2:48pm ET
Investing
Meta Rises 4% as Muse Spark 1.3 Claims Parity With Anthropic and OpenAI
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.
META Coverage Page 13
12:00pm ET
Investing
Meta Stock Has a New AI Catalyst. Is META Headed Back Toward Its All-Time High?
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…
11:50am ET
Investing
Google Was Found to Hold an Illegal Monopoly and Kept It Anyway. Is the Antitrust Nightmare Finally Over?
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.
9:30am ET
Investing
Meta’s Next Trillion Dollars Could Come From AI. Here’s Our Price Target for 2027
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 9:00am ET
Investing
Microsoft and Meta Signed Multi-Decade Nuclear Power Deals. These 3 Stocks Supply That Power
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…
8:35am ET
Investing
Something Is Happening With Alphabet Stock That Wall Street Isn’t Talking About
Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is…
10:15am ET
Investing
Sundar Pichai’s Credibility Crisis: The AI Model That Never Came
Sundar Pichai promised a flagship AI model in June, prediction markets already declared it dead by August, and Google just shipped something else entirely. What that substitution reveals about DeepMind's internal chaos…
9:25am ET
Investing
Apple’s New CEO Has 8 Days to Answer the AI Question That Could Redefine Computing
John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a…
1:57pm ET
Investing
Oklo Sinks 5% as PJM Pulls Its Meta-Backed Ohio Project, NuScale Power Barely Budges
PJM yanked a Meta-backed nuclear campus from its grid queue, hitting Oklo with a company-specific blow on top of a sector already reeling from surging Treasury yields. How those two pressures compound…
1:44pm ET
Investing
Jensen Huang Has Become World’s 8th Richest Person
Jensen Huang turned a modest chip startup into the backbone of the global AI arms race, and his personal fortune now rivals the biggest names in tech. But three mounting challenges could…
1:30pm ET
Investing
The Market May Be Underestimating This Stock
Alphabet's cloud business just posted growth numbers that look more like a startup than a mega-cap, yet the stock still trades at a forward multiple that suggests the market hasn't noticed. Here's…
11:41am ET
Investing
Big Tech Spent Over $1 Trillion on AI. The Bill Does Not Arrive Until It Depreciates.
Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One…
10:38am ET
Investing
Apple and Meta Struggled in August But Which Looks Stronger in September?
Apple and Meta both stumbled through August, but their earnings reports reveal two very different companies heading into a September packed with product launches, legal settlements, and AI spending decisions that could…
10:15am ET
Investing
Top Tech Analyst Warns: OpenAI’s Ad Business Grew 10x in 6 Months. Google Search Is the Most Exposed
A top Wall Street analyst is sounding the alarm on a fast-growing OpenAI revenue stream that targets the exact same advertiser budgets powering Alphabet's most profitable business.
1:00pm ET
Investing
Netflix vs. Meta: The Better Media Stock May Surprise You
Netflix and Meta both reported strong revenue growth in Q2 2026, yet the market punished both stocks hard. One of them is now setting up as a surprisingly calm compounder while the…