Meta is heading for its best month since 2013 and closing in on $2 trillion, as Muse downloads surge and Mark Zuckerberg debuts the Charm pendant and $1,299 VR glasses. Akamai jumped more than 20% after signing an $11.6 billion, seven-year computing deal with Anthropic. Xi Jinping pressed President Trump to oppose Taiwanese independence at their state visit. Plus Costco’s tariff refunds, mortgage rates above 7%, Oracle’s force majeure notice rippling through AI financing, and the Tesla Semi finally arriving.
The 8:30 is live weekdays 8:30-9:30am ET with Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake Conley and Senior Autos Reporter Pras Subramanian.
#Meta #Akamai #Anthropic #The830 #YahooFinance
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0:00 Equities and the Friday Morning Outlook
0:42 Pomp, Circumstance, and Diplomatic Substance
2:08 Tech Luminaries at the Table
4:15 China as a Peer in the Technological Race
6:26 Granite, Helicopters, and Unspoken Messages
9:23 Costco Earnings: The Retail Giant’s Strategy
13:51 Akamai’s Pivot to AI Infrastructure
29:46 Microsoft’s New Vision for Enterprise AI
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