Meta is spending more than a hundred billion dollars on AI while free cash flow has cratered and earnings missed expectations, yet a five-year price model still sees your stake growing substantially.…
Vandita Jadeja ARK Investment Management made three separate bets on Meta in September, selling rival AI giants to fund each purchase, even as Meta's expenses outpaced its revenue and a new competitor threatened its…
Omor Ibne Ehsan Bank of America just flagged a Meta shopping agent that could quietly drain the most profitable part of Apple's business, and the gap between Apple's stock drop and the broader tech market…
David Moadel Meta launched its agentic AI model before Google did, yet one structural advantage in Google's stack could quietly erase that head start before Meta ever collects a dollar from enterprise customers.
Alex Sirois Alphabet is running multiple growth engines at once, from a cloud business expanding at breakneck speed to an AI platform already reaching nearly a billion users, yet the stock still trades at…
Vandita Jadeja The biggest profits in AI infrastructure hide in three chokepoints that most investors walk right past, and two of them are priced as if the boom is already over.
Joel South Apollo (NYSE:APO | APO Price Prediction) chief economist Torsten Sløk has identified a new risk for bank investors. In a note published September 27, 2026 titled Is an Agentic Bank Run Coming?,…
AJ Tiarsmith Nebius just announced a price hike on its most in-demand GPU clusters, but soaring interest costs and a wave of bearish retail sentiment raise real questions about whether that pricing power actually…
Alex Sirois Alphabet and Meta both poured tens of billions into AI data centers last quarter, but only one has customers writing checks in return. The gap between their payback stories is wider than…
Alex Sirois Meta (NASDAQ:META | META Price Prediction) took the No. 1 free spot on the US App Store with its Muse-powered AI app. It moved ahead of ChatGPT, Claude, and Grok even though…
Rich Duprey At 8:36 AM ET this morning, Meta (NASDAQ:META | META Price Prediction) published “Meta launches enterprise platform, MongoDB CEO exits” to its newsroom, confirming it hired MongoDB (NASDAQ:MDB) CEO CJ Desai as…
Joel South The software group is being repriced. An enterprise software launch from Meta Platforms (NASDAQ:META | META Price Prediction) is behind the move, and the company behind the announcement is falling alongside the…
Depending on who is answering the question, AI hyperscalers could invest $7 trillion between now and 2030. Germany’s GDP is about $5.5 trillion. More often than not, the question is where the…
Douglas A. McIntyre Wall Street is spooked by Alphabet's ballooning capital expenditures and suspended buybacks, but one investor sees something in the numbers that the crowd keeps overlooking.
Alex Sirois Google Cloud is growing faster than AWS and Azure combined, yet the stock trades at a fraction of their valuations. Something in that gap either represents the biggest discount in mega-cap tech…
Vandita Jadeja 