Big Multi-Cloud Moves in Tech M&A

Meta shares jump 9% on report of cloud computing and AI services expansion

Meta stock soars as Zuck explores cloud business Illustration: Maura Kearns/Axios Meta shares soared nearly 9% Wednesday on a report that th

Meta's cloud business move signals excess compute capacity amid AI spending concerns

Its cloud chase is a response to markets’ message that the beatings will continue until cash flow improves.

When Evaluating an M&A Opportunity, Consider the Broader Digital Ecosystem

Ask: To what extent would a prospective acquisition create value through app developers, data providers, and agent platforms?

Digital Assets Trail AI, Big IPOs, but Fundamentals Are Strengthening

Digital assets such as Bitcoin have lagged this year even as U.S. stocks advanced, but the weakness appears temporary and a rebound remains

A Return to Traditional M&A? Insights from First Merger Challenge of Trump Administration’s Federal Trade Commission

Meta's Cloud News Just Made This the Most Obvious Buy in the Market

One piece of Meta news is quietly reshaping the case for a handful of AI infrastructure stocks.