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New Street Research reiterated a Buy rating and $700 price target on Meta Platforms, suggesting the company could rent out excess AI data center compute capacity to boost returns and spark a stock re…
SingularityNET CEO Ben Goertzel criticized Mark Zuckerberg's AI vision, arguing Meta's open-source strategy merely distributes access while centralizing control and governance within the company. Goe…
AGI expert Ben Goertzel warns Meta's AI moat, based on scaling and compute, may be overvalued as architectural innovation—not raw compute—becomes the key competitive differentiator in AI development.
CoreWeave (CRWV) beat Q2 estimates, narrowing losses and hitting revenue targets, sending shares up 18% premarket. Backlog rose to $104B, but new competition from SpaceX and potential Meta capacity r…
CoreWeave reports Q2 earnings amid slowing growth concerns and new competition from SpaceX renting AI compute to Anthropic and Google. Meta is also weighing entering the compute-leasing market, which…
Zuckerberg envisions widespread AI accessibility via Meta, but public distrust of both AI technology and Meta's track record may hinder adoption and public reception of this strategy.
Tech stocks slipped Monday as Meta's Zuckerberg outlined AI vision and unveiled Muse Glimmer model, while Intel plans $15B stock sale to fund AI-driven chip growth. Mixed sector reaction ahead of SMC…
Meta Platforms aims for a $3 trillion market cap, driven by AI-enhanced engagement and ad revenue. However, massive AI infrastructure spending is compressing earnings, posing a short-term risk. Despi…
Cathie Wood purchased $18M in Meta (META) stock, citing its strong underlying advertising business and AI potential. Despite high capex concerns, Meta's financials are robust, with significant revenu…
Rothschild & Co Redburn downgraded Shopify to Neutral, citing competitive pressure from Meta Platforms' shift toward small business AI tools, seen as a moat-widening, margin-boosting strategic pivot …
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.
Meta Platforms is unwinding its $2 billion acquisition of Manus following intervention by Chinese regulators. This forced reversal highlights growing geopolitical headwinds for U.S. tech companies at…
Meta Platforms is pivoting its AI strategy to emphasize consumer health applications, viewing it as a critical growth differentiator. Despite early-stage challenges with its Muse Spark model, the com…
Meta introduced 'agentic' AI tools for businesses on WhatsApp, Instagram, and Messenger, enabling automated scheduling and sales. This strategic shift into enterprise software allows Meta to monetize…
Meta shareholders rejected all outside proposals, reaffirming management's AI-focused strategy. CEO Mark Zuckerberg highlighted growth in core apps, AI agent monetization, and strong momentum in AI h…
Meta's AI ambitions face a setback as the Chinese government blocks its $2 billion acquisition of startup Manus. While the deal collapse hinders Meta's agentic AI roadmap, the company's internal prog…
Alphabet launches AI-powered shopping and ad features in Google Search and Gemini chatbot, aiming to boost revenue amid heavy AI infrastructure costs.
Meta guides $115-135 billion capital spending for 2026 focusing on AI, while Alphabet plans higher expenditures. Meta's stock sentiment turns bearish amid increased retail caution despite strong Q4 r…
Meta surpassed Q4 revenue and EPS estimates with strong growth and upbeat Q1 2026 guidance, driven by improved ad engagement and AI investments despite higher CapEx expectations.
Meta launches Meta Compute initiative to massively expand data center capacity, aiming for AI dominance and government support, but high CapEx and uncertain AI monetization pose investor concerns for…