Meta and Alphabet both posted massive AI ambitions in Q2 2026, but the market is treating them very differently, and the valuation gap between a surging cloud giant and a bruised ad…
Vandita Jadeja Elon Musk built SpaceX into a rocket empire and Starlink into a global network, but his AI ambitions may now be dragging both down. What happens when a billionaire who hates losing…
Douglas A. McIntyre Bernstein just made a bold call that could reshape how investors think about the AI spending race, and the evidence is hiding inside one advertising product most people have overlooked.
Rich Duprey Pinterest's surprise CFO resignation sent shares sliding Monday while a direct rival moved in the opposite direction, raising a pointed question about whether investors are reacting to a leadership gap or something…
David Moadel Meta is quietly testing robots inside its data centers, and at least one employee believes physical workers are no longer safe from automation. The experiment hints at a much larger shift in…
Rich Duprey Wall Street's loudest AI bull spent Thursday morning declaring America's first technology lead over China in three decades, then named the one policy decision that hands it straight back to Huawei.
Joel South Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.
David Moadel Meta shares have shed more than 23% over the past year, and a brutal Q2 report gave bears plenty of ammunition. But our proprietary model sees a very different story forming underneath…
Vandita Jadeja Every dip in Meta stock triggers the same response: another buy. With capex fears mounting and a trillion-dollar lawsuit underway, the case for adding shares keeps getting harder to ignore.
Alex Sirois Forty-nine state attorneys general spent years building what some feared could be an existential legal threat against Meta, and the final number shocked analysts on both sides of the trade. Whether that…
Omor Ibne Ehsan Alphabet and Meta both posted blockbuster Q2 2026 revenue, but one company's AI spending quietly destroyed its free cash flow by more than 90% while the other expanded margins to levels rarely…
Vandita Jadeja Meta is pouring more cash into AI than any other tech giant while investors flee and margins collapse, yet a clear path to a price Wall Street is still sleeping on may…
Vandita Jadeja AI infrastructure spending is accelerating toward numbers that would have seemed absurd two years ago, and three mega-caps sit directly in its path. The question is which one gives a patient investor…
Joel South A landmark legal settlement sent Meta stock climbing while Snap cratered 9% on the same day over the same issue, exposing a sharp divide in how courts and investors are treating the…
David Moadel Anthropic is pitching investors a revenue number so large it strains belief, but buried beneath the headline figure lies a tangle of risks involving overbuilt data centers, geopolitical threats, and an AI…
Douglas A. McIntyre 