Browsing Tag
Meta Platforms
49 posts
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Meta stock price analysis 2026: Is META cheap before Q1 earnings report?
Meta Platforms (NASDAQ: META) reports Q1 2026 earnings April 29. Here is what retail investors need to know about ad revenue, tariff risks, Instagram Plus, and the AI bull case at $575.
CoreWeave lands Anthropic after Meta expansion, and suddenly the AI cloud race looks tighter
CoreWeave has signed Anthropic to a multi-year AI cloud deal. Read why the agreement matters for CRWV, competitors, debt risk, and AI infrastructure strategy.
Meta keeps building its own AI empire, so why is it still writing giant checks to CoreWeave?
Meta adds $21bn to its CoreWeave AI cloud pact through 2032. Read what it means for AI inference, capex discipline, and infrastructure competition.
META stock jumps 7% as Meta Superintelligence Labs unveils Muse Spark, its first purpose-built AI model
Meta Platforms launches Muse Spark, Meta Superintelligence Labs' first AI model. Here is what it means for META investors, AI competitors, and Meta's product strategy. Read more.
Moonbounce thinks AI safety is being solved the wrong way. Its $12m launch says that loudly
Moonbounce launches with $12 million to help enterprises control AI behavior in real time. Read why this emerging category could reshape AI governance.
The AI race just got more physical: Why Corning Incorporated and Meta Platforms, Inc. are pouring money into cable, not just chips (NYSE: GLW, Nasdaq: META)
Corning Incorporated and Meta Platforms, Inc. are expanding AI cable manufacturing in North Carolina. Read why this matters for supply chains and investors.
New Mexico jury finds Meta violated consumer protection law in landmark child safety trial
A New Mexico jury ordered Meta to pay $375M for violating state consumer protection law by concealing risks to children on Instagram, Facebook, and WhatsApp.
Arm Holdings enters silicon production with AGI CPU built for agentic AI data centres
Arm Holdings launches its first-ever data centre CPU, the Arm AGI CPU, targeting agentic AI infrastructure. Meta is the lead partner. Read what this means for the data centre industry.
The real reason Meta paid for Moltbook: not the product, but who controls how AI agents find each other
Meta Platforms acquires Moltbook to build AI agent infrastructure inside its Superintelligence Labs. What the deal really signals for the future of autonomous AI. Read more.