Three of the world’s biggest tech companies face a landmark trial in Los Angeles starting this week over claims that their platforms — Meta’s Instagram, ByteDance’s TikTok, and Google’s YouTube — deliberately addict and harm children.Jury selection starts this week in the Los Angeles County Superior Court. It’s the first time the companies will argue their case before a jury, and the outcome could have profound effects on their businesses and how they will handle children using their platforms. The selectio ...

Meta (META) stock climbed early on Thursday after its fourth quarter earnings topped analysts' expectations on the top and bottom lines. The company also provided its 2026 capital expenditures guidance, saying it anticipates spending between $115 billion and $135 billion in 2026, up from the $72.22 billion the company spent in 2025. Meta stock jumped as much as 10% soon after the news on Wednesday and kept up that momentum in the early part of Thursday's trading session. In Q4, Meta reported earnings p ...

Core Insights - Meta is set to report its fiscal fourth quarter earnings, with a focus on its spending on AI data centers, as its stock price has declined over 12% since the last earnings report [1] Financial Projections - Meta has increased its projected capital expenditures for 2025 to between $70 billion and $72 billion, with expectations for notably larger growth in 2026 [2] - In Q4, Meta is expected to spend $21.9 billion, up from $14.4 billion in the same quarter last year, with projected earnings per share (EPS) of $8.16 on revenue of $58.4 billion [2] Business Performance - The Reality Labs division is expected to generate $959 million in revenue but will report an operating loss of $5.9 billion [3] - Meta has invested $14.3 billion to acquire 49% of Scale AI and appointed its CEO as Meta's chief AI officer [4] Competitive Landscape - Meta is facing challenges with its AI models, including delays with the Llama 4 Behemoth, and is considering making its next major AI model proprietary [5] - Competitors like Google have gained an edge in the AI race, with Google's share price increasing by 66% over the last 12 months, while Meta's stock has only risen by 4% [6] Regulatory Environment - Meta is dealing with increasing calls for social media bans for children under 16, with Australia already implementing a ban and France considering similar actions [7]

Corning Stock Jumps on $6 Billion Deal With Meta. The Glass Maker Is an AI Darling. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Corning Stock Jumps on Deal With Meta. Glass Maker Is an AI Darling.By [Nate Wolf]ShareResize---ReprintsIn t ...

Corning stock (NYSE: GLW) jumped over 9% on Tuesday after the company and Meta (NASDAQ: META) announced a multiyear agreement. As part of the $6 billion deal, Corning will supply fiber-optic cables an... ...

美股开盘，三大指数涨跌互现，纳指涨0.57%，标普500指数涨0.24%，道指跌0.58%。 苹果涨1.8%，获小摩看高至315美元，iPhone 17需求强劲及成本控制将推动业绩超预期。 Cloudflare涨近12%，开源AI代理Clawdbot引发投资者对该公司边缘计算基础设施的关注。 康宁涨7.6%，Meta拟斥资60亿美元采购康宁光纤用于数据中心。 通用汽车涨5.4%，Q4调整后每股收益同比增长30.4%，拟回购60亿美元的股票。 (格隆汇) ...

Core Insights - Artificial intelligence (AI) is significantly enhancing returns for major tech companies, particularly the "Magnificent Seven," while still presenting growth opportunities at reasonable valuations [1] Meta Platforms - Meta Platforms has over 3 billion users on Facebook and Instagram, leveraging AI to improve ad targeting and recommendations, resulting in a 26% year-over-year revenue increase last quarter [4] - Analysts project a 16% annualized earnings growth for Meta, supporting its forward price-to-earnings multiple of 21 at the current share price of $646 [5] - The company plans to invest heavily in AI infrastructure, which may pressure margins in the short term but is expected to yield significant long-term benefits for ad revenue and shareholder value [6][7] Alphabet (Google) - Alphabet generates substantial revenue, with approximately $385 billion in trailing revenue, of which nearly three-quarters comes from advertising [8] - The company's net profit reached $124 billion over the last year, enabling continued investment in AI to enhance user services and sustain growth [9]

Core Viewpoint - Wall Street is focused on understanding the current expansion of AI infrastructure and the associated costs, with major companies like Microsoft, Meta, Amazon, and Alphabet set to provide insights that will influence investor sentiment and expectations for AI-related capital expenditures [1][4][22] Group 1: Company Insights - Microsoft will discuss Azure and enterprise demand, with expectations for strong AI revenue growth, while also needing to reassure investors about the sustainability of its spending [5][7][13] - Meta's simpler business model relies on advertising revenue, and analysts expect it to deliver modest results while assessing the impact of AI spending on its ad performance [8][10] - Amazon is expected to frame its AI investments as a response to growing demand, with AWS positioned as a key growth engine, while also managing operational efficiency [14] - Alphabet's strategy involves leveraging its comprehensive AI tech stack, but it faces scrutiny regarding the speed of monetization from its AI investments [15][16] Group 2: Market Dynamics - The upcoming earnings calls will serve as a stress test for the AI supply chain, with the language used by these companies indicating their confidence in ongoing AI demand and spending [4][12][22] - Investors are keen to see whether companies will maintain a bullish outlook on AI infrastructure or shift towards more cautious language regarding spending and capacity [19][21] - The narrative built from these earnings reports will significantly influence Nvidia's market position, as it is closely tied to the demand signals from these major players [18][22]

Group 1: Strong Buy Ratings - Technology sector shows strong momentum with five stocks rated as "Strong Buy": Meta Platforms Inc. (META), Cisco Systems Inc. (CSCO), Fortinet Inc. (FTNT), Microchip Technology Incorporated (MCHP), and Micron Technology Inc. (MU) [1][2][3][4] - Meta Platforms Inc. has a market capitalization of approximately $1.69 trillion, while Cisco Systems Inc. is valued around $304.27 billion [2] - Fortinet Inc. has a market cap of roughly $61.77 billion, and Microchip Technology Incorporated is valued at approximately $40.42 billion [3][4] - In the industrials sector, SLB Limited (market cap about $74.19 billion) and Quanta Services Inc. (market cap around $70.2 billion) also received "Strong Buy" ratings [2][3] Group 2: Downgrades to Hold - Some large-cap companies faced downgrades to "Hold," indicating a selective market sentiment. Cummins Inc. was downgraded by Wolfe Research, and Public Storage also moved to "Hold" from "Strong Buy" [5] - These downgrades suggest that while certain sectors are favored, investors are cautious about the broader market [5]

After ending the previous session mostly higher, stocks may see further upside in early trading on Tuesday. The major index futures are currently pointing to a higher open for the , with the S&P 500 futures up by 0.3 percent.Tech stocks may help to lead an early advance on Wall Street, as reflected by the 0.6 percent increase by the tech-heavy Nasdaq 100 futures.Traders remain optimistic ahead of the release of earnings news from big-name tech companies like Apple (AAPL), Meta Platforms (META) and Microsof ...