Forty-nine state attorneys general spent years building what some feared could be an existential legal threat against Meta, and the final number shocked analysts on both sides of the trade. Whether that…
Omor Ibne Ehsan Alphabet and Meta both posted blockbuster Q2 2026 revenue, but one company's AI spending quietly destroyed its free cash flow by more than 90% while the other expanded margins to levels rarely…
Meta is pouring more cash into AI than any other tech giant while investors flee and margins collapse, yet a clear path to a price Wall Street is still sleeping on may…
Vandita Jadeja AI infrastructure spending is accelerating toward numbers that would have seemed absurd two years ago, and three mega-caps sit directly in its path. The question is which one gives a patient investor…
A landmark legal settlement sent Meta stock climbing while Snap cratered 9% on the same day over the same issue, exposing a sharp divide in how courts and investors are treating the…
Anthropic is pitching investors a revenue number so large it strains belief, but buried beneath the headline figure lies a tangle of risks involving overbuilt data centers, geopolitical threats, and an AI…
Douglas A. McIntyre Meta just settled one of the largest state attorney general cases in tech history, and the stock did not move. Jim Cramer has a theory about why investors treated a major legal…
AJ Tiarsmith Pennsylvania just handed Snap a fresh lawsuit hours after the stock posted a rare gain, while Meta quietly closed a deal that could have cost it close to its entire market cap.…
While AI was supposed to gut Google's core business and rivals like Meta and Tesla have stumbled badly this year, Alphabet's founders are sitting on a jaw-dropping windfall that tells a very…
Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise…
Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.
Warren Buffett almost never chases mega-cap tech, which makes Berkshire's massive new position in Alphabet one of the most surprising moves in years and a signal worth taking seriously before the rest…
NVIDIA sells the compute powering the AI boom while Meta bets billions that buying it will print money through ads. Wall Street expects both to lead the pack in Q3, but the…
Something unusual is happening inside the social media trade today, and the stocks moving hardest are the ones that have fallen the most. Understanding why the laggards caught the bid while the…
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the…
