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16.07.26 - 17:24
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Meta Is Betting $50 Billion on AI Data Centers. Where Does The Stock Go From Here? (24/7 Wall St.)
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Meta Platforms (NASDAQ:META) is spending like an infrastructure company and being valued like a growth company. With full-year 2026 capex guidance raised to $125 to $145 billion to build out AI data centers, the question is whether shareholders get paid back for that bet. Our proprietary model says yes. The 24/7 Wall St. price target ... Meta Is Betting $50 Billion on AI Data Centers. Where Does The Stock Go From Here?...
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16.07.26 - 14:57
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Futures Slide After Another Korea Rout, TSMA Results Revive AI Fears (ZeroHedge)
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Futures Slide After Another Korea Rout, TSMA Results Revive AI Fears
Futures are lower, erasing much of yesterday's gain with both Nasdaq and Rusell lagging SPX, following a continued rollercoaster in Korea where stocks tumbled after the BOK hired rates for the first time in 3 years. As of 8:15am ET, S&P futures dropped 0.3%, while Nasdaq 100 contracts dropped 0.8%. In premarket trading, semis are weaker again while Mag7 is stronger (AMZN, GOOG, META, and MSFT all up are least 1.2%) with the market having "a defensive tilt as the AI theme is poised to move lower" per JPM. A strong earnings beat and raised sales outlook from TSMC failed to trigger fresh gains for the sector that has fueled most of this year's stock market gains. Europe's Stoxx 600 was down 0.6%. WTI trading in a tighter range into Trump's speech, AI / Semis are driving mkts with TSM ADRs indicated -3.5% their print may not be enough to buoy the group. Korea moves to tighten rules around levered ETFs, so more near...
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16.07.26 - 14:00
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Here Are Thursday′s Top Wall Street Analyst Research Calls: Alphabet, BlackRock, Etsy, Flex, Lululemon Athletica, Meta Platforms, Okta, Palo Alto Networks, and More (24/7 Wall St.)
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Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today....
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16.07.26 - 13:06
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Edwards Lifesciences to Host Earnings Conference Call on July 23, 2026 (Business Wire)
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IRVINE, Calif.--(BUSINESS WIRE)--Edwards Lifesciences (NYSE: EW) plans to announce its operating results for the quarter ended June 30, 2026 after the market closes on Thursday July 23, and will host a conference call at 5:00 p.m. ET that day to discuss those results.To participate in the conference call, dial (877) 704-2848 or (201) 389-0893. The call will also be available live and archived on the “Investor Relations” section of the Edwards website at ir.edwards.com.About Edwards LifesciencesEdwards Lifesciences is the leading global structural heart innovation company, driven by a passion to improve patient lives. Through breakthrough technologies, world-class evidence and partnerships with clinicians and healthcare stakeholders, our employees are inspired by our patient-focused culture to deliver life-changing innovations to those who need them most. Discover more at www.edwards.com and follow us on LinkedIn, Facebook, Instagram and YouTube.Edwards, Edwards Lifesciences, and the stylized E logo ar...
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16.07.26 - 07:48
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Sodexo Wins Food Services Contract From Meta (AFX)
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PARIS (dpa-AFX) - Sodexo S.A. (SW.PA), the French food services and facilities management company, Thursday announced that it has won a food services contract from Meta Platforms, Inc. (META), the......
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