With nearly 98% of its $201 billion in net sales coming from advertising in 2025, the company is also intricately tied to the ...

Meta is still growing fast and producing significant cash, but investors seem spooked by the social media company's capital-intensive AI spending spree.

AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia's Blackwell faces heightened competition.

Nvidia Corporation remains the AI cycle's primary driver, despite recent stock underperformance. Learn more about NVDA stock ...

Meta Platforms faces skepticism over AI CapEx, but AI-driven ad gains may boost long-term ROI. Click here to read my latest ...

When you think of AI, the conversation invariably leads to Nvidia. The semiconductor giant is one of the biggest beneficiaries of the AI wave. It ended its fiscal year with $130.5 billion in revenues, ...

Speaking on CNBC's "Halftime Report," Gerstner revealed why Meta was conspicuously absent from his top holdings list for 2026. Altimeter originally invested in late 2022, riding the stock’s surge from ...

Most companies that have reached a $1 trillion market capitalization have been tech companies like Microsoft and Apple.

Initial deployments are scheduled to begin in 2H 2026, employing custom MI450-class GPUs optimized specifically for Meta’s AI training and inference workloads.

Meta has “paused” its initiative to bring third-party Horizon OS headsets to the market. The company says it has shifted focus to “building the world-class first-party hardware and software needed to ...