US stocks fall as AI-chip downturn highlights index concentration vulnerability
U.S. stocks closed down on Friday, with the chip sector selloff extending to a wider risk-off move. The S&P 500 dropped 0.9% and the Nasdaq declined 1.3%.
Meta (NASDAQ:META) shares fall after 2026 capital spending midpoint surpasses forecast 2025 operating cash flow
NEW YORK, July 17, 2026, 15:11 EDT. Meta Platforms' stock declined as the company's projected midpoint for capital expenditures in 2026 moved above its anticipated operating cash flow for 2025.
Meta (NASDAQ:META) commits $50B to AI campus, putting 2026 cash flow in focus
Meta Platforms needs to ramp up its quarterly capex by at least 77% over what it spent in Q1 to hit its 2026 target. The company’s expanded Hyperion AI campus in Louisiana is now on track for 5 gigawatts and over $50 billion, giving a sign of where all that money has to go.
Nebius Group (NASDAQ:NBIS) slides as $1B Reflection AI deal fails to reassure on cash conversion
Nebius shares dropped 6.7% in New York Tuesday afternoon, even though Reflection AI agreed to buy over $1 billion in computing capacity. The stock was up almost 3% before the open, flipping the session for about a 10-point swing. Order book scarcity appears to be over.
AI stocks signal memory premium starting to fade
AI stocks ended Monday in the red, though losses varied across the sector. A group of three memory and storage plays tied to AI dropped 7.2%, nearly double the 3.7% loss for a set of four compute and foundry names. The split points to investors shortening their view on how long shortage-fueled gains can last, despite healthy order books and continued spend on infrastructure.
Robinhood’s top AI stocks split up $240 billion market cap
Nvidia, Advanced Micro Devices, Dell Technologies and Cisco Systems lost about $232 billion in combined market value during Monday's regular U.S. session. Meanwhile, Alphabet, Microsoft and Meta Platforms picked up a net $6 billion. That left a valuation gap of roughly $238 billion as of 1:52 p.m. EDT.
Meta’s $50 Billion AI Plan Faces $10 Billion-a-Gigawatt Test in Cloud Push
Meta Platforms said Monday it will boost its Hyperion data center in Louisiana to five gigawatts of computing power, and push investment in the project past $50 billion. The announcement puts a figure on CEO Mark Zuckerberg’s plan to sell AI computing capacity to others. Meta shares slipped about 1.3% to $661 Monday afternoon. The stock jumped 14.8% last week.
Meta Stock Rallies by $221 Billion in One Week, With AI Cloud Bet in Focus
Meta Platforms, Inc. jumped 6.0% to close at $669.21 on Friday, capping off a 14.8% gain for the week — its biggest since at least February 2024. The move leaves Meta with a market value near $1.72 trillion heading into the weekend, up about $221 billion across five sessions.
Nvidia Stock Rallies $393 Billion in Two Days; CPI Is Next
NVIDIA Corporation finished Friday at $210.96, a gain of 4.0% on the day and 8.3% for the week. That move added around $393 billion in market cap, based on the same number of shares outstanding. Nasdaq’s main session will stay shut on Sunday, with trading starting up again Monday at 9:30 a.m. EDT.
S&P 500 picks up 1.2% this week; tech sector sees 39% jump in cash inflows
S&P 500 added 1.2% for the week, but gains masked a split tape. Nasdaq Composite moved up 1.7%. Dow fell 0.5% and the small-cap Russell 2000 dropped 0.6%. S&P 500 ended just under its record as U.S. cash trading closed for the weekend.
S&P 500 moves up but split is driving Wall Street signals
U.S. stocks were up modestly around midday Friday, with a clear split showing by market cap. The S&P 500 was up 0.2%, the Dow rose 0.3%, but the Russell 2000 dropped over 0.7%. The Nasdaq Composite was little changed.
Meta’s AI cloud could bring in over $10 billion a year using less than 2% of its total capacity
Meta Platforms rolled out its first public AI model service for developers on Thursday. CEO Mark Zuckerberg told Bloomberg that demand from outsiders to use Meta’s computing power is strong and could rival internal projects. “The offers that you get for using the compute are so high,” Zuckerberg said. But he added Meta isn’t sitting on extra capacity.
Meta Shares Pull Back Midday, Traders Fixate on Key Figure
Meta Platforms, Inc. reversed an early slide Thursday, with shares last at $613.19, up around 1.7%. The stock had dropped as much as 4.2% from Wednesday’s close before turning higher. Investors appeared to set aside worries about the company’s AI-chip spending report.
Nasdaq Futures Rise on Chips, Traders Wary After Iran Shock
Nasdaq futures moved higher Thursday, lifted by gains in chip stocks. Dow futures slipped as IBM and Microsoft dropped, with traders also watching new U.S.-Iran fighting, choppy oil, and a Fed still talking tough on inflation.
Wall Street Eyes Musk’s SEC Deal and Other Legal Moves Today
Judge Sparkle Sooknanan signed off on the SEC’s settlement with Elon Musk, clearing the way for the deal over his slow disclosure of buying Twitter shares. But in her order, Sooknanan flagged concerns, saying courts aren’t just “a rubber stamp.” She pointed out the terms: a Musk trust puts up $1.5 million, while the SEC said Musk’s delay let him pocket $150 million.
CoreWeave Stock Gains 8% Despite Meta Worries
CoreWeave shares finished up 7.75% at $90.00 on Wednesday, clawing back some ground after last week’s Meta-fueled drop. The stock touched $90.15 intraday but volume stayed under its 65-day average, according to market data.
Meta Platforms (NASDAQ:META) stock beats Nasdaq as AI cash-flow forecast tightens
Meta Platforms Inc ended Monday up 2.98% at $600.29, outpacing the Nasdaq Composite’s 1.12% gain and the S&P 500’s 0.72% rise. The stock traded between $581.76 and $603.58, with volume of about 17.06 million shares, close to its 65-day average.
CoreWeave (NASDAQ:CRWV) falls as Nasdaq-100 spot faces pressure, Meta cloud worries weigh on AI pricing
CoreWeave heads into Monday with something different than the usual AI stock issues. The Nasdaq closed Friday for the Independence Day holiday, so Thursday’s finish is the latest print: $81.75 a share, off 4.6% for the day, down 15.4% from the previous Friday.
Nebius Group (NASDAQ:NBIS) stock in focus after Meta Platforms (NASDAQ:META) cloud report and $46 billion contract lineup
Nebius Group N.V. isn’t trading in the U.S. through the holiday. The Nasdaq’s 2026 schedule has July 3 as a market holiday for Independence Day observed. So Thursday’s close stands as the last regular price until Monday.
CoreWeave slides as Meta risk hangs over backlog defense
CoreWeave, Inc. headed into the extended U.S. holiday break with shares showing more strain than momentum. U.S. equity markets were closed Friday, July 3, for the Independence Day observance. Trading also paused Saturday. NYSE’s posted 2026 calendar confirms July 3 as a holiday closure.