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Stock Market Today: Microsoft Ignites Chip Rebound as SanDisk Jumps 24%

U.S. equities clawed back Wednesday’s post-Fed losses by midday Thursday, with a blowout cloud print from Microsoft Corp. (NASDAQ:MSFT) reviving the artificial intelligence trade and dragging beaten-down semiconductor names sharply higher.

Benzinga

Meta’s Earnings Show Why Wall Street Is Losing Patience With AI Spending

Meta shares fell about 6% after Q2 earnings showed an EPS miss driven by legal and severance charges, soft Q3 guidance, and free cash flow dropping to $784 million amid heavy AI spending.

MarketBeat

Has OpenAI already quietly hit pause on some AI development?

Between meetings on Capitol Hill this week, Sam Altman confirmed OpenAI deactivated a model after last month's Hugging Face breach.

Fortune

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Mark Zuckerberg says billions of people will have AI agents organising their lives in five years

Claims from Meta CEO came after company reported its latest results – which showed huge spending on artificial intelligence

The Independent UK

Meta Stock Feels the Heat as Wall Street Says 'Skepticism is Rampant'

Meta Platforms Inc. (NASDAQ:META) shares slid nearly 9% on Thursday as investors digested the firm’s mixed second-quarter results.

Benzinga

Meta continues to insist AI spend is totally justified, potentially blowing over $8 billion on data centers

Just because Meta keeps saying AI is paying off doesn't necessarily make it true.

PC Gamer

Stocks Rally on Stellar Microsoft Earnings and Chip Stock Strength

The S&P 500 Index ($SPX ) (SPY ) today is up +0.86%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.65%. September E-mini S&P futures (ESU26 ) are up +0.84%, and September E-mini Nasdaq futures...

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Meta's AI splurge lays bare its compute conundrum

The Instagram owner is splurging billions to build compute - chips, servers, energy and data centers that power AI - leaving it with free cash flow of just $784 million in the second quarter to run and grow its business. That collapse, of 91% from a year ago, drove its…

The Economic Times

HIMS Stock in Focus as FTC Lawsuit Takes Aim at Hims & Hers Business Practices

Hims & Hers shares crashed yesterday as the FTC filed a lawsuit against the telehealth provider. Here’s how you should play HIMS stock at current levels.

Barchart

Microsoft Soared After Its Earnings Appetite For Chipmakers Returned. Stocks Soared

Stocks rebounded on Thursday, fueled by Microsoft's gains and renewed appetite for semiconductors.

International Business Times

Meta is still flinging the equivalent of a small country's annual GDP down the Reality Labs money pit each and every quarter

Perhaps the next couple of billion will do the trick.

PC Gamer

Stocks Rebound as Microsoft Earnings Ease AI Spending Concerns

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

Barchart

Meta Is Building AI Faster Than Ever. Wall Street Is Skeptical About The Payoff And Its Stock Is Tanking

Meta's latest earnings underscored a widening divide in Big Tech's AI race: companies with cloud businesses are already monetizing infrastructure and those still building the foundation.

International Business Times

How to Build a Facebook Messenger Chatbot in 2026

Someone messages your Facebook Page at 11 p.m. asking about pricing. By morning, they've already bought from a competitor that replied instantly. That's the reality of customer expectations in 2026.

inkl

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Tom’s Hardware

Pennsylvania town lists 43 specific demands to approve new AI data center project — developer calls local demands 'too difficult' as council slams response as 'approval by tantrum'

One township in Pennsylvania gave a specific list of demands for a data center developer to follow if they want to build their project in the area. Instead, they retracted their initial application and sent in a second one challenging the regulations.

International Business Times UK

Wall Street Rewarded Microsoft 9% and Punished Meta 9% for Answering the Same Question Differently

Microsoft rose 9%, and Meta fell 9% on results day. Discover what differentiated the two outcomes and why capital budgets now play a crucial role.

Benzinga

Stock Market Today: S&P 500, Nasdaq 100 Futures Gain as Fed's Preferred Gauge Core PCE Inflation Eases to 0.1% Monthly—Meta, Microsoft, Apple in Focus (UPDATED)

(Editor’s note: The headline and ETFs and economic data were updated.)

Euronews

Microsoft posts record profit as shares surge 10%, while Meta disappoints

Microsoft reported record quarterly profit and forecast accelerating Azure growth, while Meta’s profit and margins were hit by severance costs and legal expenses.

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MyLifeXP

WhatsApp Web Update: 5 New Features You Should Know

Imagine making a WhatsApp voice or video call directly from your browser without downloading another app. That convenience is finally becoming a reality. WhatsApp has introduced one of its biggest updates for Web users, bringing secure calling, smoother video quality, and smarter meeting controls. Whether you work remotely, study online,…

The Economic Times

Meta to explain PM Modi post removal at highest level, expresses regret over incident: IT Secretary S Krishnan

The government has demanded an explanation from Meta's senior team regarding the removal of a short post. Meta has accepted the request to furnish policy and technical details to the authorities. Additionally, the company has rolled out new protective measures for high-profile accounts. Despite this, the IT Secretary indicated that…

Benzinga

Mark Zuckerberg Says Can't Rely on Open Source AI Models Right Now: 'We Think That There's Some Risk…'

Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg said the company will continue building its own frontier AI models rather than relying on third-party open-source alternatives, saying today’s open-source models lag behind the industry’s most advanced systems and that depending on other companies’ technology carries strategic risks.

The Economic Times

Meta-backed research finds exposure to 'untrustworthy' social media is rare

A new study published today in Science Advances offers the most rigorous answers yet. It comes from a collaboration between Meta and academic researchers who studied the 2020 United States election. It was run from inside the machine - on the live feeds of Facebook and Instagram.

Benzinga

Mark Zuckerberg Says Personal AI Agents Could Soon Help Billions Manage Their Lives—and Meta is Going All In: ‘Almost Inevitable’

On Wednesday, Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said personal AI agents could eventually help billions of people manage everything from their careers and finances to their health and relationships, calling the opportunity "almost inevitable."

The Economic Times

Meta misses profit expectations, sticks to massive AI spending

The Facebook and Instagram parent company reported free cash flow of $784 million in the second quarter ended June 30, down from $8.55 billion a year earlier, sending its shares down 10% in extended trading.

Benzinga

Meta Platforms, Qualcomm, Robinhood, Microsoft and Chipotle: Why These 5 Stock Are on Investors' Radars Today

Major U.S. indices ended the session lower, with the Dow Jones Industrial Average falling 2.19% to 51,594.14, the S&P 500 declining 1.52% to 7,316.15 and the Nasdaq shedding 1.74% to 24,442.94

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