Oracle is sitting on a $664 billion backlog while Meta just watched its free cash flow crater by more than 90%, yet both companies are pouring tens of billions into AI compute…
Alex Sirois A nationally syndicated consumer expert spent weeks trying to get Meta to remove an AI-generated ad cloning his face to sell fake insurance. The platform's official response should alarm anyone who has…
Jake FitzGerald Anchor Number: $8.5 Billion Bank of America estimates that Meta Platforms (NASDAQ:META | META Price Prediction) could save roughly $8.5 billion in 2027 by running AI workloads on its own custom silicon…
Rich Duprey Three of the loudest voices in AI spent last week working the phones. Meta Platforms (NASDAQ:META | META Price Prediction) CEO Mark Zuckerberg, SpaceX (NASDAQ:SPCX) CEO Elon Musk, and NVIDIA (NASDAQ:NVDA) CEO…
Rich Duprey CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot…
Alex Sirois Snap just strapped Salesforce, NVIDIA, and Amazon onto its AR glasses and called it an enterprise play, but one critical question separates a clever demo from a real business.
David Moadel Citi just flagged a specific date on the calendar as a near-term trigger for Meta stock, and a prominent analyst is telling clients to get positioned before that window closes.
Vandita Jadeja Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
Alex Sirois Most Meta bulls are building their case on the wrong foundation, and Zuckerberg's own words from the latest earnings call point to a business line that has never appeared on an income…
Alex Sirois Meta's new AI shopping agent can place orders on a shopper's behalf without them ever visiting a merchant's website, and Shopify sits right in the middle of that transaction flow. Whether that…
Omor Ibne Ehsan Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying…
Alex Sirois OpenAI's CFO just revealed how $122 billion in cash fundamentally changes the power dynamic between the world's most important AI lab and its chip suppliers, and the implications for Nvidia's premium pricing…
Omor Ibne Ehsan The Federal Reserve has not touched its policy rate since December, yet long-term borrowing costs in the United States have been running their own tightening cycle. The federal funds target upper bound…
AJ Tiarsmith Meta's ad engine is firing on all cylinders and analysts are almost unanimously bullish, yet one earnings gate stands between today's price and a specific target date that changes everything for long-term…
Vandita Jadeja When a union pipefitter follows AI data-center construction from Wisconsin to Virginia to Arizona, his Social Security record travels with him on one clean national ledger. His pension money takes a far…
Gerelyn Terzo 