Reach the $2 Trillion Club First?
Key Points Space Exploration Technologies is growing at a faster rate. Meanwhile, Meta Platforms has a more reasonable valuation. 10 stocks we like better than Space Exploration Technologies › Although Space Exploration Technologies(NASDAQ: SPCX) reached the $2 trillion mark shortly after its initial public offering (IPO) in June, it has fallen significantly since then and is now valued at about $1.45 trillion. Meta Platforms(NASDAQ: META) has never been a member of the $2 trillion club, peaking at $1.988 trillion. Currently, it's valued at $1.5 trillion. Of these two, which one will be the first to get into the $2 trillion club? This is an important question, as each stock will need to rise at least 33% to get there. If either one can do that during the next year or two, it would be a worthwhile investment, as it could outperform the broader market on its way to this exclusive club, which currently has only six members. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Image source: Getty Images. Both companies are competing in one area Meta Platforms' business is fairly simple to understand. For the most part, it's an advertising business. It operates several social media sites, including Facebook, Instagram, Threads, WhatsApp, and Messenger, and sells ads on them. This is an incredibly profitable business that generates nearly all of Meta's revenue and profits. Meta is also heavily involved in developing AI models and spending significant money to realize its AI vision. While Meta has integrated AI across various parts of its advertising business, the market is still waiting for a meaningful AI model to come online and be useful to the public. SpaceX is a much broader business. It owns xAI, the makers of Grok, which is actively competing against Meta's models. Additionally, xAI owns X, formerly known as Twitter, a competing social media platform. The similarities end there, as SpaceX also offers Starlink internet and other businesses that launch payloads into space. SpaceX is a very wide business network, which is both good and bad. However, from a business standpoint, Meta is the established, dominant company in the social media segment. Still, I like the potential of the SpaceX business, so I'll give it the nod in this category, but I wouldn't argue with anyone if they named Meta the winner here either. Winner: SpaceX SpaceX is growing much faster From a revenue growth standpoint, it isn't much of a contest. SpaceX's revenue grew 92% year over year in Q2, primarily driven by soaring AI and connectivity revenue. However, SpaceX is unprofitable and posted a $541 million loss for the quarter. Meta is growing much more slowly, with revenue rising 28% year over year. On the flip side, Meta posted a $15.8 billion profit. However, it produced a $18.3 billion profit in the year-ago period, so this figure is shrinking. So, which has better financials? It depends on whether you value growth or earnings. If SpaceX continues down its current trajectory, it will be profitable very quickly. Meta is already there and growing at a healthy pace, but its margins are also being squeezed. I'm going to give this category to SpaceX, as it's heading in the right direction. Winner: SpaceX Is there too much growth priced into SpaceX's stock? At a score of 2-0, you may think there's no way for Meta to come back, but that's not the case. This last category, valuation, can make or break an investment. And for SpaceX, it breaks it. Although investors are still waiting for a full year of financial results to properly value the company, we can make some assumptions. Because SpaceX reports net losses, using the price-to-sales ratio is the appropriate valuation metric. Although there is no trailing-12-month data available, annualizing Q
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- 9 Aug 2026 13:20
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'Very little to like': Wall Street assesses surprise July jobs report as stocks jump
Wall Street is increasingly betting the latest jobs report will take a Fed rate hike off the table and give stocks room to climb. The Bureau of Labor Statistics' July labor market report showed the economy lost 23,000 jobs, far short of expectations. The unemployment rate fell to 4.1% as labor force participation dropped to a near-pandemic low. "The report suggests that the economy is seemingly slipping back toward the 'no hire, no fire' narrative that characterized the labor market through much of 2025," said Jim Baird, chief investment officer with Plante Moran Financial Advisors, in a note on Friday. The latest report shows the three-month rolling average of job gains has fallen to just 20,000, while the six-month average has declined to a weak 44,000, noted Ameriprise chief economist Russell Price. "There were many moving parts, but very little to like about this report," said Price on Friday. "If the job market falters, consumers and the economy might not be far behind." Treasury yields fell on Friday following the report, reversing gains from earlier in the week when traders had signaled that policymakers might be behind the curve in their fight against inflation. Strategists said the weak labor numbers give the Fed cover to hold rates steady despite sticky inflation, particularly as wage growth came in softer than expected. Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments "To the point of the wage inflation, I think this really solidifies our view that the Fed is going to stay on hold this year," UBS's Leslie Falconio told Yahoo Finance. Following the jobs report, implied odds of a Fed rate hike in 2026 fell to 56% from 63% on Polymarket, reducing the risk of higher borrowing costs and their impact on equities. Stocks jumped on Friday with the Dow, S&P 500, and Nasdaq all posting weekly wins. The gains were driven by large tech stocks as Nvidia (NVDA) surged 10% for the week. Microsoft (MSFT) and Meta (META) also gained 8% and 7%, respectively. "In terms of what this does to the stock market, it's probably positive in that it reduces the probability of a rate hike in September," said Amber Fairbanks, Impax Asset Management portfolio manager. Fairbanks still sees upside in the AI trade, but cautions on selectivity. "I think AI is still an attractive trade," she said. "I do think that we have to be a little bit more picky in those companies that are really benefiting from a fundamental perspective, not just to benefit from a narrative perspective." Story Continues Yardeni Research sees strong earnings driving the S&P 500 to 8,200 by the end of the year, representing an additional 5.6% from Friday's levels. Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at @ines_ferre. Click here for in-depth analysis of the latest stock market news and events moving stock prices Read the latest financial and business news from Yahoo Finance View Comments
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- 9 Aug 2026 12:35
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Constellation (CEG) Locks In More Power Deals As Nuclear Output Slips
Constellation Energy (NASDAQ:CEG) gave investors a lot to unpack on August 6 with the release of its second-quarter earnings report. The report raised full-year adjusted operating earnings guidance to $11.50 to $12.50 per share and stacked on a run of nuclear contract wins and regulatory approvals tied to its Crane Clean Energy Center restart. The headline story is growth. The details show a company juggling more moving parts than it has in years.Constellation (CEG) Locks In More Power Deals As Nuclear Output Slips Bull Case: The Contract Pipeline Keeps Growing Constellation signed 920 megawatts of new long-term power purchase agreements in the quarter, contracts running 15 to 20 years that won't start delivering power until 2029 through 2032. One, a 176-megawatt deal with Walmart (NASDAQ:WMT), split into two 15-year contracts that start in 2029 and 2030, will fund a 30-megawatt expansion at the Dresden Clean Energy Center, located in Illinois. The batch averages 18.5 years in length, adding to earlier 20-year agreements with Microsoft Corp. (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META). The bigger prize is Crane, the plant once known as Three Mile Island Unit 1. FERC granted a waiver letting Constellation shift grid connection rights to Crane, and the NRC approved its fuel license amendment, clearing two of the last hurdles before the 835 megawatt unit restarts in 2027 to serve its Microsoft contract. Constellation also filed to extend the licenses of its Ginna and Nine Mile Point 1 reactors in New York out to 2049, stretching value from assets it already owns. Management guided to 20% annualized adjusted earnings growth through 2029, a number that excludes any contracts signed after this quarter. Bear Case: Costs And Outages Cloud The Picture GAAP numbers moved the other way. Earnings per share fell to $1.42 from $2.67 a year earlier, even as adjusted operating earnings rose to $2.55. Part of that gap traces to a bigger share count after the Calpine acquisition, with average diluted shares outstanding climbing to 360 million from 314 million. The nuclear fleet had a rougher quarter too: output slipped to 44,160 gigawatt-hours from 45,170, and the capacity factor at plants Constellation operates fell to 93.0% from 94.8%, with planned refueling outage days more than doubling to 86 from 41. There's also cleanup work left from Calpine. Constellation agreed to sell the 606 megawatt Brazos Valley Energy Center to LS Power for $860 million, the last divestiture regulators required, but the deal still needs Department of Justice approval to close. And as a merchant power seller, Constellation stays exposed to regulatory pushback, including from consumer advocates who argue that connecting data centers directly to nuclear plants lets big tech dodge grid costs that land on residential customers instead. Story Continues What The Market Is Pricing In Hedge fund ownership of Constellation rose to 79 funds last quarter from 76, a modest gain in institutional conviction. Short interest sits at just 3.33% of the float, pointing to little organized skepticism. As of August 7, the stock trades at a forward price-to-earnings ratio of 22.88, a premium that assumes the contract pipeline and the Crane restart both land close to plan. Rising fund ownership paired with light short interest suggests the market isn't betting against the growth story at that price. The Bottom Line Constellation's quarter shows a company converting existing nuclear assets into decades of contracted demand while absorbing the growing pains of the Calpine integration. The bull case leans on Crane's restart timeline and the steady drip of long-term contracts like the Walmart deal. The bear case leans on execution, from falling capacity factors to unresolved questions over who pays for data center power. While we acknowledge the potential of CEG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking fo
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- 9 Aug 2026 12:21
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If the SpaceX Stock Price Falls to $63, Here's What History Suggests Could Happen Next
Key Points In its first earnings report as a public company, SpaceX reported $7.8 billion in revenue for the second quarter of 2026. Capital expenditures increased by $2.8 billion to $18.4 billion for the quarter, and the stock price dropped following the report and accompanyingearnings call If the SpaceX stock price follows a similar path as when Facebook (now Meta Platforms) first went public, the stock price could bottom out at around $63. 10 stocks we like better than Space Exploration Technologies › Anyone who expected the 2026 second-quarter earnings report from Space Exploration Technologies(NASDAQ: SPCX) on Aug. 4 to boost the stock price didn't get it. In after-hours trading following the report andearnings call SpaceX's stock price was down more than 8%. We'll quickly look at why the earnings weren't enough to immediately send the stock price higher, as well as why $63 could be an important price level for investors to watch. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Image source: Getty Images. Why the quarter didn't move the needle SpaceX reported $7.8 billion in revenue for the second quarter, a 92% jump from the prior-year period. Revenue for its artificial intelligence (AI) division tripled to $2.6 billion, and revenue from SpaceX's satellite internet service, Starlink, climbed 66% to $4.3 billion. SpaceX CEO Elon Musk also projected SpaceX could hit $1 trillion in revenue by 2030, a year earlier than the 2031 time frame previously forecast. That said, it wasn't enough to send the stock price higher. An investing theme of 2026 has been expecting greater returns and progress from companies investing more in AI infrastructure build-outs, and SpaceX is no exception, especially given its unprofitable status. For the second quarter, capital expenditures totaled $18.4 billion, an increase of $2.8 billion. The immediate selling after the earnings report doesn't guarantee the stock price will keep dropping. But if it does, history offers a useful comparison to keep in mind. The $63 price point Sometimes, history helps by offering examples of how to frame risk against reward. While not on the same scale in terms of valuation, Facebook, now Meta Platforms, was a highly anticipated initial public offering in May 2012. Its life as a public company, however, was rocky out of the gate. When Mark Zuckerberg's social network went public, shares were already down 53% roughly four months later. That may have seemed like a time to give up on the stock, but it turned out to be a bottom for Facebook's stock price. According to Barron's, over the next 12 months, the Facebook stock price shot up 140%. Even more impressive were the long-term gains, as the stock price climbed 3,250% from that bottom to July 28, 2026. If the SpaceX stock price were to follow a similar path, a 53% drop from its IPO offering price of $135 would place it in the $63 range. Again, nothing says it will drop that low, but as history has shown, more aggressive investors who believe in SpaceX's long-term vision and plan to hold the stock for years could view any continued pullback as a buying opportunity. Should you buy stock in Space Exploration Technologies right now? Before you buy stock in Space Exploration Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Space Exploration Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $399,724!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommenda
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- 9 Aug 2026 12:05
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It describes the weighted balance of qualifying headlines. A score of 50 can mean balanced news or that there is not enough evidence; the status label explains which.
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It measures news already published. It is not a forecast, recommendation or price target.