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 The headline number for long-term Meta Platforms (NASDAQ:META | META Price Prediction) shareholders is a spending line. And it just got bigger. Anchor Number: $130 Billion to $145 Billion $130 billion to $145…
Rich Duprey Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are climbing in Friday morning trading while two mega-cap technology peers slip and the broad sector barely moves. Alphabet stock is up 3% to…
David Moadel Meta has clawed back nearly 20% in a single month, but the real question is whether the AI event on the horizon justifies pushing the stock even higher against a capex bill…
Vandita Jadeja Oracle is sitting on a $664 billion backlog while Meta just watched its free cash flow crater by more than 90%, yet both companies are pouring tens of billions into AI compute…
Alex Sirois A nationally syndicated consumer expert spent weeks trying to get Meta to remove an AI-generated ad cloning his face to sell fake insurance. The platform's official response should alarm anyone who has…
Jake FitzGerald Anchor Number: $8.5 Billion Bank of America estimates that Meta Platforms (NASDAQ:META | META Price Prediction) could save roughly $8.5 billion in 2027 by running AI workloads on its own custom silicon…
Rich Duprey Three of the loudest voices in AI spent last week working the phones. Meta Platforms (NASDAQ:META | META Price Prediction) CEO Mark Zuckerberg, SpaceX (NASDAQ:SPCX) CEO Elon Musk, and NVIDIA (NASDAQ:NVDA) CEO…
Rich Duprey CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot…
Alex Sirois Snap just strapped Salesforce, NVIDIA, and Amazon onto its AR glasses and called it an enterprise play, but one critical question separates a clever demo from a real business.
David Moadel Citi just flagged a specific date on the calendar as a near-term trigger for Meta stock, and a prominent analyst is telling clients to get positioned before that window closes.
Vandita Jadeja Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
Alex Sirois Most Meta bulls are building their case on the wrong foundation, and Zuckerberg's own words from the latest earnings call point to a business line that has never appeared on an income…
Alex Sirois Meta's new AI shopping agent can place orders on a shopper's behalf without them ever visiting a merchant's website, and Shopify sits right in the middle of that transaction flow. Whether that…
Omor Ibne Ehsan Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying…
Alex Sirois 