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Ackman dumped Alphabet and doubled down on three megacap tech winners. Here's what has to go right for the outperformance to continue.
Meta is teaming up with NABTU to tap a massive skilled labor pipeline as the tech giant ramps up construction and maintenance of AI infrastructure in the U.S.
Australia's escalating enforcement could test whether Meta's automated age-detection systems satisfy regulators considering substantially higher penalties.
Tougher enforcement raises the stakes for social media platforms.
VFIAX carries the word "diversified" in its pitch, but what sits inside the fund tells a different story about concentration, risk, and how a handful of platform giants now shape the retirement savings of millions.
New public sessions will address power, water and costs while Meta builds a $13 billion facility in Sturgeon County and local opposition becomes more visible
New public sessions will address power, water and costs while Meta builds a $13 billion facility in Sturgeon County and local opposition becomes more visible.
Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom.
Wall Street is nearly unanimous that Meta is a screaming buy, yet the stock keeps sliding while one analyst eyes a price target that sounds almost reckless. The story behind that gap is more complicated than a simple earnings miss.
As AI fuels demand for power, these companies are well-positioned to meet the moment.
By Avinash P and Purvi Agarwal Aug 13 (Reuters) - The S&P 500 climbed to an intraday record high on Thursday, powered by advances in semiconductor and other heavyweight technology stocks, as a retreat
Meta Platforms Chief Executive Mark Zuckerberg this week stepped back into the ring as a champion for open AI models. It remains to be seen what that means for Meta stock and the social media giant's expensive push to be an AI leader. Zuckerberg published more than 6,000 words detailing his view that broad access to AI models is best for the industry's future.
Jeff Bezos filed a Form 144 with the Securities and Exchange Commission on Aug. 3, proposing to sell up to 15 million Amazon shares worth approximately $4.07 billion. Within the same week, Sky Sports reported that Bezos had joined a consortium closing in on a deal for a roughly one-third ...
SHOP's AI-driven commerce is gaining traction as AI traffic, orders and conversions rise, strengthening its growth prospects.
Nebius just tripled in 2025 and then surged another 34% in a single session, leaving investors who missed it facing a brutal choice between chasing a vertical spike and watching a high-growth AI cloud story potentially run without them.
Sen. Mark Warner (D-Va.) said Congress must act quickly to manage artificial intelligence’s economic and security risks while ensuring the U.S. remains ahead of global competitors. Warner Pushes Congress to Act on AI On Tuesday, in a post on X,...
Meta Platforms (NASDAQ:META) says it has taken down 756,000 accounts it believes belonged to Australians under 16 since a nationwide ban on teen social media use took effect on December 10. The company disclosed the figure on August 13, splitting it into 462,000 suspect Instagram accounts and 294,000 Facebook accounts removed between December and June. […]
Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.
The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.
Mark Zuckerberg is sparring with UFC fighters and betting the house on AI infrastructure, and Wall Street still can't decide if it's genius or recklessness. What bargain hunters see in Meta right now might change how you think about the entire AI race.
On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages.
Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.
Meta (NASDAQ:META) said on Thursday that it has removed more than 750,000 Facebook and Instagram accounts suspected of belonging to Australians under the age of 16, as the technology group steps up enforcement of the country’s landmark social media age restrictions amid the prospect of regulatory action. Meta accelerates removal of under-16 accountsThe Facebook and Instagram owner said it deactivated 462,000 suspected underage Instagram accounts and another 294,000 Facebook accounts between shor
A valuation this low likely can't last much longer.
Meta launches a $1B community fund to ease opposition to AI data centers as concerns over local impacts and benefits grow.
In recent weeks, Meta Platforms has launched a series of open‑weight AI models like Muse Spark 1.2 and Muse Glimmer, ramped up multibillion‑dollar data‑center commitments, and appeared at major industry events, all while facing escalating global scrutiny over its AI products and data practices. At the same time, Meta is heading into its largest youth social media trial yet, with 29 U.S. states and thousands of plaintiffs challenging the company’s alleged addictive design and children’s data...
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