Apple Just Gave Investors a $100 Billion Reason to Rethink the AI Spending Race The tech giant's huge free cash flow gives it the firepower to keep rewarding shareholders, even as rivals pour capital into AI infrastructure.
This Major Tech Stock Could Be the Biggest Loser From AI Unless Meta gets more specific about AI products, it could lag behind other AI stocks.
Is Meta Platforms Stock a Buy on Its Pullback? Meta Platforms shares fell on continued concerns about its heavy spending.
Why Meta Platforms Stock Plummeted This Week Meta served up strong quarterly results, but investors saw some problem points in its latest report.
Here's the Real Problem With Meta's Latest Earnings Report The headlines blame the spending plan. But I think there's an even bigger concern.
April Was the Best Month for the Market Since 2020. Here's What's Driving It. Massive AI infrastructure spending is driving revenues and profits higher across multiple industries.
Amazon, Alphabet, Microsoft, Meta, and Apple Just Reported Earnings. I Think This Was the Best Report of Them All. One of these tech giants posted accelerating growth and expanding margins -- and didn't need to commit hundreds of billions to AI infrastructure to do it.
Why Remitly Global Rebounded 39.7% in April The company is integrating with AI providers while investors realize it is not at risk from stablecoins or immigration crackdowns.
Oklo Stock Is Down 15%. Is It Finally Time to Buy? After a huge 238% gain in 2026, Oklo has had a lackluster run in 2026. Time to buy, or should you pass this one up?
3 Reasons to Buy the Dip in Meta Stock — And 3 Reasons to Stay Away META stock is down after its Q1 2026 earnings report failed to cheer markets. Should you buy the dip in Meta Platforms stock?
Wall Street Is Dumping Big Tech After Earnings. Should You Be Buying Instead? Meta, Microsoft, Amazon, and Google all just reported, and the market reaction may be a gift for long-term investors.
Worried About Meta's AI Spend? It's Already Paying Off. Meta stock tumbled on rising infrastructure spending, but investors are missing the bigger picture.
Is OpenAI's Trillion Dollar AI Bet Starting to Crack? Here's What It Means for Big Tech A bombshell WSJ report just exposed missed targets and internal turmoil at OpenAI, and the timing could not be worse for Meta, Amazon, Google, and Microsoft earnings.
What's Going on With Meta Stock? Meta has major AI ambitions -- and is investing heavily to accomplish them.
Meta Stock: Is It Time for Investors to Buy the Dip? Investors are punishing the social media giant for raising its capital spending forecast, but the underlying business may tell a different story.
