the tape · 2026-08-21COIN▲ +8.2%FCX▲ +7.6%MRVL▼ -5.6%TSLA▲ +5.1%GS▲ +3.7%PLTR▲ +3.4%MS▲ +3.3%ORCL▲ +3.1%NEM▲ +3.1%ARM▼ -3.0%MRK▲ +2.4%INTC▼ -2.2%SPCX▲ +2.2%ABT▲ +2.2%SMCI▲ +2.0%VST▼ -2.0%DLR▼ -1.9%CRM▲ +1.8%PM▼ -1.7%DELL▲ +1.7%
Video · 2026-07-20
META down 2.8% on AI capex concerns
The catalyst: AI capex concerns.
The team debates whether Meta's new AI, semiconductor manufacturing, and prediction market initiatives are value-added ideas or wasted capital for the tech juggernaut.
As reported: “Meta Makes Big Moves Around AI Models and Chip Production” — Yahoo, 2026-07-20.
What happened after
T+1 -0.3%T+5 -8.0%T+20 -11.9%
More: META move history · track record · that day's brief · watch on YouTube
The brief, in your inbox
One email every market morning. What moved, why, and what happened after.