Meta's new AI agent Muse shot to third on the US App Store in two days, but the feature that makes it genuinely useful is the same one giving analysts pause: it…
Omor Ibne Ehsan Alphabet and Meta both dropped Q2 earnings within days of each other, but the results sent these two AI giants down sharply different paths. One trades at a discount despite explosive cloud…
Vandita Jadeja Meta just outran a falling market by more than 7 points in a single month, yet the stock still trails the S&P 500 by nearly 13 points year to date and carries…
Alex Sirois Meta just put a price tag on its AI ambitions, and the number reveals something uncomfortable about how dependent the company still is on a single revenue stream that has nothing to…
Omor Ibne Ehsan Meta's stock surged on the promise of an AI agent that wants access to your inbox, calendar, and payments. Then a cease-and-desist letter arrived, and the question of whether users will actually…
Omor Ibne Ehsan Google just signed a nuclear power contract stretching to 2049, turning electricity from a volatile expense into a fixed cost across two decades of AI growth. Whether that move reshapes Alphabet's competitive…
ARK Invest just swapped nearly $28 million out of a cheaper, faster-growing stock and into a pricier one fresh off an earnings miss. Whether that makes Cathie Wood a contrarian genius or…
Rich Duprey Meta shares remain deep in the red over the past year, yet one Morgan Stanley analyst just staked out a target that towers above Wall Street consensus and hinges on an AI…
Rich Duprey Fresh third-party data on Reddit's user momentum sent shares surging against a down market, but a looming audience measurement reset threatens to scramble the very numbers investors are celebrating today.
David Moadel JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to…
AJ Tiarsmith Alphabet just posted blowback earnings that crushed estimates across every major segment, yet the stock sits nearly 8% below last month's highs. Here is why that gap between operating momentum and share…
Vandita Jadeja Alphabet just handed investors a week of underperformance against the Nasdaq that looks nothing like the fundamentals underneath it, and there is a specific combination of valuation and growth rate that keeps…
Alex Sirois Markets are taking a beating as crude oil surges past $100 and Treasury yields hit multi-year highs, setting up a make-or-break inflation report that could seal the Fed's next move. Wall Street…
Vistra just signed 20-year nuclear deals with Meta and AWS, acquired thousands of megawatts of gas generation, and committed a billion dollars to an AI venture with NVIDIA and KKR. What CEO…
Joel South Corning just locked in a supply deal with Verizon that stacks on top of agreements already signed with Meta, Amazon, and NVIDIA, and the market is treating the two sides of this…
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