Alphabet Taps Bond Market Again for AI Buildout
Alphabet is returning to the bond market for $20 billion to $25 billion, its third major funding round this year, as the AI infrastructure boom consum
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Every Fin-node story mentioning Meta — 25 stories, newest first.
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Amazon joins three trillion dollar club on cloud beat
Amazon shares jumped more than 4% on Monday, pushing the company's market capitalization past $3 trillion after it delivered its strongest cloud growt
Microsoft Azure hits $100 billion as AI spending pays off
Microsoft shares surged by double-digit percentages in the two days after the company reported fiscal fourth-quarter 2026 results that showed Azure re
Palantir commercial revenue surges 149% on AI sovereignty demand
Palantir’s U.S. commercial business grew 149% to $764 million in the second quarter, the line item that blew past every model on the Street and sent s
Microsoft shares surge 15.2 percent, Meta drops 9 percent after divergent earnings show AI payoff split
Microsoft shares rose 15.2 percent on Thursday after the company reported quarterly results that beat Wall Street estimates, driven by Azure cloud rev
Amazon surges 11% as Apple drops 8% on AI spending divide
Amazon shares jumped 11 percent on Friday while Apple shares fell 8 percent, the iPhone maker's worst single-day decline since April 2025, as investor
Microsoft jumps Meta tanks on diverging AI returns
Microsoft shares surged 9 percent in premarket trading while Meta slid 9 percent after the two companies delivered quarterly reports that investors re
Microsoft posts $90 billion quarter on AI gains
Microsoft beat analysts’ expectations in the fiscal fourth quarter ended June, reporting $90 billion in revenue and $35.8 billion in net income. The r
Meta Shares Plunge On $145 Billion AI Spend Plan
Meta shares dropped more than 8% after hours as the company laid out a $130 billion to $145 billion AI investment plan for the year while missing seco
Big Tech’s AI buildout tops $1.1 trillion with another $745 billion coming this year
Amazon, Google, Meta and Microsoft have now poured more than $1.1 trillion into AI infrastructure since 2023, and the Financial Times calculates that
Microsoft Shares Surge 16% on Azure AI Strength
Microsoft shares jumped nearly 16 percent on Thursday, their largest single-day advance since 2008, after the company reported quarterly results that
Alphabet Goes Cash Flow Negative on $44.9 Billion AI Buildout
Alphabet posted negative free cash flow of $5.9 billion in the second quarter, the first time since its 2004 IPO that the company has burned more cash
Apple Brushes Five Trillion as Cook Exits
Apple briefly touched a $5 trillion market capitalization on Tuesday, the first company to do so after Nvidia, and did it while spending a fraction of
Brent hits $100 as Houthi attacks roil Red Sea
Brent crude punched through $100 a barrel on Thursday for the first time in months after Tehran-backed Houthi rebels said they had struck two Saudi ta
Moody's Warns AI Buildout Threatens Hyperscaler Credit Quality
Moody's Ratings has put the market on notice: the trillion-dollar-a-year race to build artificial intelligence infrastructure is cracking the financia
AI lifts Google ads 14 percent as CapEx hits $200 billion
Google’s advertising engine posted another quarter of double-digit growth, with revenue climbing 14 percent year over year to $81.6 billion and total
Meta Turns Power Scarcity Into $10 Billion Cloud Bet
Meta Platforms has quietly become a commercial cloud landlord, leasing energized AI compute capacity to Anthropic in a deal valued at up to $10 billio
Alphabet Capex Surge Drags Down Big Tech
Alphabet shares dropped more than 7 percent Thursday after the company raised its 2026 capital expenditure ceiling to as much as $205 billion, a jump
AI Lobbying Surges as Big Tech and Defense Pull Back
OpenAI and Anthropic spent a combined $3.17 million on federal lobbying in the second quarter, a 23 percent jump from the first three months of the ye
Bezos and UK Fund Back AI Materials Startup at $2.6bn
Jeff Bezos and the British government have put fresh capital into CuspAI, a two-year-old Cambridge startup now valued at $2.6bn after a $450m Series B
Dimon Says US Needs 300,000 Shipyard Workers to Catch Korea
JPMorgan Chase chief executive Jamie Dimon put a number on the US shipbuilding deficit Tuesday: 300,000 electricians, welders and other skilled trades
Big Tech's AI Capex Spiral Hits Inflation Wall
Big Tech earnings kick off next week with Google, but the market's real focus isn't profit, it's the $700 billion-plus these four companies plan to po
Google Workers Demand Layoff Protections as AI Spend Soars
Google employees delivered a petition with more than 4,500 signatures to Sundar Pichai's office Thursday, demanding layoff protections at a company wh
Alibaba ADRs climb after Apple confirms Qwen integration
U.S.-listed shares of Alibaba rose 4 percent in premarket trading Wednesday after the Chinese conglomerate confirmed its Qwen artificial intelligence
Micron margins top Nvidia and Meta
Micron Technology posted a gross margin of 84.9 percent in the fiscal third quarter, vaulting past Nvidia and Meta to claim the highest profitability