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Should Meta’s New Meta One Subscriptions and AI Spending Shift Require Action From Meta Platforms (META) Investors?
Simply Wall St.121d agoneutral
Should Meta’s New Meta One Subscriptions and AI Spending Shift Require Action From Meta Platforms (META) Investors?

In late May 2026, Meta Platforms unveiled global paid subscription plans for Facebook, Instagram, WhatsApp and its Meta AI chatbot under the new Meta One brand, adding recurring fees for enhanced features and services alongside its existing advertising model. This marks a material shift in how Meta seeks to cover its very large AI infrastructure spending, layering subscription revenue onto a business still rooted in digital ads. We’ll now examine how Meta’s push into Meta One subscriptions...

Here’s Why Meta (META) is Among the 12 Most Profitable Stocks to Invest In
Insider Monkey121d agoneutral
Here’s Why Meta (META) is Among the 12 Most Profitable Stocks to Invest In

Meta Platforms, Inc. (NASDAQ:META) is one of the 12 Most Profitable Stocks to Invest In. On May 24, 2026, Meta Platforms, Inc. (NASDAQ:META) Technology chief Andrew Bosworth was reportedly working to transform the company’s workforce using AI, according to The Wall Street Journal’s Meghan Bobrowsky. In a companywide memo, Bosworth said Meta aims for agents […]

Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation
24/7 Wall St.121d agoneutral
Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation

Peter Schiff, the gold bug and Euro Pacific Capital chief who has spent two decades predicting the next dollar crisis, used his podcast The Peter Schiff Show episode “The Debt, the AI Bubble, and Strategy’s Liquidity Crisis… It’s All Connected” to frame the AI buildout as capital misallocation. His number is blunt. Companies are spending ... Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation

Apollo Shops $36 Billion Debt Deal to Buy Google Chips for Anthropic
Bloomberg121d agobullish
Apollo Shops $36 Billion Debt Deal to Buy Google Chips for Anthropic

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are working to bring additional investors into a roughly $36 billion debt financing deal to help Anthropic PBC build out its AI infrastructure. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pending Trump SignoffOura Ring 5 Is 40% Smalle

Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It
24/7 Wall St.121d agoneutral
Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It

At $521.31, Advanced Micro Devices (NASDAQ:AMD) looks like a stock where the bullish setup still has room to run. The stock ripped roughly 25% in the week after Q1 earnings. Thus, Wall Street is still catching up to what the inference cycle means for the rare chipmaker selling both the CPU and the GPU at ... Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It

Meta Expands Subscriptions And Eyes AI Cloud As Valuation Draws Scrutiny
Simply Wall St.121d agoneutral
Meta Expands Subscriptions And Eyes AI Cloud As Valuation Draws Scrutiny

Meta Platforms (NasdaqGS:META) has launched new global subscription plans across Instagram, Facebook, WhatsApp, and Meta AI under a unified Meta One brand. The company is introducing recurring paid tiers for consumers and businesses, including access to premium features and paid chatbot functionality for Meta AI. At its annual shareholder meeting, Meta also signaled interest in offering excess AI computing capacity as a cloud service if internal demand leaves room. For investors watching...

Anthropic nears $1 trillion valuation ahead of its mega-IPO
Yahoo Finance Video121d agoneutralVIDEO
Anthropic nears $1 trillion valuation ahead of its mega-IPO

Yahoo Finance Tech Editor Dan Howley comes on Market Domination to break down the day’s leading tech stories, including private AI developer Anthropic (ANTH.PVT) nearing a $1 trillion valuation after its latest funding round. The company is reportedly targeting a mega-IPO for late 2026.

Anthropic nears $1 trillion valuation ahead of its mega-IPO
Yahoo Finance Video121d agoneutralVIDEO
Anthropic nears $1 trillion valuation ahead of its mega-IPO

Yahoo Finance Tech Editor Dan Howley comes on Market Domination to break down the day’s leading tech stories, including private AI developer Anthropic (ANTH.PVT) nearing a $1 trillion valuation after its latest funding round. The company is reportedly targeting a mega-IPO for late 2026.

Mark Zuckerberg rolls out a bizarre new update for Meta users
TheStreet121d agoneutral
Mark Zuckerberg rolls out a bizarre new update for Meta users

Facebook, Instagram, and WhatsApp have been free since the day they launched. Billions of people built habits around that. On May 27, Mark Zuckerberg started changing it. The change is optional, and the core apps stay free. But the structure Meta is building around them is something the company has ...

Investing.com121d agoneutral
Is Meta’s next growth engine subscriptions?

Investing.com -- Meta Platforms’ major push into subscription services across Instagram, Facebook, WhatsApp and Meta AI, a move that could generate billions of dollars in recurring revenue.

ETFs Were Built to Make Investing Easier. They May Also Make Crashes Faster
24/7 Wall St.121d agobearish
ETFs Were Built to Make Investing Easier. They May Also Make Crashes Faster

For years, exchange-traded funds were one of Wall Street’s great success stories. ETFs gave ordinary investors cheap diversification, instant market exposure, and lower fees than traditional mutual funds. Instead of picking individual stocks, investors could buy the whole market with a single click. It was investing simplified. But the ETF market has grown into something ... ETFs Were Built to Make Investing Easier. They May Also Make Crashes Faster

Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026
24/7 Wall St.121d agoneutral
Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026

For years, investors treated memory-chip companies like airlines or steelmakers — cyclical businesses that boomed when supply tightened and collapsed when too many competitors flooded the market with inventory. That’s why what’s happening with Micron Technology (NASDAQ:MU) today feels so different. The company just crossed a $1 trillion valuation after a blistering rally, yet the ... Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026

Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’
24/7 Wall St.121d agobullish
Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’

A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA) announced an $80 billion stock buyback, raised its dividend sharply, and projected $1 trillion in sales of its most advanced AI chips “just this year and next.” Despite the good news, the stock ... Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’

Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business
24/7 Wall St.121d agoneutral
Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business

The artificial intelligence arms race has turned Silicon Valley into a spending contest. Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Amazon (NASDAQ:AMZN) are pouring hundreds of billions of dollars into chips, servers, networking gear, and data centers in a scramble to dominate AI infrastructure. The question investors are wrestling with is simple: how much ... Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business

Meta (META) Quietly Launches A New Social App
Insider Monkey121d agoneutral
Meta (META) Quietly Launches A New Social App

Meta Platforms, Inc. (NASDAQ:META) is one of the 10 Best Stocks in Steve Cohen’s Portfolio. On May 23, 2026, Morningstar reported that Meta Platforms, Inc. (NASDAQ:META) had quietly launched a new free app called Forum on Apple’s App Store without a public announcement. This new standalone iOS application, dedicated entirely to Facebook Groups, streamlines group […]

Meta vs. Alphabet: Which Stock Is The Better Buy Today
24/7 Wall St.121d agobullish
Meta vs. Alphabet: Which Stock Is The Better Buy Today

Meta Platforms (NASDAQ: META) and Alphabet (NASDAQ: GOOG) both reported Q1 results on April 29, 2026, and the results frame a clear question. Both companies are pouring tens of billions into AI infrastructure, both ride enormous ad engines, yet only one is showing investors a second growth pillar already paying off. Ads Power Meta. Cloud ... Meta vs. Alphabet: Which Stock Is The Better Buy Today

Mark Zuckerberg Just Revealed Meta’s “Break In Case of Emergency” AI Plan
24/7 Wall St.121d agoneutral
Mark Zuckerberg Just Revealed Meta’s “Break In Case of Emergency” AI Plan

Eight days ago, I told you that Mark Zuckerberg’s smartest move was sitting in plain sight: rent out Meta’s excess AI compute the way SpaceX is renting its to Anthropic. My May 20 piece argued that SpaceX’s $1.25 billion per month Cloud Services Agreement with Anthropic, running through May 2029 with a 90-day termination clause, ... Mark Zuckerberg Just Revealed Meta’s “Break In Case of Emergency” AI Plan

Boston Seizes on California Billionaire Tax to Lure AI Talent
Bloomberg121d agoneutral
Boston Seizes on California Billionaire Tax to Lure AI Talent

(Bloomberg) -- The talent at some of America’s hottest artificial intelligence companies often passes through Boston-area universities before heading west to build billion-dollar businesses in Silicon Valley. Massachusetts business and political leaders say California’s proposed tax on billionaires is an opportunity to change that.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarTwo More Oil Supertanker