Latest news and updates from the Information sector.
Meta is aggressively pursuing its AI dreams, investing heavily in the infrastructure build-out. In recent months, investors have grown concerned about tech companies' spending levels.
Mark Zuckerberg considers leaving California over a proposed billionaire tax as Meta structures a stock deal.
Meta Platforms, Inc.'s post-Q3 10% drop looks overdone. Earnings were distorted by non-recurring expense, and the capex outlook worry is overblown. Operating income fell 37% YoY, largely due to a $9.89 billion litigation charge, but forward opex g...
After a sweeping rally, the market's pricing these tickers differently based on each company's potential. But these valuations aren't necessarily correct reflections of these names' risk and reward.
Microsoft (MSFT) faces intense earnings scrutiny, with Azure growth, AI monetization, and capital spending in sharp focus this quarter. MSFT's rating is highly debated: Strong Buy on AI-driven cloud growth, Hold on Azure's potential, and Sell citi...
Plus, how America's cheapest EV fared on a Deep South road trip, Demis Hassabis's quest to solve the world's mysteries with AI, our iPhone Duo review and more.
Meta Platforms delivered 26% revenue growth and strong ad pricing, but headline results were impacted by a $9.89B legal charge and elevated capex. META trades at a discount to other large AI spenders, with a forward P/E of ~19.5x, and the core Fam...
Camelot Portfolios LLC boosted its stake in Microsoft Corporation (NASDAQ: MSFT) by 94.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,287 shares of the ...
Flputnam Investment Management Co. raised its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 5.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fi...
Covington Investment Advisors Inc. boosted its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 3.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 85,141 s...
GTS Securities LLC increased its position in Microsoft Corporation (NASDAQ: MSFT) by 44.6% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 271,59...
Jasper Ridge Partners L.P. lifted its stake in Microsoft Corporation (NASDAQ: MSFT) by 13.9% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 86,470 shares...
ICONIQ Capital LLC decreased its position in Microsoft Corporation (NASDAQ: MSFT) by 98.4% during the undefined quarter, according to its most recent filing with the SEC. The institutional investor owned 2,452 shares of the software giant's stock ...
Fosun International Ltd decreased its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 86.3% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,300 shares of the softwar...
Fundsmith LLP decreased its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 23.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,596,737...
Microsoft finished fiscal 2026 with 22% growth in adjusted earnings per share. The company's free cash flow dipped last fiscal year while its capital spending surged.
Benjamin Edwards Inc. lifted its position in Microsoft Corporation (NASDAQ: MSFT) by 17.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 474,527 shares of ...
Davidson Investment Advisors decreased its holdings in Microsoft Corporation (NASDAQ: MSFT) by 2.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional invest...
Alphabet's Class A shares have one vote each, but its Class C shares carry none. Larry Page and Sergey Brin have around 53% of the company's voting power.
There are hundreds of billions at stake and fears that AI spending is creating an unsustainable bubble.
New York, New York--(Newsfile Corp. - October 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Triller Group Inc. (OTC Pink: ILLR) between October 16, 202...
Meta's third-quarter earnings beat estimates, but Wall Street is nervous about high spending. The social media giant expects capital expenditures to reach between $135 billion and $145 billion for the full year.
New York, New York--(Newsfile Corp. - October 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Qfin Holdings, Inc. (NASDAQ: QFIN) between March 18, 2026 and August 25, 2026, inclusive (the "Cl...
New York, New York--(Newsfile Corp. - October 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Millrose Properties, Inc. (NYSE: MRP) between February 7, 2025 and October 2, 2026, inclusive (th...
Warren Buffett has carefully chosen how Berkshire Hathaway is positioned for the artificial intelligence (AI) revolution.
New York, New York--(Newsfile Corp. - October 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) r...
New York, New York--(Newsfile Corp. - October 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Better Home & Finance Holding Company (NASDAQ: BETR) between March 13, 2026 and May 7, 2026, incl...
NEW YORK, Oct. 24, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Beta Bionics, Inc. (NASDAQ: BBNX) between July 30, 2025 and February 24, 2026, both dates inclusive (the “Cla...
Microsoft Corporation's upcoming fiscal Q1 earnings faces intensifying investor scrutiny on AI investment returns amid surging infrastructure spending commitments that clash with tightening credit conditions. Sustained MSFT Azure acceleration and ...
Microsoft communications chief Frank X.