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Alex Sirois | Jul 18, 2026 at 10:11 AM EDT

The Misunderstood Truth About AI Demand Has Me Buying Meta Over and Over

When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst…

Alex Sirois | Jul 17, 2026 at 2:39 PM EDT

I Can’t Stop Buying Meta’s Upward Surge for These 3 Reasons

Meta keeps printing cash at a scale most companies never see, yet the real reason to keep buying has nothing…

Alex Sirois | Jul 17, 2026 at 2:01 PM EDT

The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon

Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but…

David Moadel | Jul 17, 2026 at 1:45 PM EDT

Nebius Jumps 8% as $775M Debt Deal Eases the Dilution Fears That Sank NBIS Stock

Nebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer.…

Alex Sirois | Jul 17, 2026 at 1:14 PM EDT

3 AI Spend Metrics That Keep Me Buying Meta Leading Up to July 29 Earnings Report

Three numbers on Meta's income statement keep pulling my money back before the July 29 earnings call, and one of…

Vandita Jadeja | Jul 17, 2026 at 11:30 AM EDT

Bank of America Says Alphabet’s Q2 Will Deliver. Here’s The Price Target

Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one…

Omor Ibne Ehsan | Jul 17, 2026 at 11:30 AM EDT

Meta, Tesla, Nvidia: This ETF Went All-In on the Magnificent Seven. Is It Paying Off?

Capital Group's active growth ETF loads up on the same megacap giants driving every major index, charges almost nothing by…

Alex Sirois | Jul 17, 2026 at 11:25 AM EDT

Alphabet Drops 4%, But Analyst Believes There Is Massive Upside

Alphabet just posted its strongest quarter in years, yet the stock tumbled 4% in a single session on fears that…

Joey Frenette | Jul 17, 2026 at 11:15 AM EDT

Analysts Still See Massive Upside for SK Hynix — The AI Cycle Isn’t Done But Questions Remain

SK Hynix just landed on Nasdaq carrying the biggest slice of the high-bandwidth memory market, but arriving at a moment…

Alex Sirois | Jul 17, 2026 at 11:15 AM EDT

Meta’s Agentic AI Leadership Strategy is Why I Can’t Stop Buying Over and Over

Agentic AI burns tokens at a rate that could reshape every enterprise software budget on the planet, and one company…

Alex Sirois | Jul 17, 2026 at 10:33 AM EDT

Coreweave Down 35% . This Analyst Reiterated His $250 Target Even After ‘Meta Compute’ Was Announced.

CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies…

David Moadel | Jul 17, 2026 at 9:34 AM EDT

Netflix Sinks 11% on Soft Q3 Guidance as Analysts Warn It’s “Losing Narrative Control”

Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about…

David Moadel | Jul 16, 2026 at 2:50 PM EDT

Nebius Sinks 13% as the Neocloud Trade Unravels; How CoreWeave, IREN, and the AI Data Center Stocks Stack Up

Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway.…

David Moadel | Jul 16, 2026 at 1:04 PM EDT

Oracle Just Cratered 33% in a Month. Is It Time to Switch to Cloudflare or CoreWeave?

Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before…

Vandita Jadeja | Jul 16, 2026 at 11:23 AM EDT

Meta Is Betting $50 Billion on AI Data Centers. Where Does The Stock Go From Here?

Meta is pouring hundreds of billions into AI data centers while its stock sits well below its recent highs and…

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Meta : META

All Meta Articles

The Misunderstood Truth About AI Demand Has Me Buying Meta Over and Over

I Can’t Stop Buying Meta’s Upward Surge for These 3 Reasons

The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon

Nebius Jumps 8% as $775M Debt Deal Eases the Dilution Fears That Sank NBIS Stock

3 AI Spend Metrics That Keep Me Buying Meta Leading Up to July 29 Earnings Report

Bank of America Says Alphabet’s Q2 Will Deliver. Here’s The Price Target

Meta, Tesla, Nvidia: This ETF Went All-In on the Magnificent Seven. Is It Paying Off?

Alphabet Drops 4%, But Analyst Believes There Is Massive Upside

Analysts Still See Massive Upside for SK Hynix — The AI Cycle Isn’t Done But Questions Remain

Meta’s Agentic AI Leadership Strategy is Why I Can’t Stop Buying Over and Over

Coreweave Down 35% . This Analyst Reiterated His $250 Target Even After ‘Meta Compute’ Was Announced.

Netflix Sinks 11% on Soft Q3 Guidance as Analysts Warn It’s “Losing Narrative Control”

Nebius Sinks 13% as the Neocloud Trade Unravels; How CoreWeave, IREN, and the AI Data Center Stocks Stack Up

Oracle Just Cratered 33% in a Month. Is It Time to Switch to Cloudflare or CoreWeave?

Meta Is Betting $50 Billion on AI Data Centers. Where Does The Stock Go From Here?

Live Nasdaq Composite: Stocks Tilt Higher Even as Cisco Falls on Profit Taking After Earnings

SanDisk Has Already Exploded. Can the Stock Double Again?

These Are the Largest Gold Coins in History, Ranked

Forget Chips: This Analyst Says 4 “Old School” Themes Could Be the Real AI Industrialization Winners

If You Have $750,000 Saved at 58, Here Is the Monthly Income You Can Actually Count On

A $1,000 IRA Withdrawal Can Cost Some Retirees $407. The 40.7% Bracket Isn't in Any IRS Table.

Cerebras Plummets 13% After Earnings. But Intel & AMD Barrel Ahead with Strong Gains.

America Is About to Cross $40 Trillion in Debt: The First Trillion Took 192 Years, the Last One Took About 5 Months

Meta : META

All Meta Articles

The Misunderstood Truth About AI Demand Has Me Buying Meta Over and Over

I Can’t Stop Buying Meta’s Upward Surge for These 3 Reasons

The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon

Nebius Jumps 8% as $775M Debt Deal Eases the Dilution Fears That Sank NBIS Stock

3 AI Spend Metrics That Keep Me Buying Meta Leading Up to July 29 Earnings Report

Bank of America Says Alphabet’s Q2 Will Deliver. Here’s The Price Target

Meta, Tesla, Nvidia: This ETF Went All-In on the Magnificent Seven. Is It Paying Off?

Alphabet Drops 4%, But Analyst Believes There Is Massive Upside

Analysts Still See Massive Upside for SK Hynix — The AI Cycle Isn’t Done But Questions Remain

Meta’s Agentic AI Leadership Strategy is Why I Can’t Stop Buying Over and Over

Coreweave Down 35% . This Analyst Reiterated His $250 Target Even After ‘Meta Compute’ Was Announced.

Netflix Sinks 11% on Soft Q3 Guidance as Analysts Warn It’s “Losing Narrative Control”

Nebius Sinks 13% as the Neocloud Trade Unravels; How CoreWeave, IREN, and the AI Data Center Stocks Stack Up

Oracle Just Cratered 33% in a Month. Is It Time to Switch to Cloudflare or CoreWeave?

Meta Is Betting $50 Billion on AI Data Centers. Where Does The Stock Go From Here?

Live Nasdaq Composite: Stocks Tilt Higher Even as Cisco Falls on Profit Taking After Earnings

SanDisk Has Already Exploded. Can the Stock Double Again?

These Are the Largest Gold Coins in History, Ranked

Forget Chips: This Analyst Says 4 “Old School” Themes Could Be the Real AI Industrialization Winners

Featured Reads

If You Have $750,000 Saved at 58, Here Is the Monthly Income You Can Actually Count On

A $1,000 IRA Withdrawal Can Cost Some Retirees $407. The 40.7% Bracket Isn't in Any IRS Table.