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Meta’s Newspaper Ad Blitz Ups Pressure on Social Media Rivals
Bloomberg29d agoneutral
Meta’s Newspaper Ad Blitz Ups Pressure on Social Media Rivals

Meta Platforms Inc. is intensifying its public pressure campaign on TikTok and YouTube, running full-page advertisements in top newspapers across the US demanding its rivals make comparable efforts to strengthen social media protections for teens.

Why Big Tech’s AI Spending is $3 Trillion Higher than it Seems: Alphabet (GOOGL) & Meta Platforms (META)
Insider Monkey29d agoneutral
Why Big Tech’s AI Spending is $3 Trillion Higher than it Seems: Alphabet (GOOGL) & Meta Platforms (META)

On August 16, 2026, the Wall Street Journal reported that nine major technology companies, including Alphabet Inc. (NASDAQ:GOOGL) and Meta Platforms, Inc. (NASDAQ:META), carry roughly $3 trillion in AI-related commitments that do not appear on their balance sheets. That figure is about five times the roughly $600 billion in capital expenditures the companies reported over […]

Meta (META) Trial Loss Could End Doomscrolling and Stories Features
Insider Monkey29d agoneutral
Meta (META) Trial Loss Could End Doomscrolling and Stories Features

Meta Platforms, Inc. (NASDAQ:META) is on trial in federal court in Oakland, California, where 29 states led by California Attorney General Rob Bonta are seeking penalties as high as $1.4 trillion and court orders forcing changes to Facebook and Instagram, Bloomberg reported. California deputy attorney general Megan O’Neill said in opening statements that Meta’s business […]

The End Of The Unregulated Attention Economy
MediaPost29d agoneutral
The End Of The Unregulated Attention Economy

By pushing TikTok and YouTube into its settlement, Meta eliminates the risk of losing share to noncompliant competitors. My prediction: other digital players will fall in line.

Is the AI Capex Bubble About to Burst? What 250 Years of Market History Tell Us.
Barrons.com29d agoneutral
Is the AI Capex Bubble About to Burst? What 250 Years of Market History Tell Us.

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

StockStory29d agoneutral
3 Small-Cap Stocks We Keep Off Our Radar

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

Meta (META) Stock Still Looks Reasonable On Earnings With Cash Flow Support
Simply Wall St.29d agoneutral
Meta (META) Stock Still Looks Reasonable On Earnings With Cash Flow Support

Meta Platforms stock has pulled back this year, yet a fresh valuation read suggests the market price may still sit well below what its cash flows imply. Both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples point in the same direction, which is unusual for a large US$571.10 stock that has already delivered strong medium term returns. Over the past 3 years Meta Platforms has returned 94.7%, which puts today’s valuation debate in the context of a stock that has...

Uber (UBER)’s $966 Million Fine: A Temporary Headwind or Bigger Regulatory Threat?
Insider Monkey29d agoneutral
Uber (UBER)’s $966 Million Fine: A Temporary Headwind or Bigger Regulatory Threat?

Uber Technologies, Inc. (NYSE:UBER) is facing a major regulatory setback after the Dutch Data Protection Authority fined the company €825 million ($966 million) for using automated systems to suspend or deactivate drivers without adequate information or meaningful human oversight. The case relates to incidents from 2018 to 2022, including automated suspensions of drivers suspected of […]