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 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…
Thomas Richmond 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…
Thomas Richmond 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…
David Moadel 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…
David Moadel 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.
Alex Sirois Two sharp selloffs are happening side by side for unrelated reasons. Cybersecurity provider Zscaler (NASDAQ:ZS | ZS Price Prediction) is losing its chief revenue officer. Meanwhile, edge cloud company Fastly (NYSE:FSLY) is…
David Moadel Three Wall Street firms just raised their Meta price targets after Connect, and the reason has nothing to do with advertising. Whether Muse AI can actually deliver on projections stretching to 2031…
Vandita Jadeja Profit taking is hitting Meta Platforms (NASDAQ:META | META Price Prediction) after a monthly run fueled by its new AI agent, Muse. Meta Platforms stock is down 4% to $750.18 early in…
David Moadel Shares of Meta are surging into the Connect conference on the back of an AI assistant that is rewriting the company's growth story, but massive capital spending and looming legal battles put…
Vandita Jadeja JPMorgan, Raymond James, and BofA all raised their Meta price targets in the same week, and their reasoning has little to do with advertising. The catalyst they keep pointing to could redefine…
Vandita Jadeja Chip buyers are stepping back into Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock. The rebound follows a steep drop and is running well ahead of the rest of the semiconductor group.…
David Moadel Amazon just shut Meta's Muse agent out of its store overnight, and the real reason goes deeper than security complaints. Two tech giants with a multibillion-dollar partnership are quietly fighting over who…
Alex Sirois Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts…
Meta's AI agent Muse is driving a month-long stock rally that has investors questioning whether the company's heavy AI spending is finally paying off in ways that could reshape its business far…
David Moadel 
