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Meta’s AI chips and Meta One strengthen Bank of America’s outlook
Proactive7d agoneutral
Meta’s AI chips and Meta One strengthen Bank of America’s outlook

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) custom AI chip plans and global launch of Meta One reinforced Bank of America’s "buy" rating, with the broker highlighting potential savings and subscription revenue. Citing Bloomberg, analysts noted Meta plans to deploy MTIA 450, or Arke,...

Should You Buy Snap Stock For The Cash It Throws Off?
Trefis7d agobullish
Should You Buy Snap Stock For The Cash It Throws Off?

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.

Meta (META) Overhauls Instagram and Facebook for Teens after its $17 Billion Settlement
Insider Monkey7d agoneutral
Meta (META) Overhauls Instagram and Facebook for Teens after its $17 Billion Settlement

On August 26, 2026, Meta Platforms, Inc. (NASDAQ:META) agreed to pay up to $17 billion over 10 years and to overhaul how teenagers use Instagram and Facebook, settling a lawsuit brought by more than 40 states, the District of Columbia, and several territories over claims that its platforms fueled social media addiction among young people. […]

Meta Can Save $8.5 Billion in 2027 by Using It’s Own MTIA Chips
24/7 Wall St.7d agoneutral
Meta Can Save $8.5 Billion in 2027 by Using It’s Own MTIA Chips

Anchor Number: $8.5 Billion Bank of America estimates that Meta Platforms (NASDAQ:META) could save roughly $8.5 billion in 2027 by running AI workloads on its own custom silicon instead of buying third-party chips. That figure is an outside analyst estimate, not company guidance, and it hinges on a specific chip roadmap: Meta plans to deploy […]

Is GOOGL Stock Amplifying A Risk You Already Own?
Trefis7d agoneutral
Is GOOGL Stock Amplifying A Risk You Already Own?

Alphabet (GOOGL) has gained 3.7% over the last five trading days while the S&P 500 fell 1.1%. A stock that rises in a down week gets attention. But five days say nothing about what Alphabet does to the rest of your money. The real question is what it does to your portfolio every time the market moves, because it travels further than the index in both directions.

Who's really going to buy Snap's Specs
Yahoo Finance Video7d agobullishVIDEO
Who's really going to buy Snap's Specs

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.

AI is the latest addiction — Does it need to be regulated like cigarettes?
Yahoo Finance Video7d agoneutralVIDEO
AI is the latest addiction — Does it need to be regulated like cigarettes?

Salesforce (CRM) kicked off its Dreamforce 2026 conference this week, where the company unveiled its new AI-powered AIforce platform. Salesforce CEO Marc Benioff weighs in on how AI should be regulated, comparing the new technology to the addictive nature of cigarettes and social media on younger users.

What's Happening With NBIS Stock?
Trefis7d agoneutral
What's Happening With NBIS Stock?

Nebius Group (NBIS) jumped over 6% in extended trading on September 16 following revised pricing strategies across its on-demand AI compute resources. Yet, the stock remains down roughly 22% over the trailing month due to balance sheet stress, equity dilution fears, and sector rotation. The central tension remains execution: can Nebius convert its massive backlog into revenue before heavy capital commitments squeeze liquidity.