SpaceX revealed a $1.25 billion per month cloud services deal with AI firm Anthropic, allowing monetization of unused supercomputer capacity with flexible termination terms. This approach mirrors Amazon Web Services' strategy of renting excess infrastructure, which grew into a massive business. Meta is investing heavily in AI infrastructure but has yet to monetize excess capacity similarly. If Meta adopts this model, it could unlock billions in revenue and boost its market value significantly, providing a new high-margin income stream amid its ongoing AI investments and operational challenges.
Meta Platforms is currently undervalued, trading at a price-to-earnings ratio of 20-22 times without a premium for its AI-driven growth. The company’s significant investments in AI are fully utilized, supporting an operating margin above 40%. Despite...
Meta is upgraded to a Strong Buy with a price target of $1,000 within 30 months, driven by strong financial performance and AI-related growth. In Q1 2026, Meta reported 33% revenue growth and maintained operating margins above 40%, despite significan...
Meta has reached a settlement with the Breathitt County School District in Kentucky, ending a lawsuit accusing the company of causing social media addiction among teenagers. The case was part of a larger group of over 1,200 similar lawsuits consolida...
CoreWeave reported a strong Q1 with revenue growing 111.69% year-over-year to $2.08 billion and a backlog reaching $99.4 billion, including a $21 billion contract with Meta. Despite a 14.58% share price drop over the past month, the company’s growth ...
From 2025 through the first quarter of 2026, major tech companies including Alphabet, Microsoft, Meta, Amazon, and Oracle are projected to burn a combined $563 billion in free cash flow due to heavy AI-related capital expenditures. Apple stands out a...
