Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The Meta One plans range from $2.99 to $499 a month and cover individuals, creators, and businesses across Instagram, Facebook, and WhatsApp
One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the fundamentals say it belongs is the widest in the group.
Anthropic CEO Dario Amodei’s call to slow frontier AI development has fueled “even bigger panic” among investors, according to investing commentator Joseph Carlson, who says Meta Platforms Inc. (NASDAQ:META) may have the best setup whether the slowdown happens or not....
The new offering expands paid access to AI, social-media features, and professional tools while keeping Meta’s core apps and AI experience free.
California just banned the design patterns that power Meta's ad engine for millions of young users, and the real question for shareholders is what happens when other states follow.
Meta One bundles expanded access to the company’s AI tools with premium features across Facebook, Instagram, and WhatsApp.
Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.
Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
Meta has committed to more than a gigawatt of the chips over twelve months
Yee Jiun Song, Meta’s vice president of engineering, told Bloomberg the chips are being engineered to deliver better performance per watt and per dollar than “whatever Nvidia is currently shipping.”
Meta launches Meta One subscription service.
Meta’s latest custom inference processor is intended to lower AI operating costs and diversify silicon supply as the company expands its data-center footprint.
Investing.com -- Meta Platforms (NASDAQ:META) shares rose 2% Tuesday morning after Bloomberg reported the company plans to deploy new in-house artificial intelligence chips in data centers during the first half of next year. The stock later pared gains to up 0.75%.
One company is already supplying power to the AI infrastructure build-out with rapidly growing revenue and improving profits. The other is building toward a nuclear future that has not arrived yet.
Alphabet trades at a multiple that would make sense for a company with no growth story, yet its Cloud backlog just hit half a trillion dollars. Something in that math is badly mispriced, and the window may not stay open long.
Reddit's user base is growing faster than ever, yet the stock is sliding while smaller rivals catch a bid. Here is what the divergence between Reddit's operating results and its stock price reveals about where social-media investors are placing their bets right now.
Ads with the most clicks perform the worst in ROAS, according to video creator ad platform Billo, vs. those ads with the least clicks. What does this mean for traditional TV advertising?
The Trade Desk (TTD) trades about 89% below its two-year high, a discount typically assigned to businesses confronting prolonged contraction. Yet its free cash flow over the last twelve months is 12.1% of market value, against a 4.4% median for the S&P 500.
Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm analyst David O’Connor initiated coverage on the stock with an Overweight rating and a $460 price target. O’Connor estimates demand running twice the available supply for Broadcom, which makes […]
One portfolio shift stands out from Wood's latest moves
Wall Street's analyst community has reached a verdict on Meta that almost never happens with a mega-cap stock, and the numbers behind that consensus point to a price target that may surprise even longtime bulls.
Goldman Sachs has proclaimed Meta Platforms, Inc. (NASDAQ: META) as a stock currently in transition. The Wall Street firm believes that the stock is moving from a “wall of worry” to a company that is well-positioned to monetize and productize compute in a manner that increases investor confidence. On September 14, Goldman Sachs analyst Eric […]
AMD and Intel both posted blockbuster Q2 2026 data center numbers, but one company is quietly locking up the customers, the sockets, and the AI rack deals while the other burns billions fixing its factories.
OpenAI CEO Sam Altman said late Sunday that artificial intelligence (AI) labs owe the world confidence that they will develop increasingly capable systems responsibly and that the cost of building in safety is worth paying no matter how intense the...
Meta Platforms Inc. shares have been on a rollercoaster ride through 2026, rising and falling as investor belief in the Facebook parent’s status as a player in the artificial intelligence space ebbs and flows.