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An analysis evaluates SpaceX's valuation following its AI and Starlink expansion, warning that aggressive revenue growth expectations of reaching $1 trillion by 2030 are overly optimistic. Heavy capi…
Meta is launching its AI agent platform 'Hatch' with premium subscriptions and exploring $11B–$22B in potential excess compute capacity sales, despite facing ongoing US lawsuits over teen privacy pra…
Nebius Group dropped 21% following a $5 billion convertible note offering to fund capacity expansion. Despite dilution risks, hyperscaler capital expenditures exceeding $300 billion highlight sustain…
Despite underperforming in 2026, Meta's dominant ad business, AI-driven engagement, and new revenue streams (hardware, compute leasing) support long-term growth. Attractive valuation at 18.6x forward…
Meta's Q2 EPS and free cash flow missed badly amid soaring AI capex, sending shares down 8-10%. However, Zuckerberg revealed strong external demand for Meta's compute capacity, including potential $1…
Meta shares surged 21% in July, outperforming Magnificent Seven peers, driven by new AI cloud strategy (Meta Compute) to monetize excess compute capacity and massive AI capex spending.