Muse Spark, as what Meta Platforms (NASDAQ:META | META Price Prediction) is calling its much-anticipated closed-source model, which used to go by the codename Avocado. Undoubtedly, it’s an interesting name, and the…
Joey Frenette Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 6% today, rising from $258.12 to $274 and change as a pair of fresh catalysts reignite the AI chip debate. Can…
NVIDIA Corporation (NASDAQ:NVDA | NVDA Price Prediction) continues to be a compelling case study in accelerating growth at scale. Every time analysts suggest the story is priced in, the company prints another…
CoreWeave (NASDAQ:CRWV) just secured a $21 billion commitment from Meta, expanding what was already a landmark relationship and cementing CoreWeave as the preferred AI cloud infrastructure partner for the world’s largest social…
Jim Cramer made a pointed call this week: in the context of Meta Platforms (NASDAQ:META | META Price Prediction) partnering with Broadcom (NASDAQ:AVGO) to produce tens of millions of custom AI chips,…
Snap Inc. (NYSE:SNAP | SNAP Price Prediction) stock is up 7% in Wednesday’s session, rising from $5.60 to $7, after the company announced a sweeping restructuring that includes cutting roughly 1,000 jobs…
Meta Platforms (NASDAQ:META | META Price Prediction) presents a compelling case for investors at $675. The stock has pulled back around 9% from its year-to-date (YTD) high despite delivering a clear beat…
Joel South Micron Technology (NASDAQ:MU | MU Price Prediction) presents a compelling bull case at $420.52. Fundamentally, the argument for owning it has rarely been cleaner for a semiconductor name of this scale. With…
Billionaire investor Bill Ackman is known for building concentrated positions when he sees asymmetric upside, and several of Pershing Square’s top holdings reveal where he has the highest conviction today. The hedge…
The AI arms race among Big Tech shows no signs of slowing. Companies continue to pour tens of billions of dollars into data centers, talent, and compute power, all chasing the next…
Rich Duprey CoreWeave (NASDAQ:CRWV) stock is surging 12% in Friday’s session, climbing from a prior close of $92 to $103, after the company announced a multiyear agreement with Anthropic to provide cloud computing capabilities…
The AI chip rally is proving something important this Friday afternoon: the opportunity in artificial intelligence silicon is wide enough to reward very different business models simultaneously. Advanced Micro Devices (NASDAQ:AMD |…
Quantum computing is no longer a physics experiment. Google’s Willow chip, IBM’s quantum roadmap expansion, and IonQ’s commercial contracts have pushed the technology from research labs toward real enterprise applications. Markets are…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) and Meta Platforms (NASDAQ:META) both beat expectations in the quarterly results, but their business models, cost structures, and AI strategies diverge meaningfully. With $10,000 to invest,…
Meta Platforms (NASDAQ:META | META Price Prediction) stock just got a vote of confidence from CFRA, which raised its rating to Strong Buy. The upgrade arrives as Meta’s AI turnaround story moves…
David Moadel 
