I’ve long been impressed by the way Meta Platforms (META) has navigated difficult environments, repeatedly reinventing itself through thick and … I’ve long been impressed by the way Meta Platfor...
Alphabet’s aggressive investment in AI is already translating into tangible business momentum. Alphabet (GOOGL) recently posted robust fourth-quarter and full-year results, with its annual reven...
Seeking Alpha’s roundup of statements, announcements, and remarks that could impact the technology sector. Read more here. Feb. 05, 2026 5:13 PM ETAmazon.com, Inc. (AMZN) Stock, GEMI StockNVDABy...
Even as Meta pours billions into AI, Mark Zuckerberg said ads will remain the company’s core business. The numbers $58.1 billion: Meta’s Q4 2024 ad revenue, up 24% year-over-year. Overall revenue was ...
Micron Technology, Inc.’s valuation is stretched, competitive catch-up looms & cyclical risks threaten long-term returns. Read more on MU stock here. Micron: Peak Cycle Margins And Unpreced...
“It’s completely unclear to me who’s going to monetize and make money out of all this capex,” said Wood at the Fortune Innovation Forum. Wood, now the global head of equity strategy at Jefferies Hong ...
Investors are increasingly favoring U.S. companies that channel capital toward AI innovation over those offering traditional shareholder payouts such as dividends and buybacks, even as the debate over...
S&P 500 cash spending is expected to rise 11% in 2026 to a record $4.4 trillion, driven by a surge in capital expenditure from large technology firms and a rebound in cash M&A, according to ...
Seeking Alpha’s roundup of statements, announcements, and remarks that could impact the technology sector. Read more here. Comments Seeking Alpha’s roundup of statements, announcements, an...
