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CoreWeave's 24% pullback has eased valuation concerns, but can explosive AI growth and a huge backlog outweigh rising competition and heavy spending?

The hosts at TBPN spent a segment this week chewing over a report from NPR’s Bobby Allen that Meta (NASDAQ:META) considered acquiring Kalshi before deciding to build its own prediction-market app. If you have been ignoring prediction markets, the short version is that they let people place real money on future events. Elections. Box office. Whether the ... Why Meta’s Betting-App Dream Could Be a ‘Poison Golden Egg’ for Its Cash Machine

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Meta Platforms (NASDAQ:META) ranks #2 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 262 Meta Platforms (NASDAQ:META) is down about 17% so far this year amid fears that Mark Zuckerberg’s AI spending spree might not result in returns. […]

Recently, Zacks.com users have been paying close attention to Meta Platforms (META). This makes it worthwhile to examine what the stock has in store.

Meta Platforms (NASDAQ:META) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least ... Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

Meta CEO Mark Zuckerberg admitted AI agents haven’t progressed the way the social-media company hopes but that doesn't mean he's giving up on the technology.

The Magnificent Seven have been dragging their feet, at least relative to the rest of the tech scene in the past year. And while the semiconductor basket is the new leadership group that could continue to do more of the heavy-lifting as more investors crowd into the “pick and shovels” plays that are profiting in ... The Mag Seven Could Become Magnificent Again in the Second Half, Says Pro

Entergy stock has delivered a strong 168.9% total return over the past five years. Its current checks point to a richer valuation, with the Dividend Discount Model (DDM) suggesting the shares trade at a premium to intrinsic value, while market based multiples look roughly in line. Over five years, Entergy has returned 168.9%. This puts extra focus on whether the current price already reflects much of that progress. Recent equity issuance through the ATM and underwritten forward sale...

Entrepreneur and venture capitalist Chamath Palihapitiya is best known to many investors for his love of SPACs and for bringing several companies public via reverse mergers, including Virgin Galactic, a space company he previously served as chairman of. Palihapitiya announced...

Meta CEO Mark Zuckerberg admitted AI agents haven’t progressed the way the social-media company hopes but that doesn't mean he's giving up on the technology.

Water used at the power plants that supply electricity to data centers can be much greater than the water used in the data centers themselves.

An AI spending blitz is demolishing new Fed chair Kevin Warsh's argument for interest rate cuts with more price increases about to ripple through the economy

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer explained why the stock declined in the second quarter, as he commented: Speaking of Google, parent company Alphabet was able to do a giant fundraise not long ago. […]

Meta Platforms, Inc. (NASDAQ:META) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer noted how people view the stock, as he said: Third, Meta, down 11% this month. Meta is going out of style because it’s now viewed as nothing […]

Australian Prime Minister Anthony Albanese on Friday condemned senators who blocked changes to a world-first social media ban for children, saying tech giants would use the delay to destroy incriminating documents that could be used as evidence against them. The government this week introduced to Parliament amendments aimed at increasing powers of the eSafety Commissioner Julie Inman Grant, Australia’s online safety watchdog, to enforce the ban on Australian children younger than 16 from holding accounts on platforms including Facebook, Instagram, and YouTube that has been in place since December. The amendments would have given Inman Grant power to demand documents as well as information from platforms about their efforts to exclude young children.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 8.6% in the afternoon session after AI-linked stocks pulled back amid fears that AI-driven chip demand may be cooling.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

SanDisk sinks 14%, Micron falls 5%, and Seagate drops 10% as investors price in a looming AI memory and storage supply glut.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

A reported new rival is coming for the cloud computing king's most profitable business.

Meta Platforms Inc. released an experimental app called Pocket, allowing users to build and share instantly playable mini-games using simple text prompts.

Meta Platforms Inc (META) CEO Mark Zuckerberg told an internal town hall Thursday that AI agent deve

Crusoe is in talks to raise about $3 billion in a funding round that could value the AI infrastructu