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Bernstein said AI is improving ad targeting, recommendations, engagement, and delivery.

My Journal colleague Tim Higgins in a column over the weekend explained how this happened. What about the Silicon Valley culture allowed tech CEOs to all miss the approaching backlash? Tim: Tech has become increasingly insular.

Shares need to climb about 36% in under two and a half years. The ads business is arguably already growing fast enough to get there.

DEK: Among the top 100 influencers collaborating with Temu, about 73 are fake, ORL researcher Vendula Prokůpková says.

CNBC host Jim Cramer said Meta Platforms Inc.‘s (NASDAQ:META) $17 billion child safety settlement will likely have a smaller financial impact than many investors expect, calling it “barely material” to the company’s earnings once spread over a decade. ‘It Could Have Been Disastrous’ Cramer said the settlement could end up being far smaller once spread over its full ten-year term, saying it is “not impactful” compared to what he originally feared. “It could have been disastrous,” he said in a pos

Elon Musk, Sam Altman and Jensen Huang will share billing at a technology-focused Group of 20 ministerial meeting in North Carolina next week, according to Reuters. The gathering marks one of the few times that Tesla Inc. and SpaceX chief...

With euro area inflation readings staying elevated, central banks are signalling that higher rates could remain a feature rather than a brief detour. In a market where money has a clearer price, investors often pay closer attention to leadership quality and alignment. Founder led companies can look appealing when the cost of mistakes rises. This article highlights three founder led stocks from our screener that show how that story can play out. The three founder led stocks covered next are...

Connecticut Democratic Sen. Richard Blumenthal says last week's $17 billion settlement by Meta Platforms over social media addiction was a welcome step forward, but incomplete. Blumenthal, who is co-sponsoring the Kids Online Safety Act with Tennessee Republican Marsha Blackburn, said the settlement pertains to Meta only, not YouTube or TikTok, that it limits only some of the addictive features on social media platforms, and it only lasts for 10 years. "It will not keep pace with an evolving technology," Blumenthal told CBS News' Face the Nation.

Plus, gauging the effectiveness of school phone bans, how the fallen ‘Nostradamus of AI’ got to the top of tech, Nvidia wants to run the world’s robots and more.

The suit represented an uncertainty for the company and shareholders.

Central banks are talking tougher on inflation again, and that often puts short term pressure on markets. Founder led companies can be different. Leaders with their own wealth on the line may be more willing to protect margins, rethink costs and adjust quickly when money is not cheap. This article highlights three stocks from the Founder Led Companies screener that show how that kind of commitment can matter for long term investors. The three founder led stocks below are just a starting...

Meta is quietly testing robots inside its data centers, and at least one employee believes physical workers are no longer safe from automation. The experiment hints at a much larger shift in how AI spending could reshape labor costs across the entire economy.

What Zuckerberg planned for Meta employees this year was far more radical than what the company ever confirmed.

Clearway Energy is emerging as a key player in AI power.

Investors’ intense focus on AI is at times adding to the might of a small club of Big Tech stocks with mega market values to potentially make or break a single trading session for the S 500.

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

Meta Platforms' open model strategy may not limit its ability to monetize AI.

Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.

Reddit stock has had a weak start to the year, with the share price down 36.7% year to date, while broad valuation checks suggest the stock is not a clear bargain at current levels. The year to date decline of 36.7% raises the question of whether Reddit is now priced for too much caution or simply moving closer to a fairer trading range. The recent focus on Reddit content within Meta's planned Hatch AI agent can support long term monetisation hopes, while the key risk is that content...

Meta Platforms, Inc. (NASDAQ:META) has fallen around 27% from its 2025 high as investors question how quickly its huge AI spending will pay back. Evercore ISI analyst Mark Mahaney now sees a strange optional answer hiding inside that spending: Meta could eventually rent a small slice of excess AI compute and create an $11 billion […]

Dick’s Sporting Goods Dick’s Sporting Goods has a sneaker problem and footwear stocks are feeling the pinch. Shares of the sporting goods retailer fell more than 25% after reporting second-quarter earnings, its largest percentage decrease on record, according to Dow Jones Market Data, and its lowest close since late 2023. The retailer’s bad day sent footwear stocks tumbling.

India's regulator approved a $3.8 billion IPO that will establish a market benchmark for Meta's strategic investment.

AI-powered glasses and autonomous drones are helping visually impaired workers perform jobs on warehouse floors, as employers look for new ways to address staffing shortages. Bosma Enterprises is using tools including Meta Platforms smart glasses, drones, magnification software and screen...

The ad-tech firm's shares have pulled back, but history suggests that simply buying on weakness here has been a painful trade.

The Chamber of Commerce is urging an appellate court to reject the FTC's attempt to revive charges that Meta violated antitrust law by monopolizing a market for "personal social networking services."

Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.

Meta explored cutting some teams by as much as 60% as it pushed an aggressive AI restructuring strategy, highlighting both the potential and risks of automation.

Opening arguments began in a California-led trial against Meta Platforms, Inc. (NASDAQ:META), brought by a coalition of 29 state attorneys general alleging the company designed Facebook and Instagram to be addictive to children and teens. New Mexico’s attorney general warned the consequences for Meta could be “astronomical.” Why This Matters Meta already lost a case […]

On August 17, 2026, Alibaba Group Holding Limited (NYSE:BABA) launched a new AI model designed to run on laptops and released the weights of its most powerful model, Qwen3.8-Max. It directly answers Meta Platforms, Inc. (NASDAQ:META)’s own push into open-weight AI models built for consumer devices. Why This Matters Alibaba and Meta are both racing […]

CNBC reported on August 21, 2026, that Broadcom Inc. (NASDAQ:AVGO) is in talks to raise $70 billion to $80 billion in debt for a chip financing deal supporting AI companies, including Anthropic. The senior tranche, repaid first, is expected to be around $45 billion, with a junior tranche around $35 billion, though the figures remain […]