1 Petabit Per Second, Across an Ocean Meta (NASDAQ:META | META Price Prediction) has put a number on its AI ambitions that lives outside the income statement. The company unveiled Petal, a…
Rich Duprey Meta Platforms (NASDAQ:META | META Price Prediction) just got a fresh vote of confidence from Wells Fargo, which raised its price target on Meta Platforms to $796 from $640 and reiterated an…
Vandita Jadeja Semiconductor names are surging Monday as investors reprice the CPU demand thesis. Meta Platforms (NASDAQ:META | META Price Prediction) and its Muse artificial intelligence agent are driving the move, signaling that inference…
Meta keeps bleeding cash into AI infrastructure and Reality Labs while the market punishes every headline, yet one stubborn investor sees a reason to keep buying shares that most holders are dropping…
Alex Sirois Meta Platforms (NASDAQ:META | META Price Prediction) stock is leading mega-cap technology higher this morning after Wells Fargo lifted its price target on the company just ahead of the annual Connect developer…
David Moadel While most investors flee the tech selloff, one mega cap keeps pulling more capital in the opposite direction, and the reasoning has nothing to do with hoping for a rebound.
Alex Sirois One veteran hedge fund manager believes the Magnificent 7 will grow into one of the most dominant forces in financial history, yet predicts that one or two of those companies will vanish…
AJ Tiarsmith Artificial intelligence has become more than a technology story. It is increasingly a race for computing power, data centers, energy, cybersecurity capabilities, and economic influence, with the U.S. and China competing for…
Rich Duprey Alphabet (NASDAQ:GOOG | GOOG Price Prediction) and Meta Platforms (NASDAQ:META) just unleashed rival consumer AI agents (Google’s family-focused CC, a shared agent supporting up to six family members, and Meta’s single-user Muse,…
Rich Duprey Jason Helfstein, Oppenheimer’s Managing Director and Senior Analyst covering the Internet sector, laid out a striking scenario in a September 2026 note: Meta Platforms (NASDAQ:META | META Price Prediction) would need roughly…
Rich Duprey Meta Platforms (NASDAQ:META | META Price Prediction) stock is up 23% over the past month and trades at $670.52, even after slipping 2% in Friday afternoon trading. The one-month move stands out…
David Moadel Meta Platforms (NASDAQ:META | META Price Prediction) has staged a quiet comeback. Shares are up 24.34% in the past month as Wall Street reawakens to the AI story. The catalyst: Muse is…
Rich Duprey The headline number for long-term Meta Platforms (NASDAQ:META | META Price Prediction) shareholders is a spending line. And it just got bigger. Anchor Number: $130 Billion to $145 Billion $130 billion to $145…
Rich Duprey Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are climbing in Friday morning trading while two mega-cap technology peers slip and the broad sector barely moves. Alphabet stock is up 3% to…
David Moadel Meta has clawed back nearly 20% in a single month, but the real question is whether the AI event on the horizon justifies pushing the stock even higher against a capex bill…
Vandita Jadeja 