The hosts at TBPN spent a segment this week chewing over a report from NPR’s Bobby Allen that Meta (NASDAQ:META | META Price Prediction) considered acquiring Kalshi before deciding to build its own prediction-market…
Omor Ibne Ehsan Meta Platforms (NASDAQ:META | META Price Prediction) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five…
The Magnificent Seven have been dragging their feet, at least relative to the rest of the tech scene in the past year. And while the semiconductor basket is the new leadership group…
Joey Frenette Mark Zuckerberg just dodged a bullet. Zuckerberg, whom speculators give 32% odds of becoming the next trillionaire, came eerily close to steering Meta Platforms (NASDAQ:META | META Price Prediction) into one of…
Gerelyn Terzo On CNBC’s Squawk on the Street this morning, Jim Cramer looked at the June jobs data and told Carl Quintanilla he cannot square what he is reading with what he is seeing.…
Omor Ibne Ehsan Meta Platforms (NASDAQ:META | META Price Prediction | META Price Prediction) is the AI story hiding in plain sight. The stock trades at $612.91, down 6.99% year to date, while the underlying…
Vandita Jadeja Jefferies Senior Internet Analyst Brent Thill recently appeared on a CNBC Squawk Box segment to argue that Meta Platforms (NASDAQ:META | META Price Prediction) is making the right strategic move by entering…
Thomas Richmond The most expensive infrastructure buildout in corporate history just found a possible second act. On Wednesday, CNBC’s Julia Boorstin reported that “Sources close to the situation do confirm that META is working…
Omor Ibne Ehsan Washington quietly reversed course on one of the more consequential AI export restrictions of the year, and the beneficiary happens to be the one U.S. lab most aggressively courting overseas customers. Bloomberg…
Omor Ibne Ehsan My Amazon (NASDAQ:AMZN | AMZN Price Prediction) call is straightforward. The 24/7 Wall St. price target for Amazon is $323.43 by July 2, 2027, and my base-case path has the stock crossing…
Vandita Jadeja The Magnificent 7 erased $2.3 trillion in market cap in June alone, the largest monthly loss ever for the group, even as the Nasdaq heads for its best quarter since 2020. CNBC’s…
It’s official, Meta Platforms (NASDAQ:META | META Price Prediction) is getting into the business of selling extra AI compute to others. The big news sent shares of the social-media and AI fast-mover…
Joey Frenette Venu Krishna went on CNBC’s Closing Bell Overtime on June 30 and argued that the money fleeing Big Tech is running the wrong direction. His pitch: a PEG ratio below 1 for…
Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud. “The semis and the memory names are the most crowded ones in…
Omor Ibne Ehsan Jim Cramer spent Monday night on Mad Money doing something television hosts rarely do on camera: calling himself an idiot. A viewer named Kyle phoned in about her Corning (NYSE:GLW | GLW…
