Both Meta and NVIDIA delivered blowout quarters on the same AI wave, yet investors treated the two stocks very differently this summer. One company quietly flipped its biggest cost line into a…
Alex Sirois Meta just broke its open-source religion to charge developers for AI, and Zuckerberg is betting a $145 billion infrastructure gamble on a pricing strategy that undercuts every major rival. Whether that math…
Danielle Liverance Jim Cramer owns six of the Magnificent Seven and argues that grouping them together is one of the costliest mistakes an investor can make. The five dimensions separating these stocks reveal why…
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
David Moadel Micron has handed investors a historic run, yet one veteran analyst is still pointing at a completely different stock as the smarter place to park money right now, and his reasoning challenges…
Gerelyn Terzo Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his…
David Moadel Meta just signed a $21 billion deal with CoreWeave while quietly building the infrastructure to make that deal unnecessary. Here is what happens to CoreWeave shareholders if Zuckerberg stops renting and starts…
Alex Sirois Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at…
Rich Duprey Meta keeps beating on revenue and margins while its stock sits well below last year's peak, and the gap between operational strength and share price performance raises a question most investors are…
Vandita Jadeja Meta Platforms is quietly repositioning itself to compete with Amazon Web Services and CoreWeave on AI compute, and Wall Street is starting to believe the economics actually work. But a billion-dollar regulatory…
A rare bacterium turned up in Cheyenne wastewater months before the public learned about it, and now Congress wants Meta to explain what happened inside its $800 million Wyoming data center and…
Danielle Liverance Meta (NASDAQ: META | META Price Prediction) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout. Meta turned $19.00…
Alex Sirois Live Updates Zuck Tweets, Meta Rises 12:32pm ETMeta (NASDAQ:META | META Price Prediction) stock flipped from red to green after Mark Zuckerberg took to X to announce the release of Muse Spark…
Gerelyn Terzo The semiconductor scene is going through an intense period of volatility again, but nothing much has changed when it comes to Wall Street analysts who stand by their targets. With the broader…
Joey Frenette Artificial intelligence spending has entered a new phase. The industry’s biggest technology companies are no longer debating whether to build more infrastructure — they’re competing to build it faster than everyone else.…
Rich Duprey 