Meta is testing a standalone app called Vibes, giving AI-generated videos their own feed as the company ramps up competition ...

However, given the high spending levels, is the market endorsing a sustainable AI moat or merely pursuing a capital-heavy fantasy?

We knew Meta's full-year capital expenditure forecast would exceed $100 billion; we just didn't know the exact range. Now we have it.

Meta Platforms surged after strong Q4 results, while Microsoft slid as investors focused on heavy AI capex and slowing Azure growth.

Meta Platforms, Inc. Q4 FY25 shows AI-driven revenue acceleration, justified 2026 capex, and technicals; assess valuation, ...

Alphabet stock jumped around 4% in premarket trading Tuesday while Nvidia slipped 3% following reports that Meta may tap Google’s AI hardware. The social media giant is exploring a multiyear purchase ...

Meta Q4 shows an AI narrative shift with ad price lift and CapEx fears priced in; watch margin compression. Click here to ...

Concern on Jan 6, 2026 as Meta delayed its planned Ray‑Ban Display global rollout, a move Reuters reported this week that ...

Last year was another strong one for the world's leading technology companies, the so-called Magnificent 7. While artificial intelligence has clearly acted as a tailwind, underlying business ...