Tech stocks today: Meta stock jumps after company agrees to settle social media case

LIVE Tech stocks today: Meta stock jumps after company agrees to settle social media case Daniel Howley · Technology Editor Updated Wed, August 26, 2026 at 3:23 PM GMT+2 1 min read NVDA META Meta ( META ) agreed to settle a social media addiction case with a group of state attorneys general on Wednesday, putting an end to the trial in its second week and sending Meta’s stock higher. The case revolved around allegations from 29 states that Instagram and Facebook developed products to hook young users on the platforms and harvested the data of children under 13 to their benefit. According to court filings, Meta denied wrongdoing and agreed to pay up to $16.

68 billion. Meta isn't the only tech giant making headlines. Another key moment for Wall Street is due to arrive after the bell on Wednesday: Nvidia's ( NVDA ) second quarter earnings.

While its Big Tech peers reported their results nearly a month ago, Nvidia is finally giving us the lowdown on its latest quarter when it reports Q2 earnings after the close on Wednesday. For the quarter, Nvidia is expected to report second quarter adjusted earnings per share (EPS) of $2. 09 on revenue of $92 billion, according to Bloomberg analyst consensus estimates.

That would mark a 96% year-over-year jump in overall revenue, and a continued quarter-over-quarter acceleration. LIVE 12 updates 41 mins ago Jared Blikre Nvidia earnings could reveal its fastest-growing business isn't chips Wall Street is focused on Nvidia's ( NVDA ) graphics processing units (GPUs). The faster-growing story is sitting beside them.

Nvidia has quietly built a networking operation that generated nearly $15 billion last quarter, up from roughly $3 billion per quarter two years ago. Wall Street expects that figure to approach $17 billion when the company reports earnings on Wednesday. Compute still dwarfs networking inside Nvidia's Data Center business.

But networking has been growing faster, up nearly 200% year over year in the last quarter compared with 77% for compute. That pace is slowing. Analysts expect networking growth of roughly 134% in the quarter about to be reported, still ahead of compute at about 100%.

Compute still dominates Data Center revenue, but networking has risen from roughly $3 billion a quarter to nearly $17 billion in about two years — and is now growing faster. · Bloomberg, Yahoo Finance Read more . 44 mins ago Brian Sozzi 4 reasons Nvidia stock is lagging Raymond James analyst Simon Leopold lists four reasons the chip king stock is stuck in neutral in a new note: How much more Nvidia can investors own: With a market cap of $5.

2 trillion, the market may have a limited appetite for further exposure to Nvidia, Leopold said. Lack of belief creep: Fear that the AI boom turns to a bust is creeping up, Leopold noted. Law of large numbers: Decelerating growth is likely to come to Nvidia soon, given how fast it has grown the past two years.

Peak worries: Peaking growth and peaking margin are concerns for Nvidia, Leopold said. Read more . 50 mins ago Brian Sozzi Oracle's historic stock rout could be a buying opportunity Citi is sticking its neck out on the beaten-up stock price of cloud computing giant Oracle ( ORCL ) after an epic 12-month sell-off of close to 40%.

In a note on Wednesday, analyst Tyler Radke opened a "positive catalyst watch" on the stock. His $330 price target remains unchanged. "We see opportunity after one of the most extreme dislocations and drawdowns in the stock's history, driven by investor capitulation and multiple technical selling factors (credit spreads, ATM issuance)," Radke wrote.

"We believe shares can work as continued robust AI demand trends and margin/pricing read-throughs from neoclouds set the stage for positive estimate revisions into earnings and investor day in late October. " It has been a rough run for Oracle's stock. Read more .

54 mins ago Jake Conley AI's next big bottleneck isn't infrastructure. It's regulatory red tape. As Big Tech has poured hundreds of billions of dollars into artificial intelligence development, myriad bottlenecks have given investors reason to worry, from multiyear delays in natural gas turbine deliveries to capital availability and energy access constraints.

However, with midterm elections just two months away, the biggest bottleneck is elsewhere, according to Melius Research — in regulation. "The binding constraint on growth has shifted," James West, managing director at Melius Research, wrote to clients on Monday. "It is no longer turbines, capital, or customer intent: rolling into midterms, it is permission.

" Read more . Tue, August 25, 2026 at 5:00 PM UTC Brian Sozzi Why Nvidia rival AMD may see a 40% rip in its stock A screaming buying opportunity may exist in AMD ( AMD ) after a post-earnings sell-off earlier this month. Raymond James analyst Simon Leopold upgraded his rating on AMD to Strong Buy from Outperform in a new note on Tuesday.

He lifted his price target to $641 from $565, which assumes neatly 40% upside from current price levels. The new price target puts Leopold above the average price target of his peers at $613, per Yahoo Finance AlphaSpace data. About 72% of Wall Street analysts that cover AMD rate the stock a Strong Buy or Buy.

AMD stock rose 5% in afternoon trading in response. Read more . Tue, August 25, 2026 at 4:34 PM UTC Jake Conley OpenAI says its Jalapeño chip outperformed Nvidia tech in benchmark tests OpenAI ( OPAI.

PVT ) chip leader Richard Ho said the AI lab's new Jalapeño chip outperformed those from Nvidia ( NVDA ) in recent testing, only a day before Nvidia is set to report second quarter results. The Jalapeño semiconductor outperformed Nvidia's GB300 chip in benchmarks of how much work it can handle per unit of power and the speed at which it returns responses, Ho said. "Jalapeño delivers both higher throughput and lower latency with one architecture, where existing hardware systems often have to make a tradeoff between the two," OpenAI said in a press release .

"For customers, that can mean faster responses, more responsive agents, and more reliable access as demand grows. " Nvidia shares traded up by roughly 1. 7% as investors look toward the company's results coming after the bell on Wednesday.

The news comes as OpenAI has increasingly turned toward building and running its AI models on its own hardware, underscoring the competition for advantages in the hardware sector of the AI boom. "OpenAI can design models, products, serving software, chips, memory, networking, and systems together, using what we learn from real workloads to improve every layer of the stack," the company said. While the Jalapeño model outperformed Nvidia's GB300 chip, OpenAI's new offering wasn't tested against Nvidia's newest-generation Vera Rubin chips, Bloomberg reported.

The chip is also not designed for AI model training, where Nvidia's technology has traditionally excelled. Tue, August 25, 2026 at 1:18 PM UTC Daniel Howley Apple launches new Mac Mini and Mac Studio desktops aimed at AI developers Apple's ( AAPL ) Mac Mini and Mac Studio have quickly become must-haves in the AI world, so much so that certain models have become increasingly hard to find in stores. On Tuesday, the company debuted new versions of each pint-sized desktop with more performance aimed at AI developers.

The Mac Mini gained traction among AI enthusiasts and engineers thanks to its relatively low cost and ability to operate without a display. That made it ideal for running AI agents that handle tasks for developers, who can control them on the go from their smartphones or laptops. The Mac Studio also drew engineers who didn't necessarily need a display, as well as for its powerful chips.

Apple's new Mac mini is designed to lure AI developers. · Apple Read more . Tue, August 25, 2026 at 1:15 PM UTC Brian Sozzi Nvidia stock is on a 7-day losing streak ahead of its big earnings report Investors are dumping Nvidia ( NVDA ) heading into its closely watched earnings report on Wednesday evening.

Nvidia stock has fallen for seven straight trading days, per Yahoo Finance AlphaSpace data . The sell-off marks the stock's longest losing streak since 2022. The stock has lost about 7% over this stretch, compared with a 1.

2% drop for the S&P 500 ( ^GSPC ). The Nvidia bulls may be looking to avoid one harsh reality, at least from a short-term perspective. Strong earnings reports haven't been too kind to Nvidia's stock of late.

Nvidia stock has fallen in response to earnings in six of the past eight quarters, including the last four, per Yahoo Finance AlphaSpace analysis. Read more . Mon, August 24, 2026 at 4:01 PM UTC Grace O'Donnell Chip stocks stumble ahead of Nvidia earnings Chip stocks sold off on Monday ahead of Nvidia ( NVDA ) closely watched earnings report on Wednesday, dragging down the Nasdaq Composite ( ^IXIC ).

The PHLX Semiconductor Index ( ^SOX ) fell by over 3% as several headlines contributed downward pressure on the tech sector. Chip stocks heatmap First, Nvidia ( NVDA ) reportedly informed some of its customers that it will hike prices for AI servers by more than 15% early next year due to soaring memory chip costs. Nvidia stock dropped by over 2%, and memory chip plays Micron ( MU ), Sandisk ( SNDK ), Seagate Technology ( STX ), and Western Digital ( WDC ) all fell over 5% on concerns that higher prices could weigh on demand.

Reports over the weekend that Apple ( AAPL ) may source dynamic random-access memory (DRAM) and NAND flash memory from Chinese semiconductor companies CXMT and YMTC also weighed on memory stocks. Additionally, investors may be positioning ahead of Nvidia earnings. As my colleague Brian Sozzi pointed out this morning, Nvidia shares have fallen in response to the company’s last four earnings results.

In a sign of the market’s high expectations, Samsung ( 005930. KS ) stock slid 8% after the company’s $80 billion shareholder return plan failed to impress the Street. Mon, August 24, 2026 at 2:02 PM UTC Pras Subramanian Tesla Cybercab to launch Sept.

3rd Tesla ( TSLA ) will unveil the production Cybercab at a launch event in Austin, Texas, on September 3rd. This comes as Tesla ramps up its self-driving efforts, key to the company's big growth plans. Emailed invites to the Sept.

3rd event first surfaced on X among Tesla-watchers over the weekend and were confirmed by EV outlets like Teslarati . Tesla stock was little changed despite unofficial confirmation of the upcoming production reveal of the two-seat, purpose-built robotaxi. 07 March 2026, USA, San Jose: A test car of the Tesla robotaxi Cybercab is on the road.

The vehicles will not have a steering wheel or pedals when they are launched on the market. Tesla boss Elon Musk sees autonomous driving as the future of the electric car manufacturer. Photo: Andrej Sokolow/dpa (Photo by Andrej Sokolow/picture alliance via Getty Images) · picture alliance via Getty Images Read more .

Mon, August 24, 2026 at 1:02 PM UTC Daniel Howley Nvidia's Q2 earnings to test resurgent AI trade Nvidia CEO Jensen Huang (Photo by Yoshikazu TSUNO/Gamma-Rapho via Getty Images) · YOSHIKAZU TSUNO via Getty Images Nvidia ( NVDA ) reports its second quarter earnings after the bell on Wednesday. The announcement also comes as chip stocks more broadly struggle to hang on to gains over the last month following July's steep declines over fresh fears about whether companies will see returns on their vast AI investments. Microsoft ( MSFT ), Amazon ( AMZN ), and Google ( GOOG , GOOGL ) helped allay at least some of those fears thanks to strong growth numbers in their respective cloud businesses, though Google, along with Meta, spooked investors on increased spending.

For the quarter, Nvidia is expected to report second quarter adjusted earnings per share (EPS) of $2. 09 on revenue of $92 billion, according to Bloomberg analyst consensus estimates. That would mark a 96% year-over-year jump in overall revenue, and a continued quarter-over-quarter acceleration.

Nvidia updated its reporting framework last quarter, breaking down Data Center revenue into sales between Hyperscalers and AI Clouds, Industrial, and Enterprise (ACIE). Read more . Mon, August 24, 2026 at 12:05 PM UTC Grace O'Donnell Market expectations for Nvidia earnings set high Nvidia ( NVDA ) stock edged lower as investors began gearing up for the company's earnings report on Wednesday.

As Yahoo Finance's Brian Sozzi points out, even strong earnings reports from Nvidia haven't received a warm reception on Wall Street: Nvidia shares have fallen in response to earnings in six of the past eight quarters, including the last four, per Yahoo Finance AlphaSpace analysis. He writes: The reality is that the market is positioned for the company to post something great and for CEO Jensen Huang to sound super bullish on the earnings call. The market also knows there is minimal downside risk to Nvidia's growing investment portfolio , given the rising valuations (see Anthropic ( ANTH.

PVT ), for example) being afforded to most privately held names in artificial intelligence. "Because many of the debates around AI infrastructure spend/return on investment and credit risk are out of NVDA's hands, we think the numbers are more important than the narrative and coming out of this call, we expect investors to gain greater confidence in … numbers that should keep the stock grinding higher," UBS analyst Tim Arcuri wrote in a note. Read more.