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AppLovin's revenue is expanding at double-digit rates while Meta sustains massive scale; the real question is whether the growth gap will persist.
Meta’s settlement with 29 states allows it to retain certain data from children under 13 to train and test age-detection models, highlighting a privacy trade-off built into the deal.
Data center construction and AI backlash collide: How new state "moratoriums" actually work as governors vie for reelection.
The payment is enormous, but the settlement leaves personalized feeds and advertising targeting intact.
Strong demand pushed earnings and guidance higher.
Podcaster and tech analyst Dwarkesh Patel warned that a surge in AI-driven investment and potentially higher interest rates could severely hurt traditional, Warren Buffett-style value equities.The Discount Rate ThreatPatel argues that as frontier labs like OpenAI or Anthropic rapidly scale...
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.
Forty-nine state attorneys general spent years building what some feared could be an existential legal threat against Meta, and the final number shocked analysts on both sides of the trade. Whether that surprise is reason to buy or a distraction from a deeper problem is the question Wall Street has not answered yet.
Rosenblatt called the settlement a significant win for Meta, noting that the payments represent only about 1% of Meta’s market value.
Alphabet and Meta both posted blockbuster Q2 2026 revenue, but one company's AI spending quietly destroyed its free cash flow by more than 90% while the other expanded margins to levels rarely seen at this scale. The divergence points to a clear winner for the next four quarters.
The deal caps a major legal threat.
SpaceX (SPCX) Chief Executive Elon Musk and former White House AI czar David Sacks are scheduled to
Labour has called for Meta to introduce limits on children’s Instagram use in Britain after it agreed to restrict the app in the US.
Meta on Wednesday agreed to make sweeping changes to its platforms as part of an $18 billion settlement with dozens of states over claims its platforms contributed to a youth mental health crisis.
Palo Alto Networks' CEO is warning that most AI cloud companies will collapse when GPU scarcity ends, but he carves out a narrow exception for a category of survivors he calls neoscalers. Nebius made his list, and the reasons why change the calculus entirely for investors watching the AI infrastructure boom.
Investing.com -- Citi said Meta Platforms' (NASDAQ: META) $18 billion settlement with 52 U.S. state attorneys general over teen usage removes a major overhang, and that the operational hit should prove manageable.
Meta is pouring more cash into AI than any other tech giant while investors flee and margins collapse, yet a clear path to a price Wall Street is still sleeping on may already be forming.
Nvidia, Salesforce, and CrowdStrike prove it pays to bet on the AI veterans, stock futures jump, and AMD partner Nutanix’s earnings beat.
Yesterday, I headed downtown to OpenAI’s office in Manhattan for a panel discussion on how Gen Z-ers really feel about artificial intelligence. Hosted by the youth trends writer Casey Lewis, the event took place as AI itself faces a reputational crisis: Communities across the country are protesting the building of data centers, and memes that evoke nostalgia for a time before AI fill social media. The group said they discuss pretty much everything—including workout routines, dating approaches and friendship dilemmas—with their chatbots.
SpaceX. tock rose early Thursday, helped, like much of the market, by Nvidia’s earnings. Shares of Elon Musk’s rocket and AI company rose 0.6% to $140.47 in premarket trading, while futures were up 0.4% and futures were down 0.1%. futures were the strongest, up 1%, thanks in part to Nvidia’s strong quarterly results.
The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.
AI infrastructure spending is accelerating toward numbers that would have seemed absurd two years ago, and three mega-caps sit directly in its path. The question is which one gives a patient investor the best shot at a life-changing return before 2030.
Over the past week, trade negotiations between the U.S. and Canada broke down; U.K.-Russia tensions mounted after U.K. Prime Minister Andy Burnham reaffirmed his support for Ukraine; and the U.S. unveiled new sanctions on Iran in what President Donald Trump called an “Economic D-Day.” Recent fluctuations in long-duration bonds are shaking up the way global bond managers are thinking about capital allocations.
Plus: Florida’s governor says the public is right to be concerned about Flock cameras and the FBI shuts down a sprawling China-linked hacking network.
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