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Australia looks poised to claw social media back to an earlier era, if it can convince users to actually opt in. The government of Australian Prime Minister Anthony Albanese shared new legislation Tuesday that targets personalized feeds — the sticky and lucrative recommendation algorithms baked into Meta (META)'s Instagram, Alphabet (GOOGL)'s YouTube, and ByteDance's TikTok. Australia already influences social media...

Australia's draft opt-out rule attacks recommendation dependence; the maximum fine barely dents one quarter's sales.

All three major US stock indexes fell in late-morning trading Tuesday as oil prices climbed and inve

On the morning John Ternus took over as Apple CEO, the most consequential headline about the company had nothing to do with the iPhone cycle or Siri AI. It came from a CNBC Squawk Box interview on September 1, 2026, where West Virginia Attorney General JB McCuskey called Meta Platforms (NASDAQ:META)’ recent $17 billion child-safety […]

Meta is quietly assembling one of the largest AI compute empires on the planet, and the funding source hiding in plain sight changes everything about how you should value this stock.

The chip maker and online retailer are teaming up to build data-center infrastructure, including chips and optical networking products.

Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very different from a year ago.

SanDisk has surged more than 40% in a month on AI-driven memory demand. Can strong fundamentals and an upbeat outlook keep the rally going?

Meta's ad engine is accelerating at a historic pace while the stock sits near a level that has historically signaled a cyclical floor, but the $130 billion capex bet hanging over the company changes every calculation an investor needs to make before touching it.

The AI boom is becoming a power-and-real-estate story as developers race to build much larger computing campuses.

AI stocks show diverging fortunes in Q3, with Nvidia, Snowflake and Palantir gaining momentum while AMD, Ciena and Google lag.

Alphabet and Meta are taking two different paths in AI.

The five hyperscalers are projected to spend over $5 trillion on capex from now through 2030, according to S&P Global Market Intelligence.

The people who know Nvidia, Palantir, and Meta best are sending all the wrong signals to investors.

Growing data center backlash in key midterm races raises the risk of local policies becoming national legislation.

Bank of America’s Meta rating and price target zeroed in on what the tech giant is building next.

Palantir Crushes Tech Stocks in August: Salesforce Nears 40% Gain, Super Micro Jumps

A $1.2 million position in Vanguard's most popular S&P 500 fund looks like broad diversification until you open the shareholder report and see where most of that money actually sits. For a 64-year-old counting on this portfolio for the next 30 years, the sector breakdown changes the risk calculation entirely.

During the September 3 episode of Mad Money, host Jim Cramer said Meta Platforms, Inc. (NASDAQ:META) had become “a hated stock,” as he said: Next, okay, here’s one. Maybe the cheapest of all. I’m going to walk you through this one. It’s a hated stock, but I’m going to walk you through it. It’s called […]

An unprecedented construction wave could reshape AI's biggest stock-market winners

AMD and NVIDIA both posted explosive AI quarters, but they are betting on opposite visions of how the AI economy will actually be won. One of those visions fits the next phase of the buildout far better than the market currently appreciates.

Google Cloud is growing at twice the rate of Azure while GOOG trades at half the valuation multiple, and the gap between perception and reality may be the biggest opportunity hiding in plain sight among mega-cap tech stocks.

Down about 6% in 2026, Meta trails every trillion-dollar peer except Tesla. Here's a bear call spread built to profit from the next 41 days of caution.

Meta Platforms (META) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

AI's enormous financing needs are spilling into an unexpected market

CNBC reported that Meta Platforms, Inc. (NASDAQ:META) agreed to pay up to $18 billion combined to settle claims that its platforms fueled a teen mental health crisis. It includes up to $17 billion to a coalition of 47 states, the District of Columbia, and several territories, plus a separate settlement of more than $1 billion […]

Norway has reached a 96% to 98% market share for electric vehicles, becoming the global leader in the transition from internal combustion engine vehicles to EVs. When it comes to smart glasses technology, however, don’t expect 96% of consumers in...

NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Meta and SpaceX, for an outsized share of revenue, and in May began splitting its data center reporting into “hyperscalers” versus everyone else, a group it calls AI clouds, industrial, and […]

GameStop, Apple, and Meta face key September catalysts: an earnings report, a product event, and a developer showcase that will test each company's strategy and stock narrative.

I bought the dip in both Oracle and NuScale. Here's why.