Browsing Tag
Meta Platforms
73 posts
Semiconductor stocks sink as Meta’s cloud pivot and a fresh lawsuit unwind a parabolic rally
Semiconductor stocks fall sharply as Meta's cloud pivot and a fresh lawsuit unwind a parabolic year-long rally.
IREN shares slide as analysts flag weaker competitive positioning against CoreWeave and Nebius
IREN shares fall as Bernstein flags weaker economics versus CoreWeave and Nebius, compounded by Meta's cloud ambitions.
Meta challenges AWS, Azure, and Google Cloud with new AI infrastructure business
Meta Platforms is developing a cloud business to sell excess AI computing power, challenging AWS, Azure, and Google Cloud.
WhatsApp usernames halted in India as government warns of digital arrest scams
WhatsApp wants to hide users’ phone numbers. India fears that usernames could give digital arrest scammers a powerful new disguise.
Nasdaq-100 in 5 days, S&P 500 blocked until 2027: what SpaceX (SPCX) is still missing
Wedbush initiates SpaceX (SPCX) at Outperform, $190 target, $2.5T enterprise value; Nasdaq-100 inclusion July 7 adds $4.3B in passive inflows. Winners named.
Micron (NASDAQ: MU) revenue quadruples to $41.5bn as AI memory shortage drives record margins
Micron revenue quadrupled to $41.46 billion as AI memory demand drove record margins and $100 billion in contracts. Read what comes next for $MU now.
Qualcomm targets $15bn data centre business as Meta anchors AI expansion
Qualcomm targets $15 billion in data centre revenue by 2029 as Meta, Modular and Dragonfly reshape its AI strategy. Read the full analysis now on BNT today.
Qualcomm’s $3.9bn bet on Modular could decide its future beyond smartphones
Qualcomm is acquiring Modular in an all-stock transaction that could issue up to 19.2 million shares. The deal targets the software gap between Qualcomm’s expanding AI hardware portfolio and the developers, enterprises and hyperscalers needed to turn that technology into a scalable data center business.
Corning (NYSE: GLW) optical re-rating intensifies as Amazon, Nvidia and Meta lock in AI infrastructure capacity
Corning Incorporated (NYSE: GLW) surges to record above $218 as Amazon AI fiber deal joins Nvidia and Meta partnerships to anchor optical re-rating. Read more.
QCOM stock surges as Qualcomm unveils Dragonfly C1000 and Meta data center deal
Qualcomm Incorporated NASDAQ QCOM doubles 2029 non-handset revenue target to $40B as Dragonfly silicon, Meta deal and Modular buy reshape its story. Read more.