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Meta Platforms surged far past its mega-cap peers in a single month while the broader tech sector sat flat, and now shareholders face a decision that hinges entirely on how you read what the July earnings report actually said about the business.
French prosecutors and CNIL are examining smart-glasses issues as Meta's category-leading partnership sold 7 million units last year.
Broadcom, Meta Platforms, and Microsoft are all trading close to flat for the year.
Alphabet surged Friday while Meta and Microsoft both slipped into the red, leaving traders to figure out whether one mega-cap is breaking away from the pack or simply catching a wave that has nowhere structural to stand.
Snap (SNAP) generates free cash worth 7.4% of its market value a year, against 4.5% for the median S&P 500 company. A yield that high usually points one of two ways: a bargain, or a business the market expects to shrink. Snap is not shrinking: revenue grew 19% year over year in Q2 2026. So the market is pricing something else, the profit that sits underneath the cash.
Payne Capital Management President & ‘Payne Points of Wealth’ Podcast Host Ryan Payne joins Yahoo Finance's Julie Hyman and Jake Conley to discuss Snap's (SNAP) new Specs. The group debates who the target buyer is and what the real-world use case is for Snap’s latest product.
Meta Platforms stock is riding a near 20% rally this month with shares boosted by optimism about its Muse AI agent app and, more recently, custom chips. The next test for Meta's rally comes next week. Meta is hosting its annual Connect developer conference starting Wednesday.
CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot afford to get wrong.
Citi just flagged a specific date on the calendar as a near-term trigger for Meta stock, and a prominent analyst is telling clients to get positioned before that window closes.
Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying more shares.
Amazon.com (AMZN) stock has returned 8.9% over the past twelve months and trades about 13% below its 52-week high. Its cloud arm spent those months doing something the share price has not reflected. AWS growth sped up again in Q2 2026, and the contracts queued up behind it kept building. The upside case for the stock rests almost entirely on turning that queue into revenue.
AMD just handed OpenAI, Meta, and Anthropic gigawatt-scale reasons to abandon NVIDIA, and Lisa Su is making a bold promise about 2027 that Wall Street has not fully priced in yet.
Does Ackman know something Wall Street doesn't?
Roblox (RBLX) stock rose 12.7% in Monday's session. Two things drew the coverage: a developer conference the Friday before, and a price target raise that came with a neutral rating. The problem management named in July was bookings per hour of play.
Meta Platforms, Inc. (NASDAQ:META) could be entering a new phase of artificial intelligence monetization. JPMorgan analyst Doug Anmuth highlighted the opportunity on September 10, arguing that the social networking company is moving beyond AI experimentation and toward meaningful commercialization. AI Monetization Push Meta Platforms, Inc. (NASDAQ:META) is already using AI to make its existing advertising […]
One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the fundamentals say it belongs is the widest in the group.
Yee Jiun Song, Meta’s vice president of engineering, told Bloomberg the chips are being engineered to deliver better performance per watt and per dollar than “whatever Nvidia is currently shipping.”
One company is already supplying power to the AI infrastructure build-out with rapidly growing revenue and improving profits. The other is building toward a nuclear future that has not arrived yet.
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.
Here are Cathie Wood’s latest moves.
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.
At about $644.38 a share, Meta Platforms (META) stock carries options that price a range from roughly $418 to $993 for about a year out. The floor of that band would take about a third off a position, and the ceiling would add more than half. Wide as it is, the range carries only a normal premium over how much the shares actually moved in the past year.
AppLovin's profit margins are among the highest in digital advertising, while Meta's user base is unmatched anywhere on earth.
Alphabet and Meta both dropped Q2 earnings within days of each other, but the results sent these two AI giants down sharply different paths. One trades at a discount despite explosive cloud growth, while the other faces a balance sheet doing heavier lifting than investors may realize.
