Meta Platforms Inc
- Data center deals hit record $61 billion in 2025 as AI valuation risks and funding concerns grip investors - Hyperscalers are increasingly turning to outside capital in the form of debt to fund the energy-intensive infrastructure.
- Hyperscaler AI spending could slow down if Oracle shows 'discipline' - CNBC's Jim Cramer on Tuesday opined on massive AI spending that has hurt tech stocks.
- Tesla stock hits record as Wall Street rallies around robotaxi hype despite slow EV sales - Wall Street's bullishness on Tesla has returned after the stock had its worst performance since 2022 in the first quarter of the year.
- AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide - In at least one corner of the AI market, sentiment has turned decidedly negative.
- Broadcom and Costco's rich valuations leave little room for error as battleground stocks - In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
- Here are 4 major moments that drove the stock market last week - The S&P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high.
- Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia - Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.
- AI shopping could drive $263 billion in holiday sales. Walmart and Target are racing to get in - Consumers are turning to AI chatbots like ChatGPT for gift discovery, reviews and price matching, potentially driving billions in sales this holiday season.
- Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market - As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
- Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand - Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.