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AI-Driven Ad Pricing Could Push Meta Toward $1,000
24/7 Wall St.98d agoneutral
AI-Driven Ad Pricing Could Push Meta Toward $1,000

Meta Platforms (NASDAQ:META) just delivered one of the strongest quarters in its history, yet the stock sold off hard. That dislocation is exactly where our model finds opportunity. Our 24/7 Wall St. price target for Meta is $882.71 over the next 12 months, implying roughly 45% upside from the recent $608.75 close. Our model assigns ... AI-Driven Ad Pricing Could Push Meta Toward $1,000

S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal
24/7 Wall St.98d agobearish
S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal

The S&P 500 (^GSPC) opened the week lower as oil prices spiked on renewed Iran tensions, with index futures slipping 0.1% after conflicting reports about a U.S. warship near the Strait of Hormuz. WTI crude futures jumped 3% to trade above $105 per barrel, and Brent climbed 3% to above $111, pulling capital into energy names. Futures recovered once ... S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal

Meta Shareholders Challenge Governance As AI Spending And Risks Grow
Simply Wall St.98d agoneutral
Meta Shareholders Challenge Governance As AI Spending And Risks Grow

Meta Platforms (NasdaqGS:META) is facing new shareholder proposals on online hate, antisemitism policies, and human rights due diligence ahead of its 2026 annual meeting. Investors are also pushing for clearer disclosures on board voting outcomes and the concentration of voting power. Advocacy groups are publicly backing these initiatives, putting Meta's governance and risk oversight under closer scrutiny. Meta runs Facebook, Instagram, WhatsApp, and other social platforms that sit at the...

New Mexico seeks changes to Meta platforms in youth harm trial
Reuters98d agoneutral
New Mexico seeks changes to Meta platforms in youth harm trial

May 4 (Reuters) - A trial is slated to begin in New Mexico on Monday that will test the state’s claims that Meta’s Facebook, Instagram and WhatsApp platforms harmed young users’ ‌mental health and its bid for a court order forcing the company to make changes. The case, ‌which will be tried before a judge in Santa Fe, stems from a lawsuit filed by New Mexico Attorney General Raúl Torrez, a Democrat, ​accusing the social media giant of designing its platforms to addict young users and failing to

Jim Cramer on Meta: “It’s Being Clubbed Like a Baby Seal”
Insider Monkey99d agoneutral
Jim Cramer on Meta: “It’s Being Clubbed Like a Baby Seal”

Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer highlighted why the stock is declining, as he commented: Finally, how about Meta Platforms? Oh man, this one really bothered me. It’s being clubbed like a baby seal… Down more than 8% today. It’s a […]

Jim Cramer Says Stocks Like Seagate  “Are Really Overextended” For Him
Insider Monkey99d agoneutral
Jim Cramer Says Stocks Like Seagate “Are Really Overextended” For Him

Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer was slightly bearish on the stock during the episode, as he commented: Seagate, which had just reported a terrific quarter, but with Western Digital, Sandisk, those stocks though, are really overextended for me. They’re […]

Traders Grapple With Two-Sided Tail Risk as Stocks Regain Highs
Bloomberg99d agoneutral
Traders Grapple With Two-Sided Tail Risk as Stocks Regain Highs

(Bloomberg) -- With equities back to their highs after a V-shaped recovery from the Iran oil shock, investors are increasingly caught between left and right tail risks: The tireless AI and semiconductor rally on one side and the gradual drag from higher energy prices on the other.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says T

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg99d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge
24/7 Wall St.99d agoneutral
Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Corning Meta Fiber Expansion Deepens Ties To AI Data Center Growth
Simply Wall St.99d agoneutral
Corning Meta Fiber Expansion Deepens Ties To AI Data Center Growth

Corning (NYSE:GLW) and Meta have started a $6b expansion of Corning's optical cable plant in North Carolina. The project is intended to support AI data center growth and strengthen US based fiber supply. The expansion represents a multi year commitment between Corning and a large technology partner focused on AI infrastructure. Corning, trading at $158.26, has seen very strong share price performance, with the stock up 74.5% year to date and 251.1% over the past year. The new expansion with...