Saturday, March 28, 20262485 articles

Meta Fuels AI Data Centers with $2B Gas Plant Investment Amid Stock Volatility

Executive Summary

Meta Platforms is significantly expanding its AI infrastructure, funding the construction of seven new natural gas-fired plants to power its largest data center. This move, supported by an additional $2 billion agreement with Entergy Louisiana, aims to meet the substantial energy demands of its hyperscale data centers, though it increases Meta's reliance on fossil fuels. This investment comes as Meta's stock experienced a significant sell-off, dropping to its lowest point since May 2025, wiping out approximately $119 billion from its market capitalization, with analysts citing concerns over rising AI spending.

In the broader AI business landscape, SoftBank has secured a record $40 billion bridge loan to finance its investment in OpenAI, signaling continued high-stakes capital infusion into leading AI entities. Meanwhile, Cloudera's IMPACT26 event highlighted AI partnerships and innovation within the AI and data sector, recognizing key partners like AWS and IBM for their contributions to customer success and technical prowess. Microsoft continues to prioritize AI hiring while maintaining cost controls, reflecting the industry's dual focus on innovation and financial prudence.

On the development front, OpenAI has upgraded its Codex model, enhancing its capabilities for automating workflows and positioning it to compete more effectively with rivals like Claude Code. OpenAI also extended its Responses API to serve as a foundation for autonomous agents, adding support for a shell tool, a built-in execution loop, and hosted container workspaces. TestMu AI has integrated robust browser infrastructure into its Browser Cloud to improve the scalability and reliability of AI agents, addressing a critical bottleneck in AI development.

Regulatory and market dynamics also saw notable activity. The US ambassador to the EU warned that excessive regulation of US tech firms could hinder Europe's participation in the AI economy. Alphabet is facing a legal shakeup in India with the resignation of its lead counsel amid ongoing regulatory scrutiny. In the financial markets, Google's TurboQuant technology debut led to a memory stock sell-off, which Bank of America identified as a buying opportunity. Despite market volatility, including a 1.6% drop in the US market over the last week, high-growth tech stocks are still projected for significant earnings growth.

Several companies experienced notable stock movements. Nvidia's stock is now considered cheaper than the S&P 500, suggesting its recent slump may be ending. Salesforce and other software stocks faced a downturn, though insiders were observed buying the dip. Planet Labs saw a remarkable 765% rise in its stock over the past year following its first full fiscal year of profitability. Marvell's data center revenue grew 21%, indicating strong performance in the AI stock sector, with projections for 50% upside in 2026. Conversely, Gemini Space Station stock declined 23% this week due to negative analyst sentiment.

Models2 articles

OpenAI upgrades Codex to automate your workflows - and compete better with Claude Code

Codex's new plugins push it beyond coding and position it to challenge Claude Code's growing lead among developers.

ZDNet AI2h ago

7 Free Web APIs Every Developer and Vibe Coder Should Know

Learn which tools help AI agents search, scrape, crawl, map websites, answer questions, and research the web faster.

KDnuggets3h ago
Tools1 articles

This Week In Cloud AI - Enhancing AI Agent Scalability Through Robust Browser Infrastructure

TestMu AI has announced the integration of a robust browser infrastructure to its Browser Cloud, specifically designed to enhance the scalability and reliability of AI agents. This development addresses a significant infrastructure bottleneck, allowing AI agents to interact effectively with the web at an enterprise scale. By providing a high-performance, scalable test cloud, TestMu AI enhances the capabilities of AI agents to handle agent-scale workloads with greater efficiency. This...

Yahoo Finance — Microsoft2h ago
Business25 articles

Meta Funds Seven Entergy Gas Plants to Power Biggest Data Center

Meta Platforms Inc. is paying for the construction of seven new natural gas-fired plants to fuel its most power-hungry data center, increasing its reliance on fossil fuels amid a fast-moving artificial intelligence race.

Bloomberg Technology2h ago

Entergy Louisiana announces a new agreement with Meta that will deliver an additional $2B in customer savings

Entergy Louisiana today announced an additional agreement with Meta to support the hyperscale data center in Northeast Louisiana. Structured to ensure Meta pays its full cost of service, the agreement is expected to deliver approximately $2 billion in customer savings to Entergy Louisiana customers over 20 years, in addition to the $650 million previously announced.

Yahoo Finance — Meta2h ago

Why Gemini Space Station Stock Declined 23% This Week

The analyst community turned more negative on the stock this week.

Yahoo Finance — NVIDIA2h ago

Meta Stock: What's Next After 'Big Tobacco Moment' Fears Fuel Sell-Off?

Meta Platforms stock traded lower Friday, after tumbling a day earlier to its lowest point since May 2025. The 7.8% slide on Thursday wiped roughly $119 billion from Meta stock's market capitalization. It was the stock's worst trading day since it sold-off following third-quarter earnings in late October.

Yahoo Finance — Meta2h ago

Stock Market Today: Dow Falls On U.S.-Iran War News; Oil Prices Continue To Rally (Live Coverage)

The Dow Jones index dropped Friday as Trump extended the Iran negotiations deadline. Oil prices rallied.

Yahoo Finance — Microsoft2h ago

Is Regeneron a Multimillionaire-Maker Stock?

It's an extremely high bar for any company.

Yahoo Finance — NVIDIA2h ago

This Quiet Microsoft Move Says A Lot About Priorities

Cost control rises while AI hiring stays active

Yahoo Finance — Microsoft2h ago

Why One Investor Keeps Buying This Nuclear ETF Every Month and Won’t Stop

Every month, without checking the price first, one investor buys more shares of the VanEck Uranium and Nuclear ETF (NYSE:NLR). This isn’t because they think they can time the nuclear energy cycle perfectly, and it’s not because they have some edge on uranium spot prices. [keypoint] Instead, they do it because the structural case for ... Why One Investor Keeps Buying This Nuclear ETF Every Month and Won’t Stop

Yahoo Finance — Microsoft2h ago

Inside One of Wall Street’s Hottest Hedge Funds—and the 2 Trades Driving the Surge

Nehal Chopra over at Ratan Capital Management has been crushing the markets and most other hedge funds in recent years. While the latest market slide may have lowered the tides on most boats across the hedge fund waters, Chopra’s fund is more than worth keeping close tabs on. The results really do speak for themselves, ... Inside One of Wall Street’s Hottest Hedge Funds—and the 2 Trades Driving the Surge

Yahoo Finance — NVIDIA2h ago

Why One Veteran Analyst Sees Apple Reaching $350 as Its AI Strategy Takes Shape—and Why He’s Right on the Money

Apple (NASDAQ:AAPL) hasn’t been the most impressive gainer in recent months, but, at the very least, it’s avoided plunging into a bear market. After Thursday’s brutal session, much of the Magnificent Seven is in a bear market, with some members just a bad day or two away from experiencing a 20% peak-to-trough decline. Meanwhile, Apple ... Why One Veteran Analyst Sees Apple Reaching $350 as Its AI Strategy Takes Shape—and Why He’s Right on the Money

Yahoo Finance — Microsoft2h ago

These Stocks Are Today’s Movers: Tesla, Meta, Unity, Coinbase, Robinhood, Brown-Forman, Carnival, and More

Meta stock struggles for direction after Thursday’s big selloff, which occurred on the heels of a landmark social-media trial.

Yahoo Finance — Alphabet2h ago

NiCE Teams Up with Kelverion to Power North American IT Monitoring and Automation

NiCE IT Management Solutions and Kelverion are proud to announce a strengthened partnership, with Kelverion now serving as the official distributor of NiCE Management Packs across North America. This collaboration builds on more than two years of joint efforts supporting Microsoft System Center environments with advanced monitoring and automation solutions.

Yahoo Finance — Microsoft2h ago

Planet Labs Stock Has Risen 765% in a Year and Wall Street Is Just Now Paying Attention

Operating the largest fleet of imaging satellites, Planet Labs (NYSE:PL) just delivered its first full fiscal year of profitability, and Reddit noticed immediately. Shares have risen 765% over the past year, from roughly $4 to $33, touching an all-time high of $36.28 on March 20, 2026, after Planet Labs reported $307.7 million in full-year FY2026 ... Planet Labs Stock Has Risen 765% in a Year and Wall Street Is Just Now Paying Attention

Yahoo Finance — NVIDIA2h ago

8 Stocks I'd Buy if I Were Starting a Tech Portfolio From Scratch Today

These eight stocks will form a great foundation for a top tech stock portfolio.

Yahoo Finance — NVIDIA2h ago

Salesforce and Other Software Stocks Keep Getting Crushed. Insiders Are Buying the Dip.

Board members at Salesforce and Agilysys snapped up company shares amid a selloff in software stocks.

Yahoo Finance — NVIDIA2h ago

From the Internet’s Early Promise to Its Social Reckoning: Internet Pioneer Michael Weiss Joins Media.com Board

Founding Force Behind Morpheus and WebRadio.com Adds Strategic Leadership and Online Foresight to Advance Media.com’s Mission to Become the Internet’s Credibility Layer Michael Weiss FROM THE INTERNET’S EARLY PROMISE TO ITS SOCIAL RECKONING: INTERNET PIONEER MICHAEL WEISS JOINS MEDIA.COM BOARD NEW YORK, March 27, 2026 (GLOBE NEWSWIRE) -- Media.com, an internet technology company with a world-first digital trust infrastructure, today announced the appointment of Michael Weiss to its Board of Dire

Yahoo Finance — Meta2h ago

Alphabet Faces India Legal Shakeup As Investors Reassess Risk And Valuation

Google’s lead India counsel, Bijoya Roy, has resigned after roughly 16 months in the role. The exit comes as Google faces ongoing regulatory scrutiny and legal challenges in India. India remains a key market for Alphabet (NasdaqGS:GOOGL), including plans for a US$15b AI infrastructure investment. Alphabet, through Google, relies on India for user growth, product adoption and broader ecosystem expansion across search, YouTube, Android and cloud services. At the same time, tech companies...

Yahoo Finance — Alphabet3h ago

Dow Jones Futures Fall, Oil Rises As Iran Move Trumps U.S. Pause; Meta, These Titans Breaking Down

Futures fell as Iran turned back ships at the Strait of Hormuz even as Trump extended a deadline. Meta, Microsoft and Google are breaking down.

Yahoo Finance — Microsoft3h ago

Airbnb Rebuilt Alert Development After Discovering It Wasn’t a Culture Problem

Airbnb has revealed how it significantly improved its observability practices by rethinking how alerts are developed and validated, concluding that what appeared to be a "culture problem" was actually a tooling and workflow gap. By Craig Risi

InfoQ AI3h ago

OpenAI Extends the Responses API to Serve as a Foundation for Autonomous Agents

OpenAI announced they are extending the Responses API to make it easier for developer to build agentic workflows, adding support for a shell tool, a built-in agent execution loop, a hosted container workspace, context compaction, and reusable agent skills. By Sergio De Simone

InfoQ AI3h ago

Memory panic amid TurboQuant is a buying opportunity in these stocks: BofA

Investing.com -- A sharp selloff in memory names following the debut of Google’s TurboQuant technology is creating an opportunity for investors, according to Bank of America.

Yahoo Finance — Alphabet3h ago

Equity Futures Down Pre-Bell, Oil Rises Even as Trump Extends Iran Negotiations Deadline

US equity futures were pointing lower before the opening bell Friday, while oil prices moved higher,

Yahoo Finance — Meta3h ago

Amazon rolls out locker collection service in the Netherlands

The lockers are described as “smart and secure” pick-up points, allowing customers to conveniently collect parcels free of charge.

Yahoo Finance — Amazon3h ago

Meta Stock Is Falling Again. What Can Stop the Rot.

Meta Platforms stock is suffering amid concerns about rising spending on artificial-intelligence. It just announced a big AI data center investment.

Yahoo Finance — Meta3h ago

Wall Street Says Stocks Are Too Cheap to Ignore as War Rages On

(Bloomberg) -- The war in Iran may be showing few signs of easing, but Wall Street strategists are encouraging investors to start buying stocks again.This month’s pullbacks in the S&P 500 and Nasdaq 100 indexes have sapped investor sentiment as hostilities in the Middle East push oil prices higher and raise inflation fears. Still, stock market strategists at Barclays Plc, CIBC Capital Markets and Truist Advisory Services Inc. are advising clients to look past the near-term risks, citing attracti

Yahoo Finance — NVIDIA3h ago
Funding10 articles

Nvidia Stock Is Cheaper Than the S&P 500. The Chip Maker’s Slump May Finally Be Over.

Nvidia stock now trades at at a discount to the S&P 500 index on its forward price-to-earnings ratio.

Yahoo Finance — NVIDIA2h ago

Cathie Wood’s ARK Loves Buying the Dip. It’s Selling This One.

ARK Invest trims its position in a bunch of tech stocks as the Nasdaq falls into correction territory.

Yahoo Finance — NVIDIA2h ago

Why FMC Corporation Rallied 20% This Week

In a bad week for the markets, this beaten-down chemicals company got a lift from Wall Street.

Yahoo Finance — NVIDIA2h ago

2 Cash-Heavy Stocks with Solid Fundamentals and 1 Facing Headwinds

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

Yahoo Finance — Microsoft2h ago

Looking for Bargains Amid a Historically Expensive Stock Market? Statistically Speaking, This Sector Is Full of Them!

There's still one sector value-seeking investors can turn to while navigating the second-priciest stock market in history.

Yahoo Finance — NVIDIA3h ago

4 Reasons Bitcoin Is (Still) the Smartest Long-Term Investment in Crypto

There's little reason to expect the king of crypto be unseated anytime soon.

Yahoo Finance — NVIDIA3h ago

SoftBank Secures Record $40 Billion Bridge Loan for OpenAI Stake

SoftBank Group Corp. signed a loan of $40 billion to finance its investment in OpenAI, adding to the Japanese company’s debt load as it seeks to stay abreast of a global artificial intelligence race.

Bloomberg Technology3h ago

Exploring High Growth Tech Stocks In The US Market March 2026

Over the last 7 days, the United States market has experienced a 1.6% drop, yet it has shown resilience with a 15% increase over the past year and expectations for earnings to grow by 16% annually in the coming years. In this context of fluctuating short-term performance but promising long-term growth prospects, identifying high growth tech stocks that can capitalize on these trends becomes essential for investors seeking potential opportunities.

Yahoo Finance — Palantir3h ago

1 Pipeline Stock Paying a 7.3% Dividend While Oil Goes Haywire

MPLX has a long history of paying a bankable dividend.

Yahoo Finance — NVIDIA3h ago

Marvell's Data Center Revenue Just Grew 21%. Here's Why This Artificial Intelligence (AI) Stock Could Deliver 50% Upside in 2026.

The company's data center revenue is expected to accelerate this year.

Yahoo Finance — NVIDIA3h ago
Research1 articles

SpaceX's listing stirs up social media hype, ticker bets

By Niket Nishant and Shashwat Chauhan March 27 (Reuters) - From rocket launches drawing millions of YouTube views to social media frenzy over its potential listing, SpaceX's debut is shaping up to be

Yahoo Finance — Meta3h ago
Other11 articles

I was overpaying for YouTube Premium for months without realizing it - check yours ASAP

For months, maybe years, I paid 30% more for YouTube Premium. Here's why, and how I fixed it.

ZDNet AI2h ago

The Download: the internet’s best weather app, and why people freeze their brains

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. How a couple of ski bums built the internet’s best weather app  The best snow-forecasting app for skiers isn’t a federally-funded service or a big-name brand. It’s OpenSnow, a startup that uses government data, its own AI…

MIT Technology Review AI2h ago

The Samsung S95F OLED TV is selling for $800 off right now - and I can vouch for its quality

Samsung's flagship OLED TV from last year is worth every penny, but it's even better with this discount during the Amazon Spring Sale.

ZDNet AI2h ago

Meet Eve, the AI Brain Behind an Ex-Coatue Trader’s New Fund

No hedge fund employee works harder than Eve.

Bloomberg Technology2h ago

Tesla Stock Falls. SpaceX IPO, Sales Estimates May Not Help It Snap 5-Week Losing Run.

It will take a positive reaction to the first-quarter sales estimates and SpaceX IPO news. Shares of the electric vehicle maker were down 0.5% at $370.03 in premarket trading, while and futures were both falling 0.5%. Tesla stock needs to finish above $367.96 to snap a five-week losing streak.

Yahoo Finance — Tesla2h ago

Best States to Retire for Retirees in the U.S. in 2026

Three states rose above the rest, and the winner probably won't surprise you.

Yahoo Finance — NVIDIA2h ago

US ambassador tells EU: stop fining US tech firms or you will have no AI economy

Investing.com -- The European Union must reduce regulation of U.S. technology companies if it wants to participate in the artificial intelligence economy, U.S. ambassador to the EU Andrew Puzder told CNBC on Friday.

Yahoo Finance — Alphabet2h ago

Trump's Iran extension, DHS funding deal, Anthropic's injunction and more in Morning Squawk

Here are five key things investors need to know to start the trading day.

CNBC Technology2h ago

These 3 Cryptocurrencies Are Up 25% or More in 2026, But Are Any of Them Worth Buying?

The broader crypto market may be down, but not these standout cryptocurrencies.

Yahoo Finance — NVIDIA2h ago

A Beginner’s Guide to Quantum Computing with Python

Simulate a quantum computer with Qiskit The post A Beginner’s Guide to Quantum Computing with Python appeared first on Towards Data Science .

Towards Data Science2h ago

AI Chips Update - AI Partnerships Propel Innovation at Cloudera's IMPACT26 Event

Cloudera has announced the winners of its 2026 Global Partner Awards at the IMPACT26 event, highlighting organizations that excel in customer success, technical prowess, and innovation within the AI and data sector. Recognized partners such as AWS, IBM, Dell, and NVIDIA have contributed significantly to AI-driven advancements, leveraging deep integrations and collaborative initiatives to enhance the Cloudera platform's functionality. These partnerships enable enterprises to deploy AI...

Yahoo Finance — NVIDIA3h ago
Coverage Breakdown
Models2

OpenAI has upgraded its Codex model to automate workflows and enhance competition with Claude Code, and has extended its Responses API to support the development of autonomous agents.

Tools2

TestMu AI has integrated robust browser infrastructure into its Browser Cloud to enhance the scalability and reliability of AI agents, and a guide to 7 free Web APIs for developers and AI agents was published.

Business6

Meta is investing in seven new natural gas plants to power its data centers, while also securing a $2 billion agreement with Entergy Louisiana. SoftBank obtained a $40 billion bridge loan for its OpenAI investment, and Cloudera's IMPACT26 event recognized AI partnerships.

Funding1

SoftBank Group Corp. secured a record $40 billion bridge loan to finance its investment in OpenAI, adding to its debt load in the AI race.

Policy2

The US ambassador to the EU warned against over-regulating US tech firms to foster an AI economy, and Alphabet is facing a legal shakeup in India amid ongoing regulatory scrutiny.

Other37

Numerous articles covered stock market movements for companies like Meta, Nvidia, Planet Labs, Marvell, and Salesforce, with some experiencing significant rallies or sell-offs. Other topics included investment strategies, cryptocurrency analysis, and general tech news not directly related to AI models, tools, or policy.