Meta Platforms, Inc. - Class A Common Stock (META)

Recent reports suggest Meta may rent out excess AI compute. The easy read is that Meta overbuilt and the AI capex cycle is already moving from shortage to surplus. That may be too simple.

Fund bets on data center and Bitcoin mining operator as portfolio outperforms S&P 500 by 141 percentage points.

The company is launching a new business that will sell excess compute power.

Amazon is ramping proprietary Trainium chip production and raising GPU prices, while TSMC's 3nm foundry capacity runs at full utilization, driving analyst price target hikes for both companies.

In just the past month, the stock has fallen more than 15%.

History has a way of accurately forecasting the future on Wall Street.

Meta is reportedly planning to sell its excess cloud computing capacity, and that doesn't bode well for Nebius and CoreWeave.

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Meta is reportedly building a cloud computing business to rent its spare artificial intelligence capacity.

Insider activity at three of Wall Street's most influential artificial intelligence (AI) businesses paints a picture worth a thousand words.

Facebook is still one of the biggest platforms for video marketing, brand promotion, and audience engagement. Every day, millions of videos are uploaded by

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. But it’s not all sunshine and rainbows as ...

A brutal one-day drop has investors asking whether the memory rally has finally run out of room.

Meta Platforms has a bad track record of overspending on emerging technology.

CoreWeave stock holds competitive advantages that can solidify its business.

The partnership with AI's most-watched start-up has now unveiled silicon. Yet the stock is still on markdown.

Amazon could start selling its Trainium chips to third-party customers in the near future.

These stocks were down more than 14% at the halfway mark of the year.

Meta wants to become more like its hyperscaler peers.

Sell-offs create opportunities, especially for these three stocks

Microsoft and Meta Platforms are down, but definitely not out.

As capital rotates out of crowded AI trades, Meta, Microsoft, MercadoLibre, DLocal, and Robinhood stand out as beaten-down stocks with strong fundamentals and analyst upside.

The "Magnificent Seven" stocks haven't done very well in recent months.

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