Nebius just cleared a capacity auction at prices that stunned even its own projections, and the gap between what customers are willing to pay and what the stock currently reflects tells a…
Shopify (NASDAQ:SHOP | SHOP Price Prediction) is rallying in early Tuesday trading after news that Muse, the personal artificial intelligence (AI) agent from Meta Platforms (NASDAQ:META), can now browse Shopify-powered stores and…
Meta (NASDAQ: META | META Price Prediction) was so far behind in the AI game that investors viewed it as a second-tier stock. Tesla (NASDAQ: TSLA) collapsed amid concerns that US EV…
1 Petabit Per Second, Across an Ocean Meta (NASDAQ:META | META Price Prediction) has put a number on its AI ambitions that lives outside the income statement. The company unveiled Petal, a…
Rich Duprey Meta Platforms (NASDAQ:META | META Price Prediction) just got a fresh vote of confidence from Wells Fargo, which raised its price target on Meta Platforms to $796 from $640 and reiterated an…
Vandita Jadeja Semiconductor names are surging Monday as investors reprice the CPU demand thesis. Meta Platforms (NASDAQ:META | META Price Prediction) and its Muse artificial intelligence agent are driving the move, signaling that inference…
Meta keeps bleeding cash into AI infrastructure and Reality Labs while the market punishes every headline, yet one stubborn investor sees a reason to keep buying shares that most holders are dropping…
Meta Platforms (NASDAQ:META | META Price Prediction) stock is leading mega-cap technology higher this morning after Wells Fargo lifted its price target on the company just ahead of the annual Connect developer…
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.
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…
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…
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,…
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…
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 
