Nebius Group (NASDAQ:NBIS) Shares Fall 15%, Wiping Out Most of Tuesday’s Gains
Nebius Group closed at $187.77 on Friday after dropping $33.20, erasing 96.8% of the $34.30 gain made on Tuesday. Almost the entire previous increase was wiped out.
Open-Weight AI Alliance Expands by 40% While Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) Approach Earnings Results
Support for open-weight AI increased by 40% in a single day. On Saturday, Microsoft’s published list featured 35 supporters. Nvidia’s earlier document cited 25. OpenAI became a backer following the initial release.
Wall Street Drops for Second Week as Investors React to AI Earnings Beats; Fed Decision in Focus
Wall Street ended last week with investors selling on positive news. The S&P 500 lost 0.6% to finish at 7,411.98. The Nasdaq Composite shed 2.1% to close at 24,975.82. Both benchmarks recorded a second straight weekly decline. U.S. markets are closed for the weekend. Yakima HeraldYahoo Finance
Microsoft, Meta and Apple Results to Gauge If Big Tech Has Cash to Match Soaring AI Costs
Microsoft, Meta Platforms, and Apple are set to release their earnings this week as investors appear less responsive to results that surpass expectations. Alphabet demonstrated this change; the Google parent beat revenue projections on Wednesday with 24% growth but still experienced a sharp share drop. Investing.com
AI Stocks Watch: Cash Burn Creates Larger Divide Between Chipmakers and Big Tech
By late morning Thursday, four leading AI infrastructure purchasers had collectively lost roughly $566 billion. U.S. markets were still trading at 11:11 a.m. EDT.
Meta Platforms (NASDAQ:META) set for almost twofold surge in quarterly capital expenditure rate
Meta Platforms, Inc. will have to almost double its average quarterly capital expenditures rate in line with the midpoint of its 2026 outlook.
Big Tech’s $710 Billion Outlay Centers AI Bubble Debate on Compute Usage
The key challenge for Wall Street in AI is not a single compute lease, but whether four hyperscale companies can turn around $710 billion in yearly capital spending into profit.
AI Chip Rebound Puts $725 Billion Big Tech Investment Under Cash-Flow Scrutiny
Alphabet, Amazon.com, Microsoft and Meta Platforms could spend up to $725 billion this year. The scale is stark. That equals about 118% of their latest combined trailing-12-month operating cash flow.
Magnificent Seven to Undergo Major AI-Era Earnings Test as Profit Margins Tighten
The Magnificent Seven approach earnings season with a much narrower profit-growth advantage, putting their substantial AI investments under greater scrutiny.
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.
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