Meta just fired its loudest shot yet at Anthropic and OpenAI, and the stock is surging on a claim that no independent benchmark has confirmed yet.
David Moadel Zuckerberg's Q2 message was blunt about AI transforming Meta's business, yet the stock sits more than 25% below its all-time high while legal storms and a historic capex surge squeeze free cash…
Vandita Jadeja A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
Meta's stock is down sharply, capex is ballooning toward $145 billion, and Wall Street's average target stops well short of four digits. So what would actually need to happen for shares to…
Vandita Jadeja Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your…
Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is…
Alex Sirois Sundar Pichai promised a flagship AI model in June, prediction markets already declared it dead by August, and Google just shipped something else entirely. What that substitution reveals about DeepMind's internal chaos…
John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a…
PJM yanked a Meta-backed nuclear campus from its grid queue, hitting Oklo with a company-specific blow on top of a sector already reeling from surging Treasury yields. How those two pressures compound…
David Moadel Jensen Huang turned a modest chip startup into the backbone of the global AI arms race, and his personal fortune now rivals the biggest names in tech. But three mounting challenges could…
Douglas A. McIntyre Alphabet's cloud business just posted growth numbers that look more like a startup than a mega-cap, yet the stock still trades at a forward multiple that suggests the market hasn't noticed. Here's…
Vandita Jadeja Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One…
Don Lair Apple and Meta both stumbled through August, but their earnings reports reveal two very different companies heading into a September packed with product launches, legal settlements, and AI spending decisions that could…
Alex Sirois A top Wall Street analyst is sounding the alarm on a fast-growing OpenAI revenue stream that targets the exact same advertiser budgets powering Alphabet's most profitable business.
Thomas Richmond Netflix and Meta both reported strong revenue growth in Q2 2026, yet the market punished both stocks hard. One of them is now setting up as a surprisingly calm compounder while the…
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