Main Street is feeling a distinct chill, even as Wall Street notches record highs. For over a decade, American workers rode a wave of steady employment, but economic currents are shifting. Labor…
Rich Duprey CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
Vandita Jadeja Alphabet and Meta both burned billions on AI this quarter, but only one of them built something the other cannot simply outspend to replicate. The gap between an advertising flywheel and a…
Alex Sirois IPOs tied directly to the AI industry are being delayed. SoftBank, one of the largest financiers of AI projects, is paying unexpected premiums on its debt. AI data centers are being delayed…
Douglas A. McIntyre Intel has surged past its average analyst price target after one of its biggest monthly runs in years, and now bulls and bears are locked in a standoff over whether the turnaround…
Alex Sirois Evercore ISI’s Mark Mahaney went on CNBC Tuesday morning and planted a flag on Meta Platforms (NASDAQ:META | META Price Prediction), calling the company’s new Muse AI assistant “the best product coming…
Joel South Meta's new personal AI agent shattered download records and erased $200 billion in skepticism in a single session, but the cash flow statement tells a very different story about what comes next.
Omor Ibne Ehsan Meta spent over $130 billion on infrastructure with nothing to show investors beyond ad revenue, until two new products shipped this month and changed the conversation entirely.
Omor Ibne Ehsan An Indeed Hiring Lab report published last week quantified what software workers have felt for two years: the people still getting hired earn far more, and there are far fewer of them.…
Rich Duprey Meta Platforms has delivered staggering growth, but whether a $10,000 stake can actually double depends on which of three very different futures plays out over the next five years.
Vandita Jadeja Berkshire Hathaway just made a jaw-dropping move into a stock I have been quietly stacking for months, and the timing reveals something important about where the biggest money thinks this AI cycle…
Alex Sirois Zuckerberg’s Single-Day Jump Mark Zuckerberg’s paper fortune climbed by $25.8 billion in a single trading day on September 21, 2026, according to the Bloomberg Billionaires Index as read by our editor. Forbes,…
AJ Tiarsmith Nebius just cleared a capacity auction at prices that stunned even its own projections, and the gap between what customers are willing to pay and what the stock currently reflects tells a…
Alex Sirois Shopify (NASDAQ:SHOP | SHOP Price Prediction) is rallying in early Tuesday trading after news that Muse, the personal artificial intelligence (AI) agent from Meta Platforms (NASDAQ:META), can now browse Shopify-powered stores and…
David Moadel Meta (NASDAQ: META | META Price Prediction) was so far behind in the AI game that investors viewed it as a second-tier stock. Tesla (NASDAQ: TSLA) collapsed amid concerns that US EV…
Douglas A. McIntyre 