Meta just signed a $21 billion deal with CoreWeave while quietly building the infrastructure to make that deal unnecessary. Here is what happens to CoreWeave shareholders if Zuckerberg stops renting and starts…
Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at…
Meta keeps beating on revenue and margins while its stock sits well below last year's peak, and the gap between operational strength and share price performance raises a question most investors are…
Vandita Jadeja Meta Platforms is quietly repositioning itself to compete with Amazon Web Services and CoreWeave on AI compute, and Wall Street is starting to believe the economics actually work. But a billion-dollar regulatory…
A rare bacterium turned up in Cheyenne wastewater months before the public learned about it, and now Congress wants Meta to explain what happened inside its $800 million Wyoming data center and…
Meta (NASDAQ: META | META Price Prediction) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout. Meta turned $19.00…
Live Updates Zuck Tweets, Meta Rises 12:32pm ETMeta (NASDAQ:META | META Price Prediction) stock flipped from red to green after Mark Zuckerberg took to X to announce the release of Muse Spark…
The semiconductor scene is going through an intense period of volatility again, but nothing much has changed when it comes to Wall Street analysts who stand by their targets. With the broader…
Joey Frenette Artificial intelligence spending has entered a new phase. The industry’s biggest technology companies are no longer debating whether to build more infrastructure — they’re competing to build it faster than everyone else.…
Rich Duprey On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian…
Meta Platforms (NASDAQ:META | META Price Prediction) has been through the wringer. The stock is down 18.05% over the past year and 11.54% year to date, with a brutal 4.9% single-day drop…
Vandita Jadeja On July 6, 2026, Meta disclosed in a court filing that four states (California, Colorado, Kentucky, and New Jersey) are seeking approximately $1.4 trillion in penalties ahead of an August 2026 trial…
Danielle Liverance On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ…
Prediction markets just had their coming-out party, and the numbers are staggering. $3,996,191,303 has traded on the “World Cup Winner” market as of July 6, 2026, per Polymarket, a single contract that…
The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META | META Price Prediction) or Nebius Group (NASDAQ:NBIS) right now? Both now…
