Direxion Shares ETF Trust - Direxion Daily META Bear 1X Shares is an exchange traded fund launched by Direxion Investments. The fund is managed by Rafferty Asse...
The tone for the AI main theme is set tonight! Google and Tesla earnings reports appear together, with Intel closing out on Thursday.
Big Tech Stocks Fall Broadly in After-Hours Trading, Tesla Drops Over 15%, Google Down Nearly 7%
Meta drops out of a major clean energy pact as its natural gas buildout accelerates
Meta’s $10 Billion Anthropic Deal Could Change the AI Story. How to Play META Stock Here.
Inside The Magnificent 7 Selloff
AAI 2026: AMD Delivers Full-Stack Compute for the Agentic AI Era | AMD Stock News
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
After $Meta Platforms(META.US) began weighing compute leasing, it stoked worries that the compute supply chain may be peaking. While the market debated whether this was a stopgap or a long-term strategy, Meta answered with three concrete moves: it is serious about the compute biz.
Expanding data centers is the most straightforward prep. Mass-producing in-house ASICs aims to cut cost and lift ROI.
The newly launched LLM, Muse Spark 1.1, is the true upside surprise in Dolphin Research's view. These three changes will likely push near-term Capex higher...
+8Last week, Bloomberg reported that $Meta Platforms(META.US) is building a cloud infra biz and plans to lease compute externally.
The single headline slammed Neocloud—an AI hardware vendor heavily exposed to Meta—and kicked off an 'excess compute' narrative. Bearish sentiment spread, and even storage names with the strongest recent fundamentals got hit by panic selling.Bottom line, Dolphin Research thinks: (1) judging by the day’s drawdown, the selloff likely overshot; yesterday’s move looked like a chain reaction in a crowded long tape once signs emerged that a short thesis might be getting validated. (2) At the same time...
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