META
META
$591.10
$-3.87 (-0.65%)
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Price History (Last 30 Days)
Latest News & Updates
Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the...
Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the next three years, as analysts continue to underestimate hyperscaler spending on AI infrastructure. The top five hyperscalers are now projected to spend $733 billion on capex in 2026 (up from $361 billion estimate), with potential for further underestimation in 2027. Nvidia's dominance in AI chips, networking, and CPUs positions it to capture approximately 26% of hyperscaler capex spending.
CoreWeave reported a $104 billion revenue backlog as of June 30, 2026, up from $...
CoreWeave reported a $104 billion revenue backlog as of June 30, 2026, up from $30.1 billion a year earlier, with Q2 revenue doubling 112% year-over-year to $2.6 billion. However, the company faces significant challenges: massive capital spending requirements ($35-39 billion in 2026), net losses widening to $626 million, and interest expenses ($2.6 billion annualized) exceeding projected operating income. While demand is strong, the stock's valuation at 56 cents per dollar of contracted revenue reflects the substantial costs and risks of converting backlog into actual delivered services.
SpaceX's stock has fallen from its IPO peak of $211.39 to around $140, returning...
SpaceX's stock has fallen from its IPO peak of $211.39 to around $140, returning to its $135 debut price. The company's $2.64 trillion peak valuation (141x revenue) proved unsustainable as investors grew concerned about steep losses, aggressive spending, and the xAI acquisition. With a current 39x price-to-sales ratio and upcoming lockup expirations, analysts suggest the stock could decline further, citing historical patterns of hot IPO pullbacks.
Despite AMD's stock outperformance in 2026, the article argues Nvidia is the bet...
Despite AMD's stock outperformance in 2026, the article argues Nvidia is the better buy. AMD trades at a 63x forward P/E ratio compared to Nvidia's 24x, a valuation gap that appears unjustified given Nvidia's superior scale, faster growth (85% vs 50% revenue growth), higher profitability ($48.5B vs $1.6B free cash flow), and stronger market position. Historical patterns suggest AMD's elevated valuation may face compression while Nvidia has room for expansion.
As tech giants plan to spend over $1 trillion on AI infrastructure by 2027, Vert...
As tech giants plan to spend over $1 trillion on AI infrastructure by 2027, Vertiv and Eaton emerge as top beneficiaries. Vertiv is a pure-play AI infrastructure specialist focusing on data center power and cooling solutions, trading at 40x forward earnings with projected 40% annual EPS growth. Eaton is a diversified legacy electrical supplier pivoting to chip-to-grid infrastructure with 33x forward earnings and 15.5% projected annual growth. Conservative investors should consider Eaton for diversification, while aggressive investors seeking higher growth should favor Vertiv.
Morgan Stanley predicts AI infrastructure spending could reach $1.4 trillion by...
Morgan Stanley predicts AI infrastructure spending could reach $1.4 trillion by 2027, exceeding current market forecasts of $1.2 trillion. The analyst recommends three stocks positioned to benefit from this AI boom: Nvidia as the dominant GPU leader, AMD as a growing inference market player, and Micron as a major beneficiary of surging memory demand.
While the AI trade has driven significant returns, a potential vulnerability exi...
While the AI trade has driven significant returns, a potential vulnerability exists: hyperscalers have committed $700+ billion to AI infrastructure largely driven by OpenAI and Anthropic demand. If Chinese competitors' cheaper open-source models gain market share, these two companies could lose pricing power, leaving hyperscalers with massive stranded investments and poor returns on capital.
Silver prices have rebounded from a recent low of $56 to over $64 per ounce, dri...
Silver prices have rebounded from a recent low of $56 to over $64 per ounce, driven by continued AI data center demand despite earlier investor skepticism. Major tech companies are maintaining their data center spending plans, and silver producer stocks have surged in August. The article recommends silver investments through both producer stocks and ETFs.
Despite Micron Technology trading at a cheap valuation (P/E of 19.8) with explos...
Despite Micron Technology trading at a cheap valuation (P/E of 19.8) with explosive earnings growth driven by AI infrastructure demand, the analyst warns against buying due to concerns about the cyclical nature of the semiconductor industry. As major tech companies face rising AI infrastructure costs and begin limiting spending, the current boom is likely temporary, and Micron's pricing power will erode as new manufacturing capacity comes online.
The Trade Desk's stock plunged after missing revenue expectations and issuing gu...
The Trade Desk's stock plunged after missing revenue expectations and issuing guidance for Q3 revenue decline, challenging investor assumptions about sustained rapid growth. The company faces intensifying competition from Amazon, Google, and Meta in the advertising market, raising questions about whether its open internet advertising model can maintain its competitive advantage as larger platforms consolidate advertiser budgets.
