Meta's ballooning capex plans spooked the market twice already this year, yet one investor keeps hitting the buy button anyway. The reasoning behind that conviction challenges everything the bearish capex narrative assumes.
Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough spot ahead of the July 29 earnings report. Whether the pullback is…
Alphabet just posted a cloud quarter that should have sent shares soaring, yet investors are selling hard this morning. The reason comes down to a spending commitment so large it flipped free…
Reddit is threatening to pull the plug on Google's access to its massive trove of human conversation data, and the market reaction has been swift and brutal. Whether this standoff becomes a…
Meta, Snap, and Reddit all sell attention for a living, yet their financials tell three completely different stories about who survives the next wave of social media disruption and who gets left…
Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data tell a completely different story about where this company is actually headed.
Pre-Market Stock Futures: Futures are trading lower following President Trump’s decision to end the ceasefire with Iran. This comes after a dreadful Tuesday that saw all the major indices get clobbered, with…
Shares of Reddit (NYSE:RDDT | RDDT Price Prediction), Pinterest (NYSE:PINS), and Snap (NYSE:SNAP) are all trading higher midday Wednesday. However, investors also ought to pay attention to the year-to-date scoreboard heading into…
On Tuesday’s TBPN, the conversation drifted from SpaceX’s eye-watering private mark to Snap’s eye-watering hardware price tag. Host John Coogan and his callers landed on a useful pairing. SpaceX trading at around…
For much of the past month, Wall Street has been chanting the same three letters: SPCX, the Nasdaq ticker SpaceX intends to use when it begins trading on June 12, 2026. Retail…
Shares of Pinterest (NYSE:PINS | PINS Price Prediction) are down 6% in midday trading on Tuesday, changing hands near $18.75. The selling is sharper than what’s happening at the rest of the…
Pre-Market Stock Futures: Futures are trading mixed on Wednesday, after a rough day for technology stocks and the Nasdaq. The combination of the prospect of a longer struggle with Iran, and higher…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) gained 8% and hit $223 in midday trading on Thursday, May 7, before coughing up some of the day’s gains. The move extends one…
Snap (NASDAQ: SNAP | SNAP Price Prediction), owner of Snapchat, just posted another trainwreck of a quarter. The stock is down almost 35% this year, 29% over the last year, and 89%…
Douglas A. McIntyre Meta Platforms (NASDAQ:META | META Price Prediction) and Snap (NYSE:SNAP) just delivered earnings that frame two opposite paths through the digital ad market. Meta posted a 33.08% revenue surge powered by AI-driven…
