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News
The AI Bubble Has Reached the Point of No Return: Now the Debt Must Pay for the Growth.
55+ min ago (36+ words) Inside the $3.5 trillion debt machine financing the AI boom — and why the cash-flow math no longer adds …...
Meta Stock Rides AI Engagement Gains, but Spending Plans Raise Red Flags
2+ day, 6+ hour ago (347+ words) Alphabet’s advantage rests on strategic depth. Its AI reach extends across proprietary models, custom infrastructure, cloud services, search and Android, giving it more channels through which to distribute and monetize its technology. Meta’s advantage rests on velocity. Its AI features…...
Meta Stock Gets Stunning JPMorgan Upgrade on AI Growth
2+ day, 17+ hour ago (157+ words) Yahoo Finance JPMorgan lifted its view on Meta Platforms (NASDAQ:META), pointing to the company's expanding artificial-intelligence efforts and the potential for new products to add to its longer-term growth. The bank moved its rating to overweight from neutral and…...
Meta upgraded to overweight by JPMorgan amid improving AI sentiment
2+ day, 13+ hour ago (311+ words) JPMorgan raises its price target to $820 as Meta's AI agent Muse gains early traction and analyst confidence rebounds. JPMorgan upgraded Meta Platforms from Neutral to Overweight on September 10, lifting its price target from $640 to $820, a move that implies roughly 25% upside…...
Cathie Wood Just Dumped $28M of Alphabet and Loaded Up on Meta. Here's Why
2+ day, 16+ hour ago (392+ words) Cathie Wood’s ARK Invest made several large trades on Wednesday, September 9, 2026. The firm sold 84,392 shares of Alphabet worth about $28.6 million across its ARKK and ARKW funds. At the same time, ARK bought 43,091 shares of Meta Platforms for roughly $26.4 million. Meta…...
Meta Stock Jumps in Focus After JPMorgan's Bullish AI-Driven Rating Shift
2+ day, 16+ hour ago (296+ words) Along with the rating change, JPMorgan set a price target of $820 for Meta stock, which implies roughly 25% upside from the company’s previous closing price. Shares of Meta stock responded by climbing about 1% in premarket trading on Thursday, a modest but…...
What 1999 can teach us about the AI boom
3+ day, 5+ hour ago (378+ words) Record-breaking issuance of new stock. Skyrocketing prices of semiconductor shares. Circular financing fuelling the boom. Established industry sectors reeling from the threat of new competition. And, hovering over it all, a lurking fear that a digital advance will mean the…...
Meta Just Gave Investors a Way to Measure Its Massive AI Spending
3+ day, 7+ hour ago (222+ words) Meta Platforms Inc. (META, Financials), the social media firm that owns Facebook, Instagram and WhatsApp, has invested large sums of money on artificial intelligence. Now investors are receiving something they can really try. Meta shares gained almost 5% on Wednesday as…...
What Investors Need To Understand About Broadcom, Credo and Snowflake Earnings
3+ day, 9+ hour ago (356+ words) What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks…...
Broadcom Stock Slipped While Its Revenue Schedule Got Longer
3+ day, 19+ hour ago (144+ words) Trefis This site requires JavaScript to function properly. Here are some sample widgets you could interact with from this dashboard: NYSE/AMEX data delayed 20 minutes. NASDAQ and other data delayed 15 minutes unless indicated. This interactive model has a limit on…...