Meta Platforms is intensifying its focus on AI by releasing Muse Glimmer weights and promising Muse Spark weights later this year. The company’s heavy AI investments have reduced its adjusted operating margin from 43% to 36.8% year-over-year in Q2 2026. Meta plans to nearly double its capital expenditure in 2026 to $130–$145 billion, mainly targeting data centers and foundational AI models. Despite short-term profitability challenges and uncertain AI monetization, Meta’s core advertising business remains a financial safety net as it aims for long-term leadership in AI technology.
Anthropic, an AI company, is targeting an October IPO with a valuation of $2 trillion or more, which would surpass SpaceX's recent $1.77 trillion debut. Investors expect the company's revenue to jump from $47 billion to over $100 billion within a yea...
Bill Ackman, through Pershing Square, has re-entered Netflix with a new position of about 3 million shares, representing roughly 4.9% of his portfolio. This move marks a reversal from his 2022 exit when he sold at a loss after subscriber numbers disa...
Meta Platforms reported strong revenue growth of 28% but faces margin pressure due to high capital expenditures and increased spending. Despite these challenges, new monetization efforts like WhatsApp's $1B+ quarter and AI-driven ad tools suggest sig...
Meta and Alphabet reported strong Q2 2026 results with Meta's ad revenue growing 27% and Alphabet's Cloud business accelerating 82%. Despite this, Meta trades at 22 times earnings and Alphabet at 17 times, which is cheap for their growth levels. Meta...
Meta Platforms is investing heavily in its Hyperion campus in Louisiana, with Bloomberg estimating the total cost could exceed $250 billion, though Meta has publicly confirmed spending over $50 billion. The campus will eventually support 1,000 perman...
