On a recent episode of The Investor’s Podcast, investor Hari Ramachandra explained the bull case he saw for Meta Platforms after the stock fell roughly 20% from its peak, calling Meta Platforms (NASDAQ:META |…
Thomas Richmond I am opening with the verdict because the gap between where Meta Platforms (NASDAQ:META | META Price Prediction) trades today and where our model says it should trade is too wide to…
Vandita Jadeja Apple’s next chief executive has tipped his hand on artificial intelligence, and the message is the opposite of what is coming out of Redmond, Mountain View and Menlo Park. John Ternus, who…
Joel South At the Pure Accelerate Summit in Las Vegas, Rob Lee, Chief Technology and Growth Officer at Everpure (NYSE:P), the company recently rebranded from Pure Storage, told a Bloomberg Businessweek Live audience that…
Danielle Liverance Mark Zuckerberg opened Meta Platforms (NASDAQ:META | META Price Prediction)‘s Q1 2026 earnings call with a sentence that would sound deranged coming from almost any other CEO: “We’re on track to deliver…
Joel South Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage and the conference circuit, and posted to his personal blog, “sn scratchpad,”…
Joel South At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street. CFO Tarek Robbiati said…
Evercore ISI’s head of internet research Mark Mahaney has a contrarian message for investors who’ve watched the Magnificent 7 lag the broader market. On CNBC’s “Closing Bell Overtime” on June 18, 2026,…
Danielle Liverance Jim Cramer used his Mad Money platform this week to make the case that the Magnificent 7’s appetite for capital is sending an unmistakable signal to investors who actually pay attention to…
In 2012, Meta (NASDAQ:META | META Price Prediction) was still called Facebook, had just crossed a billion users, and was preparing for one of the most hyped IPOs in history. The business…
Omor Ibne Ehsan The spring volatility that rattled mega-cap AI names has created an opening. Three of the largest AI franchises in the market are trading meaningfully below their 52-week highs, yet the operating data…
Joel South Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) and Meta Platforms (NASDAQ: META) both reported Q1 2026 results on April 29, 2026, and the prints sharpened a debate I have been having with…
Jeremy Phillips Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
David Moadel On the evening of June 1, 2026, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) priced one of the largest equity offerings in corporate history: an upsized $84.75 billion raise spanning Class A common,…
Joel South Rivian (NASDAQ: RIVN | RIVN Price Prediction) has fumbled the ball at least twice recently as the company launches what it calls the “affordable” R2. Most versions of the SUV cost $55,000…
Douglas A. McIntyre 