Pomegra
Technology
NOTABLE
5h ago5 min read
Nebius Q3 2026 Earnings: What NBIS Must Show Thursday
Nebius (NBIS) reports third-quarter 2026 results before the open Thursday, with options pricing a roughly 20% move after a sharp Wednesday rally.
Company hub
META stock news & analysis
Everything Pomegra has published on META: 30 news articles and 12 market briefs, newest first.
Market briefs on META
- Meta and Amazon Stocks Rise 5% on JPMorgan AI Picks
Meta (META) and Amazon (AMZN) rise as JPMorgan drops Alphabet, which still gained 3%, from its focus list
2d ago
- Microsoft Stock Jumps 6.7% to a Record on Midterm Rally
Microsoft (MSFT) hit a record near $556 with Azure up 48% and a midterm vote lifting big-tech cloud stocks.
Nov 5
- Microsoft Stock Holds Steady as Azure Growth Hits 48%
Microsoft (MSFT) trimmed its 2026 capex forecast to about $170B while Amazon and Meta burned cash
Nov 2
- Meta to Raise Up to $95B in Stock Sale to Fund AI
Meta (META) will sell $35B of stock now and up to $60B later, with shares down 1.8% early, to pay for AI.
Oct 26
- Meta Stock Falls 7% After New Share Class Plan
Meta (META) closed at $648.85 as AI spending turned cash flow negative and Nvidia warned of tight funding
Oct 23
- Bitcoin Falls Below $82,000 as AI Selloff, Oil Surge
Bitcoin (BTC) failed at $85,000 and erased its Wednesday gain as Brent oil topped $111 and tech shares fell.
Oct 22
- Meta Stock Falls 1.6% Ahead of Q3 Earnings Report
Meta (META) reports after the bell, with $6.58 EPS expected as investors weigh AI ad monetization and capex
Oct 21
- Meta Stock Jumps 27% in September on Muse AI Agent
Meta (META) trades near $743 as Wells Fargo lifts its target to $1,000 and Muse reaches small businesses
Oct 7
- Dow Jones Falls 1.65% for Third Week as AI Stocks Lift Nasdaq
The Dow Jones (^DJI) extended its losing streak to three weeks as AI mega-caps drove the Nasdaq up 0.73%.
Sep 25
- Meta Stock Rises 3% Ahead of Connect AI Glasses Reveal
Meta (META) gains 3.2% premarket as investors eye Citi's $800 target with Connect AI glasses set for Tuesday.
Sep 21
- Meta Stock Jumps 6.7% After Unveiling Muse AI Agent
Meta (META) shares hit $654.68 as Mizuho and KeyBanc issued $750+ price targets on its new Muse AI agent.
Sep 9
- Meta's In-House 'Iris' AI Chip Enters Production, Eyes 14GW by 2027
Meta plans to start making its custom Iris AI chip in September, aiming to double data center power to 14 gigawatts by 2027 and cut reliance on Nvidia.
Sep 6
META news
Technology
NOTABLE
11h ago5 min read
Corning (GLW) Surges 10% on Jefferies AI Optical Call
Corning (GLW) rose as much as 10% after Jefferies initiated at Buy with a $134 target, framing it as an AI optical-fiber play, not a phone-glass story.
Technology
NOTABLE
1d ago4 min read
Nebius Q3 2026 Earnings: AI Stocks Face a Key Test
Nebius (NBIS) reports third-quarter results before the open Thursday, with revenue seen near $905M and the shares about 55% below their June high.
Technology
MAJOR
2d ago5 min read
Google TPU 8tx and 8i Max Widen Challenge to Nvidia
Google's new TPU 8tx and TPU 8i Max chips, plus a customer base nearing 100 that includes Apple, Meta and Oracle, widen its push against Nvidia in AI hardware.
Technology
NOTABLE
3d ago6 min read
AI Stocks: Amazon and Meta Rise on JPMorgan Picks
Amazon (AMZN) and Meta (META) gained 2.5% to 3% premarket after JPMorgan named them top AI stocks, citing AWS cloud growth and AI-driven advertising revenue.
Economy
MAJOR
6d ago5 min read
Fed Rate Hike Odds Slip to 66% Ahead of Jobs Report
Fed rate hike odds for December fell to about 66% after the midterms and a 4.4% S&P 500 rout, with October payrolls forecast at 65,000 in today's jobs report.
Markets
MAJOR
Nov 56 min read
Trump Media, Tesla, SpaceX Slide as Democrats Take Congress
Trump Media, Tesla and SpaceX shares fell as Democrats won Congress, even as the Dow gained 3% in the stock market on reduced election uncertainty.
Business & Earnings
NOTABLE
Nov 45 min read
Shopify (SHOP) Falls 9% on Q3 GMV, Subscription Miss
Shopify (SHOP) shares dropped about 9% after hours as Q3 gross merchandise volume and subscription gross profit missed estimates despite 32% revenue growth.
Technology
MAJOR
Nov 25 min read
Meta's $95B Stock Sale Taps Nvidia, AMD, Broadcom
Meta plans to raise up to $95B in equity for AI, with Nvidia, AMD and Broadcom as potential anchor buyers after its first negative free cash flow in a decade.
Technology
SEISMIC
Nov 16 min read
Alphabet (GOOGL) Q3 2026: Worst Day on Record Explained
Alphabet shares fell 12.6% on Oct. 29, their worst day on record, after a search revenue miss, negative free cash flow and $51.4B in quarterly capex.
Business & Earnings
MAJOR
Oct 306 min read
Reddit (RDDT) Falls 25% Despite Q3 2026 Earnings Beat
Reddit (RDDT) shares fell about 25% after a third-quarter beat, as the CEO warned that falling Google search referrals could cut daily visitors by a low double-digit percentage.
Business & Earnings
SEISMIC
Oct 305 min read
Alphabet (GOOGL) Q3 2026: Worst Day Ever on AI Capex
Alphabet (GOOGL) lost about $500 billion in value on its worst day ever as a revenue miss, negative free cash flow and $300 billion capex plan hit AI stocks.
Technology
MAJOR
Oct 285 min read
Meta's $97.5B Equity Raise Funds AI Build-Out
Meta upsized its equity offering to $97.5 billion, with Nvidia committing $3 billion and AMD $1 billion, tying chip suppliers to the company's AI spending.
Business & Earnings
NOTABLE
Oct 275 min read
PayPal (PYPL) Q3 2026: EPS Beats, Revenue Misses
PayPal shares slipped about 1% after the company raised its 2026 profit outlook despite a small third-quarter revenue shortfall, as cost cuts lifted earnings.
Business & Earnings
MAJOR
Oct 275 min read
AI Stocks Face Proof Test as MSFT, GOOGL, AMZN Report
Microsoft, Alphabet and Amazon report earnings on Oct. 28-29 as investors look for proof that AI stocks' record capex is producing cloud revenue and profit growth.
Technology
MAJOR
Oct 275 min read
Meta Launches $35B Stock Sale, Nvidia and AMD Eye $5B
Meta (META) launched $35B of stock offerings and plans a $60B at-the-market program in 2027 to fund AI, with Nvidia, AMD and Broadcom eyeing up to $5B.
Technology
MAJOR
Oct 264 min read
Apple Tops Nvidia in Market Value, Then Loses Lead
Apple briefly passed Nvidia as the world's most valuable company at about $5.1 trillion on iPhone Duo launch day before Nvidia reclaimed the lead by the close.
Economy
MAJOR
Oct 266 min read
10-Year Treasury Yield Falls Below 5% After 2002 High
The 10-year Treasury yield slid below 5% on Oct. 22 after peaking at 5.36%, as an AI-led stock sell-off drove investors into bonds and lowered interest rates.
Technology
MAJOR
Oct 266 min read
CoreWeave Stock Falls 30% in October on $50B Debt Fears
CoreWeave (CRWV) shares are down about 30% in October as a $50 billion debt load and bond yields above 15% raise doubts over AI infrastructure funding.
Economy
MAJOR
Oct 255 min read
Fed Rate Decision Oct. 28: Hold Now, Hike Priced In
The Federal Reserve is set to hold rates at 3.75%-4.00% on Oct. 28, but oil near $117 and 3.7% inflation have futures pricing a December hike at about 70%.
Technology
MAJOR
Oct 256 min read
Nasdaq Meta falls 7% as $34.9B AI capex drains cash
Nasdaq Meta (META) fell about 7% after Q3 2026 results showed record AI spending and negative free cash flow. A new nonvoting share class also unsettled the market.
Markets
MAJOR
Oct 236 min read
Nasdaq drops 2.6% as AI spending fears hit megacaps
The Nasdaq fell 2.6% on Thursday, its worst day since June, as AI spending fears and an oil spike hit Amazon, Nvidia and Alphabet while Apple gained.
Economy
MAJOR
Oct 236 min read
10-Year Treasury Yield Drops to 4.95% on AI Fears
The 10-year Treasury yield fell 19 basis points to 4.95% on Thursday, its biggest one-day drop since March 2023, as a tech selloff sent investors into government bonds.
Business & Earnings
MAJOR
Oct 225 min read
Nasdaq Meta: stock falls 7% as AI capex drains cash
Nasdaq Meta shares fell about 7% after Q3 revenue beat, as 2026 AI capex rose to $135-145B and free cash flow turned negative for the first time since 2012.
Business & Earnings
NOTABLE
Oct 225 min read
Spotify (SPOT) Q3 2026: Shares Rise 5% on Q4 Outlook
Spotify shares rose about 5% after its fourth-quarter operating income guidance beat expectations and monthly active users grew 11% to 788 million.
Technology
MAJOR
Oct 215 min read
Meta and Tesla Q3 2026 Earnings Open Big Tech Season
Meta and Tesla report Q3 2026 results after the bell today, with Meta's $41B AI capex and negative free cash flow and Tesla's margin squeeze in focus.
Business & Earnings
NOTABLE
Oct 206 min read
GE, RTX, GM, United Earnings Tuesday: Margins in Focus
GE Aerospace, RTX, GM and United Airlines report Q3 results Tuesday, opening a 70-company earnings week that tests tariff and oil-price pressure on margins.
Technology
MAJOR
Oct 205 min read
Meta and Tesla Earnings Test the AI Trade on Wednesday
Meta and Tesla report after the bell Wednesday, with Meta's $130-145B capex guidance and a roughly 15% Tesla earnings decline testing the AI trade.
Markets
NOTABLE
Oct 194 min read
Nasdaq 100 Futures Rise 1.3% Before Big Tech Earnings
Nasdaq 100 futures rose about 1.3% Monday after a 5.5% weekly drop as investors bought the dip ahead of Meta, Tesla and Netflix earnings in a packed week.
Technology
MAJOR
Oct 195 min read
Microsoft Exits Nscale Essex Deal as AI Stocks Slide
Microsoft's exit from Nscale's Essex data centre over grid delays lands ahead of a $3B IPO and deepens the strain on AI stocks and infrastructure funding.