META

Fed Meeting, Inflation, Boeing, Meta, Apple, Exxon, and More to Watch This Week

This is a huge earnings week, with nearly a third of S&P 500 companies reporting. The Fed is expected to hold rates steady after its confab ends Wednesday, and we’ll see key inflation data on Thursday.

Yahoo · 2h ago

Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?

The stakes are high as hundreds of billions of dollars flow into AI data centers.

Yahoo · 4h ago

Magnificent 7 Trade Is Broken — Here’s Where Smart Investors Should Look Next

Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.

Yahoo · 5h ago

Stock Market Week Ahead: Mag 7 And The Fed — But It's All About The Cash

Hyperscaler cash levels will be a key focus in the coming week as Apple, Amazon, Meta and Microsoft report.

Yahoo · 5h ago

Mark Zuckerberg's Meta Is Also One of CoreWeave's Biggest Customers, in a Deal Worth $35 Billion Through 2032. That Didn't Stop CoreWeave Shares From Sinking on Meta's Own Cloud News.

A report stating that Meta Platforms intends to sell its excess cloud computing capacity doesn't bode well for CoreWeave.

Yahoo · 7h ago

Companies with aggressive buybacks have lagged the S&P 500 in the AI era

Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.

Yahoo · 7h ago

What to Expect in Markets This Week: Amazon, Apple, Meta and Microsoft Earnings; Fed Interest Rate Decision

Earnings reports from four of the world’s largest tech companies, a decision on interest rates, and key economic data releases will be in focus this week.

Yahoo · 8h ago

Mark Zuckerberg, Microsoft CEO just made major AI decision

Jensen Huang has been one of the most prominent voices in technology for years, but he had never once posted on X (the former Twitter). On July 24, he did. What he chose to say with his first-ever post on the platform says a lot about the fight now underway over who controls the future of AI. Huang ...

Yahoo · 8h ago

Dow Jones Futures: U.S., Iran Halt Attacks After Market Sell Signal; Apple Earnings, Fed Meeting Ahead

Apple, Amazon, Meta, Microsoft, SK Hynix are on tap with the Nasdaq breaking lower. So is the Federal Reserve.

Yahoo · 8h ago

4 Big Tech earnings reports, a Fed meeting, and $100 oil: It's the busiest week of the quarter

Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.

Yahoo · 10h ago

Alphabet: Wall Street Is Being Ridiculous - Elevated CapEx Is A Buying Opportunity

Alphabet Inc. Q2 earnings beat: 294% EPS, 24% revenue, but shares slid on surging AI CAPEX and FCF dip. Click for this GOOG stock update.

SeekingAlpha · 13h ago

Wall Street Week Ahead

Track this week’s market catalysts: Big Tech earnings, Fed rate decision, and core PCE inflation data—plus IPOs and key reports.

SeekingAlpha · 14h ago