News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- S&P Turns Negative on Meta. Wall Street Sees Less Than Half the Cash Hole
Key TakeawaysS&P revised Meta’s credit outlook to negative from stable on Oct. 30 and kept the AA- rating.
- SCHD Vs. FDVV: Which Dividend ETF Wins Into 2027
Compare SCHD and FDVV for dividend growth, defensive income, and tech exposure amid AI spending fears.
- Amazon: Keep It Simple, Buy The Dip
Amazon Q3 earnings show surging operating income, AWS growth, and AI investment tradeoffs. Click for more on AMZN stock.
- I'm Not Swayed By AI Bubble Burst Doomerism
See why Microsoft, Amazon, Google, and Meta lead AI infrastructure growth post-earnings despite CapEx risks. Click for an updated market outlook.
- The Credit Market's Warning Is Coming Back To Haunt AI Stocks
Credit default swap markets are signaling rising credit risk for major AI-driven companies. Read more on CDS markets here.
- Hedge Your Retirement Income With These 2 Cash-Generating Picks
Worried about AI stock risks? Discover 2 retirement income picks with strong dividends, solid balance sheets, and potential upside if AI falls. Read the full analysis here.
- Here's Where I Think Meta Stock Will Be in 2030
Meta's sales could grow around 70% by 2030. Why might the shares gain so much less?
- Josh Brown: Meta Could Become “a Cash Spigot” That Makes Nvidia Look Expensive
Key TakeawaysOn Prof G Markets, Josh Brown said Anthropic could become “a cash spigot” priced to make Nvidia and Palantir look expensive. He listed Meta’s push into AI agents as one of its threats.
- Why AI is boosting Meta's ad business while hurting Google search
The gap between Meta's ad revenue growth and Google's search expansion was the widest it's been since 2021 in the latest quarter.
- Anthropic's Frenemies Meta and Google Are Showing Cracks In the AI Trade. What That Tells Us About the Anthropic IPO.
This ETF demonstrates some of the issues with the complex interconnectedness of Anthropic and hyperscalers like Google and Meta. Here's what it means for the ANT IPO.
- Here’s Why Janus Henderson is Bullish On Meta Platforms, Inc. (META)
Janus Henderson, an investment management company, released its “Global Sustainable Equity Fund ” Q3 2026 investor letter. A copy of the letter can be downloaded here. The Equity Fund returned 1.86% in the third quarter of 2026, matching its benchmark, while outperforming the IA …
- After Meta, Could These Be Wall Street’s Next Blockbuster Stock Splits?
These companies could perform well whether or not they announce stock splits.
- 3 Numbers to Watch to Know if Meta Platforms' AI Spending Is Paying Off
Capital outlays of this magnitude require investors to keep a closer eye on the company's progress.
- Alphabet Just Dropped 19% in a Month. Is It Really “Lost for All but Cloud”?
Key TakeawaysAlphabet stock is down 19% in the past month, mostly after a third-quarter report with slower Search growth and negative free cash flow of $9. 1 billion.
- S&P Says Meta Can’t Make Money From AI as Well as Its Rivals
S&P just put Meta's coveted AA- rating on a countdown clock, citing a capex spiral that could push leverage past the downgrade threshold by 2027. Meta fired back immediately, but the stock and the balance sheet tell a more complicated story.
- France Wants a 5.5-Cent-per-Gigabyte Tax on Netflix, Google and Meta
France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is another matter entirely.
- The daunting economic decision on data centers
Communities across the U.S. courting data centers face an economic bargain: billions in private investment and potentially lucrative tax revenue, alongside mounting public backlash.
- AI boom hits a wall on Wall Street as OpenAI cuts fundraising target while Meta gets a credit warning over its cash flow, spending and monetization
S&P Global cut its outlook on Meta to "negative" from "stable" late Friday.
- Micron, SanDisk, and Western Digital Remain in Bear Territory, But Key Catalysts Remain Intact
Top memory stocks like Micron, SanDisk, and Western Digital stocks have slumped into a bear market as key catalysts remain intact.
- OpenAI Raises Just $11 Billion as AI Bubble Fears Rise, Valuation Hits $1.25 Trillion
OpenAI is about to raise $11 billion, much less than the $30 billion it was targeting, with its valuation falling short to $1.25 trillion