Meta Platforms delivers long-term compounding, AI monetization, strong Q3 growth and higher CAPEX with upside potential.
Meta Platforms’ strong user growth, better ad metrics, and attractive valuation offer a compelling investment. Click to read ...
AI is no longer about demos and dev days. It’s a line on the income statement – and an even bigger one on the capex schedule.
The major theme over the past month in Big Tech and AI semiconductors has been the durability of demand: essentially, what is Big Tech’s return on more than $150 billion in capex over the last twelve ...
Adani Group aims to replicate 25 years of infrastructure development in just one year, targeting a ₹1.5 lakh crore capex plan ...
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