Browsing Tag
Meta Platforms
113 posts
Meta Platforms wants AI wearables at work, but can Reality Labs finally make hardware pay?
Meta wants AI wearables at work, but privacy and Reality Labs losses loom. Read why the pendant plan matters now.
Is Meta Platforms training AI agents on the workplace data regulators fear most?
Meta wants workplace data for AI agents, but Europe may test the privacy limits. Read why this could reshape Big Tech’s AI playbook.
Oklo (NYSE: OKLO) sits at $66 as nuclear bull case meets execution reality
Data centers need power faster than utilities can build it. Oklo has 14GW of demand and an NRC win, but almost none of the pipeline is binding.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
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.