Today: 2 June 2026
Browse Category

NASDAQ:META 30 April 2026 - 2 June 2026

Meta Shares Sink on AI Spending Plans — Street Eyes $145 Billion

Meta Shares Sink on AI Spending Plans — Street Eyes $145 Billion

Meta shares slid 5.1% to $600.47 Monday as investors questioned its $125–$145 billion AI capex plan. Alphabet’s $80 billion AI funding move sharpened focus on Big Tech spending. Bank of America urged clients to favor “capex takers” over “crowded AI spenders” like Meta. First-quarter ad revenue rose 33%, but daily active users slipped from last quarter. Legal and operational risks remain, with lawsuits and rising costs in play.
2 June 2026
····
Meta Stock Is Sliding While Tech Hits Records—Here’s Why Wall Street Is Nervous

Meta Stock Is Sliding While Tech Hits Records—Here’s Why Wall Street Is Nervous

Meta Platforms shares slid 4.3% to $605.45, near session lows, even as tech stocks and Nvidia rallied. Investors weighed Meta’s plan to boost 2026 capital spending to $125–$145 billion, up from $115–$135 billion, despite strong Q1 revenue and ad growth. Bank of America flagged Meta as a “crowded AI spender.” Regulatory scrutiny over employee data use in Europe added pressure. Meta declared a $0.525 dividend, payable June 25.
1 June 2026
··
Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta Stock Waits for AI Weekend Signal

Meta shares closed at $632.51 Friday, down 0.44% for the day but up 3.6% for the week, outpacing the Nasdaq and S&P 500. Reports say Meta will test an AI-powered pendant next year as part of a broader wearables strategy, while Reality Labs posted a $4.03 billion loss last quarter. The board approved a quarterly dividend of 52.5 cents per share, payable June 25. Meta raised its 2026 capital expenditure forecast to $125-$145 billion. CEO Mark Zuckerberg said a cloud-computing unit is possible if AI expansion leaves extra datacenter capacity.
31 May 2026
··
Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Arm Holdings shares jumped 12.7% to $341.28 in New York Thursday after upbeat analyst notes tied the company more closely to Nvidia’s AI CPU efforts. Arm posted record fiscal 2026 revenue of $4.92 billion and reported AGI CPU demand for 2027–2028 now exceeds $2 billion. Mizuho raised its price target to $360, citing Arm’s expanding CPU lineup. Early Vera CPU benchmarks show Nvidia challenging Intel and AMD in data centers.
28 May 2026
···
Meta Paywall Move Rattles Shares

Meta Paywall Move Rattles Shares

Meta shares rose 3.74% to $635.25 Wednesday after launching new paid plans for Facebook, Instagram, WhatsApp, and Meta AI. The company raised its 2026 capital spending outlook to $125–$145 billion, citing higher costs for data centers and chips. Instagram Plus and Facebook Plus are priced at $3.99 per month, WhatsApp Plus at $2.99. Ads remain Meta’s main revenue source, with $55.02 billion last quarter.
28 May 2026
··
Meta Stock Pops as Paid AI Plans Hand Investors a Fresh Growth Story

Meta Stock Pops as Paid AI Plans Hand Investors a Fresh Growth Story

Meta shares rose about 3.9% to $636.43 late Wednesday after the company began rolling out paid subscription tiers for Instagram, Facebook, WhatsApp, and Meta AI. Bloomberg reported new Meta AI chatbot plans at $7.99 and $19.99 per month. The move comes as Meta projects 2026 capital expenditures of up to $145 billion to build AI infrastructure. The stock outperformed other ad-driven tech peers in late trading.
27 May 2026
··
CoreWeave Stock Drops as $99 Billion AI Backlog Runs Into Bigger Spending Bill

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

CoreWeave shares rose after GF Securities initiated coverage with a “Buy” rating, citing strong demand and major customer contracts. The Nvidia-backed AI cloud firm reported Q1 revenue of $2.08 billion and a $99.4 billion backlog. Rival Nebius posted Q1 revenue of $399 million, up 684% year-on-year, and raised its 2026 capital spending forecast to up to $25 billion.
26 May 2026
····
Meta’s $145 Billion AI Spending Triggers Wall Street Calls on Payoff Timing

Meta’s $145 Billion AI Spending Triggers Wall Street Calls on Payoff Timing

Meta raised its 2026 AI infrastructure spending forecast to $125–$145 billion, citing higher component and data center costs. Shares fell as much as 12% after the update, closing down 8.6% the next session. Wolfe Research projects over $26 billion in new 2027 revenue from AI, but analysts question when returns will materialize. CEO Mark Zuckerberg defended the investment, saying returns often lag large-scale product rollouts.
26 May 2026
··
Broadcom puts $125 million into UCLA AI chip center

Broadcom puts $125 million into UCLA AI chip center

Broadcom, Meta Platforms, Applied Materials, GlobalFoundries, and Synopsys are investing $125 million to launch a semiconductor center at UCLA, aiming to advance custom AI chip development, the university said. The five-year hub will support doctoral research and offer internships at the founding firms. Broadcom shares were flat pre-market at $414.14, while Meta rose 0.5% and Nvidia fell 1.9%.
26 May 2026
·····
Reddit Shares Fall as Meta Forum App Launches

Reddit Shares Fall as Meta Forum App Launches

Reddit shares fell 5.6% to $141.67 on Friday, trailing major U.S. indexes, after Meta launched Forum, a stand-alone, AI-assisted discussion app spun out of Facebook Groups. Forum allows users to join with Facebook credentials, post with nicknames, and use an AI-powered “Ask” feature. Reddit’s first-quarter revenue jumped 69% to $663 million, with daily active users up 17% to 126.8 million.
22 May 2026
·
Meta Cuts 8,000 Jobs as Zuckerberg Pushes AI Ambitions

Meta Cuts 8,000 Jobs as Zuckerberg Pushes AI Ambitions

Meta Platforms CEO Mark Zuckerberg told staff he does not expect more company-wide layoffs this year after cutting about 8,000 jobs and shifting thousands to AI roles, affecting roughly 10% of the workforce. Meta raised its 2026 capital spending forecast to $125–$145 billion. Some employees questioned the reassurance, noting the wording left room for smaller cuts. U.S. laid-off workers will receive at least 16 weeks’ pay and extended healthcare.
22 May 2026
··
Meta kicks off 4 a.m. layoff emails as AI drive leads to 8,000 job cuts

Meta kicks off 4 a.m. layoff emails as AI drive leads to 8,000 job cuts

Meta Platforms began laying off about 8,000 employees, or 10% of its global workforce, early Wednesday as it shifts focus to artificial intelligence, according to Business Insider. Layoff notices went out in waves starting at 4 a.m. PDT, with U.S. staff told to work from home. More than 7,000 employees are being reassigned to AI roles, touching about 20% of staff, Reuters reported. Meta expects 2026 capital expenditures of up to $145 billion.
20 May 2026
··
Meta Stock Faces Fresh AI Reckoning as Spending and Lawsuits Mount

Meta Stock Faces Fresh AI Reckoning as Spending and Lawsuits Mount

Meta shares closed down 0.9% at $604.96 Tuesday as investors weighed rising AI spending against ad revenue growth. Five major publishers sued Meta in New York, alleging unauthorized use of copyrighted works to train its Llama AI models. Meta raised its 2026 capital expenditure forecast to up to $145 billion, citing higher data center and chip costs. Ireland’s media regulator opened probes into Facebook and Instagram under the EU Digital Services Act.
6 May 2026
···
CRWV Stock Jumps Before Earnings: Why Meta’s $21 Billion AI Deal Has Wall Street Watching

CRWV Stock Jumps Before Earnings: Why Meta’s $21 Billion AI Deal Has Wall Street Watching

CoreWeave shares climbed 5.4% to $125.43 in premarket trading Tuesday after Meta committed about $21 billion for cloud capacity through 2032. Jefferies estimates recent contracts could lift CoreWeave’s backlog above $95 billion, up from $66.8 billion at year-end. The company reports first-quarter results Thursday. CoreWeave posted a $1.17 billion net loss in 2025 on $5.13 billion in revenue.
5 May 2026
····
Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
2 May 2026
·······
S&P 500 And Nasdaq Hit Records As Apple Rally Defies Oil Shock — For Now

S&P 500 And Nasdaq Hit Records As Apple Rally Defies Oil Shock — For Now

The S&P 500 and Nasdaq closed at record highs Friday, with the S&P 500 up 0.29% and the Nasdaq rising 0.89%, boosted by strong Apple earnings. The Dow fell 0.31%. Oil prices eased but remained above $100 a barrel, while Treasury yields stayed elevated. High-yield credit spreads neared multi-year lows as investors continued to buy risk assets despite ongoing tensions with Iran.
2 May 2026
·········
Is the AI Stock Rally Over? 3 Warning Signs Investors Should Watch This Week

Is the AI Stock Rally Over? 3 Warning Signs Investors Should Watch This Week

Meta Platforms shares fell nearly 10% and Microsoft dropped over 3% Thursday as investors reacted to rising AI costs and capital spending, despite strong earnings. Alphabet gained almost 6% after Google Cloud posted its best growth quarter. Nvidia and other chip stocks also traded lower. Meta raised its 2026 capex forecast and is considering a major bond sale to fund AI infrastructure.
30 April 2026
·····
US Stock Market Today: Futures Rise Before GDP as Big Tech Earnings Split Wall Street

US Stock Market Today: Futures Rise Before GDP as Big Tech Earnings Split Wall Street

U.S. stock futures rose early Thursday, with Dow mini futures up 351 points, as strong cloud results from Alphabet and Amazon boosted sentiment. Alphabet shares jumped 6.1% premarket after reporting a 22% revenue gain and 63% Google Cloud growth; Amazon shares rose 1.9% on 28% AWS sales growth. Meta fell 8% and Microsoft dropped 1.9% as investors questioned rising AI-related spending.
30 April 2026
······
Alphabet Stock Jumps After Google Cloud Turns AI Spending Into a Q1 Earnings Beat

Alphabet Stock Jumps After Google Cloud Turns AI Spending Into a Q1 Earnings Beat

Alphabet Inc. shares jumped 6.1% in premarket trading after reporting record Google Cloud revenue of $20 billion, up 63% in the first quarter. Total revenue rose 22% to $109.9 billion, with net income up 81% to $62.6 billion, boosted by a $36.9 billion equity gain. Alphabet raised its 2026 capital spending forecast to as much as $190 billion and began selling its custom AI chips directly to customers.
30 April 2026
·····
1 2 3 … 37

Latest articles

BlackBerry Stock Hits 52-Week High as Traders Watch BB

BlackBerry Stock Hits 52-Week High as Traders Watch BB

2 June 2026
BlackBerry shares surged 4.2% to a 52-week high of $10.26 as investors piled in on QNX robotics-software momentum, FedRAMP security recertification, a renewed buyback, and heavy investor-conference attention, but with a price-to-earnings ratio of 114, the stock’s rapid $2.1 billion market cap jump faces a critical test at the June 25 earnings report.
Grab Stock Barely Moves. Its Bank Bet Is the Real Test Now

Grab Stock Barely Moves. Its Bank Bet Is the Real Test Now

2 June 2026
Grab Holdings slipped 0.3% to $3.60 as investors weighed its 24% Q1 revenue jump and $120 million profit against unchanged full-year guidance and ongoing concerns about costs and risks tied to its Superbank consolidation, digital banking exposure, and consumer spending pressures.
Bitmine Faces Market Jolt as $11.6B Ether Position Hits Rough Patch

Bitmine Faces Market Jolt as $11.6B Ether Position Hits Rough Patch

2 June 2026
Bitmine shares plunged 6.5% to $17.62 after the company revealed its ether holdings hit 5.42 million tokens, exposing investors to a $502 million drop in ETH value as the token slid 4%, underscoring the stock’s sensitivity to crypto price swings and Bitmine’s shift from bitcoin mining to massive ether bets.
Hyperscale Data soars 46% after GPUS Bitcoin move draws new attention

Hyperscale Data soars 46% after GPUS Bitcoin move draws new attention

2 June 2026
Hyperscale Data Inc. shares soared 45.9% after the company revealed a $5 million buyback at $0.21 per share, but a recent filing warns up to 43 million new shares could hit the market from convertible notes, threatening dilution and putting pressure on the stock if Bitcoin falls or shares drop below the tender price.
Cisco Stock Jumps as AI Security Push Puts $508 Billion Giant Back in Play

Cisco Stock Jumps as AI Security Push Puts $508 Billion Giant Back in Play

2 June 2026
Cisco shares surged over 5% to $127.54 after unveiling Cloud Control, a new AI-driven platform for managing and securing IT infrastructure, and raising its fiscal 2026 AI order target to $9 billion from $5 billion, signaling strong AI demand beyond chips and boosting investor confidence in Cisco’s growth trajectory.
Oklo Shares Jump as Nuclear Fuel Theme Draws Traders

Oklo Shares Jump as Nuclear Fuel Theme Draws Traders

2 June 2026
Oklo shares surged 8% as investors reacted to U.S. Energy Department talks on surplus plutonium fuel and a looming July deadline for a reactor pilot, with traders betting on advanced nuclear demand from AI and data centers despite ongoing questions about fuel supply, licensing, and first revenue.
Go toTop