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02.07.26 - 22:30
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UBS Sees Tech Sector Resilience Despite Meta (Bloomberg)
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Nadia Lovell of UBS discussed the recent volatility in tech stocks amid speculation about a strategic pivot by Meta. While some market participants worry that hyperscalers may have overbuilt cloud capacity without corresponding monetization, Lovell views the potential offloading of excess capacity as a constructive move that could improve capital efficiency and margins over time. She emphasized that demand for cloud services remains strong, citing robust cloud revenue growth among hyperscalers and increasing enterprise adoption rates in the U.S. Despite the recent sell-off in certain cloud-related stocks, Lovell believes capital expenditure plans for this year and next are largely set, with limited upside but no immediate slowdown. (Source: Bloomberg)...
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02.07.26 - 20:12
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Jobs Report Signals Cooling Labor Market | Open Interest 7/2/2026 (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." US hiring slows sharply in June as Wall Street weighs what comes next. The Nasdaq fights back as Meta reshapes the global AI race, and OpenAI is reportedly considering giving the U.S. government a 5% stake. White House NEC Director Kevin Hassett reacts live to the jobs report, BlackRock's Rick Rieder breaks down the market impact, Revelio Labs explains how AI is creating jobs despite slower hiring, and Bridgepoint's $1.4 billion real estate bet points to a potential decade-long investment boom. (Source: Bloomberg)...
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02.07.26 - 19:42
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Price Prediction: Meta Stock Will Hit $900 on This Date (24/7 Wall St.)
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Meta Platforms (NASDAQ:META | META Price Prediction) is the AI story hiding in plain sight. The stock trades at $612.91, down 6.99% year to date, while the underlying business just posted 33% revenue growth and a 41% operating margin. Mark Zuckerberg told investors “we are on track to build a leading lab” after releasing Muse ... Price Prediction: Meta Stock Will Hit $900 on This Date...
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02.07.26 - 19:18
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Senior Analyst: Meta Is Chasing A $2 Trillion AI Compute Opportunity, But It’s Years Behind (24/7 Wall St.)
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Jefferies Senior Internet Analyst Brent Thill recently appeared on a CNBC Squawk Box segment to argue that Meta Platforms (NASDAQ:META) is making the right strategic move by entering the enterprise AI infrastructure market, even if it's arriving years after established competitors. Meta's planning to launch a cloud infrastructure business selling excess AI computing capacity, sending ... Senior Analyst: Meta Is Chasing A $2 Trillion AI Compute Opportunity, But It's Years Behind...
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