Seven Senate Democrats want Mark Zuckerberg to explain how building AI data centers qualifies as frontier research, and the answer could reshape the tax math behind every major technology company's infrastructure ambitions.
Omor Ibne Ehsan Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s…
Meta is pouring over $130 billion into AI while free cash flow craters and Reality Labs keeps bleeding billions. Whether that spending is a catastrophic overhang or the setup for a massive…
Wall Street once bet that AI chatbots would destroy Google Search, and investors who bought through that fear were rewarded. Now Alphabet faces a far bigger test, one measured in hundreds of…
Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per workload. One semiconductor giant is positioned to capture that…
Amazon and JPMorgan are blocking AI agents that can already pay with crypto, but a small Boston company thinks a protocol built on a forgotten HTTP error code can change their minds.
Broadcom's revenue exploded while its stock sat nearly flat for a year, and that gap keeps widening every quarter. Before dismissing this as a broken trade, consider what the market may be…
Truist just slapped a $1,000 price target on Meta, but our proprietary model pushes the bull case even further while flagging a bear scenario that could leave the stock with almost no…
Meta shipped an agentic AI model to 3.6 billion daily users before most labs even found their audience, and that gap in distribution could reshape which AI investments actually compound over the…
Nvidia dominated the AI chip conversation for two years, but a quiet shift toward custom accelerators is reshaping where the real money flows, and one semiconductor company is booking orders deep into…
AMD just posted record Data Center revenue and claims its Helios racks deliver cheaper tokens than anything NVIDIA sells. Whether that disrupts the world's most dominant AI platform or just keeps hyperscalers…
The S&P 500 sits near record highs, but that headline number may be hiding a very different reality for the stocks most Americans actually own, and the timing could not be more…
On Monday, two fortunes rose by billions of dollars, and by similar amounts. According to the Bloomberg Billionaires Index, Mark Zuckerberg made $8.37 billion, which brought his total to $263 billion. The…
Meta Platforms (NASDAQ:META | META Price Prediction) stock is at $770.07, up 4% in morning trading. That gain follows a Street-high price target that put fresh weight behind the company’s machine-learning advertising…
Trump's ethics filings reveal he swapped Coinbase shares for more Strategy stock on a single August day, but the story behind the timing and which bet paid off raises some pointed questions…
