Tag: Meta

Meta’s $145 Billion AI Bet Is Starting to Scare Wall Street
AI • October 25, 2026

Meta’s $145 Billion AI Bet Is Starting to Scare Wall Street

Meta generated $64.6 billion in revenue during the third quarter of 2026, a 26% increase from a year earlier. Its advertising business was thriving, users were spending more time across its platforms, and the company remained profitable. Wall Street responded by selling the stock. Shares fell sharply on October 22 as investors absorbed another enormous […]

Read Article →
The IMF Warns the AI Boom Could Become a Global Financial Risk
AI Industry • October 18, 2026

The IMF Warns the AI Boom Could Become a Global Financial Risk

Nvidia can lose billions in market value during a bad trading session. Investors may panic, analysts may revise their forecasts, and the financial press will spend the afternoon debating whether the AI bubble has finally burst. But the International Monetary Fund is now worried about something considerably more serious than a semiconductor stock correction. In […]

Read Article →
September Was Basically Two Stock Markets Wearing One Trench Coat
Investing • October 1, 2026

September Was Basically Two Stock Markets Wearing One Trench Coat

September was a good month for the stock market. September was also a terrible month for the stock market. Both statements can be defended with perfectly respectable numbers. The Nasdaq Composite gained about 1.9% during the month, extending the extraordinary run of technology and AI-linked stocks. The Dow Jones Industrial Average went in the opposite […]

Read Article →
Wall Street Is Starting to Split the AI Trade in Two
AI Explained • September 20, 2026

Wall Street Is Starting to Split the AI Trade in Two

For most of the generative AI boom, Wall Street treated artificial intelligence less like a technology stack than a single enormous trade. Nvidia sold the GPUs. Hyperscalers built the data centers. Memory manufacturers supplied the components. Cloud companies rented the compute. Software developers added AI features. If a company could attach itself convincingly enough to […]

Read Article →
AI Training Data: The Great Pillage of the Internet
AI Explained • August 8, 2026

AI Training Data: The Great Pillage of the Internet

The generative AI boom did not begin with a blank page. It was built on decades of human work: articles, photographs, videos, software code, forum discussions, product reviews, personal stories and countless other fragments of digital culture. Together, that material became AI training data. Most of it was not created for machine learning. Developers answered […]

Read Article →
The Magnificent Seven’s New Final Boss Is Capex
AI Industry • July 27, 2026

The Magnificent Seven’s New Final Boss Is Capex

Alphabet, Tesla and Intel all gave investors something to celebrate during the latest earnings cycle. Each company beat at least one major Wall Street expectation. Each also watched its market value fall. That sounds irrational until you look at the statistic Wall Street has promoted above almost everything else: AI capex. Alphabet reported stronger-than-expected revenue, […]

Read Article →
Magnificent Seven Earnings Have Entered the Perfection Trap
Big Tech • July 20, 2026

Magnificent Seven Earnings Have Entered the Perfection Trap

Netflix delivered the kind of quarterly report that once would have kept the market calm. Earnings per share came in ahead of expectations, revenue continued to grow, and the streaming giant remained highly profitable. Then the stock dropped by more than 10%. The problem was not the quarter Netflix had just completed. Wall Street was […]

Read Article →
Meta’s Cloud Pivot Turns AI Costs Into Infinity Stones
AI • July 3, 2026

Meta’s Cloud Pivot Turns AI Costs Into Infinity Stones

The AI race has been sold to investors like a cosmic arms race: whoever collects the most GPUs, data centers, models, and talent gets to snap their fingers and reshape the future. Very Marvel. Very expensive. For Meta, that story has also carried a darker subplot. The company has poured billions into AI infrastructure while […]

Read Article →