10:30am ET
Investing
3 Stocks to Buy Before the End of September
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.
META Coverage Page 5
9:27am ET
Investing
The Fastest Bank Run In U.S. History Saw Customers Pull $42 Billion In A Single Day. Now Apollo’s Chief Economist Warns AI Agents Like Meta’s Muse Could Trigger The Next One.
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?,…
8:00am ET
Investing
Nebius’ Strong Signal Is Going to Move Markets in the Coming Days
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…
11:35am ET
Investing
Hyperscaler Bang for Buck: The AI Capex ROI Has Two Clear Winners
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…
11:18am ET
Investing
The 1 Reason Why Meta’s Muse Is No. 1 AI App — And It Has Nothing to Do With If It’s Good
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 11:14am ET
Investing
Why Salesforce, ServiceNow and Snowflake All Dropped 4% Within Minutes of a Meta Announcement Monday
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…
10:43am ET
Investing
Meta and ServiceNow Drop 4% as Enterprise Platform Launch Reprices Software; MongoDB Tumbles 19%
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…
10:34am ET
Investing
AI Debt To Top Germany’s GDP
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…
10:31am ET
Investing
The Market Is Souring On Alphabet: I’m Buying What They’re Missing
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.
10:30am ET
Investing
Prediction: Google’s Next Chapter Could Be Worth Trillions More
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…
1:51pm ET
Investing
AI’s $10 Trillion Buildout Will Reach 3.6% of GDP. Who’s Going to Pay for It?
AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business’s The Bottom…
12:01pm ET
Investing
Meta Is Up 30% in a Month. Is Its New AI Agent Really That Good?
A recent Barron’s Roundtable segment on Fox Business put Meta (NASDAQ:META | META Price Prediction) put Meta’s new Muse AI agent through several real-world tasks, from finding forgotten subscriptions to helping book…
3:16pm ET
Investing
Meta’s Loudest AI Bull Just Cut His Own Stock Exposure and It Is Not Because of AI
Brad Gerstner laid out his most bullish case yet. The founder and chief executive of Altimeter Capital Management made it for Meta Platforms (NASDAQ:META | META Price Prediction) during a live CNBC…
2:58pm ET
Investing
Apple Just Gained 10% in a Month. What Will It Take for AAPL Stock to Finally Hit $350?
A steady monthlong climb has put a bigger round number on the radar for Apple (NASDAQ:AAPL | AAPL Price Prediction) shareholders. Apple stock is up 10% over the past month to $340…
12:45pm ET
Investing
Meta Vs. Alphabet: The Agentic AI Each Builds Will Be Very Different in 2027
Alphabet and Meta both reported blockbuster AI quarters, but their agent strategies point in opposite directions, and only one of them looks like a safer bet heading into 2027.