Meta just attached a price tag to its AI ambitions, and traders are now asking whether a consumer subscription can justify one of the biggest capital budgets in tech history while a…
David Moadel RUM Group has soared past its social-media peers and moved into AI infrastructure, but a 33% monthly gain forces a real question about whether the best of this rally is already behind…
David Moadel West Virginia's attorney general just called Meta's $17 billion child safety settlement a smart business move, then pointed directly at Apple as the next target. What he says Apple's iCloud is hiding…
Gerelyn Terzo Meta is quietly assembling one of the largest AI compute empires on the planet, and the funding source hiding in plain sight changes everything about how you should value this stock.
Alex Sirois Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very…
Vandita Jadeja Meta's ad engine is accelerating at a historic pace while the stock sits near a level that has historically signaled a cyclical floor, but the $130 billion capex bet hanging over the…
Alex Sirois Google Cloud is growing at twice the rate of Azure while GOOG trades at half the valuation multiple, and the gap between perception and reality may be the biggest opportunity hiding in…
Vandita Jadeja Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.
Omor Ibne Ehsan Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps…
Alex Sirois SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching…
Omor Ibne Ehsan Meta just fired its loudest shot yet at Anthropic and OpenAI, and the stock is surging on a claim that no independent benchmark has confirmed yet.
David Moadel Zuckerberg's Q2 message was blunt about AI transforming Meta's business, yet the stock sits more than 25% below its all-time high while legal storms and a historic capex surge squeeze free cash…
Vandita Jadeja A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
Meta's stock is down sharply, capex is ballooning toward $145 billion, and Wall Street's average target stops well short of four digits. So what would actually need to happen for shares to…
Vandita Jadeja Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your…
