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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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02.07.26 - 19:12
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Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival (24/7 Wall St.)
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The most expensive infrastructure buildout in corporate history just found a possible second act. On Wednesday, CNBC's Julia Boorstin reported that “Sources close to the situation do confirm that META is working on building a cloud infrastructure business to sell AI compute.” The stock responded, jumping 7.56% on July 1 as investors digested the idea ... Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival...
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02.07.26 - 18:33
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Meta Platforms (ex Facebook) Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die schweizerische Großbank UBS hat die Einstufung für Meta auf "Buy" mit einem Kursziel von 865 US-Dollar belassen. Stephen Ju verwies in einer am Donnerstag vorliegenden Studie auf einen Bloomberg-Bericht aus Kreisen. Meta ......
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02.07.26 - 17:30
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AI Race Fuels New Fears of Crowded Trading (Bloomberg)
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Asian semiconductor stocks tumbled on Thursday, tracking tech losses on Wall Street after Meta Platforms Inc.'s plan to develop a business that would sell access to AI computing power raised worries about overcapacity.
Brian Belski, CEO and founder at Humilis Investments, discusses the recent tech sector rout and what stocks he is keeping an eye on. (Source: Bloomberg)...
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02.07.26 - 17:12
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CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up? (24/7 Wall St.)
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CoreWeave (NASDAQ:CRWV) is under real pressure. The stock fell almost 14% on Wednesday, market cap has slipped under $50 billion to $46.75 billion, and the balance sheet is finally getting the attention bulls spent a year asking you to ignore. CoreWeave rents GPU compute to AI customers, with Meta and OpenAI anchoring a $99 billion ... CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?...
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