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Cathie Wood Loads Up on Alphabet Across Four ARK ETFs

Meta Platforms (NASDAQ:META) employees are facing a double whammy. Not only is the company going through mass, successive layoffs, but the remaining employees are now supposed to forego their privacy… to train an even better replacement. Reuters caught wind of what has been happening inside Meta, and it doesn’t bode well if you work using ... Zuckerberg Backs Down on AI Tracking After Meta Employee Revolt – But They’ll Still Get the Data They Need

Meta Platforms (NASDAQ:META) at $622.98 looks stretched on any rally toward $650, where the math behind its escalating AI capital bill stops working in shareholders’ favor. The stock has spent six months stuck in a corridor, and one structural concern overshadows an otherwise strong operating story. Meta runs the largest advertising network on the open ... 1 Big Reason to Sell Meta Platforms Stock Above $650

With strong hedge fund and Wall Street support, Meta Platforms, Inc. (NASDAQ:META) ranks among the best AI infrastructure stocks and carries an upside potential of 30.4%. Meta Platforms, Inc. (NASDAQ:META)’s AI ambitions are expanding well beyond its core advertising business, and Wall Street is starting to price in the potential value of those opportunities. On […]

For the past two years, Wall Street has asked Meta the same question. The company has committed hundreds of billions of dollars to AI infrastructure, data centers, and custom chips. The returns have been real but indirect: better ad targeting, stronger engagement, and higher revenue from a business ...

Broadcom's (AVGO) fiscal Q2 results and Q3 guidance only modestly exceeded Street expectations, but

Dell's recent stock rally helped propel CEO Michael Dell up the ranks of the world's richest people.

Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a “neo cloud” by providing both Colossus-1 and Colossus-2 data centers to Anthropic’s Claude, which has been “severely compute constrained throughout the year.” The ... Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic

Wondering whether Meta Platforms at around US$622.98 is priced for perfection or still offers value is a fair question for anyone watching the stock. The share price has been mixed recently, with a decline of 1.9% over the last week, a 2.1% gain over 30 days, a year-to-date decline of 4.2%, a 1-year decline of 9.2%, but a rise of 138.2% over 3 years and 90.1% over 5 years. Recent headlines have focused on Meta Platforms' continued heavy investment in artificial intelligence, including...

Not all "Magnificent Seven" names are in favor.

The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing Anthropic’s plan to expand access to Mythos was that they knew that there was a token shortage and they didn’t want other people ... The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

Broadcom’s 15% slide in premarket trading has widely been blamed on guidance that merely held steady against Wall Street’s lofty expectations. But there might be more to the story. According to Ben Barringer, head of technology research at U.

The popular growth investor keeps adding to some of her favorite stocks.

Electricity demand in Texas grew 9% in recent months, nearly five ‌times the U.S. average, driven by the expan...

Pinterest ‌said ​on Thursday ‌it ⁠would ⁠pay ​Amazon ​Web ​Services $4 ‌billion for ‌using ​its ​cloud ​services ‌through ​2031. (Reporting ​by ​Jaspreet ‌Singh ​in ​Bengaluru)

A software miss and unchanged full-year AI chip guidance overshadow a record Q2 beat.

The delay raises questions about Meta's developer AI rollout.

The rocket and AI company plans to sell 555 million shares at a fixed price, bypassing the traditional price-range method used in most U.S. offerings

Meta Platforms (NASDAQ:META) has reportedly postponed the release of its latest artificial intelligence model to external developers several times, according to a report from The Wall Street Journal, raising questions about the timing of the company’s next major AI rollout. The report said the delay has now extended to nearly two months after Meta’s head of artificial intelligence indicated that the new model would be made available “soon.

CoreWeave (NasdaqGS:CRWV) expanded multi-year AI infrastructure agreements with Anthropic and Meta Platforms, including a Meta contract that runs to around 2032. The company is set to join the Russell 3000 Index, increasing its visibility with institutional investors. CoreWeave also invested in AI startup Tensormesh, adding to its AI infrastructure capabilities alongside its previously announced Vera Rubin hardware launch. CoreWeave is an AI infrastructure provider focused on high...

History says SpaceX will be a very risky stock when it starts trading later this month.

Broadcom shares sank about 12% in premarket trading on Thursday, a day after the company missed quarterly revenue ‌views and disappointed investors' lofty expectations of stronger momentum from the ‌AI boom. The chipmaker could lose more than $285 billion in market cap at the current price of $418.83, if ​losses hold. Broadcom vies with Nvidia, whose graphics processors remain the gold standard for AI workloads, underscoring intensifying competition at the top of the AI chip market.

Nvidia, Alphabet, Meta, Dell, Hewlett and Oracle have been highlighted in this Investment Ideas article.

Considering these tech companies' strengths, Nvidia, Meta Platforms, and Sandisk are trading at cheaper levels than you'd expect.

Meta Platforms won a partial legal victory in the EU as regulators dropped the "gatekeeper" label from its Marketplace service while keeping it on Messenger. The ruling adjusts how EU rules apply to key Meta products, affecting oversight, data use, and potential monetization options. Separately, Meta launched Meta Business Agent globally, offering an AI customer service tool to enterprises and expanding its commercial AI efforts beyond advertising. For investors watching NasdaqGS:META, the...

The shifting timeline is a setback for Meta’s ability to monetize its massive investments in building frontier AI models.

As the hyperscalers pour record sums into data centers, the electric utilities that power them are emerging as an overlooked way to play the boom.

A number of stocks fell in the afternoon session after rising Treasury yields compressed valuations for growth-oriented names as geopolitical uncertainty dulled the advertising outlook.

A number of stocks fell in the afternoon session after rising Treasury yields compressed valuations for growth-oriented names as geopolitical uncertainty dulled the advertising outlook.