For the first time since going public, Meta's AI spending outpaced every dollar it generated from operations, and the company still has no number for what comes next year.
Heavier artificial intelligence (AI) spending plans are overshadowing a strong quarter at Meta Platforms (NASDAQ:META | META Price Prediction), where revenue and guidance both topped expectations. Meta Platforms stock is at $677.20,…
AMD keeps landing hyperscaler deals and posting numbers that silence skeptics, yet the market still prices it like the underdog. Here is why one investor keeps adding shares and what milestones could…
Anthropic just put a proactive AI agent on your phone that reads your email and shops for you before you ask, and it is heading straight into territory Meta already claimed with…
Omor Ibne Ehsan When Mark Zuckerberg privately told Meta's board he planned to sell his Palo Alto home and leave California, the board did not try to change his mind. It rewrote the company's stock…
Omor Ibne Ehsan Live Updates Meta Q3 Earnings Coverage Wrap-Up4:49pm ETThat wraps up our initial coverage of Meta’s Q3 results. Thank you for stopping by! Mark Zuckerberg Says Meta Just Hit a Major AI Milestone4:46pm…
Thomas Richmond Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Apple (NASDAQ:AAPL): which one better fits a retirement-focused portfolio right now? Alphabet has lost about $860 billion in market value since its peak. That is…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) founder Elon Musk is known for big claims. On the company’s third-quarter call on October 20, 2026, he made a new one about a product SpaceX…
AMD has surged nearly 150% this year, but a brutal 13% weekly drop and a 199x trailing earnings multiple put bulls and bears on a collision course heading into the November 3…
Meta walks into earnings with its ad engine still accelerating and a capex bill that rattles even the bulls. Our model lands on a price target Wall Street has not caught up…
CoreWeave's bonds and stock are cratering, and the All-In hosts are asking out loud whether the entire AI trade is starting to crack. Before you panic or pile in, there are two…
Meta's ad machine is printing money while its AI spending devours cash flow, and the stock keeps hitting the same ceiling. Whether that ceiling breaks depends on what happens inside three specific…
Both Arista and Cisco just posted record AI-driven results, yet their stocks sold off hard. One company offers margin-rich focus while the other controls its own silicon, and the scale-across design wins…
Citi’s One Number: $5.35 Trillion Citi projects that four companies will spend $5.35 trillion in capital expenditures from 2027 through 2030: Amazon (NASDAQ:AMZN | AMZN Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL) and…
Morgan Stanley just called Amazon a top pick and lifted its price target, but with negative free cash flow and $200 billion in planned spending ahead, the real question is whether AWS…
