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The MTIA 450, code-named Arke, is expected to outperform Nvidia chips on energy and cost when running AI models

After Nvidia's Stand, Zuckerberg Fires Back at AI Slowdown Efforts

Intel and SK Hynix tie-up talk jolts memory sector, Nvidia CEO is now Trump's AI whisperer, and more news to start your day.

Gone are the days when the rich would demonstrate their wealth by sporting Rolex watches and bespoke suits.

BMO Capital Markets said the expansion of age verification requirements worldwide could create additional regulatory challenges for social media companies, identifying Meta Platforms (NASDAQ:META) and TikTok as particularly exposed. The bank said the regulatory framework remains at an early stage following Australia’s introduction of online age verification rules in December 2025.

Are investors dying to invest in a technology that might literally kill them? After an Anthropic employee put the chances of AI doing that at more than 10%, economist Owen Lamont quipped that it was “like Robert Oppenheimer doing an IPO for the Manhattan Project in 1945.” Factoring human extinction into stock values is silly, so let’s hope for the best and just stick to stocks.

Nvidia stock is at risk if companies pause AI development. CEO Jensen Huang is determined to make sure that doesn't happen.

Does Ackman know something Wall Street doesn't?

When a union pipefitter follows AI data-center construction from Wisconsin to Virginia to Arizona, his Social Security record travels with him on one clean national ledger. His pension money takes a far messier route, and the difference could cost him decades of retirement income he never knew he was missing.

At a Meta Platforms Inc. board retreat last December, Chief Executive Officer Mark Zuckerberg asked Dina Powell McCormick to take a walk with him around his sprawling Kauai compound, known as Koolau Ranch.

US and Vietnamese companies are expected to announce a series of agreements in energy, technology, a

Arista is a high-tech picks-and-shovels AI stock that more than doubled its revenue and earnings between 2022 and 2025. ANET is set to follow this up with stellar growth in 2026 and 2027.

Both stocks have been underwhelming recently, but the long-term appeal is strong.

Meta executives argue for continued AI development with alignment, oversight and compute discipline serving as key safeguards.

The quiet deal that reveals where Meta’s AI cash is going

On Tuesday, Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said the company delayed its Muse AI agent for several months to address safety and security concerns. Zuckerberg Says AI Labs Should Handle Safety Risks Themselves "Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens," Zuckerberg wrote on X. He argued that AI companies already have strong reasons to prioritize safet

Roblox (RBLX) stock rose 12.7% in Monday's session. Two things drew the coverage: a developer conference the Friday before, and a price target raise that came with a neutral rating. The problem management named in July was bookings per hour of play.

Meta Platforms Inc. Chief Executive Officer Mark Zuckerberg said artificial intelligence labs should rely on independent evaluators and advisers to ensure that models are safe.

AppLovin (APP) grows revenue faster than any peer and earns the group's highest operating margin. It also carries the highest earnings multiple, and the premium is thin: 25.5 times earnings, against 24.9 for Meta Platforms (META), which grows at less than half AppLovin's pace. What holds the multiple up is a belief about where the growth comes from.

Traders expect a 92% chance the Fed will hike interest rates on Wednesday.

Meta is investing further in creator marketing and live streaming. As part of IAB's newfound global creator week, the tech giant announced the launch of its Creator Marketing Hub, as well as the rollout of live video ads on Instagram.

Wider use of internally designed chips could change the economics of Meta's enormous AI buildout.

Meta stock gains on confirmed plans of deploying AI processors into data centers in the first half of 2027. Dan Niles recommends buying META shares at current levels.

Meta Platforms, Inc. (NASDAQ:META) could be entering a new phase of artificial intelligence monetization. JPMorgan analyst Doug Anmuth highlighted the opportunity on September 10, arguing that the social networking company is moving beyond AI experimentation and toward meaningful commercialization. AI Monetization Push Meta Platforms, Inc. (NASDAQ:META) is already using AI to make its existing advertising […]

The proposal is years from certainty, but it attacks the engagement pipeline behind Meta's advertising machine.

A new hardware strategy could reshape Meta's AI economics

Mega-Cap Tech Nears Breakout as Magnificent Seven Regains Momentum

Meta Platforms (META) has taken a clear step away from being purely an advertising story. The official launch of its Meta One subscription tiers focuses squarely on turning AI tools like Muse into recurring revenue. Recent trading suggests investors are warming to this pivot. Meta Platforms has logged a 1-day share price return of 2.71%, a 7-day move of 7.92% and a 30-day gain of 12.84%. Yet year to date the share price return is only 2.34%, while the 1-year total shareholder return has...

Tech stocks were mixed late Tuesday afternoon, with the State Street Technology Select Sector SPDR E

The AI frenzy could push U.S. data centers to become one of the largest consumers of natural gas in the world.