Amazon, Meta and Microsoft stocks surge after strong AI-linked earnings
Stocks of Amazon, Meta and Microsoft rose after earnings that showed AI-driven cloud demand and revenue acceleration, but heavy capex is squeezing free cash flow.
16 articles tagged with Meta
Stocks of Amazon, Meta and Microsoft rose after earnings that showed AI-driven cloud demand and revenue acceleration, but heavy capex is squeezing free cash flow.

The Washington Post’s chart finds Amazon, Google, Microsoft, Meta and Oracle may turn free-cash-flow negative next year as AI capital spending outpaces near-term monetisation.

Alphabet’s $5.9bn cash burn and rising capex forecasts show AI spending is squeezing free cash flow at tech giants, forcing firms to tap debt and equity and prompting investor caution.
Meta raises 2026 capex to $130–$145bn while second-quarter free cash flow falls 91%, prompting investor scepticism over the payoff from its AI buildout.

Meta raises the low end of its 2026 capex range to $130B–$145B and lifts expense guidance after $2.4B legal charges, signalling an aggressive AI data‑centre push that tightens free cash flow.

Mark Zuckerberg tells the Financial Times the US should not ban Chinese AI models, arguing a ban would be ineffective and risk "regulatory capture" by US frontier labs.

Workers at OpenAI, Anthropic, Google DeepMind and Meta petition the U.S. to back international tools to "pace" frontier AI development, citing lagging safety practices and internal friction.

Question: can Meta’s cheaper Muse pricing and chip plans turn AI sceptics into believers? The stock notched its best week since Feb 2024 as investors bet on execution.

Meta says exploring a cloud business to sell spare AI compute and hosted models as demand from outside customers grows; plan is early-stage and unconfirmed.

WIRED reports Meta ran a contractor program called "Cannes" that paid people to pose as teens and feed rival chatbots thousands of sexual, suicidal and disturbing prompts. Meta calls it safety testing; critics call the scale and method alarming.

Google enhances Gemini API File Search with multimodal capabilities, enabling advanced RAG systems to process text and images natively.

Big Tech's AI spending reaches $700 billion in 2026, sparking mixed reactions on Wall Street amid capacity constraints and geopolitical tensions.

Meta launches Muse Spark, an advanced AI model, marking the first output from its Superintelligence Labs amid the AI arms race.
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Meta's AI taskers face ethical challenges as they label explicit content for AI training, revealing labor disparities and mental health concerns.

Meta plans to partially open-source its new AI models, Avocado and Mango, under new AI chief Alexandr Wang, excluding key features for safety.

Meta's new TRIBE v2 foundation model can predict how the human brain responds to images, sounds, and speech—opening new frontiers in neuroscience research and AI-brain interfaces.