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TSX:9984 30 December 2025 - 4 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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Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia slid 1.8% to $212.78 Tuesday, erasing some of Monday’s rally. The pullback came as traders exited AI names following a report that cast doubt on OpenAI’s user numbers, revenue, and future spending on compute. At its session low, Nvidia hit $208.62, but the chipmaker still held onto a market cap north of $5.2 trillion.
28 April 2026
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Stock Market Today: Nasdaq Futures Sink as OpenAI Jolt and $110 Oil Threaten Record Rally

Stock Market Today: Nasdaq Futures Sink as OpenAI Jolt and $110 Oil Threaten Record Rally

Nasdaq 100 futures sagged 1.27% as of 8:04 a.m. ET, with the tech-heavy index under pressure after a report surfaced about OpenAI missing internal goals—AI stocks took the brunt. S&P 500 E-minis slipped 0.68%. Dow E-minis edged higher, up 0.17%. Oil climbing past $110 a barrel on Middle East supply fears added to the unease. “Putting pressure on the Nasdaq and on the S&P,” said Art Hogan, chief market strategist at B Riley Wealth.
28 April 2026
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Asia Stocks Slip From Record Highs as Oil Surges Above $100 and Nikkei Fails to Hold 60,000

Asia Stocks Slip From Record Highs as Oil Surges Above $100 and Nikkei Fails to Hold 60,000

Asian equities pulled back from all-time peaks on Thursday. Japan’s Nikkei, which briefly topped 60,000 for the first time, slipped as oil surged past $100 a barrel and traders assessed renewed turmoil in the Strait of Hormuz. Brent crude advanced roughly 1.4% to $103.3 per barrel. MSCI’s broad Asia-Pacific index, excluding Japan, shed 0.5% after reaching a new high.
23 April 2026
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OpenAI Opens Door to Retail Investors as $852 Billion Valuation Raises IPO Stakes

OpenAI Opens Door to Retail Investors as $852 Billion Valuation Raises IPO Stakes

OpenAI is making its stock available to a broader base before a possible IPO, announcing this week that shares will now be part of several ARK Invest-run ETFs, following the close of a $122 billion funding round that set its valuation at $852 billion. The company behind ChatGPT also disclosed it has, for the first time, collected over $3 billion from individual investors via banks.
2 April 2026
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Dow Jones today: Dow drops 249 points as tech slides; Fed minutes next on deck

Dow Jones today: Dow drops 249 points as tech slides; Fed minutes next on deck

Wall Street’s blue-chip Dow Jones Industrial Average fell 249.04 points, or 0.51%, on Monday to 48,461.93, pulling back in thin year-end trading after the benchmark hit a record closing high last week. The S&P 500 lost 0.35% and the Nasdaq Composite dropped 0.50% as heavyweight technology shares retreated, with Tesla sliding 3.3%, Nvidia down 1.2% and Palantir off 2.4%. Materials weakened as silver and gold slipped from recent records, while energy stocks gained with oil rising; DigitalBridge jumped 9.6% on SoftBank’s planned $4 billion acquisition, and investors next turn to Fed minutes and weekly jobless claims in a holiday-shortened week. Reuters
30 December 2025
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