Meta Platforms, Inc. - Class A Common Stock (META)

AI infrastructure isn't cheap.

AI concerns, including a recent delay, have pushed Meta Platforms stock into bargain territory.

Artificial intelligence hyperscalers are forecasting another year of mammoth capital expenditures.

Investors have worried about AI spending.

Meta Platforms (NASDAQ: META) saw its shares retreat by more than 3% this week following reports that the social media giant has officially postponed the release of its next-generation artificial intelligence model, codenamed "Avocado." Originally slated for a high-profile March 2026 debut, the model—which Meta promised would be its

SAN JOSE, CA — In a move that has sent shockwaves through global financial markets, Jensen Huang, the CEO of NVIDIA (NASDAQ: NVDA), has officially projected that cumulative demand for artificial intelligence chips will reach a staggering $1 trillion by the end of 2027. Speaking yesterday, March 16, 2026, at the

As the artificial intelligence "supercycle" enters its most aggressive phase, all eyes are on Micron Technology (NASDAQ:MU). With its fiscal second-quarter 2026 earnings report scheduled for tomorrow, March 18, 2026, the Boise-based memory giant finds itself at the epicenter of the global AI infrastructure build-out. The anticipation reached a

Investors are aiming for a roughly 14% increase in the share price over the next nine months or so.

The deal gives Nebius Group greater flexibility to raise capital for expansion.

As per a Bloomberg report, the company said that from June 15, customers would not be able to build, publish or update worlds on the virtual reality destination, or access Meta Horizon Worlds on Meta Quest headsets.

Due to alleged performance issues, Meta Platforms has delayed the rollout of its foundational Avocado AI model.

In a move that underscores the brutal efficiency required to lead the artificial intelligence (AI) arms race, Dell Technologies (NYSE: DELL) has confirmed a systematic reduction of approximately 11,000 employees over the course of its fiscal year 2026. This 10% workforce reduction, revealed in recent regulatory filings as of

The long-awaited market "rotation" has finally moved from a trader's theory to a structural reality. As of mid-March 2026, the dominance of mega-cap technology stocks is being replaced by a more egalitarian rally, characterized by the dramatic outperformance of the Russell 2000 and the S&P 500 Equal Weight Index

As the mid-March 2026 trading sessions unfold, the technology sector is undergoing a profound structural realignment. The era of "AI Narrative"—where stock prices were propelled by ambitious white papers and speculative pilot programs—is rapidly giving way to a "Capacity and Scale" era. This shift was starkly illustrated following

All three of these "Magnificent Seven" stocks look like magnificent picks for long-term investors.

While the cuts would only make a small dent in its planned 2026 expenses, they are meant to protect margins, analysts say.

Citigroup and DA Davidson placed a ‘Buy’ rating on NBIS stock, saying they expect a steady influx of large customers and accelerating growth ahead.

A blockbuster deal with an artificial intelligence (AI) giant has investors excited.

Nebius Group has emerged as a key player fueling AI infrastructure.

The S&P 500 Shiller CAPE ratio is at its highest level in more than two decades.

As of March 16, 2026, the equity markets have crowned a surprising new champion in the artificial intelligence gold rush. While silicon and software have long dominated the narrative, the physical infrastructure connecting these digital brains has become the market's most lucrative bottleneck. Corning Incorporated (NYSE: GLW) has emerged as