Meta Platforms' stock has fallen over 6% in 2026 despite strong Q1 results showing 33% revenue growth to $56.31 billion and 3.56 billion daily active users. The stock dropped after Meta raised its full-year capital expenditure guidance to $125-$145 billion to boost AI infrastructure, which analysts see as a long-term growth investment. Advertising revenue benefits from AI improvements, and Meta projects Q2 revenue between $58 billion and $61 billion. Analysts maintain a strong buy consensus with an average 12-month price target of $817.71, citing optimism about AI monetization despite risks from high spending and regulatory scrutiny.
Nvidia's recent earnings reveal an unusual trend: older GPUs like the three-year-old A100 and the newer H100 are increasing in rental price due to soaring AI infrastructure demand. This contradicts the typical semiconductor cycle where older chips de...
This week, investors focus on key inflation data with Thursday's core PCE price index report, the Fed's preferred inflation gauge, expected at 3.3%, influencing rate decisions under new Fed Chair Kevin Warsh. A series of Federal Reserve speeches will...
Mark Zuckerberg disclosed in leaked audio that Meta is reducing headcount while using remaining employees to train AI models, aiming to increase coding ability and operating leverage. This strategy reflects a shift to trade workforce size for compute...
Meta has raised its 2026 capital expenditure guidance to $125-$145 billion, nearly five times last year's $28 billion, focusing heavily on AI infrastructure. Despite strong ad revenue growth, investors worry about the lack of clear AI-driven monetiza...
Qualcomm's shares surged 12% on Friday, marking a 75% rise in the past month, driven by its expanding role in AI and connected devices. The company secured a deal with automaker Stellantis to use Qualcomm's Snapdragon processors in vehicles, enhancin...
