Meta reports Q2 results tonight with Wall Street camped near the top of guidance, capex scrutiny at a fever pitch, and a CEO promising personal superintelligence for billions. One miss on any…
Thomas Richmond Mark Zuckerberg is treating AI infrastructure like a personal passion project, and one venture capitalist thinks Wall Street may not have enough pull to stop him no matter how loud the complaints…
Thomas Richmond A Fast Money host is sounding alarms that the AI buildout is quietly cracking under the weight of debt that even the bond market seems reluctant to absorb, and the ripple effects…
Meta's stock has shed nearly 17% even as its advertising engine accelerated, creating the kind of price-versus-fundamentals gap that tends to resolve violently in one direction. Before Q2 earnings land, the window…
Alex Sirois Mark Zuckerberg is making the rounds of the business press with a very public campaign to reshape AI regulation, but the real story is what his lobbying reveals about Meta's increasingly desperate…
Douglas A. McIntyre AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who flagged it says the real story is the structural trap waiting for…
Joel South Microsoft and Meta both crushed their last quarters, yet Wall Street's real verdict on July 29 has nothing to do with revenue beats. The question traders are actually pricing is which AI…
Alex Sirois Meta's ad machine is printing money and analyst targets point to nearly 30% upside, yet something in the options market and recent earnings history suggests the smartest trade right now is doing…
Alex Sirois Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week…
Short sellers are loading up against Meta, Amazon, and Microsoft just days before their earnings reports, and Alphabet's post-beat selloff shows exactly why a strong quarter may no longer be enough to…
Gerelyn Terzo For three years one question kept me from going all-in on Alphabet, and last week's earnings finally forced me to answer it. Now I'm loading up, and the reason has nothing to…
Alex Sirois Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into…
Chip stocks are dragging Nasdaq futures lower while the Dow surges on strong blue-chip earnings, and with Big Tech reporting this week alongside a Fed decision, the market's split personality is about…
Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire bear case and points to a second AI bet most investors overlook…
Meta and Microsoft both report on July 29, but their AI bets pay out on completely different timelines, and that gap could decide which stock gets punished and which gets rewarded before…
Alex Sirois 
