Dan Niles: Meta’s Boring 12% Year Is Exactly Why It’s Set to Re-Rate
Meta spent over $130 billion on infrastructure with nothing to show investors beyond ad revenue, until two new products shipped this month and changed the conversation entirely.
Meta spent over $130 billion on infrastructure with nothing to show investors beyond ad revenue, until two new products shipped this month and changed the conversation entirely.
Grand Prize Snapshot A $1 million grand prize, according to Yahoo, is the hook McDonald’s (NYSE:MCD | MCD Price Prediction) is dangling in front of American diners this fall, and it lands at an…
Rosenblatt Securities has initiated coverage of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) at Buy, and the note is powering a clean divergence between memory names and the broader U.S. market Tuesday morning. SanDisk stock…
Marvell, AMD, and Broadcom are all sitting above Wall Street's consensus targets right now, yet one bold analyst sees each of them with meaningful room left to run before 2027 ends.
Index-removal flows are still pressuring The Trade Desk (NASDAQ:TTD | TTD Price Prediction) on Tuesday morning, and its ad-tech peers are moving with it rather than against it. Session-wide volatility is muted, which makes…
Aerospace and defense shares are trading lower Tuesday morning after a Reuters report that Iran has offered to reopen the Strait of Hormuz within seven days if the U.S. takes initial steps toward easing…
An Indeed Hiring Lab report published last week quantified what software workers have felt for two years: the people still getting hired earn far more, and there are far fewer of them. Advertised pay…
T-bills and REIT ETFs now pay close to the same yield, which sounds like an easy choice until you map out what each one actually bets on and who gets hurt when that bet…
Tanker shipping is having its 2020-oil-in-the-storage-tank moment, and one obscure freight-futures fund is the purest expression of it. Breakwave Tanker Shipping ETF (NYSEARCA:BWET) has become the world’s best-performing exchange-traded product of 2026, riding a…
Every AI doom headline that crosses my feed makes me want to buy more Nvidia, not less, and the company's own numbers explain exactly why the fear and the fundamentals are pointing in opposite…
Rosenblatt analyst Kevin Cassidy initiated coverage of Sandisk (NASDAQ:SNDK | SNDK Price Prediction) with a Buy rating and a $2,400 price target, arguing that AI workloads are transforming NAND flash from a commodity into…
RBC's top equity strategist just named a price level that should make every S&P 500 investor uncomfortable, and she said it while defending a target most bulls would celebrate. The two positions are not…
On the September 21, 2026 episode of Bloomberg’s Odd Lots, former SpaceX engineer Tom Mueller told hosts Tracy Alloway and Joe Weisenthal what happened inside the company when Elon Musk first floated the idea…
Meta Platforms has delivered staggering growth, but whether a $10,000 stake can actually double depends on which of three very different futures plays out over the next five years.
Micron just reclaimed four figures after a brutal pullback, and the bull case at this price rests on a structural shift in memory markets that most investors have not priced in yet.