While most investors flee the tech selloff, one mega cap keeps pulling more capital in the opposite direction, and the reasoning has nothing to do with hoping for a rebound.
Alex Sirois One veteran hedge fund manager believes the Magnificent 7 will grow into one of the most dominant forces in financial history, yet predicts that one or two of those companies will vanish…
AJ Tiarsmith Artificial intelligence has become more than a technology story. It is increasingly a race for computing power, data centers, energy, cybersecurity capabilities, and economic influence, with the U.S. and China competing for…
Rich Duprey Alphabet (NASDAQ:GOOG | GOOG Price Prediction) and Meta Platforms (NASDAQ:META) just unleashed rival consumer AI agents (Google’s family-focused CC, a shared agent supporting up to six family members, and Meta’s single-user Muse,…
Rich Duprey Jason Helfstein, Oppenheimer’s Managing Director and Senior Analyst covering the Internet sector, laid out a striking scenario in a September 2026 note: Meta Platforms (NASDAQ:META | META Price Prediction) would need roughly…
Rich Duprey Meta Platforms (NASDAQ:META | META Price Prediction) stock is up 23% over the past month and trades at $670.52, even after slipping 2% in Friday afternoon trading. The one-month move stands out…
David Moadel Meta Platforms (NASDAQ:META | META Price Prediction) has staged a quiet comeback. Shares are up 24.34% in the past month as Wall Street reawakens to the AI story. The catalyst: Muse is…
Rich Duprey The headline number for long-term Meta Platforms (NASDAQ:META | META Price Prediction) shareholders is a spending line. And it just got bigger.Anchor Number: $130 Billion to $145 Billion$130 billion to $145 billion. That…
Rich Duprey Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are climbing in Friday morning trading while two mega-cap technology peers slip and the broad sector barely moves. Alphabet stock is up 3% to…
David Moadel Meta has clawed back nearly 20% in a single month, but the real question is whether the AI event on the horizon justifies pushing the stock even higher against a capex bill…
Vandita Jadeja 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 BillionBank 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 instead…
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 