CoreWeave, a GPU cloud rental company for AI, posted 111.7% revenue growth in Q1 2026 and holds a $99.4 billion backlog, including a $21 billion Meta contract. Despite strong demand and NVIDIA backing, the company faces significant debt of $25.37 billion and negative free cash flow, raising financial risks. Management expects margin improvements and revenue growth in upcoming quarters, with key indicators in Q3 likely to determine the stock's direction. Analysts see about 11% upside but advise caution due to leverage and execution risks.
In the first half of 2026, smart beta strategies showed mixed results, with momentum and low-volatility funds lagging, while dividend growth funds struggled due to rising yields. However, funds emphasizing companies with strong free cash flow and hig...
Meta has rolled out new safety features for its platforms, Instagram, Facebook, and Messenger, aimed at limiting teenagers' exposure to potentially harmful content, such as posts on nutrition, weight lifting, and anxiety. This move comes after Meta w...
The WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has received a buy rating due to accelerating investments in AI infrastructure by major hyperscalers, who are expected to invest over $700 billion. This surge is driving strong capital...
Instagram patched a security flaw that hackers exploited by tricking Meta's AI support chatbot to gain control of user accounts without needing access to the linked email. High-profile accounts, including the Obama-era White House and a U.S. Space Fo...
The S&P 500's recent rally is largely fueled by AI-related companies, with investor enthusiasm leading to crowded positioning and fear of missing out. AI capital expenditure is projected to reach $1.2 trillion by 2027, but funding is increasingly rel...
