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.

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Meta Platforms (META) news archive — page 3

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AI stocks signal memory premium starting to fade

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.
13 July 2026
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Robinhood’s top AI stocks split up $240 billion market cap

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.
13 July 2026
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Meta’s $50 Billion AI Plan Faces $10 Billion-a-Gigawatt Test in Cloud Push

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.
13 July 2026
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Meta’s AI cloud could bring in over $10 billion a year using less than 2% of its total capacity

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.
10 July 2026
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Wall Street Eyes Musk’s SEC Deal and Other Legal Moves Today

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.
9 July 2026
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Meta’s AI cloud plan puts $62 billion supplier wager in play

Meta’s AI cloud plan puts $62 billion supplier wager in play

Meta Platforms has not confirmed a commercial cloud product. The investor question is already measurable: after $19.84 billion of first-quarter capital expenditures, Meta would need to spend $105.2 billion to $125.2 billion over the final nine months of 2026 to hit its own $125 billion to $145 billion full-year guide. That implies $35.1 billion to $41.7 billion a quarter, or 77%-110% above the first-quarter pace.
4 July 2026
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