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Meta may be on track to surpass Google Search this year, says Bernstein. On September 1, Bernstein SocGen Group analyst Mark Shmulik reiterated an Outperform rating and $800.00 price target on Meta Platforms, Inc. (NASDAQ: META) The firm has argued that Meta has seen the largest advertising benefit from AI. The irony from his note […]
Washington's proposed Carolina Principles could reduce regulatory friction as Meta targets $130 billion to $145 billion in 2026 capital spending.
Yahoo Finance Fed Correspondent Jennifer Schonberger joins Market Domination host Josh Lipton to report on Meta (META) CEO Mark Zuckerberg and SpaceX (SPCF) CEO Elon Musk speaking on the projected benefits of AI, including job growth and boosting the global economy by 20 to 30%, at the G20 Innovation Ministerial in Chapel Hill, N.C.
Meta ad revenue grew 27% to $59.4B, closing in on Google Search. So why is the stock still falling? The answer is not capex.
Peter Thiel is a billionaire investor who co-founded PayPal and Palantir. He was the first outside investor in Facebook, and he runs Founders Fund, the venture firm that put the first institutional money into SpaceX. Thiel Macro LLC, the fund run by the PayPal and Palantir co-founder, recently filed its second-quarter 13F. The filing shows […]
Meta Platforms (META) has reached an approximately US$17 billion to US$18 billion settlement with a coalition of US states over alleged harm to children from Facebook and Instagram. Investors are now reassessing the stock with a clearer legal backdrop. Over the past year, Meta Platforms’ share price has pulled back, with the year to date share price return down 12% and the 90 day share price return down 8.1%. The 3 year total shareholder return of 92.4% shows how strong the earlier rally was...
PJM yanked a Meta-backed nuclear campus from its grid queue, hitting Oklo with a company-specific blow on top of a sector already reeling from surging Treasury yields. How those two pressures compound tells investors something important about every pre-revenue reactor developer right now.
Jensen Huang turned a modest chip startup into the backbone of the global AI arms race, and his personal fortune now rivals the biggest names in tech. But three mounting challenges could test whether Nvidia's reign at the top is as unshakeable as it appears.
Alphabet's cloud business just posted growth numbers that look more like a startup than a mega-cap, yet the stock still trades at a forward multiple that suggests the market hasn't noticed. Here's what the bears are missing.
Disruptive innovation has made stocks a winning asset class over time, and a top-heavy index has helped accelerate long-term wealth creation for investors.
The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.
Bill Gates, the billionaire co-founder of Microsoft Corp., published a 6,000-word essay on Aug. 26 saying that he would slow the development of artificial intelligence if he could. He elaborated in an interview with the New York Times, saying "in private, people who understand how good this stuff is, and how much better it's getting, they're very worried" but few are raising the issues in public. The public is already convinced the tech industry can't be trusted with its own creations. Some legal news last week explains why. A bipartisan coalition of 51 attorneys general announced a proposed settlement with Meta Platforms Inc. that obligates the social media company that runs Facebook and Instagram to put tight restrictions on how children use its platforms. Gautam Mukunda, Lecturer at the Yale School of Management and Bloomberg Opinion contributor, joins Bloomberg Intelligence to discuss.
Meta Platforms' (META) settlement of the teen-harm litigation with a coalition of US states clears a
The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.
Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.
Meta's shareholders should celebrate this recent news.
Nvidia (NVDA) is investing $3.5 billion in Taiwanese AI chip designer Mediatek (2454.TW). Yahoo Finance Senior Business Reporter Ines Ferré explains why this deal is a particularly crucial element of Nvidia's larger AI strategy.
Apple and Meta both stumbled through August, but their earnings reports reveal two very different companies heading into a September packed with product launches, legal settlements, and AI spending decisions that could swing either stock hard.
OpenAI’s advertising business is still tiny compared with Google Search, but D.A. Davidson analyst Gil Luria says the growth trajectory should have Alphabet investors paying attention. Luria told CNBC on Monday that OpenAI’s advertising business has reached roughly a $1 billion annualized revenue run rate, up from about $100 million just six months ago. That’s […]
Morgan Stanley says teen-engagement limits could be a bigger headwind for YouTube.
XLC carries the word "communication" in its name, but the fund's actual portfolio has almost nothing to do with phone bills, fiber lines, or fat dividend checks. Before you assume you own telecom income, check what you actually hold.
Global fund flows are piling into a single sector at a pace that dwarfs every other corner of the market, and the trade hinges entirely on four companies delivering good news in October.
Alphabet has had a rough run.
On a recent webinar, Aaron Anderson shared how Meta is moving artificial intelligence into accounting while trying to keep controls and reporting intact.
Internal documents indicate Amazon knew its practices could damage advertiser trust, but Amazon says the FTC doesn’t understand the business.
The S&P 500 carries 500 company names, but the math tells a different story about where your money actually goes. Three ETFs attack that problem from completely different angles, and the returns so far in 2026 suggest the strategy is working.
AI startup Manus said Tuesday it had resumed independent operations, months after China blocked Facebook-owner Meta from buying the Chinese-developed, Singapore-based firm."Manus has formally resumed independent operations," the company said in a statement posted to its website.
Meta Platforms, Inc. (NASDAQ:META) has removed dozens of Facebook and Instagram ads after Indian authorities flagged a scam using sexually explicit content to trick users into downloading malware that steals sensitive banking information. India Flags Malware Scam on Facebook and Instagram The Indian government said it identified a pattern involving ads operating under names including "Night Play" and "Kyss," Reuters reported on Monday. The advertisements allegedly directed users to phishing webs
A new revenue stream could reshape OpenAI's IPO story
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