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 ...

Nebius Group N.V. NBIS is doubling down on AI infrastructure with an ambitious $2 billion capital expenditure plan for 2025, up from its earlier guidance of $1.5 billion. NBIS stated that the increase ...

A series of insider sales may catch investors’ attention, but the real question is whether BKV’s fundamentals can keep ...

Adani Group aims to replicate 25 years of infrastructure development in just one year, targeting a ₹1.5 lakh crore capex plan ...