Meta spending like the Yankees

Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows. (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27) Show NotesSiriusXM gets a vote of confidenceEpisode transcripts seekingalpha.com/wsb.Sign up for our daily ne ... Show More

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)Episode ... Show More

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)Episode tran ... Show More

Episode 608: Neal and Toby recap the Fed meeting where Fed Chair Jerome Powell continues to hold rates steady. Then, Nippon closes its acquisition of US Steel with the US getting the rare ‘golden share’ of the deal. Also, Sam Altman is spilling the beans about Meta’s attempt to p ... Show More

Apple surprises. Alphabet stumbles. Berkshire Hathaway loads up on Amazon. And Beyond Meat serves up a big IPO. Analysts Andy Cross, Ron Gross, and Jason Moser discuss these stories and dig into the latest earnings from Arista Networks, CBS, Mastercard, Shake Shack, Shopify, Spot ... Show More

<p>Meta posts an earnings beat but shares tumble in extended trade as CEO Mark Zuckerberg sparks further concerns over excessive spending plans for A.I. Deutsche Bank sees Q1 pre-tax profits rise by 10 per cent as credit loss provisions shrink. There are also earnings from BNP Pa ... Show More

Tech heavyweight Meta Platforms spent millions of dollars this summer recruiting AI stars, but they’re sparking tension with the company’s old guard. WSJ reporter Meghan Bobrowsky joins us to discuss. Plus, you may not need to replace your old iPhone yet—you could save a lot of m ... Show More

Meta took headlines recently by announcing more AI eyewear and celebrity voices on their platforms, all while Open AI rebounded from some staff exits and aims for incredibly high profits. Just the past few weeks in AI have been a lot. So, today we’re joined again by Martina Breto ... Show More

<p>Shares of Meta popped more than 20% after its earnings report last night, its third-best day on record. The company added more than $200 billion in market cap thanks to the move. So did the results justify the big tech rally we’ve seen this year? Plus shares of Tesla far under ... Show More

Google buys Fitbit. Apple hits a new high on earnings. Facebook connects with advertisers. And Barbie gives Mattel a boost. Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Arista Networks, Avis Budget, Dine Brands ... Show More

<p>OpenAI inks a big deal with AMD before announcing key partnerships and news at its developers event. Our Mackenzie Sigalos brings the important takeaways while Big Technology’s Alex Kantrowitz on the promise—and peril—of tech’s big spending on AI. Drew Pettit (Citi) and Keith ... Show More