Apple turned a modest investment into a small fortune over the last decade, but with a market cap pushing $5 trillion, the math has fundamentally changed. Here is what the models say…
Vandita Jadeja AMD's data center business exploded while Microsoft rents the very racks AMD fills, yet one of these stocks looks dangerously priced for anything less than a perfect Helios launch. Here is what…
Alex Sirois Meta spent years burning billions on a metaverse nobody wanted, but something quiet is happening inside Reality Labs that could force the market to rethink the entire company's valuation.
Alex Sirois Meta's ad business just delivered its best monthly stock performance in three years, and the numbers suggest that run may not be finished. One valuation scenario points to a price Wall Street…
Vandita Jadeja Retirement savers who own broad index funds hold large positions in four companies that one researcher believes may not survive the next generation. Jeffrey Cole of USC Annenberg is director of the…
As Meta (NASDAQ: META | META Price Prediction) claims an important foothold in the AI sector, it faces several legal actions that could badly damage its balance sheet, and perhaps even its…
Douglas A. McIntyre Alphabet collects a check whether AI wins through cloud contracts, ad clicks, or paid subscriptions, and that structural advantage shapes every buy decision I make. The real question is whether the spending…
Alex Sirois Three struggling companies keep sending dividend checks while investors wait for their repairs to kick in, but only one of them has a yield that cash flow actually supports without a fight.
Chris Lange Jim Cramer said it live on CNBC’s Squawk on the Street on September 28, 2026, after seeing a demonstration of a new AI shopping capability from Meta Platforms (NASDAQ:META | META Price…
Rich Duprey A $44.92 Billion Quarter Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) spent $44.92 billion on capital expenditures in the second quarter of 2026, up 100.1% from a year earlier. The company reported the…
Rich Duprey Jim Cramer rattled off the companies he thinks Meta's new AI platform will hurt, but one glaring omission caught traders' attention and sent them rushing into short-dated call options before they even…
The biggest dividend checks in tech and travel come from companies most income investors never put on a screen because the yields look too small to bother with. Four names hiding in…
AMD has surged dramatically over the past year, and its AI ambitions stretch into trillion-dollar markets by 2030, but the model scoring it a hold at near fair value tells a more…
Vandita Jadeja Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the…
Meta's ad engine is firing on all cylinders, yet a single line item in its budget has the power to flip bullish momentum into a costly trap for investors who ignore it.
Vandita Jadeja 
