NASDAQ:META 11 February 2026 - 20 May 2026

Google looks to Wall Street as it spends $85 billion on AI
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Google looks to Wall Street as it spends $85 billion on AI

Alphabet set terms for an $84.75 billion equity offering, including a $10 billion private deal with Berkshire Hathaway, to fund AI infrastructure. The company plans $180–190 billion in capital spending for 2026. Class A and C shares fell 0.9% after the announcement. Larry Page’s unrelated legal fight over two U.S. Virgin Islands properties is returning to court after failed mediation.
June 7, 2026
Meta Sends 4 A.M. Layoff Emails as AI Drive Threatens 8,000 Jobs
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Meta Sends 4 A.M. Layoff Emails as AI Drive Threatens 8,000 Jobs

Meta began global layoffs Wednesday, cutting about 8,000 jobs, or 10% of its workforce, with notices sent in waves starting in Singapore. Around 7,000 staff are being reassigned to AI-related roles, and management layers are being reduced. The company raised its 2026 capital spending forecast to up to $145 billion, much of it for AI infrastructure. Impacted employees in the U.S. will receive severance and extended healthcare.
May 20, 2026
Qualcomm’s AI Wearables Bet Puts Smartphones on the Clock as OpenAI, Meta Circle
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Qualcomm’s AI Wearables Bet Puts Smartphones on the Clock as OpenAI, Meta Circle

Qualcomm CEO Cristiano Amon said the company is working with OpenAI, Meta, and other major AI firms on wearable devices that could shift computing away from smartphones. Qualcomm reported $10.6 billion in fiscal Q2 revenue, with handset revenue down 13% and automotive up 38%. Shares rose 6.7% Monday. Amon expects some AI wearables to launch late this year, with broader rollout in 2027–2028.
May 11, 2026
Meta Stock Falls as Zuckerberg’s $145 Billion AI Spending Plan Tests Wall Street
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Meta Stock Falls as Zuckerberg’s $145 Billion AI Spending Plan Tests Wall Street

Meta shares fell nearly 9% Thursday and closed Friday at $608.75 after the company raised its 2026 capital spending forecast to as much as $145 billion, citing higher data-center and component costs. First-quarter revenue rose 33% to $56.31 billion, but Reality Labs posted a $4.03 billion loss. Daily user numbers slipped from the prior quarter due to disruptions in Iran and Russia.
May 3, 2026
Meta Stock Drops as $145 Billion AI Spending Shock Overshadows Earnings Beat
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Meta Stock Drops as $145 Billion AI Spending Shock Overshadows Earnings Beat

Meta Platforms raised its 2026 capital spending forecast to $125–$145 billion, up $10 billion from its earlier range, citing higher component prices and data-center costs. Shares fell about 5% in after-hours trading despite first-quarter revenue of $56.31 billion, which beat analyst expectations. Net income rose 61% to $26.77 billion, boosted by an $8.03 billion tax benefit. Ad impressions increased 19% year over year.
April 29, 2026
Technology News 20.04.2026
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Technology News 20.04.2026

ENDEDLive coverage has endedEnded: April 21, 2026, 12:00 AM EDT WhatsApp refreshes branding with Meta AI logo and 'Liquid Glass' redesign April 20, 2026, 11:59 PM EDT. WhatsApp users report a striking new purple logo for Meta AI, signaling a branding shift. The symbol replaces the former blue-and-violet ring with a circular, petal-like fragment design, aligning with Meta's broader AI strategy. Unlike typical staged rollouts, the change appeared directly for some users, prompting curiosity in the tech community as interfaces updated without official notices. The rollout is being carried out through A/B testing, so some devices show the new petals
April 20, 2026
Apple Tests Four Smart Glasses Designs as 2027 Meta Ray-Ban Rival Comes Into View
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Apple Tests Four Smart Glasses Designs as 2027 Meta Ray-Ban Rival Comes Into View

Apple is testing four frame styles for its first smart glasses, aiming for a 2027 launch, Bloomberg reported Sunday. The initial model will not have a built-in display but will use cameras, microphones, and speakers for photos, calls, music, and hands-free Siri. Meta holds over 76% of the smart-glasses market after launching new Ray-Ban models last month. Snap plans to release its own smart glasses later this year.
April 13, 2026
Technology News 22.03.2026
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Technology News 22.03.2026

ENDEDLive coverage has endedEnded: March 23, 2026, 12:00 AM EDT AI cognitive offloading: adults atrophy, youths foreclose core skills March 22, 2026, 11:48 PM EDT. Over a year of reporting on cognitive offloading, the author argues AI reshapes thinking in age-specific ways. For a 45-year-old, using AI to summarize a paper is an efficiency gain on a task already learned; without AI, the ability remains, just slower. That's atrophy: weakened but recoverable. Citing Michael Gerlich, older participants show higher critical thinking with lower AI reliance, while 17-25 year-olds show the opposite. The likely explanation is biology: older adults offload tasks
March 22, 2026
Meta’s $50M-a-year News Corp AI deal shows how expensive training data is getting
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Meta’s $50M-a-year News Corp AI deal shows how expensive training data is getting

Meta will pay News Corp up to $50 million a year for U.S. and UK news content under a multiyear licensing deal, the Wall Street Journal reported Wednesday. The agreement is expected to last at least three years as Meta seeks material for its AI products. Meta is also reorganizing AI teams to accelerate product launches. Meta shares rose 2.6% after news of the deal.
March 4, 2026
AMD stock price dips in premarket as Meta mega-deal meets dilution questions and a fresh Nutanix tie-up
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AMD stock price dips in premarket as Meta mega-deal meets dilution questions and a fresh Nutanix tie-up

AMD shares fell 1.3% to $208.15 in premarket trading Thursday after a two-day AI-driven rally. The drop follows news of a multi-year Meta supply deal involving warrants for up to 160 million AMD shares, and a $150 million investment in Nutanix. Investors remain cautious about AI monetization and dilution risks tied to the Meta agreement. U.S. stock index futures showed little movement after Nvidia’s earnings.
February 26, 2026
Nvidia stock price slips as AMD-Meta chip deal sharpens focus on Wednesday earnings
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Nvidia stock price slips as AMD-Meta chip deal sharpens focus on Wednesday earnings

Nvidia shares fell 0.6% to $190.31 in early Tuesday trading as investors awaited its quarterly earnings due Wednesday afternoon. AMD surged over 10% after announcing a $60 billion AI chip supply deal with Meta, which also gained an option to buy up to 10% of AMD. Traders are watching Nvidia’s guidance and supply signals amid rising competition and concerns about AI chip demand.
February 24, 2026
Meta stock slides as Trump’s 15% tariff plan rattles tech — Wells Fargo still raises target
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Meta stock slides as Trump’s 15% tariff plan rattles tech — Wells Fargo still raises target

Meta shares fell 1.5% to $646.05 Monday as tech stocks dropped after President Trump announced a new 15% global tariff. Investors focused on Meta’s rising AI infrastructure costs, with 2026 capital expenditures forecast up to $135 billion. Wells Fargo raised its price target to $856, citing AI compute capacity. Meta also cut most staff stock options by 5% and declared a $0.525 quarterly dividend.
February 23, 2026
Technology News 22.02.2026
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Technology News 22.02.2026

ENDEDLive coverage has endedEnded: February 23, 2026, 12:00 AM EST Grindr tests AI matchmaking in Australia amid dating-app fatigue and safety concerns February 22, 2026, 11:14 PM EST. Grindr is trialing a high-priced AI-enhanced subscription in Australia to counter dating-app fatigue and safety concerns. The Edge plan, first piloted in Australia and New Zealand, costs about A$109.99 per month versus A$29.99 for the basic tier, with pricing varying by market (some US users report US$349). The features include gAI, which summarizes conversations and helps reconnect when users travel, and AI-driven match suggestions based on past interactions. Grindr says it uses
February 22, 2026
Technology News 20.02.2026
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Technology News 20.02.2026

ENDEDLive coverage has endedEnded: February 21, 2026, 12:00 AM EST Apple Glasses pitched as all-day AI companion February 20, 2026, 11:56 PM EST. Bloomberg's Mark Gurman reports Apple is developing three AI wearables-smart glasses, a pendant and camera-equipped AirPods- with the centerpiece being Apple Glasses. The glasses are described as an all-day AI companion that can interpret what a user is seeing and doing in real time. Examples cited include identifying ingredients on a plate, referencing landmarks during navigation, adding event posters to calendars, and guiding grocery lists. The concept hinges on visual intelligence from built-in cameras, offering practical assistance
February 20, 2026
Intel stock drops again — what INTC investors are watching after Nvidia’s Meta deal
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Intel stock drops again — what INTC investors are watching after Nvidia’s Meta deal

Intel shares fell 1.9% to $44.62 on Thursday, extending a three-day slide to 4.5% and holding near session lows after hours. The stock now trades about 18% below its January high. Nvidia announced a multiyear deal to supply Meta with AI chips and CPUs, intensifying competition in data centers. Investors await Friday’s U.S. inflation report and a March 4 appearance by Intel’s CFO.
February 20, 2026
US economic calendar today: S&P 500 slips as jobless claims fall, Blue Owl shakes private credit
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US economic calendar today: S&P 500 slips as jobless claims fall, Blue Owl shakes private credit

The S&P 500 fell 0.4% in afternoon trading, led lower by financials and chip stocks. Blue Owl Capital’s asset sale and fund freeze triggered a drop in private-equity shares. Weekly jobless claims dropped to 206,000, while the Philly Fed’s factory index stayed positive but showed weaker employment. The U.S. trade deficit widened to $70.3 billion in December, well above forecasts.
February 19, 2026
Intel stock price slips in premarket as Nvidia–Meta CPU deal puts pressure back on INTC
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Intel stock price slips in premarket as Nvidia–Meta CPU deal puts pressure back on INTC

Intel shares fell 0.7% premarket Thursday to $45.16 after closing down 1.6% Wednesday, underperforming the S&P 500 and Dow. The drop follows Nvidia’s announcement of a major AI hardware deal with Meta, raising concerns over Intel’s position in data-center chips. Trading volume stayed below average. Intel’s CFO is set to speak at a Morgan Stanley conference March 4.
February 19, 2026
Nvidia stock jumps on Meta mega-chip deal as AI shares rebound — what traders watch next
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Nvidia stock jumps on Meta mega-chip deal as AI shares rebound — what traders watch next

Nvidia shares rose 1.5% to $187.98 in late trading after announcing a multiyear deal to supply millions of AI chips to Meta. The S&P 500 closed up 0.56% and the Nasdaq gained 0.76%, led by big tech. Meta, Microsoft, and Amazon all advanced, while AMD and Intel slipped. Western Digital jumped 4.4% amid strong data center demand.
February 18, 2026
Nebius (NBIS) stock lifts on Orbis stake filing as AI-linked names firm
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Nebius (NBIS) stock lifts on Orbis stake filing as AI-linked names firm

Nebius Group shares rose 2.6% to $100.05 Wednesday after Orbis Investment Management disclosed a 1.5% stake in a regulatory filing. Trading volume topped 10 million shares. Investors are watching Nvidia’s results next week for signals on AI spending and chip supply. Nebius reported Q4 revenue of $227.7 million, up 547% year-over-year.
February 18, 2026
Meta stock slips after-hours as $10 billion Indiana AI data center plan sharpens focus on spending
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Meta stock slips after-hours as $10 billion Indiana AI data center plan sharpens focus on spending

Meta shares closed down 0.3% after announcing a $10 billion Indiana data center for AI, with investors weighing heavy spending. Bill Ackman’s Pershing Square revealed a $2 billion Meta stake, calling the stock undervalued for AI. A German court ordered Meta’s Edge Network to pay Deutsche Telekom €30 million over network fees. Meta executive Jennifer Newstead filed to sell 515 shares under a preset plan.
February 11, 2026
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