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More and more artificial intelligence companies are surpassing $1 trillion market caps, as investors get more bullish on the sector.
We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot. Vistra Corp (NYSE:VST) ranks #4 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot). Number of Hedge Funds: 102 Vistra Corp (NYSE:VST) is among the biggest holdings in Claude’s May 2026 portfolio. Its thesis is […]
TikTok may be working to become the app that people use for most of their digital activities.
Pinterest remains under the radar as investors looking at the social media space continue to focus on Meta Platforms and Reddit.
Investing.com -- The Strait of Hormuz has emerged as a potential vulnerability for global internet infrastructure, with threats to undersea fiber-optic cables raising concerns among major technology companies and investors, according to a note from Yardeni Research.
Investing.com -- Meta Platforms, TikTok parent ByteDance, Snap, and Alphabet’s YouTube have agreed to pay roughly $27 million to settle claims brought by a Kentucky school district alleging their platforms contributed to a student mental health crisis, Reuters reported on Friday.
Quarterly results reveal contrasting revenue patterns and profit margins as both platforms navigate evolving business models and recent leadership changes.
The pitch behind YieldMax Magnificent 7 Fund of Option Income ETFs (NYSEARCA:YMAG) is intuitive: own all seven Magnificent Seven names through a single ticker, collect a fat weekly distribution, and let YieldMax run synthetic covered calls in the background. YMAG bundles seven single-stock YieldMax sleeves on Apple, Microsoft, Alphabet, Amazon, Meta, NVIDIA, and Tesla into ... YMAG Bundles YieldMax’s Magnificent Seven Strategy Into One Ticker, And the NAV Decay Compounds Across All Seven
Meta Platforms plans to start testing an AI pendant in the next year, as it charts a roadmap for wearable devices in an effort to reverse losses in its hardware division, The Information reported on Friday, citing a memo. • Meta declined to comment to Reuters on the report. • The Facebook and Instagram owner plans to significantly expand its selection of AI glasses and add a business-focused service called "Wearables for Work" the report said, citing an internal memo by Alex Himel, Meta’s vice president of wearables.
By Diana Novak Jones May 29 (Reuters) - A Kentucky school district secured approximately $27 million in settlements from social media companies over claims they fueled a student mental‑health crisis,
A Kentucky school district secured roughly $27 million in settlements from Meta Platforms and other social media companies over claims they fueled a student mental‑health crisis, according to records seen by Reuters on Friday. Meta agreed to pay the most at $9 million in the bellwether case for school districts, according to documents that reveal financial terms for the first time as terms of the deals had not been disclosed in court. The operator of Instagram, Facebook and WhatsApp settled the case brought by Breathitt County School District on May 21, a few weeks before a planned June trial, following settlements by co-defendants Snap Inc, YouTube parent Alphabet and TikTok parent ByteDance.
Wall Street traders are increasingly hedging exposure to Big Tech credit as hedging activity tied to AI-era borrowing surges, pushing outstanding credit default swap (CDS) volume to record levels. In a Wednesday post on X, The Kobeissi Letter stated that...
Meta Platforms Inc. CEO Mark Zuckerberg has suggested that the company might consider stepping into the public cloud computing market if it ends up with excess capacity due to overinvestment in data centers. Zuckerberg made these comments during Meta’s annual...
*Sam & Shaan's hard-won CEO lessons in one guide:* https://clickhubspot.com/cxi6 Episode 829: Sam Parr ( https://x.com/theSamParr ) sits down with Tom Freston to talk about the insane story of starting MTV and shaping America in the 80s and 90s. Show Notes: (0:00) Intro (4:04) Millionaire by 26, broke by 33 (8:49) The first days of MTV (no frontal nudity) (14:14) Music Videos (19:03) How to spot culture-changing talent (27:12) Making your employees party together (31:56) Nickelodeon, SpongeBob, and Building Legacy IP (35:21) Programming for a Specific Audience (37:33) The Facebook Acquisition That Almost Happened (41:25) Founders Who Refuse to Sell (43:29) Rupert Murdoch vs. Sumner Redstone (45:23) MySpace, Big Bets, and Getting Fired (47:55) Inside the writers room (51:33) Oprah Calling (54:00) The End of Monoculture and the Creator Economy Links: Unplugged - https://a.co/d/0ef6YVu2 Check Out Sam's Stuff: Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm Check Out Shaan's Stuff: Shaan's weekly email - https://www.shaanpuri.com Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /
Meta Platforms reveals plans of testing paid tiers for its AI chatbot. But does that warrant buying META shares at current levels? Let’s find out.
Meta Platforms Inc. is expanding beyond advertising with new global subscription plans across Facebook, Instagram, WhatsApp and Meta AI, introducing a multi-tier system aimed at power users, creators and businesses. New ‘Plus' Plans For Core Apps The company is rolling...
Lovable CEO Anton Osika asked laid-off tech workers to consider joining an “extremely fast-paced” startup.
Meta Platforms stock is on the radar, and the trade to consider has very little risk on the upside and a healthy profit zone on the downside. The strategy is called a broken wing butterfly, which uses put options because the short strike will be below the stock price. Now, let's take a look at how a broken wing butterfly trade might be set up on Meta Platforms stock.
CoreWeave insiders raked in millions as the company’s shares surged, even as the cloud provider’s financial picture grows increasingly complex. A securities filing shows board member Karen Boone sold 1,060 shares for $108.23 apiece, or $114,723 in total, on Tuesday. Boone directly owned 7,300 CoreWeave shares after the transaction, valued at $780,078 based on Thursday’s closing price of $106.86.
SpaceX's reported $2 trillion valuation is being propped up by a 180-day lease to Anthropic.
PENN Entertainment pairs regional casinos with a digital wagering business now centered on iCasino and theScore Bet. The stock becomes much more interesting if digital keeps improving without weighing on the casino's cash-flow base.
Meta Platforms (META) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Few stocks have captured AI infrastructure enthusiasm like AMD (NASDAQ:AMD), which has rallied 118.3% year to date and 322.28% over the past year. With Lisa Su’s data center franchise compounding at scale, the question is no longer whether AMD belongs in the AI conversation, but how much further the stock can run from here. Our ... Prediction: AMD’s Rapid Data Center Expansion Fuels Bullish Target
Advertising has quietly become the economic engine powering much of the modern internet. For years, investors viewed digital ads as a simple growth story — more users, more engagement, more revenue. But what happens when the same data used to sell sneakers and streaming subscriptions can also be used to track American troops? That question ... Is Big Tech Creating a National Security Crisis? Pentagon Says U.S. Troops Were Targeted Using Ad Data
The $800 question for Meta Platforms (NASDAQ:META) comes down to whether the AI capex narrative can re-rate the multiple before late-2026 expense growth bites. Our model says yes, and then some. Meta currently trades at $635.26. Our 24/7 Wall St. price target for Meta is $861.97, implying 35.69% upside over the next 12 months. Our ... Will Meta Stock Hit $800 This Year?
Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don't think so. Here is why.
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