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The Latest Breaking News from Meta

A $680 Billion Headwind Faces These 4 Tech Stocks. Should You Sell Them Now?

Echoing Michael Burry, Morgan Stanley warns that hyperscalers face huge depreciation costs. This puts ORCL, GOOGL, MSFT, and META back in the spotlight.

Barchart

Big Tech stocks take a $1 trillion tumble as projected AI spending continues to outweigh revenue — investors are antsy about long-term planning becoming never-ending spending

Big Tech stocks take a $1 trillion tumble as projected AI spending continues outweighing revenue

Tom’s Hardware

Larry Ellison and Jeff Bezos have seen more than $66 billion swiped from their net worths since the start of this year as AI-driven slump sees tech billionaires’ wealth free-fall

AI bubble fears have led to billions erased from tech CEOs’ net worth overnight—and Oracle founder Larry Ellison has been hit the hardest this year.

Fortune

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Moltbook is the talk of Silicon Valley. But the furor is eerily reminiscent of a 2017 Facebook research experiment

As Fortune’s Jeremy Kahn points out, we’ve seen this film before.

Fortune

Whether Meta ends up as the Atari of VR is TBD, but the 2026 parallels to 1983 are becoming clearer for one big reason

Games like Dimensional Double Shift are reporting record numbers of players, but there's no telling what VR gaming is going to look like a few years from now.

Android Central

Tech giants are shelling out up to $400K for AI evangelists to defend against surging American skepticism

Some firms are willing to pay high salaries for communications directors as Americans grow wary of AI.

Fortune

Hey Alexa—Amazon may be teaming up with OpenAI. Here’s why that matters

Amazon had been using a mix of its own models and those from OpenAI rival Anthropic to power Alexa+. Will a pivot to OpenAI's tech finally deliver an updated Alexa that wows users?

Fortune

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Oracle Is Selling $20 Billion in Common Stock. What Does That Mean for ORCL, and Should You Buy Shares Now?

Oracle’s $20 billion stock sale aims to fund its AI-driven cloud expansion, and this article examines what the move means for the company and whether investors should consider buying ORCL shares right now.

Barchart

A ‘Boring’ Posture by the Smart Money Makes Meta Platforms (META) an Intriguing Discount

With options traders lackadaisically protecting against downside volatility, ‘naked’ expression of optimism through META stock calls presents a contrarian argument.

Barchart

Despite its pricing delay, Valve's Steam Frame could still turn out to be the VR market's Steam Deck moment

Valve has said "rain check" on the pricing and release date of its new headset, but I still think the Steam Frame could be the remedy the VR market needs.

GamesRadar

Alphabet is confident about plans to double capex spending to a possible $185 billion—but it’s keeping CEO Sundar Pichai up at night

Alphabet revealed a staggering increase in infrastructure investments that will see it nearly double the $91.4 billion it spent last year, according to its fourth quarter earnings release.

Fortune

Big tech companies are still failing to tackle child abuse material online

In the 2024–25 financial year alone, the Australian Centre to Counter Child Exploitation received nearly 83,000 reports of online child sexual abuse material (CSAM), primarily on mainstream platforms. This was a 41% increase from the year before.

The Conversation

Meta is quietly expanding its $10 billion Hyperion AI data center, now sprawling to four times the size of Manhattan’s Central Park

Meta’s latest 1,400-acre land deal in Louisiana signals plans for a vast, multiphase AI campus unlike anything the U.S. has seen.

Fortune

Amazon Q4 Earnings Preview: What To Watch When AMZN Reports on February 5

Amazon is set to release its Q4 earnings tomorrow after the close of markets. Here's why the stock looks like a buy ahead of the confessional.

Barchart

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Fortune

How the Magnificent 7 destroyed index funds: There's nowhere to hide

As the Magnificent 7 grows more powerful, index funds and regular investors are increasingly exposed to the fortune of a handful of tech giants.

Barchart

Why This Analyst Just Raised Their Price Target on Broadcom Stock

This analyst has raised Broadcom's price target citing its role as a key supplier.

Axios

OpenAI's Meta makeover

OpenAI will begin testing ads on ChatGPT this month.

The Guardian - AU

Elon Musk calls Spanish PM a ‘tyrant’ over plan to ban under-16s from social media and curb hateful content

Pedro Sánchez says urgent action needed to protect children from ‘digital wild west’, drawing anger from owner of X

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MarketBeat

The Atomic Pivot: AI’s $50 Billion Power Move

Massive capital flows from tech giants are transforming the nuclear energy sector into the critical backbone of the modern artificial intelligence economy.

Reason

Next-Generation Nuclear Power Can Meet Data Center Energy Demand—If Regulations Allow It

Is this small modular nuclear power’s moment?

Fortune

Ending the world for the LOLs

It is people's devil-may-care attitude to the risk of AI agents that ought to really frighten us

Tom’s Guide

I ditched my PC and used Meta Quest 3 to turn every surface into a virtual keyboard — it’s futuristic, and kind of painful

Meta Quest 3's recent Horizon OS v85 PTC update lets you turn any surface into a virtual keyboard. So I ditched my PC for the day and worked using this.

Fortune

In Moltbook coverage, echoes of earlier panic over Facebook bots’ ‘secret language’

A 2017 Facebook experiment also drew alarming headlines. But then, as now, the danger was not what it seemed.

Barchart

Why Needham Warns That Meta Platforms Stock Could Be Headed for 10%-15% Downside

META stock is under scrutiny after a Needham analyst warned that heavy AI spending and elevated expectations could leave shares vulnerable to a sharp pullback.

MarketBeat

Palantir’s Perfect 10: Blowout Earnings Spark a New Bull Case

Palantir stock surged after blowout earnings as commercial AI demand accelerates. Analysts raise targets as PLTR proves AI growth is durable

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