News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Arista is a high-tech picks-and-shovels AI stock that more than doubled its revenue and earnings between 2022 and 2025. ANET is set to follow this up with stellar growth in 2026 and 2027.
Meta executives argue for continued AI development with alignment, oversight and compute discipline serving as key safeguards.
The quiet deal that reveals where Meta’s AI cash is going
On Tuesday, Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said the company delayed its Muse AI agent for several months to address safety and security concerns. Zuckerberg Says AI Labs Should Handle Safety Risks Themselves "Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens," Zuckerberg wrote on X. He argued that AI companies already have strong reasons to prioritize safet
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. Chief Executive Officer Mark Zuckerberg said artificial intelligence labs should rely on independent evaluators and advisers to ensure that models are safe.
AppLovin (APP) grows revenue faster than any peer and earns the group's highest operating margin. It also carries the highest earnings multiple, and the premium is thin: 25.5 times earnings, against 24.9 for Meta Platforms (META), which grows at less than half AppLovin's pace. What holds the multiple up is a belief about where the growth comes from.
Meta is investing further in creator marketing and live streaming. As part of IAB's newfound global creator week, the tech giant announced the launch of its Creator Marketing Hub, as well as the rollout of live video ads on Instagram.
Wider use of internally designed chips could change the economics of Meta's enormous AI buildout.
Meta stock gains on confirmed plans of deploying AI processors into data centers in the first half of 2027. Dan Niles recommends buying META shares at current levels.
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 […]
The proposal is years from certainty, but it attacks the engagement pipeline behind Meta's advertising machine.
A new hardware strategy could reshape Meta's AI economics
Meta Platforms (META) has taken a clear step away from being purely an advertising story. The official launch of its Meta One subscription tiers focuses squarely on turning AI tools like Muse into recurring revenue. Recent trading suggests investors are warming to this pivot. Meta Platforms has logged a 1-day share price return of 2.71%, a 7-day move of 7.92% and a 30-day gain of 12.84%. Yet year to date the share price return is only 2.34%, while the 1-year total shareholder return has...
Tech stocks were mixed late Tuesday afternoon, with the State Street Technology Select Sector SPDR E
The Meta One plans range from $2.99 to $499 a month and cover individuals, creators, and businesses across Instagram, Facebook, and WhatsApp
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.
Anthropic CEO Dario Amodei’s call to slow frontier AI development has fueled “even bigger panic” among investors, according to investing commentator Joseph Carlson, who says Meta Platforms Inc. (NASDAQ:META) may have the best setup whether the slowdown happens or not....
The new offering expands paid access to AI, social-media features, and professional tools while keeping Meta’s core apps and AI experience free.
California just banned the design patterns that power Meta's ad engine for millions of young users, and the real question for shareholders is what happens when other states follow.
Meta One bundles expanded access to the company’s AI tools with premium features across Facebook, Instagram, and WhatsApp.
Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.
Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.