Today: 2 June 2026
Browse Category

NASDAQ:META 9 April 2026 - 27 April 2026

Nasdaq Pullback Deepens As AI Rally Runs Into Big Tech Earnings, Fed Decision And Oil Shock

Nasdaq Pullback Deepens As AI Rally Runs Into Big Tech Earnings, Fed Decision And Oil Shock

The Nasdaq Composite fell 0.4% to 24,738.40 Monday after hitting a record, as investors braced for major Big Tech earnings and tracked new OpenAI-linked AI deals. Brent crude jumped 2.44% to $107.90 following stalled U.S.-Iran talks. Microsoft shares dipped after OpenAI ended its exclusive cloud partnership. Qualcomm rose on reports of OpenAI smartphone chip plans.
27 April 2026
········
Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta shares rose to $675.03 ahead of first-quarter earnings due April 29, valuing the company at $1.74 trillion. Meta has guided for Q1 revenue of $53.5–$56.5 billion and 2026 capital expenditures of up to $135 billion. Analysts project share prices could top $1,000 in coming years, but warn of regulatory and spending risks. Meta recently announced expanded use of Amazon Web Services for AI infrastructure.
27 April 2026
··
China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

China’s National Development and Reform Commission ordered Meta to unwind its $2 billion acquisition of AI startup Manus, citing foreign investment security rules. Meta had completed the deal in December, with Manus staff and assets already moved to Singapore. The order comes days before a planned Trump-Xi meeting in Beijing. Meta said it complied with all laws and expects a resolution.
27 April 2026
·
US Stock Futures Today: Oil Spike Tests Wall Street Rally Before Fed and Big Tech Earnings

US Stock Futures Today: Oil Spike Tests Wall Street Rally Before Fed and Big Tech Earnings

U.S. stock futures slipped early Monday as oil prices jumped nearly 3% following stalled U.S.-Iran talks, with Brent crude hitting $108.5 a barrel. Dow E-minis fell 0.13%, S&P 500 E-minis dropped 0.08%, and Nasdaq 100 E-minis edged down 0.05%. Investors await major tech earnings and a Federal Reserve rate decision this week. 81.3% of S&P 500 firms reporting so far have beaten profit estimates.
27 April 2026
········
Dow Jones Industrial Average Is Lagging — Fed, PCE and Big Tech Could Decide Its Next Move

Dow Jones Industrial Average Is Lagging — Fed, PCE and Big Tech Could Decide Its Next Move

Dow futures fell early Monday as oil prices climbed and investors braced for earnings from Microsoft, Alphabet, Amazon, Meta, and Apple, along with a Federal Reserve policy decision and major economic reports. On Friday, the Dow slipped 0.2% to 49,230.71, lagging behind record closes for the S&P 500 and Nasdaq. Brent crude topped $101 a barrel amid tensions near the Strait of Hormuz.
27 April 2026
········
US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

Microsoft, Alphabet, Amazon, Meta, and Apple will report earnings this week as the Federal Reserve meets, with Jerome Powell possibly presiding over his final meeting as chair. Senator Thom Tillis said Sunday he would advance Kevin Warsh’s nomination to replace Powell after a Justice Department probe ended. The S&P 500 and Nasdaq closed at record highs Friday. Key inflation data is due Thursday.
26 April 2026
·····
Meta vs Google vs Apple Stock Price Forecast: Big Tech Earnings Week Could Shift the AI Trade

Meta vs Google vs Apple Stock Price Forecast: Big Tech Earnings Week Could Shift the AI Trade

Alphabet committed up to $40 billion to Anthropic days before Meta, Alphabet, and Apple report earnings. Meta shares closed at $675.03, up 2.4%; Alphabet at $344.40, up 1.6%; Apple at $271.06, down 0.9%. MarketBeat data show Meta with the highest 12-month price target upside at 23.92%. Meta reports April 29, Alphabet the same day, Apple on April 30.
26 April 2026
····
Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta has signed a multiyear deal worth billions to use Amazon Web Services’ Graviton5 chips for AI, deploying tens of millions of cores. Meta plans 2026 capital spending of up to $135 billion and will cut about 8,000 jobs, with layoffs effective May 20. Meta shares rose $16.87 to $676.02 near the U.S. close; Amazon gained $8.87 to $263.95. Meta will report first-quarter results after the market closes April 29.
24 April 2026
····
Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet shares fell 0.9% to $338.45 Monday after reports Google is in talks with Marvell Technology to develop two AI chips, despite ongoing investor concerns over a projected $175–$185 billion 2026 spending bill. Marvell stock rose 6.1% while Broadcom dropped 2.4%. Alphabet reports first-quarter results April 29. Google and Marvell declined to comment.
20 April 2026
······
Meta Q1 2026 Earnings Set for April 29 as Ad Growth Faces AI Spending Test

Meta Q1 2026 Earnings Set for April 29 as Ad Growth Faces AI Spending Test

Meta Platforms will report first-quarter earnings after markets close April 29, with a conference call set for 2:30 p.m. Pacific. Shares fell 2.3% midday Monday. Analyst Justin Post expects Meta to beat estimates, forecasting $56 billion in revenue and $7.44 EPS for the March quarter. Meta recently extended its AI chip deal with Broadcom through 2029 and faces rising energy costs and new European regulatory scrutiny.
20 April 2026
··
US Stock Market Today: S&P 500, Nasdaq Slip From Records as Oil Spike Tests Wall Street Rally

US Stock Market Today: S&P 500, Nasdaq Slip From Records as Oil Spike Tests Wall Street Rally

U.S. stocks fell Monday as oil prices surged, with the Dow down 0.12%, S&P 500 off 0.33%, and Nasdaq losing 0.55% by midday. Brent crude jumped 5.1% to $94.99 after the U.S. seized an Iranian ship and Hormuz shipping slowed. Tech shares led losses, while strong corporate earnings limited the decline. A U.S.-Iran ceasefire deadline looms Tuesday night.
20 April 2026
·····
US Stock Market Week Ahead: Record S&P 500 Rally Faces Iran Risk, Tesla Earnings and Fed Hearing

US Stock Market Week Ahead: Record S&P 500 Rally Faces Iran Risk, Tesla Earnings and Fed Hearing

The S&P 500 and Nasdaq closed at record highs Friday, but the Strait of Hormuz remained shut Sunday after Iran reversed its reopening, with new U.S.-Iran talks set for Monday in Pakistan. Nearly one-fifth of S&P 500 companies report earnings this week, including Tesla, Boeing, and Intel. Two vessels came under fire in the Strait Saturday, and U.S. gasoline prices average $4.05 a gallon.
19 April 2026
·········
AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

Bernstein raised price targets for AMD and Intel on Thursday, citing stronger demand for server chips in AI data centers. AMD shares rose 5.8% to $273.19 and Intel gained 4.1% to $67.57, both above the new targets. Bernstein now expects AMD’s EPYC server-chip sales to grow 50% in 2026, and Intel’s Xeon sales to rise 36%. Meta’s $60 billion deal with AMD and extended chip supply agreements are driving demand.
16 April 2026
······
US Stock Market Today: S&P 500 Hits Record as Wall Street Bets Earnings Can Outrun War Shock

US Stock Market Today: S&P 500 Hits Record as Wall Street Bets Earnings Can Outrun War Shock

The S&P 500 hit a new intraday high Wednesday, its first since the U.S.-Iran conflict began, while the Nasdaq rose about 1%. Bank of America and Morgan Stanley advanced after strong earnings. Oil prices remain 40% above late February levels, and U.S. producer prices climbed 4% year-on-year in March, the fastest pace since 2021. The IMF cut its 2026 global growth forecast on Tuesday.
15 April 2026
······
Oklo Stock Jumps After Board Shake-Up as AI Nuclear Bet Heads Toward July Test

Oklo Stock Jumps After Board Shake-Up as AI Nuclear Bet Heads Toward July Test

Oklo shares rose 11% Wednesday after the company expanded its board to 11 members and made several management changes. The moves come as Oklo pursues major nuclear projects, including a Meta-backed 1.2 GW deal in Ohio and a Department of Energy reactor deadline in Texas. Recent SEC filings showed insider stock sales, some pre-arranged and others for tax withholding. No U.S. advanced reactor developer has begun commercial power production.
15 April 2026
··
Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom shares rose 3.9% after Meta extended its chip partnership through 2029, with the first rollout phase exceeding 1 gigawatt of compute. Marvell gained 1.5% as Oppenheimer raised its price target to $170, citing strong data-center networking growth. Wall Street opened higher, with the S&P 500 near record levels amid easing inflation signals.
15 April 2026
······
IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN shares rose to $43.07 Tuesday, up $3.76, as Meta’s $21 billion CoreWeave deal and Nebius’ up-to-$27 billion Meta agreement fueled interest in AI infrastructure stocks. IREN aims for a 150,000-GPU buildout and targets over $3.7 billion in annualized AI cloud revenue by end-2026, though most is not yet contracted. Microsoft’s $9.7 billion contract and $3.6 billion in GPU financing back the expansion.
14 April 2026
······
CoreWeave stock jumps again after Anthropic AI deal adds to $21 billion Meta pact

CoreWeave stock jumps again after Anthropic AI deal adds to $21 billion Meta pact

CoreWeave shares rose 7.5% to $109.64 on Monday after announcing a deal to supply Anthropic with AI computing capacity. The stock had already surged over 13% Friday on news of the agreement. CoreWeave also disclosed a new $21 billion order from Meta last week and priced $5.25 billion in new debt to fund expansion. Financial terms of the Anthropic contract were not disclosed.
13 April 2026
····
CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

Meta Platforms signed a new $21 billion deal with CoreWeave for AI cloud computing capacity through 2032, according to a securities filing. CoreWeave shares rose 3.4% in after-hours trading. The agreement adds to a $14.2 billion commitment disclosed last September. CoreWeave also launched $3 billion in convertible notes and upsized a senior-notes deal to $1.75 billion.
9 April 2026
····
1 2 3 4 5 … 37

Latest articles

Redwire’s Space Surge Pauses as Jefferies Lowers Rating

Redwire’s Space Surge Pauses as Jefferies Lowers Rating

2 June 2026
Redwire shares rose 0.7% after Jefferies cut its rating to “Hold,” warning the stock’s 223% year-to-date rally outpaced fundamentals, with adjusted EBITDA expected to stay negative in 2026; as SpaceX’s record IPO looms, Redwire’s backlog hit a record $498.1 million, but risks include unconverted orders and a recent share sale that raised $63.5 million while increasing share count.
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.
Go toTop