The $800 question for Meta Platforms (NASDAQ:META | META Price Prediction) comes down to whether the AI capex narrative can re-rate the multiple before late-2026 expense growth bites. Our model says yes,…
Vandita Jadeja Live Updates Rocket Ripples1:21pm ETA Blue Origin test gone wrong is sending chills down the spine of the space industry. A New Glenn rocket being prepped by Jeff Bezos’ Blue Origin for…
CoreWeave (NASDAQ:CRWV) just booked the largest customer commitment in its short public life and the largest quarterly loss in its short public life, inside the same earnings report. The Q1 2026 release…
Peter Schiff, the gold bug and Euro Pacific Capital chief who has spent two decades predicting the next dollar crisis, used his podcast The Peter Schiff Show episode “The Debt, the AI…
A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) announced an $80 billion stock buyback,…
The artificial intelligence arms race has turned Silicon Valley into a spending contest. Meta Platforms (NASDAQ:META | META Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Amazon (NASDAQ:AMZN) are pouring hundreds of billions…
Rich Duprey Live Updates Mortgage Rates Rise 12:28pm ETMortgage rates ticked higher again this week, reaching their loftiest level since August and adding another headwind to an already strained housing market. The average rate…
Meta Platforms (NASDAQ: META | META Price Prediction) and Alphabet (NASDAQ: GOOG) both reported Q1 results on April 29, 2026, and the results frame a clear question. Both companies are pouring tens…
Eight days ago, I told you that Mark Zuckerberg’s smartest move was sitting in plain sight: rent out Meta’s excess AI compute the way SpaceX is renting its to Anthropic. My May…
Jeremy Phillips You can say anything you want about Palantir (NASDAQ:PLTR | PLTR Price Prediction), but one thing no one disagrees with is the fact that it is well-run. Management has kept the ship tight…
During Meta’s (NASDAQ:META | META Price Prediction) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity…
During Nvidia’s (NASDAQ:NVDA | NVDA Price Prediction) earnings call a quarter ago, the management revealed something that even Meta (NASDAQ:META) did not. Nvidia’s CFO said, “For example, at Meta, advancements in their GEM model…
The biggest IPO conversation right now centers on SpaceX’s reported June 12 listing. Gavin Baker, founder and Chief Investment Officer of Atreides Management, thinks investors are watching the wrong name. On a…
It is becoming easier to get into the $1 trillion market-cap club. SK Hynix and Micron Technology now belong because of the demand for memory chips. SK Hynix’s 12-month stock price jump…
The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off. Over the past month, Cisco Systems (NASDAQ:CSCO…
