The Nasdaq jumped 0.7% at the open to trade at 23,986, its highest price since early November. (The index was about flat in recent trading.) Its last record closing high—23,958.47—came on Oct. 29, right before earnings reports from tech giants amplified the debate on Wall Street about an AI bubble, dragging on tech stocks. Why are we back here? Because this year, investors have put those concerns aside to focus on the booming businesses of the companies supplying the technology that enables AI. Why This Is ...

We're back on Morning Trade Live. We'll get a closer look at the Mag 7 starting this afternoon when Meta, Microsoft, and Tesla all report quarterly earnings. Tesla and Microsoft have made modest gains over the last 12 months.Meta has been the lagard though of the group, just below the flatline for the year. So, let's go inside out on Meta ahead of earnings. Joining us now is Melissa Otto, head of Visible Alpha Research, S&P Global Market Intelligence.Joining me around the desk this morning. Hello to you, Me ...

One of the big stories that come in tandem with these results is a tie-up with Elon Musk 's other AI venture: Xai. The company will invest $2 billion in the firm and cooperate on some "potential AI collaborations."As has become increasingly common, the company emphasized future product development, namely on its Optimus robot, RoboTaxi product, and utility-grade battery system. The firm's diversification away from being a pure-play electric vehicle producer has come amid global pressures on the auto market. ...

Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer put under the microscope. Cramer said that the company “needs a new catalyst,” as he remarked: Why don’t we start with Meta Platforms, which saw its stock plunge 11% last time it reported in late October, and it’s now down almost 16% from its August highs. At these levels, Meta is selling for less than 23 times this year’s earnings estimates, making it look pretty darn cheap. But if the stock’s going to turn around, it needs a new catalyst ...

Core Viewpoint - The T. Rowe Price Tech ETF (TTEQ) offers a flexible investment vehicle that allows for a broader definition of tech stocks, enabling better access to earnings results across various sectors [1] Group 1: ETF Characteristics - TTEQ charges a fee of 63 basis points and includes key tech names like Alphabet (GOOGL) and Meta (META), which are categorized under communications [1] - The fund is managed by Dom Rizzo, who employs a strategy that blends innovative tech companies with critical tech infrastructure firms [1] - TTEQ has the flexibility to invest in both large-cap tech firms and newly public companies, enhancing its investment scope [1] Group 2: Performance and Strategy - Over the past year, TTEQ has achieved a return of 20.8%, outperforming its ETF Database Category average [1] - The fund's investment strategy is based on fundamental research, stock valuation, and share price growth potential [1] - TTEQ recently completed a private investment in OpenAI, indicating its commitment to innovative tech investments [1] Group 3: Future Outlook - TTEQ is positioned not only for immediate earnings results but also as a long-term investment option for those interested in tech across various sectors [1]

Welcome back to Morning Trade Live. It's time now for the big picture. So, let's welcome in the team from Charles Schwab.We've got Nathan Peterson, director of derivatives analysis, Schwab Center for Financial Research, and Mike Townsen, managing director, legislative and regulatory affairs at Charles Schwab. Nate, we've got to start with you. Uh, what a busy day.Obviously with the FOMC, we kind of know what they're going to do. Very earnings driven day. We've had Trump out this morning saying America is ba ...

Social media is on trial, with jury selection beginning today at the LA Superior Court here behind me, in this high-profile case against Meta and YouTube. And this case has massive implications for the industry. This is the first case in a wave of trials on the addictive, negative impact of social media on kids and teens, which is drawing comparisons to the attack on Big Tobacco in the 1990s.The plaintiffs in this first trial are a 19-year-old woman and her mother. They claim social companies knowingly desi ...

Key Takeaways You're likely one of the billions who use social media. But would you pay for the privilege? More changes to do so may soon come your way. Meta Platforms (META), parent company of Instagram, Facebook and WhatsApp, is looking to test new subscription plans for premium experiences on the trio of apps, according to a TechCrunch report later confirmed to Investopedia by a Meta spokesperson. The report said the plans would give users access to features that could include AI capabilities, as well as ...

Core Insights - Meta Platforms Inc. is set to report its fourth-quarter earnings, with a focus on the impact of its revamped artificial intelligence strategy for 2026 [1] - The company invested $14.3 billion in Scale AI to enhance its AI capabilities, particularly under the leadership of founder Alexandr Wang [1][2] AI Strategy and Investments - Meta's AI unit, TBD, was established following a lukewarm reception of its Llama 4 model, and it is currently developing a new model code-named Avocado, expected to launch in the first half of the year [2] - The company is also investing heavily in data center infrastructure, committing up to $6 billion to Corning for fiber-optic cables through 2030 [3] - CEO Mark Zuckerberg emphasized the necessity of these investments in AI, despite concerns from investors regarding costs [3][4] Financial Projections - Meta's capital expenditures related to data centers are projected at $21.97 billion for the quarter, with expected online advertising sales of $56.98 billion [4] - Analysts predict that the number of daily active users will reach 3.58 billion in the fourth quarter [5] Reality Labs Unit - The Reality Labs unit, which focuses on virtual and augmented reality, is expected to report an operating loss of $5.67 billion on sales of $940.8 million for the fourth quarter [6][7] - This unit has accumulated over $70 billion in total operating losses since late 2020, raising concerns about its future viability [7] Earnings Estimates - Analysts estimate earnings per share at $8.21 and revenue at $58.35 billion for the upcoming report [8]

MPC Container Ships ASA ( MPZZF ) is a company that operates a fleet of small containerships, typically used for regional and feeder trade routes. I have covered the stock before , but now an updateI am a young investor focused on long-term investing in stocks trading at or below fair value. I am passionate about analysing companies to look for ways to take advantage of mistakes made by 'Mr. Market' and make myself wealthier along the way.Analyst’s Disclosure: I/we have no stock, option or similar derivativ ...