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30,834 signal articles · 158 in last 24h · 157,165 total before filter · latest 29m ago
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Meta Platforms (META) Stock After AI Investment Surge And Recent Pullback
Simply Wall St.102d agobullish
Meta Platforms (META) Stock After AI Investment Surge And Recent Pullback

If you are wondering whether Meta Platforms stock still offers value after a strong multi year run, the latest signals around price and valuation give you plenty to think about. The share price closed at US$567.58, with the stock down 0.6% over the past week, down 7.1% over the past month, down 12.7% year to date and still up 103.3% over three years and 68.1% over five years, which can change how investors think about both upside and risk. Recent headlines have focused on Meta Platforms'...

Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”
24/7 Wall St.102d agoneutral
Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”

The artificial intelligence boom is reshaping more than just software. It is rewriting the economics of the entire technology industry. The four largest hyperscalers — Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META) — are expected to spend roughly $750 billion on AI infrastructure in 2026. That spending spree is consuming enormous amounts ... Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”

Manus original investors plan to buy back AI firm from Meta for $2 billion, The Information reports
Reuters102d agobullish
Manus original investors plan to buy back AI firm from Meta for $2 billion, The Information reports

The early Chinese ‌backers of ‌AI startup Manus are ​planning to buy the company back from Meta ‌at ⁠the $2 billion price that the ⁠Facebook parent paid, The ​Information reported ​on ​Thursday, citing ‌two people with direct knowledge of the matter. The move is in ‌response to ​a ​Chinese ​government order ‌that the deal ​be ​reversed, the report said.

Reuters102d agoneutral
Israeli cyber startup Dream raises $260 million, valued at $3 billion

Israeli AI cybersecurity startup Dream, co-founded by the former head of spyware firm NSO Group, said it ‌raised $260 million in a private funding round, bringing its valuation to $3 billion. Co-founder ‌Shalev Hulio, who cut ties with NSO in 2022 after the company was accused by Meta of ​targeting WhatsApp and its users, went on to launch Dream in 2023. Hulio co-founded NSO in 2010 and previously served as its CEO.

Bloomberg102d agobullish
Big Tech’s AI Spending Spree Is Making Stock Buybacks Disappear

(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad

Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.
The Wall Street Journal102d agoneutral
Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.

The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.

Meta (META) Faces AI Support Breach As Key Internal AI Executive Exits
Simply Wall St.102d agoneutral
Meta (META) Faces AI Support Breach As Key Internal AI Executive Exits

Meta Platforms confirmed that attackers exploited its AI-powered customer support chatbot to take control of several high-profile Instagram accounts. The incident revealed a security weakness in how generative AI tools are integrated into sensitive support workflows. In a separate development, a senior executive overseeing Meta's internal AI initiatives is leaving the company during an extensive AI transition. For investors tracking Meta Platforms (NasdaqGS:META), this security breach lands...

NEA’s Tiffany Luck says enterprises are still figuring out their AI ROI
TechCrunch102d agoneutral
NEA’s Tiffany Luck says enterprises are still figuring out their AI ROI

Tokenmaxxing was the hottest trend in Silicon Valley earlier this year, with CEOs encouraging employees to push AI usage as far as it would go. Then the bill came due. Uber reportedly blew through its annual AI budget in a few months, some companies cut Claude licenses for parts of their org, and Meta killed its internal leaderboard. This tension between […]